Xin Lang Cai Jing·2025-12-11 02:09Core Viewpoint - The lithium battery sector in Hong Kong is experiencing a collective surge in stock prices, driven by rising production costs and anticipated price increases for battery products due to higher raw material prices [1][5]. Group 1: Stock Performance - Hong Kong lithium battery stocks have collectively risen, with Tianqi Lithium up over 4%, CATL and Ganfeng Lithium up over 3%, and Hongqiao Group and Zhongchu Innovation up over 1% [1][5]. Group 2: Price Increases and Market Outlook - Domestic lithium battery manufacturer Dejia Energy announced a 15% price increase for its battery products effective December 16 due to rising production costs from upstream raw material price hikes [3][7]. - Contemporary Amperex Technology Co., Ltd. (CATL) is also in discussions with clients regarding price increases, with some products already seeing price hikes [3][7]. - Huatai Securities forecasts a month-on-month increase in lithium battery production in December, indicating a positive market outlook with rising capacity utilization rates [3][7]. - CICC's report suggests a new upward cycle for lithium batteries starting in 2026, with energy storage expected to be a key driver [3][7].