港股異動丨電池股表現活躍 特斯拉“電池日”臨近
格隆匯5月13日丨受疫情影響,特斯拉原定於4月舉行的 “電池日活動”推遲到5月中旬舉行。隨着特斯拉“電池日”臨近,動力電池概念股開始表現活躍,其中天能動力(0819.HK)和超威動力(0951.HK)分別大漲9.9%和9.47%,天能動力刷新逾一年來新高。近期市場對於特斯拉的電池開放日可能公佈的自研電池方向關注度高,猜測比較多的是Tesla在2019年5月收購的Maxwell的超級電容與乾電池技術。業內預期,除了介紹其電池供應體系,也可能宣佈自主研發鋰電池,並展示其部分研究成果與方向。寧德時代董事長曾毓羣在業績説明會上表示,對特斯拉供貨時間大概是今年下半年,供貨不限於磷酸鐵鋰或者三元電池,具體供貨產品取決於市場需求。

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