智通财经APP获悉，潍柴动力(02338)涨超6%，截至发稿，涨6.02%，报16.2港元，成交额1.99亿港元。
消息面上，据第一商用车网初步掌握的数据显示，2025年2月份，我国重卡市场共计销售8万辆左右，环比今年1月上涨11%，比上年同期的5.98万辆大幅增长34%。今年1-2月，我国重卡市场累计销量为15.2万辆，同比累计降幅缩窄至3%。此外，潍柴近日上市全新一代WP16NG4.0燃气动力，且第800000台燃气动力下线交付。
摩根士丹利发布研报称，维持潍柴动力“增持”评级，将其H股目标价从16港元升至20港元，列为首选股。该行预计2025至2026年期间在重型卡车(HDT)温和上升周期及用于人工智能数据中心电力系统的大缸径引擎的支持下，潍柴净利润将实现双位数增长。该行指出，字节跳动和阿里巴巴对云计算及AI基建作出资本承诺，将推动中国的人工智能投资进入战略加速阶段，长远而言大缸径发动机和新能源业务的加速发展应会推动潍柴动力估值重估。
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