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supply [1] - Huatai Securities believes that the reduction in export tax rates will lead to the elimination of outdated domestic production capacity in the long term, optimizing the battery industry landscape and benefiting companies with overseas production capacity [1]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 ...

Group 1: Market Performance - The Hang Seng Index rose by 0.86%, gaining 224 points to close at 26,456 points, while the Hang Seng Tech Index increased by 2.08% [1] - The early trading volume in the Hong Kong stock market reached HKD 168.4 billion [1] Group 2: AI and Technology Sector - Leading AI model companies saw significant gains, with MINIMAX-WP (00100) up over 31% and Zhiyun (02513) rising by 30% due to a strategic partnership with Didi [1] - Other AI-related stocks also performed well, including Mifengshi (02556) which rose by 18%, and AI pharmaceutical companies like Yingshi Intelligent (03696) up 12% and Yidu Tech (02158) up over 8% [1] - Kuaishou-W (01024) increased by 5.62%, with expectations of significant revenue growth in FY2026 due to its AI initiatives [1] - Kingdee International (00268) rose by 10.71%, benefiting from accelerated AI model integration in industrial processes [1] Group 3: Lithium Industry - Tianqi Lithium (09696) and Ganfeng Lithium (01772) saw increases of over 5% and 6% respectively, driven by export tax adjustments that may stimulate demand [1] Group 4: New Listings and Stock Movements - The new stock Hao Wei Group (00501) debuted with a 15% increase, recognized as a leading Fabless semiconductor design company [2] - LFG Investment Holdings (03938) resumed trading and surged over 120% following a cash offer from Chen Shaoyang at a significant discount [2] Group 5: Regulatory Impact on Companies - Contemporary Amperex Technology Co., Ltd. (Ningde Times) fell by 2.94% due to new battery export tax policies and rising lithium carbonate prices [3] - Smoore International (06969) declined by 1.87% as the export tax rebate for electronic cigarettes is set to be canceled, potentially impacting profits [4]

Group 1 - The Hang Seng Index rose by 0.86%, gaining 224 points to close at 26,456 points, while the Hang Seng Tech Index increased by 2.08%. The morning trading volume reached HKD 168.4 billion [1] - Companies involved in AI large models saw significant gains, with MINIMAX-WP (00100) up over 31%, and Zhiyun (02513) rising by 30% after a strategic partnership with Didi to explore mobility agent scenarios [1] - The AI pharmaceutical sector also benefited from the surge in AI large models, with companies like Yingshi Intelligent (03696) up 12%, and Yidu Tech (02158) increasing by over 8% [1] Group 2 - Kuaishou-W (01024) increased by 5.62%, with its AI initiatives expected to significantly boost revenue for the fiscal year 2026 [2] - Kingdee International (00268) rose by 10.71%, driven by accelerated full-process empowerment through industrial large models and the implementation of multi-agent collaboration in its AI Starry Sky suite [3] - New stock Haowei Group (603501) (00501) debuted with a 15% increase, recognized as a leading Fabless semiconductor design company [4] Group 3 - LFG Investment Holdings (03938) resumed trading and surged over 120% following a cash offer from Chen Shaoyang at a discount of approximately 59.46% [5] - Contemporary Amperex Technology Co., Ltd. (300750) (03750) fell by 2.94% due to the introduction of a new battery export tax rebate policy, while lithium carbonate prices continued to rise [6] - Smoore International (06969) declined by 1.87% as the export tax rebate for electronic cigarettes is set to be canceled, potentially impacting the profits of related companies [7]

Group 1 - Lithium stocks experienced an upward trend in early trading, with Tianqi Lithium (09696) rising by 3.61% to HKD 54.55 [1] - Ganfeng Lithium (01772) also saw an increase of 3.19%, reaching HKD 58.30 [1]

Core Viewpoint - Lithium stocks have seen an early rise, driven by a significant increase in lithium carbonate futures and changes in export tax policies affecting battery products [1] Group 1: Stock Performance - Tianqi Lithium (09696) rose by 4.46%, trading at 55 HKD [1] - Ganfeng Lithium (01772) increased by 3.45%, trading at 58.45 HKD [1] Group 2: Market Dynamics - On January 12, lithium carbonate futures main contract hit the upper limit with a 9% increase, reaching 156,060 RMB per ton [1] - Analysts suggest that battery companies may increase orders before April to "rush exports," positively impacting short-term lithium carbonate demand [1] Group 3: Policy Impact - The Ministry of Finance and the State Administration of Taxation announced a reduction in the export tax rebate rate for battery products from 9% to 6% starting April 1, 2026, and a complete cancellation of the rebate from January 1, 2027 [1] - The cancellation of export tax rebates is expected to reduce profits across various sectors, potentially increasing costs that may be passed on to end consumers, which could suppress long-term demand [1]

Group 1 - Lithium stocks experienced an upward trend, with Tianqi Lithium (09696) rising by 4.46% to HKD 55 and Ganfeng Lithium (01772) increasing by 3.45% to HKD 58.45 [1] - On January 12, the main contract for lithium carbonate futures hit the upper limit, increasing by 9% to CNY 156,060 per ton [1] - The Ministry of Finance and the State Administration of Taxation announced a reduction in the export tax rebate rate for battery products from 9% to 6% starting April 1, 2026, and the complete cancellation of the rebate from January 1, 2027 [1] Group 2 - Analysts from CITIC Futures suggest that battery companies may increase orders before April due to the upcoming changes in export tax policy, which could positively impact short-term demand for lithium carbonate [1] - The anticipated "rush to export" before the tax rebate cancellation may sustain demand for lithium carbonate until 2027, providing short-term price support [1] - However, the cancellation of the export tax rebate is expected to reduce profits across various sectors, potentially leading to increased costs that could suppress long-term demand [1]

Group 1 - The Hang Seng Index opened up by 0.55%, and the Hang Seng Tech Index rose by 0.88%, with notable gains in tech stocks like Meituan and Baidu, both increasing over 2% [1] - Lithium stocks showed strong performance, with Ganfeng Lithium and Tianqi Lithium both rising over 4%, while the precious metals sector also strengthened, with Zijin Mining up nearly 3% and China Aluminum increasing over 2% [1] - Citic Securities anticipates a second round of valuation recovery and performance resurgence in the Hong Kong stock market by 2026, driven by internal "15th Five-Year Plan" catalysts and external economic stimulus [1] Group 2 - Zheshang International views the fundamentals of the Hong Kong stock market as still weak, with a slight decline in the funding environment, but maintains a cautiously optimistic outlook for the mid-term market trends [2] - The firm highlights sectors that are relatively prosperous and benefit from policy support, including new energy, innovative pharmaceuticals, and AI technology, as well as low-valuation state-owned enterprises [2] - The expected performance of the Hong Kong stock market in spring 2026 is projected to be driven by "AI applications, PPI improvement, and expanded domestic demand," with a recommendation to focus on quality stocks in these areas [2]