智通财经APP获悉，天能动力(00819)再跌近6%，截至发稿，跌5.55%，报6.81港元，成交额1.12亿港元。
消息面上，天能动力发布年度业绩，收益766.69亿元人民币，同比减少8.61%；股东应占溢利11.42亿元，同比减少37.29%。中金指出，受国内宏观景气度偏弱、两轮车新国标切换以及铅价大幅波动影响，公司2024年业绩低于我们预期。
该行指出，展望2025年，两轮车新国标已正式发布、前装市场有望加速补库，后装市场随国内消费景气度复苏亦有望逐季回升，叠加铅价趋稳，我们看好公司2025年铅酸电池业务量利修复。此外，公司计划暂缓锂电、锂回收后续扩张，我们预计公司资本开支有望进一步回落，同时伴随盈利的修复，预计公司分红率水平有望回升。
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