智通财经APP获悉，鹰普精密(01286)午后涨超8%，截至发稿，涨8.71%，报8.24港元，成交额3190.22万港元。
消息面上，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。此前，美国康明斯发布2030战略，明确发电将是传统业务未来最大增长点，并预测2030年全球大缸径柴油发电机市场规模将达120亿美元。
广发证券发布研报称，鹰普精密砂型铸件业务与大马力发动机赛道深度绑定，现已深度切入卡特彼勒、康明斯等全球龙头客户供应链。受益于下游自备电力需求爆发，预计26-29年该板块将持续受益维持高速增长，营收规模有望超越熔模铸件，成为第一大业务板块；公司已实现燃气轮机相关燃油喷射系统零部件的供应，技术层面具备向叶片、高温合金等核心部件延伸的潜力，未来有望完成燃气轮机、航空发动机“两机”全产业链布局，充分受益于全球燃气轮机行业高景气。
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