Core Insights - The article highlights the top and bottom AH share premium rates, with Northeast Electric (00042) leading at 785.25% and China Merchants Bank (03968) at an undisclosed rate [1][2]. Group 1: Top AH Share Premium Rates - Northeast Electric (00042) has a premium rate of 785.25% with a deviation value of -79.73% [1][2]. - Zhejiang Shibao (01057) follows with a premium rate of 414.81% and a deviation value of 55.09% [1][2]. - Junda Co., Ltd. (02865) ranks third with a premium rate of 306.91% and a deviation value of 91.03% [1][2]. Group 2: Bottom AH Share Premium Rates - China Merchants Bank (03968) has an undisclosed premium rate and a deviation value of 1.92% [2]. - Contemporary Amperex Technology Co., Ltd. (Ningde Times) (03750) shows a premium rate of -13.07% with a deviation value of -2.35% [2]. - Heng Rui Medicine (01276) has a premium rate of -2.62% and a deviation value of -3.51% [2]. Group 3: Deviation Values - Junda Co., Ltd. (02865) leads in deviation value at 91.03% [1][2]. - Goldwind Technology (02208) has a deviation value of 80.58% [1][2]. - Nanjing Panda Electronics (00553) follows with a deviation value of 61.61% [1][2].

Core Viewpoint - Ningde Times has signed a five-year strategic partnership memorandum with Changan Automobile, focusing on various innovative areas such as battery swapping, smart automotive robotics, flying cars, and embodied intelligence [1] Group 1 - The partnership aims to explore cross-industry and cross-scenario collaboration methods [1] - Both companies will expand their technological applications and commercial implementation space over the next five years [1]

Group 1 - The Hong Kong stock market for lithium battery concepts continues to rise, with notable increases in stock prices for several companies [1] - Hongqiao Group (08137.HK) saw an increase of 8.33%, reaching HKD 0.52 [1] - Ganfeng Lithium (01772.HK) rose by 7.9%, trading at HKD 66.95 [1] - Tianqi Lithium (09696.HK) experienced a 5.78% increase, priced at HKD 57.65 [1] - Contemporary Amperex Technology Co. (CATL) (03750.HK) increased by 1.94%, with a stock price of HKD 493.4 [1]

Core Viewpoint - The lithium battery sector is experiencing a rise in stock prices, driven by recent policy changes regarding export tax rates for battery products, which may boost inventory enthusiasm among downstream lithium enterprises and impact the already tight lithium carbonate market [1]. Group 1: Stock Performance - Hongqiao Group (08137) increased by 8.33%, trading at 0.52 HKD [1] - Ganfeng Lithium (01772) rose by 7.9%, trading at 66.95 HKD [1] - Tianqi Lithium (09696) saw a 5.78% increase, trading at 57.65 HKD [1] - Contemporary Amperex Technology (03750) grew by 1.94%, trading at 493.4 HKD [1] Group 2: Policy Changes - The Ministry of Finance and the State Taxation Administration announced a reduction in the export VAT rebate rate for battery products from 9% to 6%, effective from April 1 to December 31 [1] - Starting January 1, 2027, the export VAT rebate for battery products will be eliminated [1] Group 3: Industry Insights - Industry experts suggest that the reduction in export VAT rebate rates may significantly enhance the inventory enthusiasm of downstream lithium enterprises [1] - A recent meeting involving multiple government agencies discussed the need to address irrational competition and optimize capacity management in the battery industry to prevent overcapacity risks [1]

Core Viewpoint - The company, Ningde Times, claims that its technologies in condensed matter and solid-state batteries are at the leading level in the industry, and it is actively promoting the new energy transition across multiple industries, including aviation, to support global energy transformation and carbon neutrality goals [1] Group 1 - The company is focusing on high energy density battery technologies, specifically condensed matter and solid-state batteries, which are considered industry-leading [1] - The company is engaged in advancing the new energy transition in various sectors, including aviation [1] - The initiatives are aimed at contributing to global energy transformation and achieving carbon neutrality objectives [1]

Core Viewpoint - The company, Ningde Times, asserts that its advanced battery technologies, including condensed and solid-state batteries, are leading in the industry and are actively promoting the transition to renewable energy across various sectors, including aviation, to support global energy transformation and carbon neutrality goals [1]. Group 1 - The company is recognized for its high energy density battery technologies, which are at the forefront of the industry [1]. - The company is making efforts to advance the renewable energy transition in multiple industries, including aviation [1]. - The company encourages stakeholders to monitor official disclosures for updates on business progress [1].

每经AI快讯，有投资者在投资者互动平台提问：请问如何才能买到公司生产的两轮/三轮电动摩托车的 电池？在哪些渠道能买到？ 宁德时代（300750.SZ）1月14日在投资者互动平台表示，公司与ATL合作成立由公司控股的新能安 （Ampace），推进包括短途出行在内的多元化场景应用发展。如有相关采购需求可通过新能安公司官 网https://www.ampace.com/contact-us/customer建立联络。 （文章来源：每日经济新闻） ...

Core Viewpoint - The long-term supply agreement between Rongbai Technology and CATL for lithium iron phosphate cathode materials signifies a strategic move amidst rising material costs and production adjustments by other leading manufacturers in the industry [2][3][5]. Group 1: Agreement Details - Rongbai Technology has signed a long-term supply agreement with CATL to supply approximately 3.05 million tons of lithium iron phosphate cathode materials from January 1, 2026, to December 31, 2030, with a total contract value exceeding 120 billion yuan [2][3]. - The average annual supply volume is expected to be 610,000 tons, which raises questions about Rongbai Technology's current production capacity of only 60,000 tons [2][9]. Group 2: Market Context - The market price for lithium iron phosphate has recently increased, with the average price for power-type materials rising by 2,500 yuan per ton to 56,800 yuan per ton, reflecting a 4.6% increase [5]. - The price per ton in the agreement with CATL is approximately 39,300 yuan, which is significantly lower than the current market price, indicating a strategic pricing decision by Rongbai Technology [4][5]. Group 3: Production Capacity and Technology - Rongbai Technology has developed a new production process that reduces the number of production steps from 15 to 6, leading to a 40% reduction in investment costs and a 30% decrease in energy consumption [6]. - The company is also expanding its production capabilities, including plans for a new lithium iron phosphate production line in Poland and investments in battery recycling projects in North America [9].

Core Viewpoint - The meeting between Chongqing officials and CATL's chairman emphasizes the importance of collaboration in the fields of power battery production, recycling, and green low-carbon development, aiming for mutually beneficial outcomes [1] Group 1: Company Initiatives - CATL aims to leverage the robust industrial foundation and strong innovation momentum in Chongqing as a key area for its strategic layout [1] - The company plans to utilize the rich scenarios of modernized new Chongqing to implement agreed matters and deepen cooperation [1] Group 2: Strategic Partnerships - A cooperation agreement was signed between the Chuan-Yu Gaozhu New District and Times Chang'an Power Battery Co., Ltd [1] - A memorandum of comprehensive strategic ecological partnership was established between China Chang'an Automobile Group and CATL [1]

Group 1 - The core point of the article is that JPMorgan has increased its long position in Contemporary Amperex Technology Co., Limited (CATL) H-shares from 6.91% to 7.14% as of January 8, 2026 [1]