000338 潍柴动力
已收盘 05-21 15:00:00
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5月21日潍柴动力现3笔大宗交易 机构净卖出7959.85万元
证券之星 · 05-21 17:36
5月21日潍柴动力现3笔大宗交易 机构净卖出7959.85万元
潍柴动力（000338）披露回购公司部分A股股份实施结果暨股份变动公告，5月19日股价下跌0.45%
证券之星 · 05-19 22:02
潍柴动力（000338）披露回购公司部分A股股份实施结果暨股份变动公告，5月19日股价下跌0.45%
法拉帝集团首席财务官表示：正着手制定全新商业计划，预计年底前在资本市场日活动上正式公布
美股速递 · 05-19 20:40
法拉帝集团首席财务官表示：正着手制定全新商业计划，预计年底前在资本市场日活动上正式公布
潍柴动力(02338)累计回购A股股份5025.25万股
智通财经 · 05-19 19:03
潍柴动力(02338)累计回购A股股份5025.25万股
股市必读：5月18日潍柴动力现1.38亿元大宗交易
证券之星 · 05-19
股市必读：5月18日潍柴动力现1.38亿元大宗交易
每周股票复盘：机构净卖出潍柴动力（000338）1.56亿元
证券之星 · 05-17
每周股票复盘：机构净卖出潍柴动力（000338）1.56亿元
5月14日潍柴动力现1笔大宗交易 机构净卖出1.56亿元
证券之星 · 05-14
5月14日潍柴动力现1笔大宗交易 机构净卖出1.56亿元
潍柴动力（000338）披露将参加2026年山东辖区上市公司投资者网上集体接待日活动，5月13日股价上涨5.02%
证券之星 · 05-13
潍柴动力（000338）披露将参加2026年山东辖区上市公司投资者网上集体接待日活动，5月13日股价上涨5.02%
Wellington Management Group LLP减持潍柴动力(02338)约509.98万股 每股作价约41.57港元
智通财经 · 05-13
Wellington Management Group LLP减持潍柴动力(02338)约509.98万股 每股作价约41.57港元
潍柴动力：公司在持续发电场景中拥有天然气发动机及固体氧化物燃料电池（SOFC）布局
每日经济新闻 · 05-13
潍柴动力：公司在持续发电场景中拥有天然气发动机及固体氧化物燃料电池（SOFC）布局
潍柴动力：公司M系列大缸径发电用柴油发动机启动速度快、加载能力强
证券之星 · 05-13
潍柴动力：公司M系列大缸径发电用柴油发动机启动速度快、加载能力强
潍柴动力午后涨近3% 大和将目标价由40港元上升至50港元
新浪港股 · 05-13
潍柴动力午后涨近3% 大和将目标价由40港元上升至50港元
港股异动 | 潍柴动力(02338)回升近4% Generac正积极寻求潜在扩产 公司AIDC发电业务具成长空间
智通财经 · 05-13
港股异动 | 潍柴动力(02338)回升近4% Generac正积极寻求潜在扩产 公司AIDC发电业务具成长空间
港股午评|恒生指数早盘涨0.30% 铜业资源股走高
智通财经 · 05-12
港股午评|恒生指数早盘涨0.30% 铜业资源股走高
港股异动 | 潍柴动力(02338)跌超4% LNG重卡业务短期或承压 机构指市场目前正对公司进行重估
智通财经 · 05-12
港股异动 | 潍柴动力(02338)跌超4% LNG重卡业务短期或承压 机构指市场目前正对公司进行重估
大和：降潍柴动力(02338)评级至“跑赢大市” 目标价升至50港元
智通财经 · 05-11
大和：降潍柴动力(02338)评级至“跑赢大市” 目标价升至50港元
每周股票复盘：潍柴动力（000338）Q1净利增13.8%
证券之星 · 05-10
每周股票复盘：潍柴动力（000338）Q1净利增13.8%
高盛：升潍柴动力(02338)目标价至56港元 AIDC电力供应链中最平标的
智通财经 · 05-07
高盛：升潍柴动力(02338)目标价至56港元 AIDC电力供应链中最平标的
小摩：潍柴动力目标价升至52港元 维持“增持”评级
新浪港股 · 05-07
小摩：潍柴动力目标价升至52港元 维持“增持”评级
龙虎榜 | 19.35亿重仓！资金狂扫江波龙，深股通超14亿猛攻潍柴动力
格隆汇 · 05-06
龙虎榜 | 19.35亿重仓！资金狂扫江波龙，深股通超14亿猛攻潍柴动力
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公司概况
公司名称：
潍柴动力股份有限公司
所属行业：
汽车制造业
上市日期：
2007-04-30
主营业务：
潍柴动力股份有限公司的主营业务是动力系统、商用车、农业装备及智慧物流业务。公司的主要产品是全系列全领域发动机、新能源动力系统及零部件、变速箱、车桥、液压产品、重型汽车、叉车、供应链解决方案、农业装备、汽车电子及零部件。2025年，公司申请专利1323项，获授权专利1488项，荣获机械工业科学技术奖特等奖等省部级以上科技奖励22项。入选全国首批领航级智能工厂培育名单，斩获2025年国家“数据要素×”大赛一等奖。
发行价格：
20.47
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22:02","pubTimestamp":1779199347,"startTime":"0","endTime":"0","summary":"截至2026年5月19日收盘，潍柴动力报收于33.15元，较前一交易日下跌0.45%，最新总市值为2888.16亿元。该股当日开盘33.6元，最高33.75元，最低32.08元，成交额达30.75亿元，换手率为1.88%。近日，潍柴动力股份有限公司发布《关于回购公司部分A股股份实施结果暨股份变动的公告》。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051900042949.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0188","000338","SGXZ81163826.USD","BK0187","BK1522","IE0005HP3H50.USD","LU1244550577.SGD","LU0572944931.SGD","BK0183","LU1064130708.USD","LU2148510915.USD","BK0196","IE00BZ08YR35.GBP","SG9999014674.SGD","LU2294711473.HKD","IE0034224299.USD","02338","LU2476274308.USD","LU0672654166.SGD","IE00BZ08YT58.USD","LU1781817850.SGD","SG9999011746.SGD","LU0823426308.USD","LU0320764755.SGD","LU0128522157.USD","BK0017","BK0132","BK0264","LU1244550494.USD","LU1979443071.USD","SGXZ49509284.SGD","SG9999004220.SGD","LU0823426480.USD","SG9999006597.SGD","LU1934453819.USD","BK1171","LU0254981946.USD","LU0214875030.USD","LU1580142542.USD","BK0175","LU2778985437.USD","399300","BK0005","LU0531970944.HKD","159982","IE00BZ08YS42.EUR","LU0327786744.USD","LU0543330483.HKD","LU0449509016.USD","LU0029875118.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103845444","title":"法拉帝集团首席财务官表示：正着手制定全新商业计划，预计年底前在资本市场日活动上正式公布","url":"https://stock-news.laohu8.com/highlight/detail?id=1103845444","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1103845444?lang=zh_cn&edition=full","pubTime":"2026-05-19 20:40","pubTimestamp":1779194418,"startTime":"0","endTime":"0","summary":"法拉帝集团首席财务官透露，公司团队正在全力制定一项全新的商业计划。该计划预计将在今年年底前，于一场专门面向资本市场的活动中正式向投资者和合作伙伴展示。此举旨在勾勒集团未来的战略发展蓝图与增长路径。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0175","BK0264","BK0132","LU1934453819.USD","BK0183","000338","LU1781817850.SGD","BK0188","SGXZ49509284.SGD","IE0005HP3H50.USD","LU2294711473.HKD","BK0017","SG9999001093.SGD","LU1580142542.USD","BK0012","BK0005","LU0823426308.USD","LU1064130708.USD","LU2778985437.USD","LU1979443071.USD","BK0196","BK0187","IE00B3M56506.USD","LU1064131003.USD","LU1808992512.USD","LU1770034418.SGD","LU2148510915.USD","SGXZ81163826.USD","LU2476274308.USD","BK0028","LU0823426480.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636589078","title":"潍柴动力(02338)累计回购A股股份5025.25万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2636589078","media":"智通财经","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636589078?lang=zh_cn&edition=full","pubTime":"2026-05-19 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01:29","pubTimestamp":1779125348,"startTime":"0","endTime":"0","summary":"截至2026年5月18日收盘，潍柴动力报收于33.3元，下跌4.23%，换手率2.37%，成交量118.59万手，成交额39.44亿元。交易信息汇总资金流向5月18日主力资金净流出988.77万元，占总成交额0.25%；游资资金净流出1.05亿元，占总成交额2.66%；散户资金净流入1.15亿元，占总成交额2.91%。大宗交易5月18日潍柴动力现1.38亿元大宗交易。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051900001969.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SG9999014674.SGD","BK0175","IE00BZ08YT58.USD","LU1244550221.USD","LU2778985437.USD","LU1770034418.SGD","BK1171","LU0531970944.HKD","BK0012","LU0128522157.USD","LU0254981946.USD","BK0183","LU0672654166.SGD","IE0005HP3H50.USD","IE00BZ08YS42.EUR","LU1781817850.SGD","LU0449509016.USD","BK0187","IE00B3M56506.USD","IE0034224299.USD","LU1064130708.USD","LU1580142542.USD","LU2148510915.USD","000338","BK0188","LU0320764755.SGD","02338","LU1244550577.SGD","LU2476274308.USD","BK0196","LU0823426308.USD","LU0029875118.USD","SGXZ81163826.USD","BK0017","BK0264","BK0132","SG9999006597.SGD","LU0823426480.USD","SGXZ49509284.SGD","LU1808992512.USD","LU2294711473.HKD","LU0214875030.USD","IE00BZ08YR35.GBP","LU0543330483.HKD","BK0028","BK0005","SG9999011746.SGD","LU1244550494.USD","LU1934453819.USD","BK1522"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636306925","title":"每周股票复盘：机构净卖出潍柴动力（000338）1.56亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2636306925","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636306925?lang=zh_cn&edition=full","pubTime":"2026-05-17 01:13","pubTimestamp":1778951588,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘，潍柴动力报收于34.77元，较上周的33.06元上涨5.17%。本周，潍柴动力5月15日盘中最高价报35.64元。5月13日盘中最低价报31.76元。潍柴动力当前最新总市值3029.3亿元，在汽车零部件板块市值排名1/239，在两市A股市值排名51/5203。活动将于2026年5月15日15:00-16:30通过网络远程方式举行，投资者可通过“全景路演”网站、公众号或APP参与。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051700000098.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0543330483.HKD","BK0028","SGXZ81163826.USD","BK0132","IE00BZ08YT58.USD","LU1580142542.USD","SGXZ49509284.SGD","LU0029875118.USD","LU1244550221.USD","LU0572944931.SGD","BK1522","LU1244550577.SGD","IE00BZ08YS42.EUR","LU0214875030.USD","LU0327786744.USD","LU2476274308.USD","LU2294711473.HKD","IE0034224299.USD","LU2778985437.USD","LU0449509016.USD","SG9999014674.SGD","LU1979443071.USD","LU0823426308.USD","SG9999006597.SGD","LU0531970944.HKD","LU1064131003.USD","BK0183","LU1064130708.USD","LU1770034418.SGD","LU1808992512.USD","LU0128522157.USD","SG9999011746.SGD","BK0175","IE00B3M56506.USD","BK0017","BK0187","BK0188","BK0196","BK0264","LU1781817850.SGD","LU0254981946.USD","LU2148510915.USD","02338","LU0823426480.USD","LU1934453819.USD","IE00BZ08YR35.GBP","BK0005","BK1171","LU0320764755.SGD","000338"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635790452","title":"5月14日潍柴动力现1笔大宗交易 机构净卖出1.56亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635790452","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635790452?lang=zh_cn&edition=full","pubTime":"2026-05-14 17:27","pubTimestamp":1778750844,"startTime":"0","endTime":"0","summary":"证券之星消息，5月14日潍柴动力发生大宗交易，交易数据如下：大宗交易成交价格34.2元，成交455.17万股，成交金额15566.8万元，买方营业部为华泰证券股份有限公司上海浦东新区滨江大道证券营业部，卖方营业部为机构专用。近三个月该股共发生3笔大宗交易，合计成交8.26万手。该股在过去半年内已有共计2194.98万股限售解禁股上市，占公司总股本的0.25%。截至2026年5月14日收盘，潍柴动力报收于34.2元，下跌0.41%，换手率2.46%，成交量123.16万手，成交额42.93亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051400030277.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1244550577.SGD","LU1244550494.USD","LU0531970944.HKD","BK0005","LU0572944931.SGD","SGXZ81163826.USD","BK1171","LU0543330483.HKD","LU2148510915.USD","LU1934453819.USD","BK0132","SGXZ49509284.SGD","IE00BZ08YT58.USD","LU1580142542.USD","LU2476274308.USD","LU2294711473.HKD","BK0012","IE00B3M56506.USD","SG9999004220.SGD","LU1770034418.SGD","BK0183","LU0254981946.USD","IE0034224299.USD","IE00BZ08YR35.GBP","BK0028","BK0175","LU1064130708.USD","LU2778985437.USD","LU0128522157.USD","LU0214875030.USD","LU0823426480.USD","LU0449509016.USD","SG9999006597.SGD","LU1244550221.USD","IE00BZ08YS42.EUR","SG9999014674.SGD","000338","LU0320764755.SGD","LU1064131003.USD","02338","IE0005HP3H50.USD","LU1808992512.USD","LU1979443071.USD","LU0823426308.USD","LU0029875118.USD","BK0196","BK0187","BK0017","BK0264","LU1781817850.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635573872","title":"潍柴动力（000338）披露将参加2026年山东辖区上市公司投资者网上集体接待日活动，5月13日股价上涨5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635573872","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635573872?lang=zh_cn&edition=full","pubTime":"2026-05-13 22:06","pubTimestamp":1778681182,"startTime":"0","endTime":"0","summary":"截至2026年5月13日收盘，潍柴动力报收于34.34元，较前一交易日上涨5.02%，最新总市值为2991.84亿元。近日，潍柴动力股份有限公司披露《关于参加2026年山东辖区上市公司投资者网上集体接待日活动的公告》。公告显示，公司将于2026年5月15日15:00-16:30通过网络远程方式参加由山东证监局、山东上市公司协会与深圳市全景网络有限公司联合举办的“2026年山东辖区上市公司投资者网上集体接待日活动”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051300045065.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0017","LU0254981946.USD","02338","LU0543330483.HKD","BK1171","LU1808992512.USD","BK1522","SGXZ49509284.SGD","LU0672654166.SGD","IE00BZ08YT58.USD","LU0572944931.SGD","SG9999004220.SGD","LU0531970944.HKD","IE00B3M56506.USD","LU2148510915.USD","IE0034224299.USD","BK0187","BK0264","LU0214875030.USD","LU0320764755.SGD","BK0196","LU1244550494.USD","SG9999001093.SGD","LU2294711473.HKD","LU2476274308.USD","LU1580142542.USD","LU0823426308.USD","SG9999011746.SGD","LU0327786744.USD","BK0188","000338","BK0028","LU1244550221.USD","LU1244550577.SGD","BK0132","LU0823426480.USD","LU1064130708.USD","LU1781817850.SGD","IE00BZ08YS42.EUR","BK0012","IE0005HP3H50.USD","SG9999014674.SGD","SGXZ81163826.USD","BK0183","BK0005","LU2778985437.USD","SG9999006597.SGD","LU1770034418.SGD","LU0128522157.USD","IE00BZ08YR35.GBP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635789083","title":"Wellington Management Group LLP减持潍柴动力(02338)约509.98万股 每股作价约41.57港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635789083","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635789083?lang=zh_cn&edition=full","pubTime":"2026-05-13 19:32","pubTimestamp":1778671951,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，5月11日，Wellington Management Group LLP减持潍柴动力(02338)509.9782万股，每股作价41.5706港元，总金额约为2.12亿港元。减持后最新持股数目约为1.33亿股，持股比例为6.86%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1441339.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1808992512.USD","LU1979443071.USD","LU0823426480.USD","BK0132","LU0214875030.USD","BK0264","LU0823426308.USD","LU2476274308.USD","SG9999004220.SGD","SG9999011746.SGD","LU0254981946.USD","LU0531970944.HKD","LU1580142542.USD","BK0183","BK0196","BK0017","IE0005HP3H50.USD","IE00B3M56506.USD","IE00BZ08YS42.EUR","LU2294711473.HKD","SG9999014674.SGD","SGXZ49509284.SGD","BK1522","LU1064131003.USD","LU2148510915.USD","LU0320764755.SGD","02338","000338","BK1171","SGXZ81163826.USD","BK0012","LU1770034418.SGD","LU0672654166.SGD","SG9999006597.SGD","LU0572944931.SGD","LU1244550221.USD","BK0028","LU0029875118.USD","LU1064130708.USD","BK0188","SG9999001093.SGD","LU1244550577.SGD","IE0034224299.USD","EWH","BK0187","LU2778985437.USD","BK0175","LU1781817850.SGD","LU1934453819.USD","LU0449509016.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635924788","title":"潍柴动力：公司在持续发电场景中拥有天然气发动机及固体氧化物燃料电池（SOFC）布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2635924788","media":"每日经济新闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635924788?lang=zh_cn&edition=full","pubTime":"2026-05-13 18:02","pubTimestamp":1778666535,"startTime":"0","endTime":"0","summary":"每经AI快讯，有投资者在投资者互动平台提问：请问：大缸径发电机在算力备用电源中的优劣势有哪些？公司是否有更具竞争力的产品技术开发和储备？潍柴动力（000338.SZ）5月13日在投资者互动平台表示，公司M系列大缸径发电用柴油发动机启动速度快、加载能力强，具有更可靠、更高效及更经济的优势，并凭借稳定及时的交付节奏，在国内外数据中心项目已实现广泛应用，市场认可度持续提升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605133736036736.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605133736036736.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["IE00BZ08YT58.USD","000338","LU0672654166.SGD","SGXZ81163826.USD","SG9999011746.SGD","LU1770034418.SGD","BK0012","IE00BZ08YS42.EUR","XES","ERX","LU1244550577.SGD","GUSH","IE00BZ08YR35.GBP","FTXN","KOLD","LU0823426308.USD","BK4570","LU0029875118.USD","BK0132","DUG","LIT","SG9999014674.SGD","PXE","WTIU","DBC","DBE","VDE","IE0034224299.USD","LU2148510915.USD","FCG","SG9999004220.SGD","DRIP","IEO","02338","DIG","SGXZ49509284.SGD","USE","HYDR","BK0028","BK0005","LU1064130708.USD","BOIL","LU0531970944.HKD","LU0823426480.USD","XOP","IXC","BK0196","LU1580142542.USD","DRLL","PXJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635788822","title":"潍柴动力：公司M系列大缸径发电用柴油发动机启动速度快、加载能力强","url":"https://stock-news.laohu8.com/highlight/detail?id=2635788822","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635788822?lang=zh_cn&edition=full","pubTime":"2026-05-13 18:00","pubTimestamp":1778666426,"startTime":"0","endTime":"0","summary":"证券之星消息，潍柴动力05月13日在投资者关系平台上答复投资者关心的问题。除备用电源外，公司在持续发电场景中拥有天然气发动机及固体氧化物燃料电池布局。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051300033422.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0823426480.USD","LU1934453819.USD","BK1171","BK0005","LU1808992512.USD","IE00B3M56506.USD","IE00BZ08YT58.USD","IE0005HP3H50.USD","BK0188","LU0543330483.HKD","LU1244550221.USD","LU2476274308.USD","BK0175","LU0254981946.USD","LU1770034418.SGD","SGXZ49509284.SGD","SGXZ81163826.USD","BK0187","LU0572944931.SGD","000338","02338","LU0449509016.USD","LU2148510915.USD","LU1244550494.USD","LU0214875030.USD","LU0672654166.SGD","IE00BZ08YS42.EUR","BK0017","IE0034224299.USD","BK0132","LU1781817850.SGD","LU1979443071.USD","BK1522","SG9999004220.SGD","LU0128522157.USD","LU0320764755.SGD","LU1580142542.USD","LU1244550577.SGD","LU0029875118.USD","BK0196","BK0028","LU2294711473.HKD","SG9999001093.SGD","LU1064130708.USD","IE00BZ08YR35.GBP","SG9999014674.SGD","LU2778985437.USD","BK0183","LU0531970944.HKD","LU0327786744.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635193274","title":"潍柴动力午后涨近3% 大和将目标价由40港元上升至50港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635193274","media":"新浪港股","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635193274?lang=zh_cn&edition=full","pubTime":"2026-05-13 13:46","pubTimestamp":1778651160,"startTime":"0","endTime":"0","summary":" 潍柴动力盘中涨近4%，截至发稿，股价上涨2.78%，现报40.72港元，成交额6.36亿港元。该行最新预测显示，2027至2028年净利同比增长料14%至24%，此前为6%至14%，主要受惠于强劲的AI数据中心需求。尽管仍看好潍柴因AI数据中心强劲需求所带来的长期增长潜力，但基于估值考量，LNG重卡业务短期可能承压，将其评级由“买入”下调至“跑赢大市”，H股目标价由40港元升至50港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/wm/2026-05-13/doc-inhxtqxm7601220.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02338","000338","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635736262","title":"港股异动 | 潍柴动力(02338)回升近4% Generac正积极寻求潜在扩产 公司AIDC发电业务具成长空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2635736262","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635736262?lang=zh_cn&edition=full","pubTime":"2026-05-13 11:10","pubTimestamp":1778641815,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，潍柴动力回升近4%，截至发稿，涨2.73%，报40.7港元，成交额4.03亿港元。高盛续指，产能与指引方面，Generac管理层表示，除此前指引的10亿美元产能外，正在积极寻求进一步扩产可能，潜在规模或达2030亿美元，并探讨了在美国进行“同地生产”以保障供应的可能性。高盛认为，潍柴已从传统重卡发动机龙头转向AI数据中心发电业务。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1441048.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["000338","LU0672654166.SGD","LU0214875030.USD","LU2148510915.USD","SG9999001093.SGD","VXUS","LU1808992512.USD","SGXZ81163826.USD","IE00BZ08YR35.GBP","BK4588","SG9999004220.SGD","LU1781817850.SGD","IE0005HP3H50.USD","BK0188","BK1522","LU2294711473.HKD","BK0175","IE00BZ08YT58.USD","BK0187","LU1244550577.SGD","BK1171","LU0327786744.USD","LU1064131003.USD","LU1580142542.USD","LU0320764755.SGD","BK0183","BK0017","BK0132","BK0196","LU0531970944.HKD","BK4585","LU0449509016.USD","LU0823426308.USD","LU0543330483.HKD","LU2476274308.USD","IE0034224299.USD","02338","LU0029875118.USD","LU0254981946.USD","LU0572944931.SGD","LU1064130708.USD","LU1244550221.USD","IE00BZ08YS42.EUR","BK0005","IE00B3M56506.USD","SG9999011746.SGD","BK0264","SG9999006597.SGD","LU0823426480.USD","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634263752","title":"港股午评|恒生指数早盘涨0.30% 铜业资源股走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2634263752","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634263752?lang=zh_cn&edition=full","pubTime":"2026-05-12 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| 潍柴动力(02338)跌超4% LNG重卡业务短期或承压 机构指市场目前正对公司进行重估","url":"https://stock-news.laohu8.com/highlight/detail?id=2634503572","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634503572?lang=zh_cn&edition=full","pubTime":"2026-05-12 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目标价升至50港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2634210475","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634210475?lang=zh_cn&edition=full","pubTime":"2026-05-11 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AIDC电力供应链中最平标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2633092113","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633092113?lang=zh_cn&edition=full","pubTime":"2026-05-07 15:52","pubTimestamp":1778140342,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛发布研报称，潍柴动力H股近期的升势已开始反映往复式燃气发动机的增长空间，但尚未反映固体氧化物燃料电池的潜力，而潍柴动力A股则尚未反映上述两项因素。即使H股及A股年初至今已累升129%及81%，但在全球人工智能数据中心电力供应链中，以市盈率计算仍属于最廉价标的。该行维持“买入”评级，将H股及A股目标价分别由46港元及42元人民币，上调至56港元及48元人民币。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1439014.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["159146","000338","EWH","02338"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633190421","title":"小摩：潍柴动力目标价升至52港元 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该行指，虽然潍柴动力年初至今股份大幅上升，跑赢MSCI中国指数，但升幅仍落后于其他AIDC及SOFC同业，反映估值重估未完成。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/wm/2026-05-07/doc-inhxaaie7782057.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["EWH","02338","000338"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633185591","title":"龙虎榜 | 19.35亿重仓！资金狂扫江波龙，深股通超14亿猛攻潍柴动力","url":"https://stock-news.laohu8.com/highlight/detail?id=2633185591","media":"格隆汇","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633185591?lang=zh_cn&edition=full","pubTime":"2026-05-06 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