天能动力(00819)早盘上涨3.81%,现报6.54港元,成交额3930.19万港元。
据商务部网站消息,今年以来,电动自行车以旧换新进度持续加快,覆盖范围持续扩大,惠民生作用不断增强,保安全导向更加凸显。截至4月8日,全国电动自行车售旧、换新各334.1万辆,相当于2024年(9-12月)置换总量的2.4倍。此外,上海正考虑延长电动自行车“以旧换新”政策。
华西证券指出,在新国标&以旧换新补贴发力下,铅酸电池需求有望持续增长。铅酸电池行业集中度较高,天能动力/天能股份作为行业龙头有望率先受益。华泰证券则指出,看好25年两轮车行业双政策背景下天能股份铅蓄电池出货增长,同时新兴产品与海外市场加速拓展赋能长期增长。
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