受“超級電池日”臨近刺激,特斯拉概念股今日全線爆發!
今日(4月14日),港A兩市特斯拉概念股全線爆發。
A股市場上,勝利精密、常鋁股份、滄州明珠、贛鋒鋰業、寧德時代、科達利超10只個股漲停,璞泰來和新宙邦皆漲超8%,東睦股份、旭升股份以及天齊鋰業均漲超7%,均勝電子、凌雲股份等概念股則大幅跟漲。

(行情來源:同花順)
港股市場上,贛峯鋰業漲近9%,比亞迪股份和雅迪控股漲超3%。而其它鋰電池概念股,天能動力漲超8%,比亞迪電子漲超5%。

(行情來源:同花順)
從消息面上來看,特斯拉概念股全線爆發主要是受超級電池日臨近、3月中國市場銷量創歷史新高等多重消息刺激。
具體而言,一方面,“超級電池日”將於北美4月20日的電池會議日展示自研自產的新一代無鈷電池,而市場普遍預計該電池將由超級電容器+乾電極技術所組成,並且有望促使電池能量密度提升至300WH/kg,並發現通往500WH/kg的技術路徑。週一,馬斯克還在推特上表示,對於即將到來的投資活動日,會議將只關注電池,而不談動力傳動系統。
對於這一電池,特斯拉的目標是,使用其內部團隊開發的技術以及最近通過收購Maxwell獲得的新技術,來生產自己的電池。目前該公司已經在該項目下測試了電池原型,其還相信,可以批量生產這種電池,並將其用於電動汽車和固定儲能產品。
另一方面,特斯拉3月在中國市場銷量過萬,創下歷史新高。根據4月9日乘聯會公佈的3月產銷數據,Model 3銷量10160輛,遠高於其2月份3900輛的銷量,1-3月累計銷量達到16680輛。
而由於上海工廠的經驗表現,特斯拉在今年一季度也交出了不俗的成績。此前,特斯拉公佈了第一季度財報。2020年第一季度,特斯拉生產了近10萬輛電動車,同比增長33%左右,交付了約8.84萬輛,同比增長近15%。
此外,還有一個原因則是國產長續航版Model 3的上市。4月10日,國產後驅長續航版Model 3上市,這款車型的最大亮點是高達668km的續航里程,這不僅高於之前國產的標準版車型,也高於進口的高性能全輪驅動版(595km)和長續航全輪驅動版車型(590km)。長續航版Model 3補貼後售價33.905萬,預計將於6月交付。
不得不説的是,受這一系列利好消息推動,特斯拉股價自己都有所上揚。截至當地時間週一收盤,特斯拉股價上漲逾13%,報於650.95美元。

(行情來源:wind)
而對於以上利好消息,部分券商機構也皆呈積極的態度。其中,國海證券認為,全球疫情擴散導致新能源車產業鏈短期承壓的情況下,特斯拉產銷實現逆勢攀升,彰顯產品強大的競爭力,同時,海外工廠停擺,上海工廠成為特斯拉唯一的在產基地,預期國產特斯拉全年將維持高景氣度,國產化進程將進一步提速,對本土特斯拉生產及其上游核心供應鏈形成巨大利好。
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