潍柴动力（02338）午后股价上涨4.92%，现报25.60港元，成交额6.16亿港元。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 东吴证券认为，由于燃机供应链高度复杂，并与航空、军工产业深度共享上游资源，整体产能扩张节奏 受限，难以快速匹配订单的爆发式增长，在此背景下，GEV此次上调扩产目标进一步明确燃气轮机行 业景气度持续上行趋势。 责任编辑：卢昱君 受益于订单强劲增长，GEV原计划于2026Q3实现燃机年产能20GW，公司现已前移至2026H1完成目 标，并进一步上调扩产计划至2028年24GW。为支撑产能上调，GEV预计于2025-2028年持续投入100亿 美元资本开支。 潍柴动力（02338）午后股价上涨4.92%，现报25.60港元，成交额6.16亿港元。 东吴证券认为，由于燃机供应链高度复杂，并与航空、军工产业深度共享上游资源，整体产能扩张节奏 受限，难以快速匹配订单的爆发式增长，在此背景下，GEV此次上调扩产目标进一步明确燃气轮机行 业景气度持续上行趋势。 受益于订单强劲增长，GEV原计划于2026Q3 ...

每经AI快讯，潍柴动力(02338.HK)午后涨超5%，截至发稿，涨5.08%，报25.6港元，成交额5.45亿港 元。 ...

财经频道更多独家策划、专家专栏，免费查阅>> 天眼查资料显示，潍柴动力股份有限公司，成立于2002年，位于潍坊市，是一家以从事汽车制造业为主 的企业。企业注册资本871567.1296万人民币。通过天眼查大数据分析，潍柴动力股份有限公司共对外 投资了64家企业，参与招投标项目5000次，财产线索方面有商标信息738条，专利信息5000条，此外企 业还拥有行政许可778个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，潍柴动力股份有限公司取得一项名为"一种汽车发电机的控制方法、控制系 统和汽车"的专利，授权公告号CN116533977B，申请日期为2023年6月。 ...

潍柴动力（000338）(02338)午后涨超5%，截至发稿，涨5.08%，报25.6港元，成交额5.45亿港元。 消息面上，受益于订单强劲增长，GEV原计划于2026Q3实现燃机年产能20GW，公司现已前移至 2026H1完成目标，并进一步上调扩产计划至2028年24GW。为支撑产能上调，GEV预计于2025-2028年 持续投入100亿美元资本开支。东吴证券认为，由于燃机供应链高度复杂，并与航空、军工产业深度共 享上游资源，整体产能扩张节奏受限，难以快速匹配订单的爆发式增长，在此背景下，GEV此次上调 扩产目标进一步明确燃气轮机行业景气度持续上行趋势。 东吴证券表示，在AIDC建设加速背景下，电力供需缺口持续放大，燃气轮机行业有望开启新一轮上行 周期。AI数据中心建设带来大量用电需求，且对电力的可靠性、稳定性提出较高要求，燃机市场替代 空间大，看好国内设备商受益机会。长江证券指出，公司积极布局数据中心备用电源柴油发动机(大缸 径)和主用电源SOFC；其中大缸径业务已迎来快速放量周期，业绩持续兑现；SOFC海外需求旺盛，目 前公司已达成意向订单，随着项目2027年迎来规模量产，未来成长空间巨大。 ...

Group 1 - Weichai Power (02338) saw a stock increase of over 5%, reaching HKD 25.6 with a trading volume of HKD 545 million [1] - GEV has advanced its target for annual gas turbine production capacity from 20GW by Q3 2026 to H1 2026, and has raised its expansion plan to 24GW by 2028, supported by a capital expenditure of USD 10 billion from 2025 to 2028 [1] - The gas turbine industry is expected to experience a sustained upward trend due to strong order growth and the complex supply chain that limits rapid capacity expansion [1] Group 2 - The acceleration of AIDC construction is leading to an increasing power supply-demand gap, indicating a new upward cycle for the gas turbine industry [1] - The demand for electricity from AI data centers is significant, with high requirements for reliability and stability, creating substantial replacement opportunities in the gas turbine market [1] - Longjiang Securities highlights the company's active layout in backup power diesel engines and main power SOFC, with the large diameter business entering a rapid growth phase and SOFC showing strong overseas demand [1]

Core Viewpoint - The Shenzhen State-Owned Enterprises Shareholder Return Index (970064) closed at 1740.66 points, down 0.25%, with a trading volume of 37.125 billion yuan and a turnover rate of 1.46% [1] Group 1: Index Performance - On the day, 31 constituent stocks rose, with North New Building Materials leading with a 4.99% increase, while 17 stocks fell, with Shanjin International leading the decline at 2.07% [1] - The index's top ten constituent stocks include: - BOE Technology Group (sz000725) with a weight of 9.45%, closing at 4.40 yuan, down 1.35% [1] - Wuliangye Yibin (sz000858) with a weight of 9.34%, closing at 102.76 yuan, down 0.28% [1] - Hikvision (sz002415) with a weight of 7.48%, closing at 32.09 yuan, down 1.56% [1] - XCMG Machinery (sz000425) with a weight of 6.90%, closing at 10.86 yuan, down 1.54% [1] - Weichai Power (sz000338) with a weight of 6.24%, closing at 22.36 yuan, down 0.89% [1] Group 2: Capital Flow - The net outflow of main funds from the index's constituent stocks totaled 872 million yuan, while retail investors saw a net inflow of 1.149 billion yuan [1] - Detailed capital flow for selected stocks includes: - Yuexiu Capital (000987) with a main fund net inflow of 107 million yuan, but retail outflows of 54.4 million yuan [2] - Huazhong Steel (000932) with a main fund net inflow of 85.6 million yuan, but retail outflows of 33.9 million yuan [2] - Yun Aluminum (000807) with a main fund net inflow of 54.8 million yuan, but retail outflows of 68.3 million yuan [2]

Core Viewpoint - The announcement of the first batch of 15 leading smart factories marks a significant leap in China's manufacturing sector from digitization and networking to a new stage characterized by deep applications of artificial intelligence, representing the highest level of intelligent manufacturing in the country [1][3][21]. Group 1: Overview of Leading Smart Factories - The first batch of leading smart factories includes companies from key industries such as equipment manufacturing, raw materials, and electronic information, showcasing the breadth and depth of China's intelligent manufacturing development [1][19]. - The 15 selected factories are distributed across 10 provinces and regions, including Shanghai, Jiangsu, Zhejiang, Shandong, and Hubei, reflecting a "multi-point breakthrough and full coverage" layout [2][20]. Group 2: Characteristics of Leading Smart Factories - Leading smart factories integrate advanced manufacturing technologies, next-generation information technologies, and lean management concepts, taking on the responsibility of exploring future manufacturing models [3][21]. - To qualify as a leading smart factory, six key elements are required: industry leadership, AI technology application leadership, innovative smart manufacturing model leadership, performance leadership, replication leadership, and nurturing plan leadership [6][24]. Group 3: Case Studies of Selected Companies - Changfei Fiber Optic has become a benchmark in the electronic information sector by integrating AI algorithms throughout its production process, achieving a drawing speed of 3,500 meters per minute with micro-level precision control [9][27]. - Weichai Power has implemented a digital and intelligent management system that reduces customer maintenance costs by an average of 30% through remote diagnostics and alerts for every engine sold [30]. - Baosteel is innovating with an AI-driven predictive manufacturing model that anticipates market demand, optimizing the entire supply chain and production process, with plans to establish 1,200 AI scenarios and 25 benchmark production lines by 2027 [14][34]. Group 4: Future Directions and Strategic Goals - The development of leading smart factories aligns with national strategies to promote intelligent, green, and service-oriented manufacturing, aiming to enhance China's position in the global supply chain [34][35]. - The exploration of future manufacturing models focuses on achieving high customization, complex production, and maintaining high efficiency, low costs, and high quality [28][36].

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 21, 2026 [1][5] - Weichai Power (000338.SZ) leads with a daily increase of 4.44% and a year-to-date increase of 31.16%, with a dividend yield of 3.25% [1][5] - Other notable performers include Daimei Co. (603730.SH) with a daily increase of 4.17% and a year-to-date increase of 22.72%, and Jiufeng Energy (605090.SH) with a daily increase of 3.63% and a year-to-date increase of 14.69% [1][5] Group 2 - The overall dividend yield for the index is reported at 4.76%, with a price-to-book ratio of 1.34 times and a historical price-to-earnings ratio of 11.75 times, while the expected price-to-earnings ratio is 11.07 times [2] - The data is sourced from the Shanghai Stock Exchange and reflects the closing prices as of January 21, 2026, with the dividend yield calculated up to January 20, 2026 [2]

Group 1 - The core viewpoint of the news is the launch of the new business segment, Electric Power Energy, by Shandong Heavy Industry Group, marking a significant milestone in the company's strategic transformation and long-term development [1] - The Electric Power Energy segment focuses on core businesses such as data center generator sets and solid oxide fuel cells (SOFC), extending to a full chain including silent boxes, distribution cabinets, and power station systems, aiming to provide integrated power solutions for global customers [2] - The global market outlook is promising, with the rapid growth of the AI industry leading to an exponential increase in energy demand for AI data centers. The IEA predicts that global data center electricity consumption will reach approximately 945 TWh by 2030, more than doubling from 2024 [3] Group 2 - The company has a strong foundation for its advanced layout, having strategically restructured in 2009 and invested in SOFC technology in 2018, which has facilitated the development of high-capacity engines and fuel cell applications [4] - In the data center power generation field, the company has completed the product layout for generator sets ranging from 1250 kWe to 5000 kWe and launched the world's first 5 MW high-speed diesel generator set, achieving world-class performance metrics [5] - The company's products have received market acclaim, with a 259% year-on-year increase in sales of data center power generation equipment in 2025, positioning its electric power energy business among the top three globally [6]

Group 1 - Weichai Power announced that it will accept investor research on January 21, 2026, with representatives Wang Li, Li Tingting, and Liu Han participating in the reception and answering investor questions [1]