今日盘中，潍柴动力（02338）股价大涨5.16%，引发市场关注。消息面上，该公司在固体氧化物燃料电池（SOFC）技术领域取得重大突破，同时获得知名券商上调评级。
据悉，潍柴动力于11月5日与希锂斯公司签订了电池电堆层面的技术许可协议，这标志着公司已经打通了SOFC从电池、电堆、系统到电站的全链条技术链路。这一突破不仅巩固了潍柴动力在行业中的领先地位，也为中国SOFC产业的规模化应用奠定了基础。SOFC技术以其超过90%的综合效率和多元燃料适配性，被视为能源转型的关键支撑，特别是在AI数据中心等高能耗场景中具有广阔的应用前景。
与此同时，汇丰银行（HSBC）将潍柴动力A股评级上调至"买进"，目标价定为20.40元人民币，较之前上涨24%。这一评级调整反映了市场对潍柴动力在新能源领域发展前景的看好。分析认为，潍柴动力在SOFC技术上的突破性进展，加上其在传统动力系统领域的优势地位，为公司未来的增长提供了强劲动力，这也是投资者看好其股价表现的主要原因。
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