潍柴动力因算力备电爆发驱动业绩高增

潍柴动力
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潍柴动力的AI相关业务,特别是数据中心备用电源领域,已成为其业绩增长的重要驱动力之一,并对公司近期股价和财务表现形成了有力支撑。AI技术迭代推动算力基础设施加速建设,带动了数据中心备用电源市场需求。潍柴动力的大缸径柴油发动机作为数据中心备用发电机组的核心部件,业务呈现高速增长。根据2025年中报,公司数据中心用发动机产品累计销售约600台,同比增长491%;全年交付量增至1400台以上。在2025...

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