港股异动 | 天能动力(00819)午后涨近6% 两轮车行业补库可期 下半年铅酸蓄电池消费有望向好

智通财经
Jul 11

智通财经APP获悉,天能动力(00819)午后涨近6%,截至发稿,涨4.24%,报6.88港元,成交额1.42亿港元。

国金证券指出,以旧换新对景气度催化环比短期放缓市场已充分反应,两轮车头部公司中报增速预计仍良好,第三季度新国标落地前补货弹性可期,关注经营数据边际向好预期。下半年伴随新国标正式实施,仍可期待供给约束带来的格局优化。

国泰君安期货指出,2025年以旧换新政策延续,并明确对“锂换铅”给予更高补贴,从消费端提升铅酸电池的性价比吸引力。商务部数据显示,截至2025年6月,电动自行车以旧换新数量累计超过650万辆,以旧换新节奏不断加快有望回补需求,预计下半年铅酸蓄电池消费表现或进一步向好。

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