潍柴动力早盘涨逾6% 数据中心柴电发动机增量需求较大

新浪港股

2025/01/14

热点栏目自选股数据中心行情中心资金流向模拟交易

客户端

　　潍柴动力（02338）早盘上涨5.98%，现报13.46港元，成交额1.68亿港元。

　　AI数据中心建设带来大量用电需求，且对电力的可靠性、稳定性提出较高要求。海通国际指出，考虑到数据中心备电用的柴油发电机功率范围在1-4MW，我们预计2028年全球数据中心备电用的柴油发电机的总保有量需要达到10万台级别。因此，我们认为数据中心用柴电发动机增量需求较大，重点关注柴油发动机龙头潍柴动力。

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