智通财经APP获悉，潍柴动力(02338)午后跌超4%，截至发稿，跌4.33%，报12.82港元，成交额1.04亿港元。
麦格理此前发布研报称，由于竞争加剧，潍柴液化天然气(LNG)重卡市场份额由上半年的65%降至63%，管理层确认去年第四季份额趋于稳定。但该行认为潍柴LNG重卡的渗透率增长有限，公司预期国内LNG重卡渗透率有所增长，但仅由2024年的30%，提高至2025年的30%以上。
值得注意的是，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。海通国际指出，考虑到数据中心备电用的柴油发电机功率范围在1-4MW，预计2028年全球数据中心备电用的柴油发电机的总保有量需要达到10万台级别。因此，数据中心用柴电发动机增量需求较大，重点关注柴油发动机龙头潍柴动力。
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