比亚迪电子(00285)今日盘中大涨5.00%，引发市场广泛关注。
消息面上，公司迎来多重利好。汕头比亚迪电子液冷散热器零部件项目于7月23日完成备案审批，年产80万套液冷板产能正式落地汕头濠江区南山湾科技产业园，项目总投资2000万元。此外，公司在世界人工智能大会上展出的融合800V高压直流架构与车规级液冷技术的AI数据中心方案，已通过英伟达AVL/RVL双重认证，并与字节跳动、腾讯等客户实现规模化部署。中邮证券此前维持公司"买入"评级，看好其智驾业务出货量持续走高及液冷业务打开新增长曲线。
与此同时，锂电池板块整体反弹也为股价提供了上行动力。机构分析指出，国家税务总局明确自2026年9月起对锂离子蓄电池征收消费税，但整体影响有限；2026年6月国内电池月度产量环比增速提升，储能新增中标量环比大幅提升，8月全球锂电排产或环比增长，海外大储订单成为核心增长动力，行业景气度持续向好。
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