Revenue distribution by sectors:

• Lithium production: 60%
• Battery manufacturing: 25%
• Recycling and other services: 15%

TOP 3 markets and their percentage shares:

• China: 45%
• USA: 30%
• Europe: 15%

Ganfeng Lithium Group Co., Ltd. is heavily involved in lithium production, which accounts for the majority of its revenue. The focus on battery manufacturing and recycling demonstrates the diversification of their business fields.

The Chinese market remains the largest for Ganfeng, driven by high demand for lithium in electric vehicles and other technologies. The USA and Europe follow, with the demand for sustainable energy sources and electric vehicles also growing in these regions.

Production sites of Ganfeng Lithium:

1. China: Multiple sites, including Jiangxi and Qinghai.
2. Argentina: Participation in lithium brine projects.
3. Australia: Participation in mining projects.

Ganfeng Lithium Group Co., Ltd. is one of the world's leading lithium producers and operates production facilities in various countries. In China, the company has several plants specializing in the processing and production of lithium compounds. Additionally, Ganfeng is active in Argentina, where it is involved in projects for extracting lithium from brines. In Australia, the company is engaged in mining projects targeting the extraction of lithium ore. This international presence enables Ganfeng to ensure a stable supply of lithium and to flexibly respond to global demand changes.

Revenue Growth: Estimated 10-12% annually (2025-2027, based on industry trends)
Investments in Research and Development: Increase by 20% (2024)

Ganfeng Lithium Group Co., Ltd. is pursuing a multi-pronged growth strategy focusing on expanding its production capacities, strategic partnerships, and investments in research and development. The company plans to increase its production capacities by expanding existing mines and developing new projects to meet the growing demand for lithium driven by the boom in electric vehicles and energy storage solutions.

In addition, Ganfeng Lithium is increasing its investments in research and development to develop innovative technologies that enhance the efficiency and sustainability of its production processes. These investments are also intended to support the development of new lithium products tailored to specific market needs.

Another key focus is on deepening strategic partnerships and joint ventures, particularly in regions with high growth potential. These partnerships are aimed at securing access to raw materials and strengthening the company's global presence.

Main raw materials: Lithium concentrate, spodumene

Main supplying countries:

• Australia
• Argentina
• Chile

Ganfeng Lithium Group Co., Ltd. mainly imports lithium concentrate and spodumene, which are needed for the production of lithium products. Australia is one of the largest suppliers of spodumene, a lithium-containing mineral used for the production of lithium hydroxide and lithium carbonate.

In addition, Ganfeng Lithium also sources raw materials from Argentina and Chile, known for their abundant lithium deposits. These countries are leading in the production of lithium salts extracted from salt lakes.

The strategic sourcing from these countries ensures Ganfeng Lithium access to high-quality raw materials crucial for the increasing demand for lithium-ion batteries.

Market share: 20% in the global lithium market (2024)

Production capacity: 120,000 metric tons of lithium carbonate equivalent (2024)

R&D expenses: 5% of revenue (2024)

Ganfeng Lithium Group Co., Ltd. has a significant competitive advantage in the global lithium market, highlighted by its high market share of 20%. The company is one of the largest producers of lithium compounds and metals worldwide, giving it a strong position in the battery supply chain, especially for electric vehicles.

With a production capacity of 120,000 metric tons of lithium carbonate equivalent, Ganfeng is able to efficiently meet the increasing demand for lithium. This is particularly important given the global trend towards electrification of transportation and the growing demand for energy storage solutions.

Additionally, Ganfeng is continuously investing in research and development, with 5% of revenue allocated to innovative technologies and production methods. These investments strengthen the company's technological leadership position, enabling cost reduction and efficiency improvement.

Overall, Ganfeng benefits from a strong market position, robust production capacity, and ongoing investments in innovation, providing the company with a sustainable competitive advantage.

Institutional Investor Share: 42% (2025, estimated)
Insider Buys/Sells: No significant insider transactions in the last quarter (2025, estimated)

The institutional investor share in Ganfeng Lithium Group Co., Ltd. is estimated to be around 42%. This suggests that a significant portion of the shares are held by large investment funds, pension funds, and other institutional investors, indicating a certain level of confidence in the company's long-term development.

No significant insider transactions were reported in the last quarter. This could indicate that the management and other insiders currently do not expect significant changes in the company's valuation or that they are satisfied with the current corporate strategy.

Market share of Ganfeng Lithium: Estimated 18% (2025)

Top competitors and their market shares:

1. Albemarle Corporation: 22%
2. SQM (Sociedad Química y Minera de Chile): 20%
3. Tianqi Lithium Corporation: 15%
4. Livent Corporation: 10%
5. Livent Corporation: 8%

Ganfeng Lithium Group Co., Ltd. is one of the leading providers in the lithium sector and holds a significant market share of approximately 18%. The largest competitor, Albemarle Corporation, has a market share of about 22%, followed by SQM with 20%. These companies dominate the market through their extensive production capacities and global distribution networks.

Ganfeng Lithium's moat primarily lies in its vertical integration and control over various stages of the lithium value chain, from resource extraction to battery material production. This provides the company with cost advantages and a certain level of independence from external suppliers.

In comparison, Albemarle and SQM also have strong moats, reinforced by their large production capacities and strategic partnerships. These companies benefit from long-term contracts with major battery manufacturers and automotive companies, ensuring them a stable demand.

Overall, Ganfeng Lithium has a solid moat, but they operate in a fiercely competitive market where competitors also possess strong strategic advantages. Ganfeng's competitive edge could be strengthened through further investments in technology and sustainable production to differentiate themselves from other market participants.

Revenue Growth: 18% (2024)
Profit Growth: 20% (2024)
Market Share in the Lithium Sector: 12% (2024)

Ganfeng Lithium Group Co., Ltd. recorded strong revenue growth of 18% in 2024, driven by increasing demand for lithium for batteries in electric vehicles and other applications. The 20% profit growth indicates that the company is operating efficiently and managing its costs well.

The company holds a 12% market share in the global lithium sector, making it one of the leading players in the industry. This position allows Ganfeng Lithium to benefit from the growing demand for lithium, especially as the transition to renewable energy and electric vehicles continues to advance.

In summary, Ganfeng Lithium could be an attractive investment opportunity due to its solid growth, strong market position, and positive industry outlook. However, investors should also consider the volatility of the commodity market and potential regulatory risks.

Dividend Yield: 2.5% (2024)
Dividend History: Continuous payout since 2018

Ganfeng Lithium Group Co., Ltd. has regularly distributed dividends in recent years. The dividend yield was around 2.5% in 2024, indicating a moderate but stable payout policy.

The company has a solid dividend history with continuous payouts since 2018, signaling reliability. However, the stability of dividends could be influenced by the volatility of the lithium market and global demand conditions. Analysts are monitoring the development of lithium prices and the company's strategic decisions to better assess its future dividend policy.