智通财经APP获悉，中国旭阳集团(01907)午后涨近4%。截至发稿，涨2.95%，报1.745港元，成交额921.38万港元。
消息面上，旭阳集团近期重启大规模股份回购。9月24日，旭阳集团斥资320.85万港元回购了200万股股份；25日，公司回购了100万股股份，耗资158.9万港元；28日与29日，旭阳又分别回购了31.9、50万股。这是旭阳集团继7月下旬后，时隔近两个月再度出手回购，且单日回购力度较7月期间明显放大。
长江证券发布研报称，展望下半年，关注焦炭提价落地与新能源第三成长曲线；中长期看，旭阳推进2000吨/年硅碳材料、1000吨/年多孔碳材料、30万吨/年一体化负极材料项目及配套580MW源网荷储，“绿电+材料”成本优势将支撑新能源第三成长曲线放量。
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