智通财经APP获悉，潍柴动力(02338)午前涨超4%，截至发稿，涨3.75%，报19.63港元，成交额2.17亿港元。
消息面上，全球头部云计算厂商持续加码AI基建，智算中心投运、在建及规划项目数量大幅增加，带动大缸径发动机需求激增。据中金测算，2025年中国数据中心用该类发动机市场规模接近百亿元，2026年全球该细分市场规模将达411亿元；且AIDC对供电功率要求更高，使得发动机单台功率和价格同步增长，迎来量价齐升态势。
长江证券指出，潍柴动力大缸径&数据中心前景乐观，公司缸径上半年出货约5000台，同比+41%，其中AIDC大缸径出货600台，同比+491%。富瑞表示，潍柴动力首三季大缸径引擎的平均售价突破50万元人民币，较2024年的约40万元人民币有所上升，主要受数据中心产品推动。
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