Zhi Tong Cai Jing·2026-01-14 04:03Group 1 - Lithium stocks have risen again, with Tianqi Lithium (002466) up 3.81% to HKD 57.15 and Ganfeng Lithium (002460) up 3.72% to HKD 61.35 [2] - On January 13, the main contract for lithium carbonate futures on the Shanghai Futures Exchange broke through RMB 170,000 per ton, reaching a new high since October 2023 [2] - The latest price for battery-grade lithium carbonate (99.5% domestic) rose by RMB 12,080 to RMB 152,100 per ton on January 12, marking a new high in over two years and increasing for seven consecutive days [2] Group 2 - The Ministry of Finance and the State Taxation Administration announced a reduction in the export tax rebate rate for battery products from 9% to 6% starting April 1, 2026, and the cancellation of the rebate from January 1, 2027 [2] - According to Guosen Securities, there may be a short-term surge in export demand from overseas clients due to a policy buffer period, leading to a significant off-peak season in the industry chain [2]