000338 潍柴动力
交易中 12-18 14:16:48
资讯
新帖
简况
Lazard Asset Management减持潍柴动力(02338)519.19万股 每股作价20.34港元
智通财经网 · 12-15 18:58
Lazard Asset Management减持潍柴动力(02338)519.19万股 每股作价20.34港元
【机构调研记录】长城基金调研格林达、潍柴动力
证券之星 · 12-12
【机构调研记录】长城基金调研格林达、潍柴动力
【机构调研记录】国泰基金调研安集科技、潍柴动力
证券之星 · 12-12
【机构调研记录】国泰基金调研安集科技、潍柴动力
潍柴动力：大缸径发动机和SOFC可应用于数据中心
证券之星 · 12-11
潍柴动力：大缸径发动机和SOFC可应用于数据中心
Pzena Investment Management, LLC减持潍柴动力(02338)372.9万股 每股作价约19.98港元
智通财经 · 12-09
Pzena Investment Management, LLC减持潍柴动力(02338)372.9万股 每股作价约19.98港元
潍柴动力：目前公司氢能源和发动机产品没有在航天航空领域应用
证券日报 · 12-09
潍柴动力：目前公司氢能源和发动机产品没有在航天航空领域应用
潍柴动力：积极开拓东南亚数据中心市场
证券之星 · 12-09
潍柴动力：积极开拓东南亚数据中心市场
潍柴动力：资产证券化融资为叉车租赁应收款融资
证券之星 · 12-09
潍柴动力：资产证券化融资为叉车租赁应收款融资
潍柴动力：发电产品已出口至美国、欧洲等高端市场
证券之星 · 12-09
潍柴动力：发电产品已出口至美国、欧洲等高端市场
交银国际：明年乘用车步入高位整固期 推荐关注具备海外产能与垂直整合优势标的
智通财经 · 12-08
交银国际：明年乘用车步入高位整固期 推荐关注具备海外产能与垂直整合优势标的
港股异动 | 潍柴动力(02338)尾盘涨近3% 行业需求集中于下半年 小摩看好公司LNG重卡发动机市场领先地位
智通财经 · 12-05
港股异动 | 潍柴动力(02338)尾盘涨近3% 行业需求集中于下半年 小摩看好公司LNG重卡发动机市场领先地位
潍柴动力选举黄维彪为职工代表董事
财中社 · 12-04
潍柴动力选举黄维彪为职工代表董事
摩根大通：将潍柴动力视为明年工业板块首选股之一 维持“增持”评级
和讯网 · 12-04
摩根大通：将潍柴动力视为明年工业板块首选股之一 维持“增持”评级
小摩：视潍柴动力为明年工业首选股之一 料存在重估潜力 目标价31港元
智通财经 · 12-04
小摩：视潍柴动力为明年工业首选股之一 料存在重估潜力 目标价31港元
招银国际：升潍柴动力目标价至21.9港元 维持“买入”评级
智通财经 · 12-02
招银国际：升潍柴动力目标价至21.9港元 维持“买入”评级
潍柴动力已回购5025万股 金额7.61亿元
财中社 · 12-01
潍柴动力已回购5025万股 金额7.61亿元
潍柴动力：没有直接业务合作
证券之星 · 12-01
潍柴动力：没有直接业务合作
大和：看好AI与自动化相关标的 首选潍柴动力(02338)
智通财经 · 12-01
大和：看好AI与自动化相关标的 首选潍柴动力(02338)
潍柴动力：11月26日接受机构调研，淡马锡参与
证券之星 · 11-26
潍柴动力：11月26日接受机构调研，淡马锡参与
潍柴动力：已与国内外多家头部企业达成SOFC业务意向合作 前三季度数据中心市场销售增长超3倍
南方财经网 · 11-26
潍柴动力：已与国内外多家头部企业达成SOFC业务意向合作 前三季度数据中心市场销售增长超3倍
暂无数据
公司概况
公司名称：
潍柴动力股份有限公司
所属行业：
汽车制造业
上市日期：
2007-04-30
主营业务：
潍柴动力股份有限公司的主营业务是动力系统、商用车、农业装备及智慧物流业务。公司的主要产品是全系列发动机、新能源动力系统及零部件、变速箱、车桥、液压产品、重型汽车、叉车、供应链解决方案、农业装备、汽车电子及零部件等。
发行价格：
20.47
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G5标准，应用于京东方、LG、华星光电等企业。公司承担的工信部及浙江省重点项目进展顺利，进入验收或量产阶段。公司为工信部制造业单项冠军示范企业，具备研发、品控、服务等综合优势。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121200004448.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1171","LU1064131003.USD","603931","LU2476274308.USD","SG9999001093.SGD","LU2778985437.USD","IE0034224299.USD","BK0196","BK0229","BK0005","SG9999006597.SGD","BK0012","SG9999014674.SGD","BK0017","SGXZ81163826.USD","BK0132","LU1580142542.USD","BK0183","BK0264","02338","LU1781817850.SGD","LU2148510915.USD","SGXZ49509284.SGD","LU1979443071.USD","LU1770034418.SGD","000338","BK1522","BK0175","LU1808992512.USD","BK0028","LU1064130708.USD","BK0188","BK0187","LU1934453819.USD"],"gpt_icon":0},{"id":"2590692540","title":"【机构调研记录】国泰基金调研安集科技、潍柴动力","url":"https://stock-news.laohu8.com/highlight/detail?id=2590692540","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590692540?lang=zh_cn&edition=full","pubTime":"2025-12-12 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调研纪要：今年1-11月中国重卡市场累计销售超百万辆，同比增长约26%，行业呈现柴油、天然气、纯电多元能源趋势。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121200004422.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0017","BK0188","BK0196","000338","02338","LU2148510915.USD","688019","IE0034224299.USD","SG9999006597.SGD","LU2778985437.USD","LU1303224171.USD","LU1719994722.HKD","SG9999014674.SGD","BK0214","BK0005","BK0132","BK0183","LU1064130708.USD","LU1781817850.SGD","LU1979443071.USD","LU1808992512.USD","BK0264","BK0187","LU1064131003.USD","BK0012","LU1251922891.USD","SG9999001093.SGD","BK1171","LU1580142542.USD","SGXZ49509284.SGD","LU1770034418.SGD","BK0028","BK1522","LU2476274308.USD","SGXZ81163826.USD","BK0175","LU1934453819.USD"],"gpt_icon":0},{"id":"2590750594","title":"潍柴动力：大缸径发动机和SOFC可应用于数据中心","url":"https://stock-news.laohu8.com/highlight/detail?id=2590750594","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590750594?lang=zh_cn&edition=full","pubTime":"2025-12-11 18:12","pubTimestamp":1765447941,"startTime":"0","endTime":"0","summary":"证券之星消息，潍柴动力(000338)12月11日在投资者关系平台上答复投资者关心的问题。投资者提问：尊敬的董秘您好，请问贵司产品目前有哪些直供数据中心？具体有哪些客户？潍柴动力回复：公司大缸径发动机和SOFC产品可广泛应用于数据中心等细分市场。具体客户信息为非公开信息，敬请谅解。感谢您对公司的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121100030360.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0005","BK0187","LU1808992512.USD","LU1770034418.SGD","LU1064131003.USD","SGXZ49509284.SGD","SGXZ81163826.USD","LU1781817850.SGD","IE0034224299.USD","LU1934453819.USD","LU2778985437.USD","LU2148510915.USD","LU1064130708.USD","SG9999006597.SGD","02338","SG9999001093.SGD","BK0017","BK1171","BK0012","BK0188","LU1580142542.USD","BK0264","BK0183","LU1979443071.USD","SG9999014674.SGD","BK0132","BK0028","BK1522","LU2476274308.USD","BK0175","000338","BK0196"],"gpt_icon":0},{"id":"2590310981","title":"Pzena Investment Management, LLC减持潍柴动力(02338)372.9万股 每股作价约19.98港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2590310981","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590310981?lang=zh_cn&edition=full","pubTime":"2025-12-09 18:52","pubTimestamp":1765277534,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，12月5日，Pzena Investment Management, LLC减持潍柴动力(02338)372.9万股，每股作价19.9765港元，总金额约为7449.24万港元。减持后最新持股数目约为1.54亿股，最新持股比例为7.90%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1379458.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE0034224299.USD","SGXZ49509284.SGD","LU1064130708.USD","SG9999001093.SGD","PZN","LU2778985437.USD","SGXZ81163826.USD","02338","LU1979443071.USD","LU2148510915.USD","LU1781817850.SGD","LU1934453819.USD","BK1171","BK4135","BK0196","LU1770034418.SGD","BK0132","000338","BK0005","BK0264","BK0028","BK0175","BK1522","BK0012","SG9999006597.SGD","LU1064131003.USD","BK0188","BK0017","LU2476274308.USD","SG9999014674.SGD","LU1580142542.USD","BK0187","LU1808992512.USD","BK0183"],"gpt_icon":0},{"id":"2590541314","title":"潍柴动力：目前公司氢能源和发动机产品没有在航天航空领域应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2590541314","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590541314?lang=zh_cn&edition=full","pubTime":"2025-12-09 17:35","pubTimestamp":1765272936,"startTime":"0","endTime":"0","summary":"证券日报网讯12月9日，潍柴动力在互动平台回答投资者提问时表示，目前公司氢能源和发动机产品没有在航天航空领域应用。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512093586556284.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["159208","BK1171","LU1064131003.USD","LU2476274308.USD","SG9999001093.SGD","LU2778985437.USD","IE0034224299.USD","BK0196","BK0005","SG9999006597.SGD","BK0012","SG9999014674.SGD","BK0017","SGXZ81163826.USD","BK0132","159945","LU1580142542.USD","BK0183","BK0264","02338","LU1781817850.SGD","LU2148510915.USD","SGXZ49509284.SGD","LU1979443071.USD","LU1770034418.SGD","000338","BK1522","BK0175","LU1808992512.USD","BK0028","LU1064130708.USD","BK0188","BK0187","LU1934453819.USD"],"gpt_icon":0},{"id":"2590750367","title":"潍柴动力：积极开拓东南亚数据中心市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2590750367","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590750367?lang=zh_cn&edition=full","pubTime":"2025-12-09 08:54","pubTimestamp":1765241653,"startTime":"0","endTime":"0","summary":"证券之星消息，潍柴动力(000338)12月09日在投资者关系平台上答复投资者关心的问题。投资者提问：请问董秘，贵司参与国内大型csp在东南亚数据中心的进展如何？sofc需求旺盛吗？潍柴动力回复：东南亚数据中心市场正处于高速增长期，公司积极开拓东南亚数据中心市场并与国内的CSP企业在SOFC及柴发领域一直保持着密切的沟通及合作，共同推进在东南亚数据中心的合作发展。感谢您对公司的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120900004712.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1770034418.SGD","BK1171","BK0028","BK0017","BK0188","BK0005","000338","LU2476274308.USD","SGXZ81163826.USD","LU2778985437.USD","LU1781817850.SGD","LU1064130708.USD","LU2148510915.USD","LU1064131003.USD","02338","BK0196","BK0132","SGXZ49509284.SGD","LU1979443071.USD","BK1522","SG9999001093.SGD","BK0187","SG9999006597.SGD","BK0183","LU1808992512.USD","IE0034224299.USD","BK0264","SG9999014674.SGD","BK0175","BK0012","LU1934453819.USD","LU1580142542.USD"],"gpt_icon":0},{"id":"2590677683","title":"潍柴动力：资产证券化融资为叉车租赁应收款融资","url":"https://stock-news.laohu8.com/highlight/detail?id=2590677683","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590677683?lang=zh_cn&edition=full","pubTime":"2025-12-09 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是叉车吗？营业收入中“与客户之间的合同产生的收入小计”其合同涵盖公司境内和境外子公司，与客户关系的分摊配比无关。感谢您对公司的关注！","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120900004713.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2778985437.USD","BK0017","02338","LU1781817850.SGD","IE0034224299.USD","BK0187","LU1064130708.USD","BK0175","LU2476274308.USD","BK0012","BK0028","SG9999001093.SGD","BK0188","BK1171","BK0132","000338","BK0005","LU1580142542.USD","LU1979443071.USD","LU1934453819.USD","SGXZ81163826.USD","BK0264","BK1522","BK0183","LU1770034418.SGD","SGXZ49509284.SGD","BK0196","LU1064131003.USD","LU2148510915.USD","SG9999006597.SGD","SG9999014674.SGD","LU1808992512.USD"],"gpt_icon":0},{"id":"2590367272","title":"潍柴动力：发电产品已出口至美国、欧洲等高端市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2590367272","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590367272?lang=zh_cn&edition=full","pubTime":"2025-12-09 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15:15","pubTimestamp":1764573328,"startTime":"0","endTime":"0","summary":"证券之星消息，潍柴动力(000338)12月01日在投资者关系平台上答复投资者关心的问题。投资者提问：尊敬的董秘您好，请问贵司目前与谷歌合作情况如何？潍柴动力回复：没有直接业务合作。感谢您对公司的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120100012348.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1171","LU1064131003.USD","LU2476274308.USD","SG9999001093.SGD","LU2778985437.USD","IE0034224299.USD","BK0196","BK0005","SG9999006597.SGD","BK0012","SG9999014674.SGD","BK0017","SGXZ81163826.USD","BK0132","LU1580142542.USD","BK0183","BK0264","02338","LU1781817850.SGD","LU2148510915.USD","SGXZ49509284.SGD","LU1979443071.USD","LU1770034418.SGD","000338","BK1522","BK0175","LU1808992512.USD","BK0028","LU1064130708.USD","BK0188","BK0187","LU1934453819.USD"],"gpt_icon":0},{"id":"2588183741","title":"大和：看好AI与自动化相关标的 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19:31","pubTimestamp":1764156697,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年11月26日潍柴动力发布公告称公司于2025年11月26日接受机构调研，淡马锡常宇亮 刘映天参与。根据中汽协数据，今年 1-10 月份中国重卡市场累计销量约 92.9 万辆，同比增长 24%。今年 1-10 月天然气重卡行业国内销售 16.7 万辆，渗透率超 26%；新能源重卡行业国内销售 15.8 万辆，渗透率接近 25%。该股最近90天内共有15家机构给出评级，买入评级12家，增持评级3家；过去90天内机构目标均价为24.53。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112600032935.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0017","SGXZ49509284.SGD","SG9999006597.SGD","02338","LU1580142542.USD","LU1064130708.USD","LU1808992512.USD","BK0005","BK0196","LU1934453819.USD","BK0175","LU1781817850.SGD","SGXZ81163826.USD","BK1522","LU1064131003.USD","BK0028","SG9999001093.SGD","SG9999014674.SGD","LU1770034418.SGD","BK0012","BK0264","000338","BK0132","LU2476274308.USD","BK0183","BK0187","BK1171","LU2148510915.USD","LU2778985437.USD","IE0034224299.USD","LU1979443071.USD","BK0188"],"gpt_icon":0},{"id":"2586625382","title":"潍柴动力：已与国内外多家头部企业达成SOFC业务意向合作 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