智通财经APP获悉，潍柴动力(02338)尾盘涨超6%，截至发稿，涨5.88%，报41.4港元，成交额7.66亿港元。
消息面上，全球SOFC进入加速扩产阶段。BloomEnergy现有产能1GW，计划26年底扩产至2GW；CeresPower通过技术授权方式与潍柴、斗山、台达、电装、特迈斯等制造厂商合作。潍柴动力近期表示，公司正全力加速推进SOFC产能建设，致力于在年内实现批量产能落地；同时提前规划未来产能建设，根据市场及行业需求情况加速产能扩张。
小摩发布研报称，潍柴动力受惠于投资者焦点从传统重型卡车引擎转向电力转型，以及全球同业强劲的季度业绩及上调指引。全球AI数据中心电源市场供应极为紧张，客户优先考虑供货速度及交付能力。小摩认为，市场正就潍柴动力进行重新估值，并将保留为行业首选。
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