智通财经APP获悉，理士国际(00842)盘中涨超10%，截至发稿，涨7.17%，报2.84港元，成交额6528.52万港元。
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。据悉，作为中国最大的铅酸电池出口商，理士国际在全球化运营方面具有显著优势。公司主要业务涵盖备用电池、汽车启动启停电池、动力电池及回收业务，产品线覆盖全球100 多个国家和地区。
中金此前指出，无论供电技术采用UPS或HVDC，对数据中心设备不间断供电的保障均来自蓄电池备电系统、具备一定需求刚性。当前蓄电池备电以铅酸电池为主，但在AIDC趋势下，我们观察海外备电方案加速向锂电转向；而国内锂电产业链已发展相对成熟，在磷酸铁锂技术路线、产业集群、成本、产品方案等方面具备较强领先优势；同时，海外铅酸供给投入放缓、增量需求有望国内产业链承接，我们看好AIDC驱动国内蓄电池产业链加速导入全球配套。
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