异动解读｜思格新能盘中上涨5.44%，储能板块回暖叠加行业量价齐升预期提振

行情直击09-18

9月18日，思格新能盘中上涨5.44%，报325.6港元，成交额1.26亿港元。

消息面上，新型电力系统建设加速，两大电网上半年投资合计接近4000亿元，储能装机需求持续释放。行业方面，头部逆变器企业9月20日起启动5%至15%的调价，市场预期储能产业链有望重新进入量价齐升阶段，板块情绪回暖。此前公司股价因毛利率收窄至40.5%及行业盈利分水岭担忧一度承压。基本面上，公司上半年营收98.74亿元，同比增长261.2%，经调整净利润24.85亿元，经营现金流净额同比增长337.9%。东吴证券、花旗等多家机构近期首次覆盖均给予"买入"评级，目标价分别为559港元及500港元。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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