国泰海通：维持潍柴动力“增持”评级，目标价38.52元

和讯网02-04

国泰海通证券研报指出，潍柴动力有望从一家以重卡动力链生产制造为主企业，逐渐转型成为AIDC发电设备的全面供应商。在全球AIDC投资高速增长、“美国缺电”现象不断深入的背景下，潍柴动力旗下多种AIDC发电设备业务——往复式燃气发电机组、SOFC以及作为备电的柴发均有望实现高增长。预计潍柴动力2025/26/27年取得归母净利润124/153/280亿元，对应EPS为1.43/1.75/3.21元，...

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