Ge Long Hui·2026-01-15 02:24Group 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]