异动解读 | 正力新能盘中大涨5.18%,25GWh锂电池项目封顶刺激股价上涨

异动解读
Jun 20, 2025

港股市场上,正力新能(03677)今日表现亮眼,盘中大涨5.18%,引发投资者关注。这波涨势背后有何推动力?

消息面上,正力新能近日传来重大利好。公司位于江苏省苏州市常熟市的25GWh汽车动力锂电池项目举行了封顶仪式。该项目总投资高达100亿元,占地800亩,建筑面积达65万平方米,规模十分可观。更值得关注的是,项目一期计划将于2025年第四季度投产,显示出公司在新能源领域的快速扩张步伐。

值得一提的是,正力新能此前曾透露,公司已获得的定点项目需求已超过当前25.5GWh的总设计产能,产品处于供不应求的状态。此次新项目的推进无疑将大大提升公司的产能,有望缓解供需矛盾,进一步巩固公司在动力电池市场的地位。市场对此反应积极,推动股价强劲上涨。

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