* 山东政府旗下中国汽车发动机生产商--潍柴动力A股000338.SZ周二早盘一度涨3.2%，其H股2338.HK一度升2.8%。此前投行花旗上调潍柴动力H股目标价。
* 花旗在研报中指出，上调潍柴动力H股目标价，因其三季度业绩强劲，加之全球市场对AI数据中心电力需求前景旺盛，将2025/2026/2027年该公司净利润预测上调至124亿/149亿/178亿元人民币，新H股目标价为每股21.3港元。
此外，若潍柴宣布与Ceres Power Holdings（希锂斯）在固体氧化物燃料电池项目上战略合作的更多细节，可能会显著提升公司估值及长期盈利预期。
* 潍柴动力上周公告称，与参股公司希锂斯签订一项制造许可协议，拟建立应用于固定式发电市场的电池和电堆生产产线，部分关键部件由希锂斯供应；产品将为AI数据中心、商业楼宇及工业园区等场景提供电力。
* 今年迄今，潍柴动力H股累涨67.5%，其A股累涨3.2%。（完)
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(发稿 王臻臻；审校 杨淑祯)
((jenny.wang@thomsonreuters.com))
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