智通财经APP获悉，潍柴动力(02338)再涨超4%，月内累涨逾两成。截至发稿，涨4.49%，报22.8港元，成交额1.3亿港元。
消息面上，1月14日，潍柴动力在互动平台回答投资者提问时表示，公司已完成行业领先级别的硫化物全固态电池实验室研究，正在进行产业化落地研发工作；数据中心用发电产品需求强劲、产销两旺；公司正在加速进行SOFC产能提升以满足客户需求。
方正证券发布研报称，近期海外SOFC龙头Bloom Energy股价表现强势，上涨近40%，主因其与美国电力公司(AEP)达成价值26.5亿美元的燃料电池合作协议，印证北美AI电力紧缺背景下的行业景气持续。潍柴动力作为产业链重要参与者，亦将受益于此趋势。当前来看，SOFC仍是交付效率最高的发电解决方案之一，预计未来1-3年内仍将是填补电力缺口的稀缺资源。
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