On July 6, Shenzhen Senior Technology Material rose 7% in regular trading, trading at HK$12.13/share, with turnover of HK$31.59 million.
On the news front, the company's A-shares have seen consecutive high-volume rallies recently, driving H-share valuation recovery. On the industry side, the company previously issued a unified notice to downstream customers announcing a separator price increase of approximately 30%, with actual implementation ranging from 5% to 20%. First-half separator average prices rose 17% quarter-over-quarter, and the market expects a new round of price hikes in August. Industry research indicates that better-than-expected energy storage demand growth has caused a supply-demand mismatch, with the tight supply situation expected to persist until 2028, supporting a gradual price uptrend.
The H-shares currently trade at a discount exceeding 55% to the A-shares, attracting continued capital reallocation. The company recently invested RMB 151 million as a limited partner in a RMB 500 million industrial fund focused on the new energy storage value chain, reinforcing its strategic positioning. Dongwu Securities maintains a Buy rating with projected net profit of RMB 750 million and RMB 1.2 billion for the coming two years.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)
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