智通财经APP获悉，潍柴动力(02338)再涨近5%，继续刷新历史新高。截至发稿，涨4.84%，报24.68港元，成交额5.2亿港元。
消息面上，随着AIDC投资的高增，其发电装备、备用电源市场也迎来快速增长，国内外多家发动机巨头继续布局AIDC发电装备赛道。潍柴动力近期表示，数据中心用发电产品需求强劲、产销两旺，正在加速进行SOFC产能提升以满足客户需求。
长江证券发布研报称，全球AI浪潮起，潍柴积极布局数据中心备用电源柴油发动机（大缸径）和主用电源SOFC；其中大缸径业务已迎来快速放量周期，业绩持续兑现；SOFC海外需求旺盛，目前公司已达成意向订单，随着项目2027年迎来规模量产，未来成长空间巨大。
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