港股异动 | 正力新能(03677)涨超5% 首季度国内锂电出货量高增公司加码储能产能建设打造第二增长曲线_老虎社区_美港股上老虎

港股异动 | 正力新能(03677)涨超5% 首季度国内锂电出货量高增公司加码储能产能建设打造第二增长曲线

智通财经04-29

智通财经APP获悉，正力新能(03677)涨超5%，截至发稿，涨5.35%，报8.08港元，成交额3517.55万港元。消息面上，据高工锂电数据显示，2026年一季度中国储能锂电池出货量达215GWh，同比增长139%。当前头部企业订单已普遍排产至2026年底至2027年第二季度，产能处于饱和状态，并开始优先承接高利润订单。中金研报指出，受益于零跑、广汽丰田等客户较好的销量和公司配套份额提升，...

网页链接

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。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2631542135?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-04-29 11:15","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2631542135","market":"hk","top_or_hot":-1,"title":"港股异动 | 正力新能(03677)涨超5% 首季度国内锂电出货量高增 公司加码储能产能建设打造第二增长曲线","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，正力新能(03677)涨超5%，截至发稿，涨5.35%，报8.08港元，成交额3517.55万港元。消息面上，据高工锂电数据显示，2026年一季度中国储能锂电池出货量达215GWh，同比增长139%。当前头部企业订单已普遍排产至2026年底至2027年第二季度，产能处于饱和状态，并开始优先承接高利润订单。中金研报指出，受益于零跑、广汽丰田等客户较好的销量和公司配套份额提升，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1435979.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 正力新能(03677)涨超5% 首季度国内锂电出货量高增 公司加码储能产能建设打造第二增长曲线</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 正力新能(03677)涨超5% 首季度国内锂电出货量高增 公司加码储能产能建设打造第二增长曲线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-29 11:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1435979.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，正力新能(03677)涨超5%，截至发稿，涨5.35%，报8.08港元，成交额3517.55万港元。消息面上，据高工锂电数据显示，2026年一季度中国储能锂电池出货量达215GWh，同比增长139%。当前头部企业订单已普遍排产至2026年底至2027年第二季度，产能处于饱和状态，并开始优先承接高利润订单。中金研报指出，受益于零跑、广汽丰田等客户较好的销量和公司配套份额提升，正力...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1435979.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1435979.html","article_id":"2631542135","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2631542135","pubTimestamp":1777432551,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，正力新能涨超5%，截至发稿，涨5.35%，报8.08港元，成交额3517.55万港元。消息面上，据高工锂电数据显示，2026年一季度中国储能锂电池出货量达215GWh，同比增长139%。中金续指，储能景气度持续向上，公司加码产能打造第二曲线。面对储能需求景气度加速，公司加码储能产能建设，近期签署50GWh 大容量储能制造项目意向，满足长时储能、算力中心等多种场景。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4585":"ETF&股票定投概念","03677":"正力新能","VXUS":"国际股票ETF-Vanguard","BK1116":"电气部件与设备","BK4588":"碎股"},"translate_title":"Changes in Hong Kong stocks | Zhengli Xinneng (03677) rose by more than 5%. Domestic lithium battery shipments increased rapidly in the first quarter. The company increased energy storage capacity construction to create the second growth curve","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03677":1.5,"VXUS":1.5},"content_text":"智通财经APP获悉，正力新能(03677)涨超5%，截至发稿，涨5.35%，报8.08港元，成交额3517.55万港元。消息面上，据高工锂电数据显示，2026年一季度中国储能锂电池出货量达215GWh，同比增长139%。当前头部企业订单已普遍排产至2026年底至2027年第二季度，产能处于饱和状态，并开始优先承接高利润订单。中金研报指出，受益于零跑、广汽丰田等客户较好的销量和公司配套份额提升，正力新能25年锂电出货达19.82GWh、同比+66.7%，实现营收77.9亿元、同比+59.7%。中金续指，储能景气度持续向上，公司加码产能打造第二曲线。国内“136号文”后储能经济性提升，海外缺电、AIDC建设、能源结构加速转型，共同推动全球储能需求景气度持续向上。面对储能需求景气度加速，公司加码储能产能建设，近期签署50GWh 大容量储能制造项目意向，满足长时储能、算力中心等多种场景。考虑到储能业务增量以及电池涨价，上调公司26年收入预测30%至144.02亿元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}