国泰海通证券研报指出,潍柴动力有望从一家以重卡动力链生产制造为主企业,逐渐转型成为AIDC发电设备的全面供应商。在全球AIDC投资高速增长、“美国缺电”现象不断深入的背景下,潍柴动力旗下多种AIDC发电设备业务——往复式燃气发电机组、SOFC以及作为备电的柴发均有望实现高增长。预计潍柴动力2025/26/27年取得归母净利润124/153/280亿元,对应EPS为1.43/1.75/3.21元,...
Source Link国泰海通证券研报指出,潍柴动力有望从一家以重卡动力链生产制造为主企业,逐渐转型成为AIDC发电设备的全面供应商。在全球AIDC投资高速增长、“美国缺电”现象不断深入的背景下,潍柴动力旗下多种AIDC发电设备业务——往复式燃气发电机组、SOFC以及作为备电的柴发均有望实现高增长。预计潍柴动力2025/26/27年取得归母净利润124/153/280亿元,对应EPS为1.43/1.75/3.21元,...
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