壹评级：数据中心电源获双重验证，潍柴动力盈利中枢上移

第一财经09-18

近期，潍柴动力在数据中心电源领域的景气度持续获得验证。其北美核心客户Generac与亚马逊签署了长期供应协议，同时公司在二季度业绩说明会上上调了气体及柴油发电机组的销量指引。第一财经“壹评级”认为，数据中心电源的逻辑已从订单预期推进至客户协议与公司指引的双重验证，公司2027年盈利中枢上移的确定性显著增强。　　“壹评级”指出，气体发电机组明年的销量指引翻倍且合同基本锁定，表明主用电源方案已进入...

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