异动解读 | 中创新航盘中大涨7.09%,上半年业绩亮眼,储能业务实现突破

异动解读
Aug 29

8月29日,中创新航(03931)股价盘中大涨7.09%,引发市场关注。截至盘中,该股报价22.98港元,成交额近1亿港元。分析人士认为,公司近期发布的2025年上半年业绩报告是推动股价上涨的主要因素。

根据公司公布的财报,2025年上半年中创新航实现营收164.2亿元人民币,同比增长31.7%。其中,动力电池业务收入同比增长9.7%至106.6亿元,储能电池收入大幅增长109.7%至57.6亿元。公司净利润同比增长80.4%至7.5亿元,毛利率和净利率均有所提升,显示出良好的盈利能力和成本控制。

值得注意的是,中创新航在商用车电池和海外储能项目方面取得了突破性进展。上半年公司在商用车电池领域市场份额同比提升2.8个百分点至6.7%,新车型配套数量同比增长33%。同时,公司成功打入拉美和南非电站项目,标志着海外储能业务布局取得实质性进展。分析师预计,随着全球储能市场需求持续增长,中创新航有望在该领域保持强劲增长势头。

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