天能动力早盘涨逾6% 机构称铅酸电池需求有望持续增长

新浪港股

2024-12-16

热点栏目自选股数据中心行情中心资金流向模拟交易

客户端

　　天能动力（00819）股价上涨5.89%，现报8.09港元，成交额5047.98万港元。

　　华西证券指出，在新国标&以旧换新补贴发力下，铅酸电池需求有望持续增长。铅酸电池行业集中度较高，天能动力/天能股份作为行业龙头有望率先受益。兴业证券此前指出，随着公司暂缓锂电产能扩建、回收业务布局趋于完善，后续资本开支有望回落；在基石业务强劲现金流带动下，公司整体现金流有望进一步改善，为公司回馈投资者腾挪空间。

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