天能动力早盘涨超5% 铅酸电池动力车辆占比显著上升

新浪港股

2024-12-23

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　　天能动力（00819）早盘持续上涨，月内累计涨幅约30%。截至发稿，股价上涨5.28%，现报8.57港元，成交额6848.06万港元。

　　华泰证券发布研报称，在国内两轮车市场，24年9月发布的两轮车新国标征求意见稿中提出，将使用铅蓄电池的整车重量限值由55kg放宽至63kg，从而可以提升铅酸电池车型的单车带电量，提升续航里程，利好铅酸电池应用。随着年底或明年年初新国标正式落地，叠加国家以旧换新补贴政策，将带动铅酸电池需求增长，天能股份作为龙头企业，有望充分受益。

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