天能动力(00819)今日盘中大涨逾5%,引发了市场的广泛关注。
股价上涨主要源于预期即将落地的新国标以及国家补贴政策,将带动铅酸电池需求增长。华泰证券指出,新国标草案拟将使用铅蓄电池的整车重量限值提高,从而可以提升铅酸电池车型的续航里程,利好铅酸电池应用。此外,国家以旧换新补贴政策将刺激消费者购买新车,间接推动了铅酸电池需求。
作为铅酸电池龙头企业,天能动力有望充分受益于铅酸电池市场需求的增长。另一方面,公司正在越南新建的大型铅酸电池工厂将于明年投入运营,有望助力公司海外市场份额进一步增长,成为公司新的利润增长点。
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