智通财经APP获悉，升能集团(02459)盘中一度涨超40%，截至发稿，涨37.93%，报0.24港元，成交额1100.14万港元。
消息面上，据研精毕智分析报告分析指出，近年来，全球石墨电极市场规模呈现稳步增长的趋势。2023年，中国石墨电极市场规模达到349.9亿元，全球市场规模为791.62亿元。预计未来几年，全球石墨电极市场将持续增长，市场规模将进一步扩大。
该篇报告指出，中国石墨电极行业的产能集中度CR10达45%以上，市场份额不断扩大，已成为全球最大的生产和消费市场。另据石墨电极市场现状分析的数据显示，截至2023年，中国石墨电极市场份额达到65%，预计到2030年将突破75%。
据招股书披露，升能集团为超高功率石墨电极的全球制造商，客户基础遍布全球超过25个国家，包括美洲、EMEA、亚太区及中国的全球主要电弧炉钢制造商，彼等于汽车、基建、建筑、电器、机器、设备及运输行业销售其产品。公司双碳目标(即2030年前碳达峰及2050年前碳中和)为集团钢铁制造下游产业从高炉炼钢转向电弧炉炼钢的转型带来了全球性的动力。
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