电池龙头公司天能动力(00819)今日盘中股价大涨5.04%,引发市场广泛关注。
引发该股价大涨的主要原因是,随着政府不断推进电动自行车以旧换新政策,推动铅酸电池动力车型占有率大幅上升,带动了对铅酸电池产品的需求增长。最新数据显示,截至12月19日,全国电动自行车实现售旧、换新各102.3万辆,新车销售金额达27.3亿元。与此同时,两轮车铅蓄电池新国标或将于年底落地,新规将允许使用63kg重量的铅蓄电池,提升了车辆续航里程。
作为国内铅酸电池行业的龙头企业,天能动力在铅酸电池、锂电池等产品线都有布局,政策红利的释放将进一步扩大公司在下游市场的潜在需求空间。机构分析预计,未来一段时间,天能动力将充分受益于铅酸电池需求的快速增长。
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