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正力新能（03677）盘中飙升逾14%，截至发稿，股价上涨5.67%，现报11.92港元，成交额2.590亿港元。
正力新能此前公布，公司股份已被调入沪港通及深港通下港股通标的证券名单，自9月8日起生效。董事会认为，公司被调入沪港通及深港通下港股通标的证券名单，将有助加快扩大公司股东基础及提高公司股份的交易流通性，并进一步提高公司在资本市场上的声誉及公司的品牌知名度。
招银国际发布研报称，作为后起之秀，正力新能的历史包袱远轻于多数同业，叠加管理层通过标准化电芯和平台化电池包提升制造效率的战略，构成公司核心竞争优势。该行指出，正力在客户集中度较高的情况下就实现了最近两个报告期的盈利并实现了行业领先的毛利率，主要原因可归结为高产能利用率、先进制造产线和卓越管理能力；从客户结构看，规模效应和高产能利用率将至少持续至2026年末，而客户的结构改善或进一步提升利润率：预计广汽丰田将在今年成为正力的第二大客户，而随着为大众增程车型的配套，预计外资品牌将在2027年贡献正力约一半的收入。
责任编辑：卢昱君
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