智通财经APP获悉，潍柴动力(02338)盘中涨超7%，截至发稿，涨4.29%，报17.02港元，成交额3.82亿港元。
消息面上，交通运输部、国家发展改革委、财政部发布《关于实施老旧营运货车报废更新的通知》提出，支持国三、国四排放标准营运货车报废更新，加快更新一批高标准低排放营运货车。大摩发表研究报告，淘汰旧货车的新指南包括LNG重型卡车，鉴于公司在LNG重型卡车引擎领域的竞争力和拥有庞大市场份额，公司能够直接受惠，因政策将刺激LNG重型卡车在2025年渗透率进一步提高。
海通证券则表示，大缸径柴油机作为AIDC的重要备用电源，近期随AI基建的不断投入，行业迅速发展。潍柴动力是大缸径柴油机主流厂商，在研发和市场方面持续投入，产品已经具有全球竞争力。看好公司在下游高速发展的背景下，不断进行国产替代带来的业绩增长。作为国内柴油机头部企业，潍柴在发展AIDC柴发上具有规模优势。看好AIDC柴发带动公司的业绩增长。
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