9月20日,天能动力(00819)股价盘中大涨5.39%,最新价为7.15港元,成交额逾1450万港元。股价大涨受到市场热捧,主要源于国家交通运输部等十部门近日印发《关于加快提升新能源汽车动力锂电池运输服务和安全保障能力的若干措施》的政策利好消息。
这一政策明确提出要培育动力锂电池运输龙头企业,支持企业整合海内外物流资源,提升动力锂电池国际供应链服务保障能力。同时加强对锂电池行业的规范管理,研究制定新能源汽车动力锂电池铁路安全运输条件,并积极推进动力锂电池铁路运输。
作为国内领先的新能源汽车动力电池生产商,天能动力有望受益于该政策的利好,其业务发展前景进一步看涨。分析人士认为,新政策出台有利于提高锂电池运输效率、降低成本,对加速推动新能源汽车产业发展具有积极意义。天能动力作为行业龙头,必将抓住政策机遇,扩大市场份额,巩固行业地位。
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