Group 1 - The lithium battery sector in Hong Kong is experiencing active performance, with notable stock increases for companies such as Ganfeng Lithium (+4.27%), Tianqi Lithium (+3.19%), and CATL (+2.02%) [2] - The U.S. Department of Defense is significantly stockpiling critical minerals, including lithium, cobalt, graphite, and rare earths, highlighting the global emphasis on strategic resource security and supporting long-term lithium demand [3] - Vulcan Energy has secured nearly $2.5 billion in financing for its Lionheart lithium project in Germany, which is expected to produce 24,000 tons of lithium annually, sufficient to meet the annual demand of approximately 500,000 electric vehicles, thereby strengthening the local supply chain in Europe [3] Group 2 - A report from CITIC Securities predicts that global lithium battery demand will exceed 2,700 GWh by 2026, with a year-on-year growth of over 30%, and energy storage battery demand surpassing 900 GWh, indicating potential supply tightness across various segments [3] - Huatai Securities forecasts that global lithium resource supply (measured in LCE) will reach 1.634 million tons, 2.162 million tons, and 2.532 million tons in 2025, 2026, and 2027 respectively, with year-on-year growth rates of 22.3%, 32.3%, and 17.1%, although structural scarcity remains a concern [3] - CATL has received type approval for its marine battery system from the Italian classification society RINA, and its products are now used in nearly 900 vessels, including the world's largest pure electric inland cruise ship [4] Group 3 - CATL has signed a framework supply agreement with Singapore's renewable energy developer Vena Energy to provide 4 GWh of EnerX battery storage systems, showcasing its technological output and delivery capabilities in the global energy storage market [4]