# If Ganfeng Lithium moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/ganfeng · Facet: ripple · Updated: 2026-07-12T06:19:04.157862+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Ganfeng Lithium is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 9 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-07-12).

Ganfeng Lithium operates across A lithium major vertically integrated from mines to compounds, cells and recycling. After +108.3% in 2025, it gave back -28.2% in 2026. The stock (-28.2%) and its demand side (avg -15.6%) are moving in step. Among connected nodes the furthest ahead is LG Energy Solution (-9.9%) and the furthest behind is Tesla (-21.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. A 2024 lithium-price slump produced its first annual net loss since listing, but FY2025 revenue of CNY 23.082B (+22.08%) and net profit attributable of CNY 1.613B marked a turnaround — the rebound was concentrated in Q4 (net profit CNY 1.587B), read as a signal of passing the lithium-price trough.

## Demand chain (leading)
- T1 Tesla (https://valuechain.wiki/tesla.md)
- T2 PG&E Corporation (https://valuechain.wiki/pg-e.md)
- T2 Edison International (https://valuechain.wiki/edison-international.md)
- T1 LG Energy Solution (https://valuechain.wiki/lg-energy-solution.md)
- T2 Toyota Motor Corporation (https://valuechain.wiki/toyota.md)
- T3 Mazda Motor (https://valuechain.wiki/mazda-motor.md)
- T2 General Motors (https://valuechain.wiki/general-motors.md)
- T2 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T2 Honda Motor (https://valuechain.wiki/honda-motor.md)
- T2 DTE Energy (https://valuechain.wiki/dte-energy.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)

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