每经AI快讯，潍柴动力(02338.HK)涨超4%。截至发稿，潍柴动力涨4.49%，报22.8港元，成交额1.3亿港 元。 ...

Core Viewpoint - Weichai Power (02338) has seen a significant increase in stock price, rising over 20% in the month, with a current price of 22.8 HKD and a trading volume of 130 million HKD [1] Company Developments - Weichai Power has completed laboratory research on industry-leading solid-state batteries and is now working on industrialization [1] - The demand for power generation products for data centers is strong, with both production and sales thriving [1] - The company is accelerating the increase of SOFC (Solid Oxide Fuel Cell) production capacity to meet customer demand [1] Industry Trends - Recent performance of Bloom Energy, a leading SOFC company, has been strong, with a nearly 40% increase in stock price due to a $2.65 billion fuel cell cooperation agreement with American Electric Power (AEP) [1] - This trend indicates a sustained industry boom in the context of power shortages in North America, which Weichai Power is positioned to benefit from as a key player in the supply chain [1] - SOFC is currently one of the most efficient power generation solutions and is expected to remain a scarce resource to fill the power gap in the next 1-3 years [1]

Core Viewpoint - Weichai Power (000338)(02338) has seen a significant stock increase of over 20% this month, with a current rise of 4.49% to HKD 22.8, reflecting strong market interest and performance [1] Company Developments - Weichai Power has completed laboratory research on industry-leading sulfide all-solid-state batteries and is now advancing towards industrialization [1] - The company reports strong demand and sales for its data center power generation products, indicating robust market conditions [1] - Weichai Power is accelerating the enhancement of its Solid Oxide Fuel Cell (SOFC) production capacity to meet customer demand [1] Industry Trends - Recent performance of Bloom Energy, a leading overseas SOFC company, has been strong, with a nearly 40% stock increase due to a $2.65 billion fuel cell collaboration with American Electric Power (AEP), highlighting ongoing industry growth amid power shortages in North America [1] - SOFC technology is currently one of the most efficient power generation solutions, expected to remain a critical resource for addressing power shortages in the next 1-3 years [1]

AIDC 柴发量价齐升，布局机遇再现 20260114 摘要 数据中心柴油发电机组需求激增，国内 2025 年销量预计 4,500-5,000 台，同比增长超 50%，2026 年预计 6,000-9,000 台，同比增速 40%- 60%。全球需求同样快速增长，北美占比超 50%，供不应求推动价格 上涨。 柴油发电机组价格上涨受多重因素驱动，包括供需关系紧张、产品向 2 兆瓦及更高功率升级、高压喷射和电控系统等技术升级带来的成本上升， 以及上游零部件厂商调价和 CPU 扩产挤占通用芯片产能等。 潍柴动力在数据中心柴油发电机组领域发展强劲，2025 年销量约 1,200 台，预计 2026 年超 2,000 台，实现翻倍增长。单机利润 50 万 元测算，2026 年利润有望达 12 亿元，若考虑 15%涨价预期，利润弹 性增量约 4 亿元，总利润可达 16 亿元。 潍柴动力积极布局新能源业务，包括 SFC、重卡及商用车的三电系统， 以及与比亚迪合作的电池业务。预计这些新兴业务在 2027 年能实现 45 亿元左右的利润，占总利润的 25%左右，支撑公司市值达到 2,500 亿 元。 数据中心柴油发电机组市场目 ...

证券日报网讯 1月14日，潍柴动力（000338）在互动平台回答投资者提问时表示，当前公司大缸径发动 机业务需求旺盛，市场订单饱满，各产线产能利用均处于高位，同时根据市场需求推进产能提升。 ...

Core Viewpoint - Weichai Power (000338) is accelerating its transformation towards new energy and actively promoting the commercialization of integrated driving assistance technology [1] Group 1 - The company is focusing on new energy transformation [1] - Weichai Power is pushing for the commercial application of integrated driving assistance technology [1]

Group 1 - The company has completed laboratory research on industry-leading sulfide all-solid-state batteries and is currently working on industrialization and development [1] - There is strong demand for power generation products used in data centers, with both production and sales thriving [1] - The company is accelerating the capacity enhancement of SOFC to meet customer demand [1]

Group 1 - The company has completed laboratory research on sulfide all-solid-state batteries, which are at an industry-leading level, and is currently working on industrialization and implementation [2] - There is strong demand for power generation products used in data centers, leading to robust production and sales [2] - The company is accelerating the capacity enhancement of Solid Oxide Fuel Cells (SOFC) to meet customer demand [2]

Group 1 - The company has completed laboratory research on industry-leading sulfide all-solid-state batteries and is currently working on industrialization and development [1] - There is strong demand for power generation products used in data centers, with both production and sales thriving [1] - The company is accelerating the capacity enhancement of Solid Oxide Fuel Cells (SOFC) to meet customer demand [1]

Group 1 - The company has completed laboratory research on industry-leading solid-state batteries with sulfide electrolytes and is now working on industrialization [1] - There is strong demand for power generation products used in data centers, leading to robust production and sales [1] - The company is accelerating the capacity enhancement of Solid Oxide Fuel Cells (SOFC) to meet customer demand [1]