智通财经APP获悉，理士国际(00842)再涨超10%，截至发稿，涨5.66%，报2.8港元，成交额2343.57万港元。
消息面上，据证券时报，机构调研信息显示，数据中心铅酸备电龙头大厂供给紧张开始凸显，订单已排期到9-10月；而从部分大厂亦得到验证，铅酸备电是当前除柴发机组外，其次紧张的环节。机构预测，随着国内大厂资本开支持续上修，短期将加剧铅酸备电供不应求状态，或带来涨价潜力。
广发证券发布研报称，盐酸电池扩产受限+下游客户认证周期较长，供需错配下产能紧平衡延续，涨价周期有望开启。该行指出，理士国际主要产品为铅酸电池及锂离子电池，主要应用于储能电池、启停电池和动力电池领域。根据理士国际2023年年报，2023年备用电池(包括铅酸电池)板块收入62.84亿元。备用电池客户包括全球排名靠前的通信运营商(前十大占八家)、数据中心、电力及设备运营商。
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