港股异动 | 鹰普精密(01286)涨超10%创新高 AIDC拉升大马力发动机需求

智通财经
Feb 09

智通财经APP获悉,鹰普精密(01286)盘中涨超10%,高见7.66港元创历史新高。截至发稿,涨9.59%,报7.54港元,成交额4683.63万港元。

东吴证券研报指出,北美缺电投资逐渐从燃气轮机向燃气内燃机、SOFC扩散,当前北美缺电量仍大于各种技术总产能供应,因此该板块尚未到达选择技术路径的阶段,各类技术路径的相关投资机会都应重视。燃气内燃机方面,建议关注鹰普精密等。

兴业证券认为,公司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。

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