000338 潍柴动力
已收盘 03-13 15:00:00
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大行评级丨大和：建议转投被低估价值股，推荐比亚迪、潍柴等
格隆汇 · 03-13 14:31
大行评级丨大和：建议转投被低估价值股，推荐比亚迪、潍柴等
潍柴动力(02338)及中国重汽氢动能向潍柴新能源动力科技增资5.89亿元
智通财经 · 03-12 19:53
潍柴动力(02338)及中国重汽氢动能向潍柴新能源动力科技增资5.89亿元
Wellington Management Group LLP增持潍柴动力(02338)约215.66万股 每股作价约31.87港元
智通财经 · 03-10
Wellington Management Group LLP增持潍柴动力(02338)约215.66万股 每股作价约31.87港元
港股异动 | 潍柴动力(02338)再涨近3% 国内柴发自主厂商加速出海 产品交付价格及盈利均有提升空间
智通财经 · 03-06
港股异动 | 潍柴动力(02338)再涨近3% 国内柴发自主厂商加速出海 产品交付价格及盈利均有提升空间
富瑞：升潍柴动力(02338)目标价至38.4港元 重申“买入”评级
智通财经 · 03-05
富瑞：升潍柴动力(02338)目标价至38.4港元 重申“买入”评级
港股异动 | 潍柴动力(02338)AH股齐涨 获将纳入富时中国50指数 公司大型发动机业务有进一步上行潜力
智通财经网 · 03-05
港股异动 | 潍柴动力(02338)AH股齐涨 获将纳入富时中国50指数 公司大型发动机业务有进一步上行潜力
潍柴动力新注册《综合油耗计算分析软件V1.0》项目的软件著作权
证券之星 · 03-05
潍柴动力新注册《综合油耗计算分析软件V1.0》项目的软件著作权
大幅调高12月目标价，瑞银看好潍柴动力转型：发电业务打破成长天花板
智通财经 · 03-04
大幅调高12月目标价，瑞银看好潍柴动力转型：发电业务打破成长天花板
富时中国50指数调整：纳入新华保险(01336)、潍柴动力(02338) 剔除民生银行(01988)、中兴通讯(00763)
智通财经 · 03-04
富时中国50指数调整：纳入新华保险(01336)、潍柴动力(02338) 剔除民生银行(01988)、中兴通讯(00763)
东北证券：首予潍柴动力(02338)“增持”评级 电力能源业务前景广阔
智通财经 · 03-04
东北证券：首予潍柴动力(02338)“增持”评级 电力能源业务前景广阔
大和：潍柴动力全球市场份额能见度提升 上调目标价至40港元
智通财经 · 03-03
大和：潍柴动力全球市场份额能见度提升 上调目标价至40港元
潍柴动力(02338)：截至2月底累计回购A股股份共计5025.25万股
智通财经 · 03-02
潍柴动力(02338)：截至2月底累计回购A股股份共计5025.25万股
潍柴动力：公司与潍柴重机不存在同业竞争或潜在竞争问题，双方业务、产品有明确区分
每日经济新闻 · 02-28
潍柴动力：公司与潍柴重机不存在同业竞争或潜在竞争问题，双方业务、产品有明确区分
潍柴动力：正在进行固态电池产业化落地研发工作
南方财经网 · 02-28
潍柴动力：正在进行固态电池产业化落地研发工作
高盛：潍柴动力发电机获OpenAI大型数据中心认证 重申买入评级
和讯网 · 02-24
高盛：潍柴动力发电机获OpenAI大型数据中心认证 重申买入评级
海通国际：给予潍柴动力增持评级，目标价38.52元
证券之星 · 02-24
海通国际：给予潍柴动力增持评级，目标价38.52元
股市必读：潍柴动力（000338）2月13日董秘有最新回复
证券之星 · 02-24
股市必读：潍柴动力（000338）2月13日董秘有最新回复
徐工机械：公司与潍柴动力保持正常、良好的业务合作关系
证券之星 · 02-23
徐工机械：公司与潍柴动力保持正常、良好的业务合作关系
潍柴动力：PSI是潍柴动力的控股子公司，纳入公司合并财务报表范围
证券之星 · 02-13
潍柴动力：PSI是潍柴动力的控股子公司，纳入公司合并财务报表范围
摩根大通减持潍柴动力(02338)约821.47万股 每股均价约26.67港元
智通财经 · 02-12
摩根大通减持潍柴动力(02338)约821.47万股 每股均价约26.67港元
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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19:53","pubTimestamp":1773316438,"startTime":"0","endTime":"0","summary":"根据增资协议，本公司及中国重汽氢动能同意按照其目前于目标公司的相关权益比例，以现金向目标公司作出总额为人民币5.89亿元的增资。于完成增资协议项下拟进行的交易后，本公司及中国重汽氢动能各自持有的目标公司股权比例将维持不变。目标公司于二零一七年成立，以配合本集团在新能源汽车及相关业务领域的发展战略。增资将显著改善目标公司的资金状况，有助于尽快提升新能源动力总成市场竞争力。","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://www.zhitongcaijing.com/content/detail/1413254.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0028","03808","LU1064131003.USD","LU1770034418.SGD","IE00B3M56506.USD","LU1934453819.USD","BK1548","000951","SG9999011746.SGD","BK0196","BK0005","BK0183","LU2778985437.USD","BK0188","BK0012","LU2476274308.USD","LU2148510915.USD","LU1580142542.USD","BK0017","SG9999006597.SGD","SGXZ49509284.SGD","399941","LU1808992512.USD","160640","SG9999014674.SGD","BK1522","SG9999001093.SGD","BK0264","BK0186","BK0132","IE0034224299.USD","BK0187","LU0173614495.USD","SGXZ81163826.USD","000941.SH","LU0287142896.SGD","LU1781817850.SGD","LU1979443071.USD","BK1171","02338","SG9999004220.SGD","000338","159875","LU1064130708.USD","BK0175"],"gpt_icon":0},{"id":"2618934494","title":"Wellington Management Group LLP增持潍柴动力(02338)约215.66万股 每股作价约31.87港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2618934494","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618934494?lang=zh_cn&edition=full","pubTime":"2026-03-10 18:49","pubTimestamp":1773139786,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，3月6日，Wellington Management Group LLP增持潍柴动力(02338)215.6596万股，每股作价31.8683港元，总金额约为6872.7万港元。增持后最新持股数目约为9841.15万股，持股比例为5.06%。","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://www.zhitongcaijing.com/content/detail/1412232.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":["LU1808992512.USD","BK0005","LU1770034418.SGD","BK1522","LU1781817850.SGD","LU1979443071.USD","BK0028","BK0132","LU1934453819.USD","02338","SGXZ49509284.SGD","000338","BK0183","LU1064131003.USD","BK1171","BK0187","LU1580142542.USD","LU2778985437.USD","BK0012","BK0264","LU2476274308.USD","SG9999004220.SGD","BK0017","IE0034224299.USD","BK0175","SG9999014674.SGD","SGXZ81163826.USD","SG9999001093.SGD","IE00B3M56506.USD","SG9999006597.SGD","LU1064130708.USD","BK0196","BK0188","LU2148510915.USD"],"gpt_icon":0},{"id":"2617067095","title":"港股异动 | 潍柴动力(02338)再涨近3% 国内柴发自主厂商加速出海 产品交付价格及盈利均有提升空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2617067095","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617067095?lang=zh_cn&edition=full","pubTime":"2026-03-06 11:01","pubTimestamp":1772766104,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，潍柴动力再涨近3%，截至发稿，涨2.14%，报32.38港元，成交额2.52亿港元。中金发布研报称，柴油大缸径发动机是全球数据中心备用电源柴油发电机组的核心部件，康明斯、卡特彼勒、MTU等外资品牌主导，当前产能短缺、交付紧张。价格端，华源证券指出，全球数据中心柴发市场以康明斯、MTU、卡特彼勒等外资为主，外资企业扩产周期长且谨慎，目前海外供应链紧张态势已显现，国产供应商有望凭借价格及交期优势逐步提升全球市占率。","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":"http://www.zhitongcaijing.com/content/detail/1410831.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02338","SG9999014674.SGD","LU1781817850.SGD","BK1522","SGXZ49509284.SGD","BK0175","VT","BK0188","IE0034224299.USD","000338","LU1580142542.USD","SG9999006597.SGD","LU1934453819.USD","BK0028","SG9999004220.SGD","LU1064130708.USD","LU2476274308.USD","LU1770034418.SGD","BK4585","BK0005","BK0012","BK0187","BK0196","IE00B3M56506.USD","LU1979443071.USD","SG9999001093.SGD","LU2778985437.USD","LU1808992512.USD","VXUS","BK0132","LU1064131003.USD","BK0017","SGXZ81163826.USD","BK1171","LU2148510915.USD","BK0264","BK0183","BK4588"],"gpt_icon":0},{"id":"2617163125","title":"富瑞：升潍柴动力(02338)目标价至38.4港元 重申“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2617163125","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617163125?lang=zh_cn&edition=full","pubTime":"2026-03-05 14:50","pubTimestamp":1772693428,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，富瑞发布研报称，随着全球人工智能数据中心需求加速增长，潍柴动力正从传统引擎制造商转型为涵盖柴油、天然气及固态氧化物燃料电池系统的综合AIDC设备供应商。该行重申对潍柴动力的“买入”评级，港股目标价由23.7港元上调至38.4港元，对潍柴动力A股目标价由22元人民币上调至33.8元人民币。此外，该行认为，凭借潍柴动力的产品组合全面，估计其于2030年的发电业务可能贡献集团约40%的利润。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1410382.html","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":"stock_zhitongcaijing","symbols":["000338","02338"],"gpt_icon":0},{"id":"2617912596","title":"港股异动 | 潍柴动力(02338)AH股齐涨 获将纳入富时中国50指数 公司大型发动机业务有进一步上行潜力","url":"https://stock-news.laohu8.com/highlight/detail?id=2617912596","media":"智通财经网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617912596?lang=zh_cn&edition=full","pubTime":"2026-03-05 09:39","pubTimestamp":1772674746,"startTime":"0","endTime":"0","summary":"潍柴动力(02338)AH股齐涨，截至发稿，潍柴动力H股涨7.64%，报32.4港元，成交额7.96亿港元；潍柴动力A股现涨超5%。","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20260305/20260305094113_83246.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260305/20260305094113_83246.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1410268.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["VXUS","LU2476274308.USD","BK0188","BK0183","SGXZ49509284.SGD","SG9999014674.SGD","LU1934453819.USD","BK0196","BK0028","BK0012","02338","BK0264","IE0034224299.USD","BK0005","LU1808992512.USD","LU1064130708.USD","BK0187","BK0132","000338","BK0017","LU2148510915.USD","SGXZ81163826.USD","FXI","SG9999001093.SGD","BK4588","LU1770034418.SGD","BK1171","LU1979443071.USD","LU0963586101.USD","LU1580142542.USD","IE00B3M56506.USD","LU1064131003.USD","BK1522","LU1781817850.SGD","SG9999006597.SGD","LU2778985437.USD","VT","BK4585","SG9999004220.SGD","BK0175","BK4504"],"gpt_icon":0},{"id":"2617550021","title":"潍柴动力新注册《综合油耗计算分析软件V1.0》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2617550021","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617550021?lang=zh_cn&edition=full","pubTime":"2026-03-05 01:54","pubTimestamp":1772646857,"startTime":"0","endTime":"0","summary":"证券之星消息，近日潍柴动力新注册了《综合油耗计算分析软件V1.0》项目的软件著作权。今年以来潍柴动力新注册软件著作权44个，较去年同期增加了175%。结合公司2025年中报财务数据，2025上半年公司在研发方面投入了41.35亿元，同比减3.86%。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13762次；财产线索方面有商标信息1236条，专利信息16620条，著作权信息716条；此外企业还拥有行政许可778个。","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/RB2026030500001037.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":["BK0188","IE0034224299.USD","02338","LU2476274308.USD","BK0196","BK0028","BK0005","LU1934453819.USD","LU1781817850.SGD","BK0017","SG9999004220.SGD","BK0132","BK0183","BK1522","LU1580142542.USD","SGXZ49509284.SGD","LU1979443071.USD","LU2778985437.USD","000338","LU2148510915.USD","LU1064131003.USD","SG9999006597.SGD","BK1171","SG9999001093.SGD","IE00B3M56506.USD","LU1808992512.USD","BK0012","BK0264","LU1064130708.USD","LU1770034418.SGD","SG9999014674.SGD","BK0175","SGXZ81163826.USD","BK0187"],"gpt_icon":0},{"id":"2616553024","title":"大幅调高12月目标价，瑞银看好潍柴动力转型：发电业务打破成长天花板","url":"https://stock-news.laohu8.com/highlight/detail?id=2616553024","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616553024?lang=zh_cn&edition=full","pubTime":"2026-03-04 21:31","pubTimestamp":1772631060,"startTime":"0","endTime":"0","summary":"近日，瑞银证券发布潍柴动力最新研究报告，基于公司发电业务盈利确定性大幅提升，将其12个月目标价从25.4元上调27%至32.2元，维持“买入”评级。瑞银指出，潍柴动力正从传统内燃机制造商向 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20260304/c675077292.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tonghuashun","symbols":["000338"],"gpt_icon":0},{"id":"2616538771","title":"富时中国50指数调整：纳入新华保险(01336)、潍柴动力(02338) 剔除民生银行(01988)、中兴通讯(00763)","url":"https://stock-news.laohu8.com/highlight/detail?id=2616538771","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616538771?lang=zh_cn&edition=full","pubTime":"2026-03-04 17:00","pubTimestamp":1772614821,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，3月4日，富时罗素宣布对富时中国指数系列的季度审核变更，调整结果将于2026年3月20日盘后生效。其中，本次富时中国50指数成分股将纳入新华保险(01336)、潍柴动力(02338)，将剔除民生银行(01988)、中兴通讯(00763)等港股。此外，富时罗素还公布了富时中国50指数新一季的备选股名单，分别为以下港股公司：中国铝业(02600)、中国中免(01880)、翰森制药(03692)、山东黄金(01787)、三花智控(02050)。","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://www.zhitongcaijing.com/content/detail/1409958.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0070","BK1584","BK0055","BK4504","LU1770034418.SGD","BK4588","LU1064131003.USD","BK0077","BK0017","BK0005","BK0018","02338","SGXZ81163826.USD","LU0963586101.USD","LU1808992512.USD","601336","LU0572940350.SGD","000338","BK0125","LU2328871848.SGD","BK0201","BK1184","BK1522","LU1979443071.USD","LU0264606111.USD","SG9999004220.SGD","BK1560","BK1171","BK1550","LU1969619763.USD","BK0132","BK1149","BK1526","SG9999014674.SGD","BK0187","01336","00763","BK0264","FXI","SGXZ49509284.SGD","LU1328615791.USD","BK4585","IE0034224299.USD","01988","BK0090","600016","BK1506","LU2476274308.USD","BK1607","000063"],"gpt_icon":0},{"id":"2616307837","title":"东北证券：首予潍柴动力(02338)“增持”评级 电力能源业务前景广阔","url":"https://stock-news.laohu8.com/highlight/detail?id=2616307837","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616307837?lang=zh_cn&edition=full","pubTime":"2026-03-04 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上调目标价至40港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2616164783","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616164783?lang=zh_cn&edition=full","pubTime":"2026-03-03 15:04","pubTimestamp":1772521440,"startTime":"0","endTime":"0","summary":"大和发布研报称，自2025年底起，潍柴动力(02338)一直是该行的首选股，因其具备满足AIDC电力需求的广泛能力。该行现在看到其在全球发电市场夺取市场份额的能见度提高，并预期作为未来数年强 ...","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20260303/c675041475.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":"tonghuashun","symbols":["000338"],"gpt_icon":0},{"id":"2616335108","title":"潍柴动力(02338)：截至2月底累计回购A股股份共计5025.25万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2616335108","media":"智通财经","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616335108?lang=zh_cn&edition=full","pubTime":"2026-03-02 19:13","pubTimestamp":1772449998,"startTime":"0","endTime":"0","summary":"智通财经APP讯，潍柴动力(02338)发布公告，截至2026年2月28日，公司通过回购专用证券账户以集中竞价交易方式累计回购A股股份共计5025.25万股，占公司目前总股本的比例约为0.58%，最高成交价为人民币15.43元/股，最低成交价为人民币 14.57元/股，支付的总金额为人民币7.61亿元(不含交易费用)，本次回购符合相关法律法规及公司既定回购股份方案的要求。","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":"http://www.zhitongcaijing.com/content/detail/1409087.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1770034418.SGD","SGXZ49509284.SGD","BK0188","BK0187","SG9999006597.SGD","BK0183","SGXZ81163826.USD","159982","IE00B3M56506.USD","LU1781817850.SGD","LU2476274308.USD","LU2778985437.USD","BK1171","BK0005","02338","SG9999001093.SGD","BK0264","BK0196","LU1064131003.USD","LU1979443071.USD","LU2148510915.USD","SG9999014674.SGD","BK0175","LU1808992512.USD","BK1522","399300","BK0012","BK0028","LU1934453819.USD","SG9999004220.SGD","000338","BK0132","LU1064130708.USD","LU1580142542.USD","IE0034224299.USD","BK0017"],"gpt_icon":0},{"id":"2614381639","title":"潍柴动力：公司与潍柴重机不存在同业竞争或潜在竞争问题，双方业务、产品有明确区分","url":"https://stock-news.laohu8.com/highlight/detail?id=2614381639","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614381639?lang=zh_cn&edition=full","pubTime":"2026-02-28 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重申买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2613769729","media":"和讯网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613769729?lang=zh_cn&edition=full","pubTime":"2026-02-24 13:30","pubTimestamp":1771911000,"startTime":"0","endTime":"0","summary":"高盛发表研究报告指，OpenAI在德州数据中心“星门”的美国许可文件显示，其采用潍柴动力(2338.HK)全资附属“博杜安”的应急发电机，标志着“博杜安”成为获超大型数据中心企业认可的重要里 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PE，目标价38.52元，维持“优于大市”评级。最新盈利预测明细如下：该股最近90天内共有7家机构给出评级，买入评级5家，增持评级2家；过去90天内机构目标均价为31.95。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026022400010952.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":["02338","000338"],"gpt_icon":0},{"id":"2613736590","title":"股市必读：潍柴动力（000338）2月13日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2613736590","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613736590?lang=zh_cn&edition=full","pubTime":"2026-02-24 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