濰柴動力早盤漲逾6% 數據中心柴電發動機增量需求較大

新浪港股

01-14

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　濰柴動力（02338）早盤上漲5.98%，現報13.46港元，成交額1.68億港元。

　　AI數據中心建設帶來大量用電需求，且對電力的可靠性、穩定性提出較高要求。海通國際指出，考慮到數據中心備電用的柴油發電機功率範圍在1-4MW，我們預計2028年全球數據中心備電用的柴油發電機的總保有量需要達到10萬臺級別。因此，我們認爲數據中心用柴電發動機增量需求較大，重點關注柴油發動機龍頭濰柴動力。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：盧昱君

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