Group 1 - The core viewpoint of the news is the significant rise in lithium carbonate futures prices, reaching a two-year high, which is expected to impact the lithium battery sector positively [2][3] - As of January 13, lithium carbonate futures increased by 11.99%, priced at 174,060 yuan per ton, while the average price of battery-grade lithium carbonate also hit a new high at 157,250 yuan per ton, up 3,850 yuan from the previous day [2][4] - The A-share lithium battery sector saw substantial gains, with companies like Tibet Summit and China Minmetals Resources hitting the daily limit, and Ganfeng Lithium rising over 8% [3] Group 2 - The National Development and Reform Commission announced a solid waste management action plan, emphasizing the responsibility of enterprises in pollution control, which may influence the lithium battery industry's regulatory environment [4] - A recent announcement from the Ministry of Finance and the State Taxation Administration indicated that export tax rebates for photovoltaic products will be canceled starting April 1, 2026, and the rebate rate for battery products will be reduced, prompting battery manufacturers to potentially accelerate procurement [5] - Forecasts suggest that by 2026, the demand for lithium carbonate will reach 200,000 tons, with a 32% year-on-year increase in new demand, driven by a shift in focus towards energy storage [5][6] Group 3 - Despite the rising prices, some lithium carbonate producers have not yet felt the impact of increased demand, indicating a cautious outlook on whether downstream demand will significantly rise [6][7] - The lithium battery supply chain has seen improved inventory levels due to unexpected growth in energy storage demand, leading to a more balanced supply-demand relationship [7] - Concerns have been raised regarding the rapid increase in material prices, which could potentially dampen investment enthusiasm in the energy storage sector if prices rise too quickly [7]

Core Viewpoint - The A-share market is experiencing volatility with a strong performance in the non-ferrous metal sector, particularly driven by the surge in lithium carbonate futures and geopolitical tensions supporting gold prices [1][5][6]. Group 1: Market Performance - As of January 13, the non-ferrous 50 ETF (159652) saw a significant increase, rising over 2.8% and attracting more than 730 million yuan in capital inflow, totaling over 300 million yuan in the last two days [1]. - Key stocks in the non-ferrous sector showed varied performance, with Zijin Mining up 3.89%, Ganfeng Lithium soaring 8.71%, and Shandong Gold increasing by 5.49% [2][7]. Group 2: Sector Analysis - The non-ferrous sector is currently influenced by multiple factors including frequent macroeconomic disturbances, rigid supply-side conditions, and new demand-side dynamics [5]. - Lithium, as an energy metal, is expected to benefit from export tax adjustments, potentially leading to increased battery production and tighter supply-demand dynamics for lithium carbonate [5][8]. - Gold prices are supported by rising geopolitical tensions and weak employment data, with expectations for prices to remain above $4,500 per ounce [5][9]. - Copper prices are driven by structural supply concerns and regional mismatches, with expectations for continued price increases due to a projected supply gap of over 100,000 tons by 2026 [9]. Group 3: Investment Opportunities - The non-ferrous 50 ETF (159652) is highlighted as a comprehensive investment vehicle covering various metal sectors, with a high concentration of strategic assets [11]. - The ETF's index shows a leading concentration in copper and gold, with a copper content of 34% and gold content of 12%, making it attractive for investors looking to capitalize on the ongoing non-ferrous market cycle [11][13]. - The ETF has demonstrated superior performance with a cumulative return of 99.61% since 2022, driven by earnings rather than valuation expansion, indicating a strong investment case [13].

Group 1 - The lithium mining index increased by 4% during the trading session, indicating a positive trend in the sector [1] - Key stocks in the lithium sector showed strong performance, with Tibet Summit reaching the daily limit, while China Minmetals Resources and Ganfeng Lithium both rose over 8% [1] - Other companies such as Tibet Mining and Salt Lake Industry also experienced gains of over 5% [1]

Group 1 - The core viewpoint of the news is that Hong Kong lithium battery stocks have significantly surged, driven by a new export tax policy announcement from the Ministry of Finance and the State Taxation Administration [1] - The export tax rate for battery products will be phased down starting in April 2026, decreasing from 9% to 6%, and will be completely eliminated by 2027 [1] - Market reactions indicate a strong expectation for short-term demand increase and downstream production ramp-up, despite unchanged long-term demand logic for new energy and energy storage [1] Group 2 - Notable stock performances include: - China Innovation Aviation up approximately 9% to 29.560 [2] - Ganfeng Lithium up nearly 7% to 63.150 [2] - Hongqiao Group up nearly 6% to 0.460 [2] - Tianqi Lithium up over 5% to 57.700 [2] - BYD Company up 3.97% to 99.500 [2] - Contemporary Amperex Technology up 1.94% to 494.600 [2] - Lithium carbonate futures have hit the daily limit for two consecutive days, with the main contract on the Shanghai Futures Exchange surpassing 170,000 yuan per ton, marking a new high since October 2023 [1]

Group 1 - The Hong Kong lithium battery concept stocks have collectively rebounded, indicating a positive trend in the sector [1] - Ganfeng Lithium (01772.HK) increased by 7.1%, reaching HKD 63.35 [1] - CATL (03750.HK) saw a rise of 1.28%, with shares priced at HKD 491.4 [1] Group 2 - Zhongxin Innovation (03931.HK) rose by 6.4%, trading at HKD 28.94 [1] - Tianqi Lithium (09696.HK) experienced a gain of 5.36%, with shares at HKD 58 [1]

Core Viewpoint - Lithium battery concept stocks have collectively rebounded, driven by changes in export tax policies for battery products, which are expected to influence short-term demand and production schedules [1] Group 1: Stock Performance - Ganfeng Lithium (01772) increased by 7.1%, reaching HKD 63.35 [1] - Zhongchuang Xinhang (03931) rose by 6.4%, reaching HKD 28.94 [1] - Tianqi Lithium (09696) saw a rise of 5.36%, reaching HKD 58 [1] - CATL (03750) increased by 1.28%, reaching HKD 491.4 [1] Group 2: Policy Changes - The Ministry of Finance and the State Taxation Administration announced adjustments to the export tax rebate policy for photovoltaic and battery products, with a phased reduction of the export tax rebate rate starting in 2026, ultimately leading to its cancellation [1] - CITIC Futures noted that the market quickly reacted to the "rush for exports" logic due to the policy change [1] Group 3: Market Implications - The adjustment in export tax rates is expected to drive battery exports before 2026, increasing battery order placements [1] - Huatai Securities believes that the reduction in export tax rates will intensify supply-demand tensions in lithium ore and lithium hexafluorophosphate segments in the short term, while long-term effects will lead to the elimination of outdated domestic capacity and optimize the battery industry landscape, benefiting companies with overseas production capacity [1]

每经AI快讯，港股锂业股再度走高。截至发稿，天齐锂业(09696.HK)涨3.81%，报57.15港元；赣锋锂业 (01772.HK)涨3.72%，报61.35港元。 （文章来源：每日经济新闻） ...

Core Viewpoint - Lithium battery concept stocks have collectively rebounded, driven by changes in export tax policies for photovoltaic and battery products, which are expected to influence short-term demand and production schedules [1] Group 1: Stock Performance - Ganfeng Lithium (002460)(01772) increased by 7.1%, reaching 63.35 HKD - CATL (300750)(03750) rose by 1.28%, trading at 491.4 HKD - Tianqi Lithium (002466)(09696) saw a 5.36% increase, priced at 58 HKD - Zhongxin Innovation (03931) climbed by 6.4%, now at 28.94 HKD [1] Group 2: Policy Changes - The Ministry of Finance and the State Taxation Administration announced a phased reduction of export tax rates for battery products starting in 2026, ultimately leading to the cancellation of these rates [1] - CITIC Futures noted that the market reacted quickly to the "export rush" logic due to the policy change [1] Group 3: Market Implications - The adjustment in export tax rates is expected to drive a surge in battery exports before 2026, increasing the demand for lithium ore and lithium hexafluorophosphate, thus tightening supply [1] - Huatai Securities believes that the reduction in export tax rates will lead to the elimination of outdated domestic production capacity in the long term, optimizing the battery industry landscape and benefiting companies with overseas production capacity [1]

智通财经APP获悉，锂业股再度走高，截至发稿，天齐锂业(09696)涨3.81%，报57.15港元；赣锋锂业 (01772)涨3.72%，报61.35港元。 财政部、税务总局日前发布《关于调整光伏等产品出口退税政策的公告》，自2026年4月1日起至2026年 12月31日，将电池产品的增值税出口退税率由9%下调至6%；2027年1月1日起，取消电池产品增值税出 口退税。国信证券研报认为，由于存在一定的政策缓冲期，短期海外客户或存在一定的抢出口需求，产 业链或呈现显著淡季不淡。 消息面上，1月13日，广期所碳酸锂期货主力合约一度突破17万元/吨大关，创2023年10月以来新高。此 外，现货方面，据上海有色网最新报价显示，1月12日，碳酸锂（99.5%电池级/国产）价格涨12080元报 15.21万元/吨，创逾2年新高，连涨7日。 ...

锂业股今日再度走高，截至发稿，天齐锂业（09696）上涨3.91%，报57.20港元；赣锋锂业（01772）上 涨3.80%，报61.40港元。 锂业股今日再度走高，截至发稿，天齐锂业（09696）上涨3.91%，报57.20港元；赣锋锂业（01772）上 涨3.80%，报61.40港元。 责任编辑：卢昱君 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...