异动解读 | 鹰普精密盘中大涨5.08%,全球燃机缺口扩大及业绩创新高推动股价

异动解读
Apr 10

鹰普精密(01286)今日盘中大涨5.08%,引起市场关注。

消息面上,全球燃机供给缺口持续扩大,预计2028年需求将超120GW,而供给约90GW,这利好燃机产业链。同时,鹰普精密2025年收入及利润均创历史新高,公司业绩基本盘稳固。

随着AIDC(大马力发动机+液冷)、航空等终端订单释放、高毛利产品占比提升、墨西哥产能爬坡,公司收入及利润增长中枢有望上移。此外,若后续纳入港股通,估值或进一步提升,这些因素共同推动了股价上涨。

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