智通财经APP获悉，潍柴动力(02338)涨超4%，截至发稿，涨3.82%，报17.66港元，成交额1.76亿港元。
消息面上，潍柴动力三季报显示，其前三季度实现营业收入约1705.71亿元，同比增长5.32%；归属于上市公司股东的净利润约88.78亿元，同比增长5.67%。单看第三季度，公司实现营收574亿元，同比增长16.1%；实现归母净利润32.3亿元，同比增长29.5%。国海证券点评称，2025Q3重卡行业景气旺盛，天然气渗透率月度环比回升，带动公司2025Q3收入同比增长16.1%、扣非归母净利润同比增长26.7%。
此外，该行指出，2025年前三季度公司新能源动力系统与AIDC大缸体发动机高速增长。据第一商用车网，2025年前三季度公司新能源动力系统业务实现收入19.7亿元，同比增长84%；公司大缸径发动机2025年前三季度销量突破7700台，同比增长超30%，其中数据中心相关产品销量突破900台，同比增长超3倍。
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