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港股異動 | 電池股走強 超威漲4.55% 天能動力升超3%創階段新高
格隆匯 06-05 11:10
格隆匯6月5日丨電池股集體走強,超威動力漲4.55%,天能動力漲3.63%創階段新高,比亞迪股份升超3%。鑑於市場反饋高於預期,比亞迪已決定着手擴大重慶弗迪“刀片電池”生產線,從目前年產能6GWh擴充至今年年底的13GWh以上。另外,天能動力發盈喜,股價5日大漲近40%,創下2018年8月以來新高。西部證券指出,隨着中歐兩地疫情過後、需求重啟,疊加政府對電動車行業的補貼,下半年中歐同步回暖、銷量共振很可能超出市場預期,而板塊也處於量變到質變的交匯點,是配置的最佳時機。

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