异动解读 | 天能动力股价盘中大跌5%,中期业绩不及预期

异动解读
Sep 02

周二盘中,天能动力(00819)股价大幅下跌5.06%,引发市场关注。这一跌幅主要源于公司最新发布的中期业绩报告未能达到市场预期。

根据天能动力发布的中期业绩报告,公司上半年收益为241.92亿元人民币,同比大幅下降51.53%;股东应占溢利为8.2亿元,同比下降11.68%。中金公司在研报中指出,公司业绩下滑主要受到几个因素的影响:贸易业务规模收缩导致营收大幅下滑,后装市场需求放缓,以及政府补贴、期货收益和利息收入的减少。

尽管如此,中金公司也提到了一些积极因素。随着新国标落地和以旧换新政策的刺激,上半年两轮车前装市场需求有所回暖,公司在这一领域的出货量同比实现了较好增长。此外,主要原材料铅价的波动幅度较去年同期显著收窄,带动公司铅酸电池毛利率有所改善。然而,这些积极因素似乎未能抵消投资者对整体业绩下滑的担忧,导致股价出现大幅下跌。

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