金吾财讯 | 潍柴动力（02338）股价震荡反复，早盘曾跌超2%，随后转涨，最新报32.6港元，涨3.16%，成交额7.25亿港元。对应A股潍柴动力（000338）同步探底回升，最新报27.94元人民币，涨3.52%，成交额47.23亿港元。招银国际研报指，潍柴动力2026年上半年净利润同比增长36%至77亿元人民币，意味2Q26净利润为46亿元人民币（同比+57%）。2Q26增长主要得益于投资收益和良好的费用控制。尽管1H26营业收入仅同比增长9%，但该机构看到电力相关发动机的贡献持续上升，其中AIDC备用电源发动机销量同比升1.3倍。该机构继续看好潍柴AIDC备用发动机和固体氧化物燃料电池（SOFC）的增长潜力。维持潍柴H/A的“买入”评级，基于分部加总法（SOTP）的目标价保持不变，分别为45.1港元/40.2元人民币。潍柴仍然是资本品板块的重点推荐标的。
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