Group 1 - The stock of Li Shi International (00842) rose over 10% during trading, reflecting a significant increase in demand for lead-acid backup power supply due to supply tightness [1] - The company is the largest exporter of lead-acid batteries in China, with a global operational advantage and a product line covering over 100 countries and regions [1] - Institutional research indicates that the supply of lead-acid backup power is becoming increasingly tight, with orders scheduled into September and October [1] Group 2 - Current backup power systems primarily rely on lead-acid batteries, but there is a trend towards lithium batteries in overseas markets due to advancements in technology [2] - The domestic lithium battery supply chain in China is relatively mature, with strong advantages in lithium iron phosphate technology, cost, and product solutions [2] - The slowdown in overseas lead-acid supply investment and the potential for domestic industry to meet incremental demand is viewed positively for the domestic battery industry [2]
港股异动 | 理士国际(00842)盘中涨超10% AIDC铅酸备电供应紧张显现 公司为国内最大的铅酸电池出口商