异动解读 | 广东电动自行车"以旧换新"利好电池龙头 天能动力大涨5%

异动解读
19 Sep 2024

9月19日盘中,天能动力股份(00819)大涨5.08%,股价表现引发市场关注。这与广东省当天举办电动自行车"以旧换新"政策解读会不无关系。

根据广东省人民政府的实施方案,今年9月1日至12月31日,广东省将推动电动自行车"以旧换新",补贴范围包括在广东省内报废已登记上牌的老旧电动自行车,购买新车且新车售价在1500元及以上。预计全省有望实现电动自行车"以旧换新"40万辆。

对于电池龙头企业天能动力来说,这无疑是利好消息。天能动力是全球铅蓄电池领军企业,在国内电动轻型车用铅蓄电池市场占有率高达45%以上。按照政策的鼓励方向,铅酸电池车型将成为主要换购对象,这将大幅提升天能动力的电池产品需求和销量。

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