智通财经APP获悉，鹰普精密(01286)涨超6%，截至发稿，涨6.54%，报5.05港元，成交额1030.49万港元。
消息面上，近期海外燃机扩产加速，天风证券预计至27年全球燃机供给87GW、其中净增量26GW，对比ENR预计的26-35年年均100GW+仍有供需缺口。该行判断海外燃气轮机公司27年后仍需继续扩产，对应预计中国相关零部件公司有望受益。华西证券也认为，国内燃气轮机技术布局领先企业有望充分受益于此轮海外需求外溢，订单或持续兑现，看好鹰普精密等核心零部件供应商。
兴业证券此前研报指出，鹰普精密是全球Top10高精密度、高复杂度、高性能铸件及机加工零部件制造商；公司产能全球布局，墨西哥工厂逐步放量；海外收入占比高，关税顺畅传导 美国客户；大马力发动机、机器人等下游需求高增长，提升公司业绩空间。
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