港股異動 | 雅迪控股(1585.HK)漲4.5% 收購鉛酸電池供應商 深化電池核心技術佈局
格隆匯12月21日丨雅迪控股(1585.HK)漲4.5%,報15.34港元,總市值459億港元。雅迪控股上週公吿成,以3.1億元收購電池供應商南都電源子公司南都華宇及長興南都各70%股權,交易完成後有望獲得鉛酸電池相關專利及技術。花旗隨後發佈研報稱,鑑於電池技術在E2W行業研發競賽中的重要性不斷加強,對交易持積極態度,維持“買入”,目標價23港元。中金公司研報稱,公司與南都在石墨烯電池領域已經進行了多年的緊密合作,中金認為此次交易將有助於公司加強對電池供應、採購成本的把控,有助於雙方研發團隊深度融合,協同發揮各自在動力電池材料、結構領域的技術優勢,實現電池能量密度提升、技術迭代升級,持續賦能產品向上。

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