本月底法定/註冊股本總額： HKD 1,000,000,000 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | | | 致：香港交易及結算所有限公司 公司名稱: 洪橋集團有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 08137 | 說明 | | | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000,000 | HKD | | 0.001 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | 0 | | | HKD | | | | 本月底結存 | | | 1,000,000,000,000 | HKD | | 0.001 | HKD | ...

Group 1 - The core viewpoint of the news is that lithium battery stocks in Hong Kong have seen significant increases, driven by changes in export tax policies for battery products [1] - On January 8, the Ministry of Finance and the State Taxation Administration announced a reduction in the export VAT refund rate for battery products from 9% to 6%, effective from April 1 to December 31, with a complete cancellation planned for January 1, 2027 [1] - Industry insiders suggest that the reduction in export VAT refund rates may significantly boost the inventory enthusiasm of downstream lithium battery companies, further impacting the already tight carbonate lithium market [1] Group 2 - Specific stock performances include Ganfeng Lithium rising over 8%, Hongqiao Group increasing by 6.25%, Tianqi Lithium up nearly 6%, and Zhongchuang Innovation rising nearly 3% for six consecutive days [2] - Other notable companies experiencing stock price increases include CATL, Tianneng Power, BYD, and Zhengli New Energy, all showing positive growth [1][2] - The General Administration of Customs indicated that exports in the green energy sector, including lithium batteries, are expected to grow by 26.2% and wind turbine exports by 48.7% by 2025 [1]

Group 1 - The core viewpoint of the news is that lithium battery stocks in Hong Kong are experiencing significant gains, driven by changes in export tax policies for battery products [1] - Ganfeng Lithium has led the rise with an increase of over 8%, followed by Hongqiao Group with a 6.25% increase, and Tianqi Lithium with a nearly 6% rise [2] - 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, with a complete cancellation planned for January 1, 2027 [1] Group 2 - Industry insiders suggest that the reduction in export VAT rebate rates may significantly boost the inventory enthusiasm of downstream lithium battery companies, further impacting the already "tight balance" in the lithium carbonate market [1] - The Deputy Director of the General Administration of Customs, Wang Jun, stated that exports of lithium batteries and wind turbine generators are expected to grow by 26.2% and 48.7% respectively by 2025 [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]

Group 1 - The core viewpoint of the article highlights a surge in the lithium carbonate market driven by policy changes, leading to a significant price increase during the traditional off-season [1][5] - On January 13, the main contract for lithium carbonate futures on the Shanghai Futures Exchange hit the daily limit, rising by 11.99% to 174,060 yuan per ton, marking a cumulative increase of over 40% this month [1] - Since the low point of nearly 60,000 yuan in June 2025, lithium prices have surged by over 190% [1] Group 2 - The lithium battery sector in both Hong Kong and A-shares has shown strong performance, with companies like Ganfeng Lithium rising over 7% and Tianqi Lithium over 3% [3][4] - The recent adjustment in export tax policies for photovoltaic and battery products has triggered a "rush for lithium," as companies aim to stock up before costs rise due to the phased reduction of export tax rates starting in 2026 [5][6] - The average price of battery-grade lithium carbonate has reached 158,000 yuan per ton, while industrial-grade has surpassed 153,000 yuan per ton, indicating strong demand from downstream customers [6] Group 3 - Analysts expect that the reduction in export tax rates will stimulate a rush for exports, reinforcing demand expectations and leading to a strong performance in lithium prices [9] - The market is anticipated to experience a tight supply-demand balance throughout the year, with lithium prices likely to rise further [9] - The timing of the export tax adjustment is seen as appropriate, as it may help balance supply and demand in the second half of the year [10]

Group 1 - Hong Kong lithium battery stocks experienced significant gains, with Zhong Chuang Innovation rising approximately 9%, Ganfeng Lithium up nearly 7%, and Tianqi Lithium increasing over 5% [1][2] - The latest price movements for key stocks include Zhong Chuang Innovation at 29.560 with an increase of 8.68%, Ganfeng Lithium at 63.150 with a rise of 6.76%, and BYD at 99.500 with a gain of 3.97% [2] - The Ministry of Finance and the State Taxation Administration announced adjustments to the export tax rebate policy for photovoltaic and battery products, stating that the export tax rebate rate for battery products will be phased down and ultimately eliminated by 2027 [2] Group 2 - CITIC Futures noted that market trading quickly reacted to the export logic, with policy changes strengthening expectations for short-term demand and increased downstream production [3] - The price of lithium carbonate futures hit the daily limit for two consecutive days, with the main contract on the Shanghai Futures Exchange surpassing 170,000 yuan per ton, reaching a new high since October 2023 [3]

Group 1 - The core viewpoint of the news is the significant rise in Hong Kong lithium battery stocks following the announcement of changes to export tax policies for photovoltaic and battery products by the Ministry of Finance and the State Taxation Administration of China [1] - The export tax rebate for battery products will be phased down starting from April 2026, with the rate decreasing from 9% to 6%, and the complete cancellation of the rebate set for 2027 [1] - Market reactions indicate a strong expectation for short-term demand acceleration and increased downstream production, leading to a surge in lithium carbonate futures prices, which hit a new high of over 170,000 yuan/ton [1] Group 2 - Notable stock performances include: - Zhongchuang Innovation rising approximately 8.68% to 29.560 yuan - Ganfeng Lithium increasing nearly 6.76% to 63.150 yuan - Hongqiao Group up about 5.75% to 0.460 yuan - Tianqi Lithium gaining over 4.81% to 57.700 yuan - BYD shares rising by 3.97% to 99.500 yuan - Contemporary Amperex Technology (CATL) increasing by 1.94% to 494.600 yuan [2]

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]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 洪橋集團有限公司 呈交日期: 2026年1月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 08137 | 說明 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | 1,000,000,000,000 | HKD | | 0.001 HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | 0 | | HKD | | 0 | | 本月底結存 | | 1,000,000,000,000 | HKD | | 0.001 HKD | | 1,000,000,000 | 本月底法定/註冊股本總額： HKD 1,000,000 ...