锂电回收全球化服务商晋景新能(1783.HK)今日盘中一度涨3.28%至7.88港元,该股暂三日连升累涨超7%,市值重回108亿港元上方。个股方面,华泰证券、申万宏源等多家机构预计,包括晋景新能在内的多只港股或于9月初被纳入港股通。分析人士指,一旦入通,晋景新能将直接解锁内地资金的流入通道,有望获得更多南向资金的关注、青睐,以及被动资金如指数基金的增配,短期流动性便将显著提升。行业方面,宁德时代董秘蒋理曾表示,未来20年内,全球将有50%的新电池生产告别矿产开采,以电池产业链为切口,带动能源体系向高效、低碳、可持续方向系统转型。据预测,到2040年,全球电池回收市场规模将突破1.2万亿元。(格隆汇)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.