Ge Long Hui·2026-01-13 04:38Group 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]