智通财经APP获悉，天能动力(00819)早盘涨超8%，截至发稿，涨7.99%，报7.03港元，成交额3779.54万港元。
华泰证券发布研报称，在国内两轮车市场，24年9月发布的两轮车新国标征求意见稿中提出，将使用铅蓄电池的整车重量限值由55kg放宽至63kg，从而可以提升铅酸电池车型的单车带电量，提升续航里程，利好铅酸电池应用。随着年底或明年年初新国标正式落地，叠加国家以旧换新补贴政策，将带动铅酸电池需求增长，天能股份作为龙头企业，有望充分受益。
该行指出，在海外布局方面，天能股份已布局营销渠道，同时在越南首期规划年产能1000万只的铅酸电池自建工厂将于25年完成落地，看好公司海外市场增长潜力。据悉，天能股份为天能动力附属公司。
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