智通财经APP获悉，天能动力(00819)午后跌超4%，截至发稿，跌4.18%，报7.57港元，成交额9436.18万港元。
消息面上，天能动力发布中期业绩，收益241.92亿元人民币，同比减少51.53%；股东应占溢利8.2亿元，同比减少11.68%。中金发布研报称，因贸易业务规模收缩、公司上半年营收同比下滑幅度较大，净利润受后装市场需求放缓，以及政府补贴、期货收益、利息收入等减少影响，低于市场预期。
中金指出，随着新国标落地，叠加以旧换新政策刺激，上半年两轮车前装市场需求迎来回暖、公司前装市场出货同比实现较好增长，但后装市场受国内宏观景气度以及以旧换新政策(替换转换新)影响、需求较疲软，叠加24年上半年高基数，公司后装出货同比有所下滑；主材铅价波动较去年同期显著收窄，带动公司铅酸电池毛利率改善。该行指出，公司锂电业务营收高增，而非经、利息收入减少对表观业绩亦有拖累。
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