港股异动 | 潍柴动力(02338)再涨超7% 花旗指公司未来或将更多资源投放至能源供应领域

智通财经网
Jan 26

智通财经APP获悉,潍柴动力(02338)再涨超7%,截至发稿,涨4.61%,报26.8港元,成交额3.56亿港元。

花旗发布研报称,考虑到AI数据中心对固体氧化物燃料电池、主动及被动能源供应有着强劲需求,相信潍柴动力可能会采取战略举措,逐步将更多资源从机械领域转为投放至能源供应领域,为集团的长期增长带来一定支持。该行上调潍柴2025至2027年大型发动机及用于数据中心的发动机销量预测,并将其将净利润预测上调1%至4%。

该行续指,审视过近期经销商及行业数据后,仍然相信今年中国重型卡车需求可能保持稳定增长。相信去年对于Kion的减值仅会带来一次性影响,未来则会受惠于相关成本削减措施。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10