Changes in Hong Kong stocks | Lithium battery concept stocks picked up today, Ningde Era (03750) rose more than 5%, Ganfeng Lithium (01772) rose more than 3%

The Zhitong Finance App learned that lithium battery concept stocks are picking up today. As of press release, Ningde Times (03750) rose 4.25% to HK$353.2; China Airlines (03931) rose 3.20% to HK$13.55; Ganfeng Lithium (01772) rose 2.91% to HK$22.66; and Zhengli New Energy (03677) rose 2.38% to HK$3.44.

According to the news, according to the ICC Xinyi Energy Storage Database, global energy storage battery shipments in the first three quarters of 2026 were 839.3GWh, up 96.3% year on year; Chinese manufacturers shipped 810.9 GWh of energy storage batteries, up 94.5% year on year, and overseas manufacturers shipped 28.4 GWh of batteries, up 164% year on year. Xinyi Lithium Battery expects global energy storage battery shipments to reach 1150 GWh in 2026.

Huaxi Securities believes that, driven by the rapid growth in demand for energy storage, the domestic lithium battery industry chain showed a strong off-season trend in the early 2026 period. After the pre-release of demand, there has now been a certain degree of pace adjustment, and demand is expected to maintain a relatively rapid growth rate throughout the year. In the medium to long term, domestic demand for mobile batteries is expected to continue to grow steadily, driven by increased bicycle charging capacity and energy storage.