港股异动 | 潍柴动力(02338)午后涨超5% GEV此前上修燃气轮机产能指引 行业景气度受益AIDC发展上行

智通财经
Jan 23

智通财经APP获悉,潍柴动力(02338)午后涨超5%,截至发稿,涨5.08%,报25.6港元,成交额5.45亿港元。

消息面上,受益于订单强劲增长,GEV原计划于2026Q3实现燃机年产能20GW,公司现已前移至2026H1完成目标,并进一步上调扩产计划至2028年24GW。为支撑产能上调,GEV预计于2025-2028年持续投入100亿美元资本开支。东吴证券认为,由于燃机供应链高度复杂,并与航空、军工产业深度共享上游资源,整体产能扩张节奏受限,难以快速匹配订单的爆发式增长,在此背景下,GEV此次上调扩产目标进一步明确燃气轮机行业景气度持续上行趋势。

东吴证券表示,在AIDC建设加速背景下,电力供需缺口持续放大,燃气轮机行业有望开启新一轮上行周期。AI数据中心建设带来大量用电需求,且对电力的可靠性、稳定性提出较高要求,燃机市场替代空间大,看好国内设备商受益机会。长江证券指出,公司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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