天能动力早盘涨逾6% 机构称铅酸电池需求有望持续增长

新浪港股
Dec 16, 2024
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  天能动力(00819)股价上涨5.89%,现报8.09港元,成交额5047.98万港元。

  华西证券指出,在新国标&以旧换新补贴发力下,铅酸电池需求有望持续增长。铅酸电池行业集中度较高,天能动力/天能股份作为行业龙头有望率先受益。兴业证券此前指出,随着公司暂缓锂电产能扩建、回收业务布局趋于完善,后续资本开支有望回落;在基石业务强劲现金流带动下,公司整体现金流有望进一步改善,为公司回馈投资者腾挪空间。

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