港股异动 | 鹰普精密(01286)涨超12%破顶 北美缺电逻辑持续演绎 公司受益AIDC高景气度

智通财经网
Jan 23

智通财经APP获悉,鹰普精密(01286)涨超12%,高见7.17港元创上市以来新高。截至发稿,涨12.36%,报6.91港元,成交额4133.42万港元。

消息面上,由AI数据中心引发的“电荒”席卷美国。国盛证券认为,展望2026年,AIDC和缺电为核心投资主线。华西证券表示,全球AI 快速发展将促使用电量激增,电力设备需求有望保持高景气。重点看好海外供应紧缺的变压器&燃气轮机环节,该行认为欧美等发达市场兼具高景气+高盈利+高门槛等特征,掌握优质渠道资源、技术实力领先、积极布局相关产能的企业有望充分受益。

兴业证券此前指出,鹰普精密产品用于大马力发动机、工程机械、农业机械、休闲娱乐船舶、乘用车、商用车、航空、能源、医疗等多个行业,整体需求稳中向上,其中大马力发动机、机器人等细分场景景气度高并具备较高利润率。AIDC拉升大马力发动机需求,公司为卡特彼勒康明斯等提供大马力发动机的砂型铸件缸体,2025H1相关业务收入同比增长48.3%至5.3亿元,收入占比21.8%。此外,公司进入达芬奇手术机器人供应链,并与海外人形机器人公司洽谈合作,提升长期空间。

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