港股异动 | 潍柴动力(02338)午后涨超5% GEV此前上修燃气轮机产能指引行业景气度受益AIDC发展上行

智通财经01-23

智通财经APP获悉，潍柴动力(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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2605679426?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-23 13:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2605679426","market":"hk","top_or_hot":-1,"title":"港股异动 | 潍柴动力(02338)午后涨超5% GEV此前上修燃气轮机产能指引 行业景气度受益AIDC发展上行","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，潍柴动力(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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1396571.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 潍柴动力(02338)午后涨超5% GEV此前上修燃气轮机产能指引 行业景气度受益AIDC发展上行</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 潍柴动力(02338)午后涨超5% GEV此前上修燃气轮机产能指引 行业景气度受益AIDC发展上行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 13:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1396571.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，潍柴动力(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...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1396571.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0187","symbol_name":"一线龙头","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1396571.html","article_id":"2605679426","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2605679426","pubTimestamp":1769147181,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，潍柴动力午后涨超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。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。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK0187":"一线龙头","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0124384867.USD":"贝莱德新能源基金A2","BK0028":"国家队","BK0005":"高端装备制造","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","BK0132":"高送转概念","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","BK1610":"ETF&股票定投概念","GEV":"GE Vernova Inc.","BK0175":"白马股","LU0823414478.USD":"法巴经典能源转换基金","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","000338":"潍柴动力","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK0017":"燃料电池","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0196":"行业龙头","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK1522":"燃料电池","02338":"潍柴动力","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0264":"汽车制造","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK0183":"MSCI概念","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK0188":"融资融券","BK0012":"证金概念","BK4182":"重型电气设备"},"translate_title":"Changes in Hong Kong stocks | Weichai Power (02338) rose more than 5% in the afternoon. GEV had previously revised gas turbine production capacity to guide industry prosperity and benefit from AIDC's upward development","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GEV":1.5,"000338":1.5,"02338":1.5},"content_text":"智通财经APP获悉，潍柴动力(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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2605679426","isCrawlerRequest":true}

港股异动 | 潍柴动力(02338)午后涨超5% GEV此前上修燃气轮机产能指引 行业景气度受益AIDC发展上行

精彩评论

港股异动 | 潍柴动力(02338)午后涨超5% GEV此前上修燃气轮机产能指引行业景气度受益AIDC发展上行