异动解读 | 鹰普精密盘中大涨5.08%，全球燃机缺口扩大及业绩创新高推动股价

异动解读04-10

鹰普精密(01286)今日盘中大涨5.08%，引起市场关注。

消息面上，全球燃机供给缺口持续扩大，预计2028年需求将超120GW，而供给约90GW，这利好燃机产业链。同时，鹰普精密2025年收入及利润均创历史新高，公司业绩基本盘稳固。

随着AIDC（大马力发动机+液冷）、航空等终端订单释放、高毛利产品占比提升、墨西哥产能爬坡，公司收入及利润增长中枢有望上移。此外，若后续纳入港股通，估值或进一步提升，这些因素共同推动了股价上涨。

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