天能动力今日盘中大跌5.1%,截至发稿,报6.75港元,成交额4497万港元。股价大跌引发市场关注。
行业数据显示,由于今年上半年两轮电动车行业新国标升级,导致部分经销商观望态度,加之消费需求不振,上半年天能动力电动两轮车前装市场需求转弱。与之相关,天能动力上半年铅蓄电池整体出货量同比基本持平,仅有56.3GWh。
另一方面,今年以来铅价持续上行,而公司调价存在滞后,导致天能动力上半年铅蓄电池毛利率较去年同期下降近2.5个百分点。由于上述两方面因素影响,天能动力上半年业绩略低于市场预期。
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