智通财经APP获悉，正力新能(03677)午后涨近5%，截至发稿，涨3.08%，报10.04港元，成交额4465.18万港元。
消息面上，11月11-13日第12届中国（苏州）电池新能源产业国际高峰论坛将在江苏苏州举办。中信建投指出，固态电池行业将迎来密集“会议周”，板块有望迎来新技术催化。据悉，正力新能百MWh级全固态电池中试线预计于2026年上半年投产，标志着其向全固态电池产业化迈出关键一步。
中金发布研报称，正力新能以市场需求和技术驱动开发多路径产品组合，实现铁锂和三元多材料类型，BEV、PHEV等多动力类型，以及电动汽车、电动飞机、电动船舶多应用领域覆盖。2024年公司磷酸铁锂动力电池国内装机份额2.0%；PHEV电池国内装机份额1.8%；新中源丰田的HEV电池包国内市占率超过70%。该行指出，凭借丰富客户资源、智能制造及成本控制优势，公司基本面迎拐点。
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