On August 20, GANFENGLITHIUM rose 3.16% in regular trading, trading at HK$38.54/share with turnover of HK$87.77 million, reversing two consecutive sessions of decline. The rebound is driven by a sustained tight supply-demand balance in the lithium carbonate market, with inventory declining for several consecutive weeks to annual lows, while the second-half peak season arrives with August battery production scheduling exceeding 310GWh.

Multiple institutions are bullish on the outlook. CITIC Construction Investment expects the lithium carbonate supply gap to gradually widen, peaking in Q4. Guotou Securities similarly notes the supply-demand gap provides favorable short-term price support, with the industry's high-profitability cycle likely to continue.

Within the Specialty Chemicals sector, peers showed broad strength: HUABAO INTL up 3.79%, DONGYUE GROUP up 3.21%, TIANQI LITHIUM up 2.64%, CHINA BOTON up 2.18%, and GLOBAL NEW MAT up 0.16%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)