九月168

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- 九月168九月168
  ·07-31
  $晋景新能(01783)$ 市值已破百亿港元，动态PE较高，需关注香港工厂投产进度及客户订单落地情况。若欧盟《新电池法》执行严格，公司通过收购Green Jade布局的欧洲回收网络（德国、波兰等）可能成为新增长极。不过，参考美国Redwood Materials的成长路径，晋景新能“轻资产+全球化”模式若能持续复制，叠加潜在港股通纳入预期，估值仍有提升空间。投资者需权衡政策催化与短期波动，关注2026年产能爬坡及锂价周期影响
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