据报道,陆金所今日盘中股价大涨5.05%,引发了市场的广泛关注。分析人士认为,此次陆金所股价上涨或与近期国内燃料油期货及集运指数大幅下跌有关,预计下游企业将更多采用储能产品以规避能源价格波动风险,从而利好陆金所储能业务发展。
具体来看,早盘收盘时,国内油品期货主力合约集体飘绿。其中,低硫燃料油期货大跌超2%,集运欧线期货亦重挫近8%。这表明当前石油及航运运费均出现下行压力,或将刺激相关企业寻求规避原料价格波动风险的途径,预计储能需求将受到进一步拉动。
作为国内储能龙头企业,陆金所储能业务发展前景向好。公司2024年财报数据显示,储能相关收入同比大涨78%,储能电池出货量持续攀升,在全球65个国家和地区均有产品销售。未来,陆金所将利用其上海储能超级工厂的全面投产,进一步扩大市场占有率,增强综合竞争力。
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