天能动力早盘涨超4% 机构看好公司海外市场增长潜力

金融界
24 Dec 2024

天能动力早盘继续上涨,月内累计涨幅已超32%。截至发稿,股价上涨4.42%,现报8.75港元,成交额2834.65万港元。

华泰证券指出,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。海外方面,公司已布局营销渠道,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。

责任编辑:栎树

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