天能动力(0819.HK)盘中再度拉升涨至6.6%,月内累计升幅超30%,高见8.68港元创2个半月新高,总市值96亿港元。
消息上,万联证券日前研报称,目前,固态电池已从实验室研发阶段逐步过渡到工厂试点阶段,搭载固态电池的车型发布也日益频繁。根据各大厂商公布的计划,预计从2026年开始,固态电池市场将正式迈入量产阶段,固态电池的产业化进程有望显著提速,未来市场空间广阔。另外,中金预期电动两轮车需求有望回暖、带动公司出货增长。
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