天能动力盘中涨超17% 机构指高功率铅酸电池有望开启涨价周期

新浪港股

03-18

热点栏目自选股数据中心行情中心资金流向模拟交易

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　　天能动力（00819）盘中涨超17%，截至发稿，股价上涨11.28%，现报8.58港元，成交额3.36亿港元。

　　广发证券指出，环保要求趋严下铅酸电池行业逐步淘汰落后产能、严控新增产能，数据中心需求快速释放下供需错配矛盾凸显。此外，数据中心铅酸电池需白名单认证，新企业认证周期较长，认证难度高于市场预期。若供需紧平衡延续+新增订单需求周期较短，高功率铅酸电池有望开启涨价周期。

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