智通财经APP获悉，天能动力(01558)回落逾4%，截至发稿，跌4.39%，报6.75港元，成交额4467.76万港元。
中金发布研报称，天能动力1H24收入499.2亿元，同比+20.4%，环比+17.7%；归母净利润9.28亿元，同比+1.1%，环比+2.7%；受1H24两轮车市场需求转弱和铅价上涨影响，公司业绩略低于市场预期。
该行指出，1H24电动两轮车市场受到国检提前，以及新国标升级带来部分经销商观望、提货不积极，前装市场需求有所转弱；后装市场亦受到消费景气度下滑影响、表现平淡；公司1H24铅蓄电池出货有所放缓，实现出货56.3GWh、同比持平；营收192.3亿元、同比持平。盈利方面，主材铅价2024年以来持续上行，公司调价有所滞后，导致毛利率阶段性承压，公司1H24铅蓄电池毛利率同比下降近2.5ppt。
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