港股異動丨晉景新能三日連升累升超7% 機構料有望在9月初被納入港股通
鋰電回收全球化服務商晉景新能(1783.HK)今日盤中一度升3.28%至7.88港元,該股暫三日連升累升超7%,市值重回108億港元上方。個股方面,華泰證券、申萬宏源等多家機構預計,包括晉景新能在內的多隻港股或於9月初被納入港股通。分析人士指,一旦入通,晉景新能將直接解鎖內地資金的流入通道,有望獲得更多南向資金的關注、青睞,以及被動資金如指數基金的增配,短期流動性便將顯著提升。行業方面,寧德時代董祕蔣理曾表示,未來20年內,全球將有50%的新電池生產吿別礦產開採,以電池產業鏈為切口,帶動能源體系向高效、低碳、可持續方向系統轉型。據預測,到2040年,全球電池回收市場規模將突破1.2萬億元。(格隆匯)

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