智通财经APP获悉，潍柴动力(02338)涨超5%，截至发稿，涨5.04%，报26.66港元，成交额2.02亿港元。
消息面上，据证券时报报道，当前，在数据中心建设浪潮与全球电力紧缺的双重驱动下，发电业务正成为内燃机行业未来最大的增长引擎。“2025年我们发电用内燃机销量突破10万台，其中数据中心专用机型需求增长强劲。”潍柴电力能源事业部相关负责人日前接受采访时表示，现在该公司发电机组产能利用率处于高位，数据中心用发电机组基本满产。
方正证券此前指出，公司是SOFC技术国产卡位龙头，长期成长空间广阔：潍柴动力在国产替代与技术路线布局中占据关键生态位，面向全球市场潜力广阔、需求明确。公司目前数据中心SOFC领域在手订单充沛，并与国内外头部AI企业持续深化合作，具备可观的盈利前景。随着国产供应链逐步成熟、产能稳步释放，未来订单规模有望加速扩大，公司国产替代方案在性能与成本两端均展现出显著优势。
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