HK Stock Market Move | Lithium battery concept stocks rose, with REPT BATTERO (00666) rising more than 12% and CALB (03931) rising more than 7%.

The concept stocks of lithium batteries have increased, as of press time, REPT BATTERO (00666) rose by 12.17% to 15.49 Hong Kong dollars; CALB (03931) rose by 7.58% to 28.4 Hong Kong dollars; Jiangsu Lopal Tech. Group (02465) rose by 3.21% to 10.92 Hong Kong dollars; Contemporary Amperex Technology (03750) rose by 2.28% to 538 Hong Kong dollars. In terms of news, the Lithium Industry Branch of the China Nonferrous Metals Industry Association previously released the operating conditions of the lithium industry in January 2026. In January, lithium carbonate prices rose sharply, market trading was active, and the price difference widened. On the supply side, lithium carbonate production was stable, with some cathode material companies undergoing production line maintenance. On the demand side, the continuous increase in new energy vehicle market expectations, the reduction of export tax rebates for lithium batteries, and the boost in first-quarter export demand. A research report released by ABC Securities recently stated that with the implementation of the new energy storage capacity electricity price mechanism on the grid side, it may further promote the demand for energy storage installation, promote the growth of the lithium battery industry, and recommend focusing on lithium core companies with coordinated layout of power batteries and storage. Sinolink believes that the supply of lithium batteries has established a crossover surplus period, and the inventory period has officially entered a period of "actively replenishing inventory" prosperity.