香港股市今日谷歌母公司Alphabet获机构看好拉升,同时电动自行车行业迎来政策红利,铅酸电池股表现突出。数据显示,截至发稿,天能动力(00819)大涨12.03%,报6.24港元;超威动力(00951)升6.62%,报1.45港元。
消息面上,商务部等五部门日前联合发布《推动电动自行车以旧换新实施方案》,组织合规电动自行车生产企业的合格产品参加"以旧换新"活动。政策鼓励消费者将老旧的锂离子电池电动自行车换购成使用铅酸蓄电池的自行车,并将加大对后者的补贴力度。
华泰证券分析师表示,近年来在电动自行车用电池中,铅酸电池所占比重接近80%,安全性较好且价格便宜。在政策利好的带动下,公司预计天能动力作为行业龙头将直接受益。但同时也需注意,目前新政细则尚待明确,行业增长仍有待观察。
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