智通财经APP获悉，鹰普精密(01286)早盘涨超5%，高见9.16港元再创新高。截至发稿，涨4.73%，报9.07港元，成交额1666.66万港元。
消息面上，AI算力资本开支驱动AIDC高景气。中信建投此前指出，缺电仍是全年主线，坚定看好燃机产业链。根据我们测算，2028年全球燃机需求将超120GW，预计全球燃机供给约90GW，缺口持续扩大，继续看好燃机产业链以及船改燃等趋势。
兴业证券发布研报称，鹰普精密2025年收入及利润均创历史新高。公司坚持长期主义经营，持续积累顶尖客户资源，业绩基本盘稳固。随着AIDC（大马力发动机+液冷）、航空等终端订单释放、高毛利产品占比提升、墨西哥产能爬坡，公司收入及利润增长中枢有望上移。若后续纳入港股通，估值或进一步提升。
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