智通财经APP获悉,天能动力(00819)午前涨超3%。截至发稿,涨3.32%,报7.47港元,成交额1863.08万港元。
消息面上,近日,锂业分会发布《2024年9月锂行业运行情况》中指出,9月电池与新能源车产量保持增长态势,动力电池产量及装车量继续上涨,新能源车销量环比增加。电池方面,9月动力电池和储能电池产量为111300兆瓦时,环比增长9.9%,同比增长43.3%,其中采用三元材料的动力和储能电池产量为27000兆瓦时,采用磷酸铁锂的动力和储能电池产量为84200兆瓦时;9月动力电池装车量为54500兆瓦时,环比增长15.5%,同比增长49.6%,其中三元材料装车量为13100兆瓦时,磷酸铁锂装车量为41300兆瓦时。
此外,据工产研锂电研究所(GGII)初步调研数据显示,2024Q1-Q3中国锂电池出货量786GWh,同比增长30%。其中动力、储能电池出货量分别为533GWh、216GWh,同比增长分别为20%、70%。
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