高盛看多潍柴动力，A股目标价48元

同花顺09-03 13:52

潍柴动力（000338）(000338.SZ)管理层上调AIDC发电业务指引：柴油大缸发动机2026年出货指引上调至4000台以上，2027年目标6000台；燃气发电机组2026年上调至200到300台，2027年拟突破2000台且订单已被客户锁定；SOFC固态燃料电池30MW产线2026年底到位，200MW全自动产线2027年底调试完成，已签15兆瓦订单。高盛（GS）(GS.US)测算，...

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