异动解读 | 正力新能上市次日盘中大涨5.13%,产能扩张及深化车企合作提振信心

异动解读
15 Apr

4月15日上午,新上市的锂电池制造商正力新能(03677.HK)股价盘中大涨5.13%,引发市场关注。该公司于前一日(4月14日)刚在港交所挂牌上市。

正力新能的强劲表现可能与以下几个因素有关:首先,公司在上市首日已经展现出稳健的市场表现,收涨1.45%,显示出投资者对公司前景的信心。其次,公司与多家知名车企建立了紧密的合作关系,包括上汽通用、五菱、一汽红旗、广汽传祺、零跑汽车等,这为其未来业务增长奠定了良好基础。

此外,正力新能正在积极扩张产能以满足市场需求。公司执董兼总经理陈继程透露,目前25.5吉瓦时的设计产能已经不足以满足订单需求。随着常熟新厂今年第四季度投产,预计今年将新增10吉瓦时产能,明年将进一步提升至15吉瓦时。这一产能扩张计划有望缓解供应压力,进一步提升公司的市场竞争力。正力新能在动力电池市场的快速崛起(目前排名第9)也为投资者带来信心,推动股价上涨。

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