000338 潍柴动力
已收盘 01-30 15:00:00
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1月30日潍柴动力现1.78亿元大宗交易
证券之星 · 17:28
1月30日潍柴动力现1.78亿元大宗交易
潍柴动力：公司正在进行固态电池产业化落地研发工作
证券之星 · 01-29 17:51
潍柴动力：公司正在进行固态电池产业化落地研发工作
摩根大通减持潍柴动力(02338)约562.97万股 每股作价约25.57港元
智通财经 · 01-28 19:52
摩根大通减持潍柴动力(02338)约562.97万股 每股作价约25.57港元
小摩：上调潍柴动力AH股目标价，仍属行业首选股之一
和讯网 · 01-28 14:02
小摩：上调潍柴动力AH股目标价，仍属行业首选股之一
港股异动 | 潍柴动力(02338)再涨超7% 花旗指公司未来或将更多资源投放至能源供应领域
智通财经网 · 01-26
港股异动 | 潍柴动力(02338)再涨超7% 花旗指公司未来或将更多资源投放至能源供应领域
【私募调研记录】敦和资管调研中国重汽、潍柴动力等3只个股（附名单）
证券之星 · 01-26
【私募调研记录】敦和资管调研中国重汽、潍柴动力等3只个股（附名单）
每周股票复盘：潍柴动力（000338）SOFC业务获技术许可协议推进
证券之星 · 01-25
每周股票复盘：潍柴动力（000338）SOFC业务获技术许可协议推进
潍柴动力新注册《基于WISE44控制器的模型应用设计和集成系统V3.12.0》等4个项目的软件著作权
证券之星 · 01-24
潍柴动力新注册《基于WISE44控制器的模型应用设计和集成系统V3.12.0》等4个项目的软件著作权
潍柴动力：2025年中国重卡市场累计销售114.5万辆，同比增长27%
证券日报 · 01-23
潍柴动力：2025年中国重卡市场累计销售114.5万辆，同比增长27%
潍柴动力：公司电力能源业务需求井喷，全谱系能源解决方案能力在国内外多个地区完成项目交付验收
南方财经网 · 01-23
潍柴动力：公司电力能源业务需求井喷，全谱系能源解决方案能力在国内外多个地区完成项目交付验收
港股异动 | 潍柴动力(02338)午后涨超5% GEV此前上修燃气轮机产能指引 行业景气度受益AIDC发展上行
智通财经 · 01-23
港股异动 | 潍柴动力(02338)午后涨超5% GEV此前上修燃气轮机产能指引 行业景气度受益AIDC发展上行
潍柴动力：1月21日接受机构调研，泰康资产、中信证券等多家机构参与
证券之星 · 01-21
潍柴动力：1月21日接受机构调研，泰康资产、中信证券等多家机构参与
潍柴动力：1月19日接受机构调研，资本集团参与
证券之星 · 01-19
潍柴动力：1月19日接受机构调研，资本集团参与
港股异动 | 潍柴动力(02338)再涨近5% SOFC海外需求旺盛 公司正加速提升SOFC产能
智通财经 · 01-19
港股异动 | 潍柴动力(02338)再涨近5% SOFC海外需求旺盛 公司正加速提升SOFC产能
每周股票复盘：潍柴动力（000338）董事变更及股东会审议同业竞争承诺延期
证券之星 · 01-18
每周股票复盘：潍柴动力（000338）董事变更及股东会审议同业竞争承诺延期
潍柴动力早盘涨超5%逼近前高 公司正在加速进行SOFC产能提升以满足客户需求
新浪港股 · 01-16
潍柴动力早盘涨超5%逼近前高 公司正在加速进行SOFC产能提升以满足客户需求
港股异动 | 潍柴动力(02338)再涨超4% 公司正在加速进行SOFC产能提升以满足客户需求
智通财经 · 01-15
港股异动 | 潍柴动力(02338)再涨超4% 公司正在加速进行SOFC产能提升以满足客户需求
潍柴动力：公司正加快新能源转型
证券日报 · 01-14
潍柴动力：公司正加快新能源转型
潍柴动力：已完成硫化物全固态电池实验室研究
证券之星 · 01-14
潍柴动力：已完成硫化物全固态电池实验室研究
潍柴动力（000338）披露实际控制人延期履行避免同业竞争承诺，1月12日股价上涨2.73%
证券之星 · 01-12
潍柴动力（000338）披露实际控制人延期履行避免同业竞争承诺，1月12日股价上涨2.73%
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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、汽车电子及零部件等。
发行价格：
20.47
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17:28","pubTimestamp":1769765288,"startTime":"0","endTime":"0","summary":"证券之星消息，1月30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23.74元，成交750万股，成交金额17805万元，买方营业部为机构专用，卖方营业部为机构专用。近三个月该股共发生4笔大宗交易，合计成交8.31万手。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1月30日收盘，潍柴动力报收于23.74元，上涨2.2%，换手率2.38%，成交量118.94万手，成交额27.84亿元。","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/RB2026013000030440.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["000338","LU1808992512.USD","BK0028","LU1934453819.USD","BK1171","SGXZ81163826.USD","BK0183","IE0034224299.USD","02338","BK0005","BK0264","SG9999001093.SGD","SG9999014674.SGD","BK0196","SG9999004220.SGD","LU2778985437.USD","LU1580142542.USD","LU1770034418.SGD","SGXZ49509284.SGD","BK0175","LU1064130708.USD","LU1064131003.USD","LU2476274308.USD","BK0187","BK0188","BK1522","BK0012","LU1781817850.SGD","BK0017","LU2148510915.USD","SG9999006597.SGD","LU1979443071.USD","BK0132"],"gpt_icon":0},{"id":"2607570057","title":"潍柴动力：公司正在进行固态电池产业化落地研发工作","url":"https://stock-news.laohu8.com/highlight/detail?id=2607570057","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607570057?lang=zh_cn&edition=full","pubTime":"2026-01-29 17:51","pubTimestamp":1769680267,"startTime":"0","endTime":"0","summary":"证券之星消息，潍柴动力(000338)01月29日在投资者关系平台上答复投资者关心的问题。投资者提问：请我贵公司，航天航空，卫星发射方面，贵公司能做什么，有没有与蓝天火箭公司有合作，固态电池大概的量产时间是什么时候潍柴动力回复：公司没有涉及航天航空和卫星发射业务。公司正在进行固态电池产业化落地研发工作。感谢您对公司的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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":"https://stock.stockstar.com/RB2026012900030379.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159796","SGXZ49509284.SGD","SG9999006597.SGD","LU1781817850.SGD","BK0188","BK0012","LU1064131003.USD","LU1770034418.SGD","LU1934453819.USD","BK0187","LU2148510915.USD","LU2778985437.USD","BK0264","BK0183","BK0028","LU1979443071.USD","02338","000338","BK0005","SG9999004220.SGD","SGXZ81163826.USD","BK0196","BK0017","BK1171","BK1522","SG9999001093.SGD","SG9999014674.SGD","LU1808992512.USD","LU2476274308.USD","BK0175","BK0132","LU1064130708.USD","LU1580142542.USD","IE0034224299.USD"],"gpt_icon":0},{"id":"2606171328","title":"摩根大通减持潍柴动力(02338)约562.97万股 每股作价约25.57港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2606171328","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606171328?lang=zh_cn&edition=full","pubTime":"2026-01-28 19:52","pubTimestamp":1769601170,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，1月23日，摩根大通减持潍柴动力(02338)562.9684万股，每股作价25.5673港元，总金额约为1.44亿港元。减持后最新持股数目约为1.5亿股，最新持股比例7.74%。","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":"http://www.zhitongcaijing.com/content/detail/1398724.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":["LU0882574139.USD","LU1366192091.USD","LU1894683348.USD","LU2237443622.USD","IE0034235303.USD","LU1244550494.USD","BK1171","LU2357305700.SGD","LU0496365809.HKD","SG9999006597.SGD","BK4588","BK0132","LU1116320737.USD","LU0265550359.USD","BK0005","LU0211328371.USD","LU0238689110.USD","LU0820561909.HKD","LU2237443978.SGD","LU2237443382.USD","LU0070302665.USD","02338","BK0264","LU2242649171.HKD","LU0964807845.USD","000338","LU1119994496.HKD","LU2213496289.HKD","LU2237443895.HKD","BK0012","LU2023250504.SGD","LU0310799852.SGD","BK0196","IE00BYXW3230.USD","LU0976567544.SGD","LU0868494617.USD","LU0149725797.USD","LU2237443549.SGD","BK4550","BK4585","IE00BDRTCR15.USD","LU2211815571.USD","BK1522","LU1808992512.USD","LU2462157665.USD","LU0323591593.USD","LU2417539215.USD","SG9999014674.SGD","LU1670628061.USD","LU1974910355.USD"],"gpt_icon":0},{"id":"2606344762","title":"小摩：上调潍柴动力AH股目标价，仍属行业首选股之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2606344762","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606344762?lang=zh_cn&edition=full","pubTime":"2026-01-28 14:02","pubTimestamp":1769580120,"startTime":"0","endTime":"0","summary":"摩根大通发表研报指，潍柴动力股价自去年10月起升幅跑赢大市，投资者已开始认可公司从周期性传统引擎业务，转型为以AIDC与新能源解决方案为核心的增长平台。不过，摩通认为目前潍柴动力的估 ...","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":"http://stock.10jqka.com.cn/hks/20260128/c674365940.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":"tonghuashun","symbols":["000338"],"gpt_icon":0},{"id":"2606116267","title":"港股异动 | 潍柴动力(02338)再涨超7% 花旗指公司未来或将更多资源投放至能源供应领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2606116267","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606116267?lang=zh_cn&edition=full","pubTime":"2026-01-26 10:06","pubTimestamp":1769393201,"startTime":"0","endTime":"0","summary":"潍柴动力(02338)再涨超7%，截至发稿，涨4.61%，报26.8港元，成交额3.56亿港元。","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20260126/20260126100813_51141.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260126/20260126100813_51141.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1397134.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":"highlight_zhitongcaijin","symbols":["LU0320765646.SGD","LU1791807156.HKD","LU2125154935.USD","LU1979443071.USD","LU2462157665.USD","BK0012","BK0196","SGXZ49509284.SGD","LU2476274308.USD","LU1580142542.USD","BK0005","BK4207","BK0175","LU0072461881.USD","LU1064130708.USD","LU1267930227.SGD","LU2456880835.USD","000338","LU0130517989.USD","LU1244550221.USD","LU1668664300.SGD","SG9999006597.SGD","LU0170899867.USD","LU1064131003.USD","SG9999014674.SGD","SG9999001093.SGD","BK1171","LU0052756011.USD","LU0162691827.USD","LU2125154778.USD","LU0130102774.USD","LU0098860793.USD","BK0187","BK4559","LU0648001328.SGD","LU2236285917.USD","BK0028","LU0477156953.USD","02338","SG9999004220.SGD","LU2360032135.SGD","LU1934453819.USD","LU0310800965.SGD","LU2417539215.USD","BK4534","LU0106831901.USD","LU1201861249.SGD","LU1162221912.USD","LU1366192091.USD","LU0980610538.SGD"],"gpt_icon":0},{"id":"2606900261","title":"【私募调研记录】敦和资管调研中国重汽、潍柴动力等3只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2606900261","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606900261?lang=zh_cn&edition=full","pubTime":"2026-01-26 08:01","pubTimestamp":1769385669,"startTime":"0","endTime":"0","summary":"根据市场公开信息及1月23日披露的机构调研信息，知名私募敦和资管近期对3家上市公司进行了调研，相关名单如下：1）中国重汽 调研纪要：2025年我国重卡市场总销量114.5万辆，同比增长27%，公司产销保持增长，市场份额稳居行业前列。2025年中国重卡市场销售114.5万辆，同比增长27%，出口增长17.4%，行业呈多元能源发展态势，公司将持续优化产品矩阵，加速新能源布局，深耕海外市场。","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://fund.stockstar.com/RB2026012600001895.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1548","000338","03808","LU2148510915.USD","SGXZ49509284.SGD","LU2476274308.USD","BK0188","BK0012","BK0186","IE0034224299.USD","BK0196","SG9999014674.SGD","BK0017","SG9999011746.SGD","BK1522","LU1064131003.USD","BK0183","LU1979443071.USD","BK0028","BK1171","LU0173614495.USD","LU1580142542.USD","000951","LU1770034418.SGD","LU1934453819.USD","LU1808992512.USD","BK0132","BK0187","SGXZ81163826.USD","LU1781817850.SGD","SG9999001093.SGD","LU2778985437.USD","BK0005","BK0264","SG9999006597.SGD","BK0175","02338","SG9999004220.SGD","LU0287142896.SGD","LU1064130708.USD"],"gpt_icon":0},{"id":"2606317992","title":"每周股票复盘：潍柴动力（000338）SOFC业务获技术许可协议推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2606317992","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606317992?lang=zh_cn&edition=full","pubTime":"2026-01-25 01:05","pubTimestamp":1769274311,"startTime":"0","endTime":"0","summary":"截至2026年1月23日收盘，潍柴动力报收于23.5元，较上周的20.94元上涨12.23%。本周，潍柴动力1月23日盘中最高价报23.88元，股价触及近一年最高点。本周关注点来自机构调研要点：公司与希锂斯签订SOFC电池电堆技术许可协议，掌握核心技术。2025 年 11 月，公司与希锂斯签订一项制造许可协议。","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/RB2026012500000040.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0017","BK0187","SGXZ81163826.USD","BK0188","LU1064130708.USD","SG9999001093.SGD","SG9999004220.SGD","LU1934453819.USD","SGXZ49509284.SGD","LU1580142542.USD","BK0012","SG9999014674.SGD","BK0175","BK0005","LU2778985437.USD","02338","BK0028","BK0132","BK0196","LU1064131003.USD","LU2476274308.USD","LU1808992512.USD","SG9999006597.SGD","BK1171","BK0183","BK0264","LU1781817850.SGD","LU1770034418.SGD","BK1522","IE0034224299.USD","LU1979443071.USD","LU2148510915.USD","000338"],"gpt_icon":0},{"id":"2605407284","title":"潍柴动力新注册《基于WISE44控制器的模型应用设计和集成系统V3.12.0》等4个项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2605407284","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605407284?lang=zh_cn&edition=full","pubTime":"2026-01-24 02:34","pubTimestamp":1769193256,"startTime":"0","endTime":"0","summary":"证券之星消息，近日潍柴动力新注册了4个项目的软件著作权，包括《基于WISE44控制器的模型应用设计和集成系统V3.12.0》、《静液压装载机液压系统及整车控制软件V1.0》、《一种液压电控硬件在环测试辅助软件V1.0》、《ECU变量管理系统V1.0》等。今年以来潍柴动力新注册软件著作权4个。","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":"https://stock.stockstar.com/RB2026012400001163.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0196","LU1934453819.USD","BK0132","BK1171","BK0028","SGXZ49509284.SGD","SG9999001093.SGD","BK0017","SGXZ81163826.USD","SG9999014674.SGD","LU1979443071.USD","LU2148510915.USD","LU1781817850.SGD","BK0188","LU1580142542.USD","000338","LU1808992512.USD","BK0187","IE0034224299.USD","BK0005","LU1064130708.USD","LU2476274308.USD","02338","BK0264","BK0012","SG9999006597.SGD","LU2778985437.USD","SG9999004220.SGD","LU1770034418.SGD","BK0175","BK0183","LU1064131003.USD","BK1522"],"gpt_icon":0},{"id":"2605403676","title":"潍柴动力：2025年中国重卡市场累计销售114.5万辆，同比增长27%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605403676","media":"证券日报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605403676?lang=zh_cn&edition=full","pubTime":"2026-01-23 21:40","pubTimestamp":1769175647,"startTime":"0","endTime":"0","summary":"证券日报网1月23日讯，潍柴动力在接受调研者提问时表示，根据中汽协统计数据，2025年中国重卡市场累计销售114.5万辆，同比增长27%。其中出口34.1万辆，同比增长17.4%。行业呈现出柴油、天然气、新能源等多元能源均衡发展态势。公司坚定看好重卡行业未来发展前景，布局多种技术路线，以应对短中长期行业发展趋势和变化。","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://finance.eastmoney.com/a/202601233629271711.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0005","BK1171","BK0175","BK0183","BK0264","SG9999006597.SGD","SG9999014674.SGD","BK0188","SGXZ81163826.USD","BK0012","BK0196","SG9999001093.SGD","LU1934453819.USD","LU1580142542.USD","BK0028","LU1781817850.SGD","LU2148510915.USD","BK0017","BK0187","BK0132","LU1770034418.SGD","SGXZ49509284.SGD","000338","LU1979443071.USD","SG9999004220.SGD","LU1064131003.USD","BK1522","LU1064130708.USD","LU1808992512.USD","LU2476274308.USD","IE0034224299.USD","02338","LU2778985437.USD"],"gpt_icon":0},{"id":"2605471375","title":"潍柴动力：公司电力能源业务需求井喷，全谱系能源解决方案能力在国内外多个地区完成项目交付验收","url":"https://stock-news.laohu8.com/highlight/detail?id=2605471375","media":"南方财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605471375?lang=zh_cn&edition=full","pubTime":"2026-01-23 18:47","pubTimestamp":1769165234,"startTime":"0","endTime":"0","summary":"南财智讯1月23日电，潍柴动力在投资者关系活动中表示，受AI技术迭代驱动算力基建加速影响，数据中心电力设备市场快速扩容，带动公司电力能源业务需求井喷；公司已构建覆盖多种技术路线的全谱系能源解决方案能力，并在国内外多个地区完成项目交付验收，市场认可度持续提升；后续将依托交付能力、产品性能及组合优势，进一步开拓国内外战略客户。","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://finance.eastmoney.com/a/202601233629056938.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0005","LU1781817850.SGD","BK0183","159945","SGXZ49509284.SGD","159146","LU1064131003.USD","LU1580142542.USD","IE0034224299.USD","BK0028","LU2778985437.USD","LU1064130708.USD","SG9999014674.SGD","BK0264","LU1770034418.SGD","SG9999004220.SGD","SG9999006597.SGD","BK1522","SG9999001093.SGD","BK0132","02338","LU2148510915.USD","LU2476274308.USD","000338","BK0188","LU1934453819.USD","BK0017","BK1171","BK0187","BK0012","BK0196","LU1979443071.USD","BK0175","SGXZ81163826.USD","LU1808992512.USD"],"gpt_icon":0},{"id":"2605679426","title":"港股异动 | 潍柴动力(02338)午后涨超5% GEV此前上修燃气轮机产能指引 行业景气度受益AIDC发展上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2605679426","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605679426?lang=zh_cn&edition=full","pubTime":"2026-01-23 13:46","pubTimestamp":1769147181,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，潍柴动力午后涨超5%，截至发稿，涨5.08%，报25.6港元，成交额5.45亿港元。消息面上，受益于订单强劲增长，GEV原计划于2026Q3实现燃机年产能20GW，公司现已前移至2026H1完成目标，并进一步上调扩产计划至2028年24GW。东吴证券认为，由于燃机供应链高度复杂，并与航空、军工产业深度共享上游资源，整体产能扩张节奏受限，难以快速匹配订单的爆发式增长，在此背景下，GEV此次上调扩产目标进一步明确燃气轮机行业景气度持续上行趋势。","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/1396571.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1781817850.SGD","LU2148510915.USD","LU1978683503.SGD","SG9999006597.SGD","LU1580142542.USD","IE0004091025.USD","BK4182","LU2249611893.SGD","LU1064131342.USD","BK0196","BK0017","BK0175","SGXZ81163826.USD","LU0823414551.USD","BK0188","BK0264","LU0124384867.USD","LU2098885051.SGD","LU2506951792.HKD","LU1808992512.USD","LU2298322129.HKD","LU1093756168.USD","BK0028","IE0004086264.USD","BK0187","BK1522","LU2778985437.USD","BK0132","BK0012","GEV","LU2065170008.USD","02338","LU1093756325.SGD","LU0724618433.USD","LU2476274308.USD","LU2065171402.SGD","BK0183","000338","LU2065171311.SGD","LU1979443071.USD","LU2264538146.SGD","BK0005","SG9999004220.SGD","LU0823414478.USD","LU2357125470.USD","BK1610","LU1064130708.USD","SGXZ49509284.SGD","LU1988902786.USD"],"gpt_icon":1},{"id":"2605027791","title":"潍柴动力：1月21日接受机构调研，泰康资产、中信证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2605027791","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605027791?lang=zh_cn&edition=full","pubTime":"2026-01-21 21:02","pubTimestamp":1769000547,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年1月21日潍柴动力发布公告称公司于2026年1月21日接受机构调研，泰康资产刘若石 王成 郑蕾 张厚喆 庄珺涵、中信证券尹欣驰 李湉漪 武平乐、富智投资胡中祥 李晓迪、Arc AvenueYan Qie Yanlin Fan参与。潍柴动力主营业务：动力系统业务、商用车业务、农业装备业务、智慧物流业务。该股最近90天内共有12家机构给出评级，买入评级10家，增持评级2家；过去90天内机构目标均价为24.84。","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/RB2026012100039410.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1064131003.USD","LU1770034418.SGD","SG9999014674.SGD","LU0405327148.USD","02338","LU1655091616.SGD","BK0183","LU2289578879.USD","LU1064130708.USD","BK0175","BK0005","BK0276","LU1794554557.SGD","BK0188","LU1255011170.USD","LU1997244956.HKD","LU2495084118.USD","BK0017","SG9999001093.SGD","IE0034224299.USD","LU1781817850.SGD","LU2476274308.USD","SG9999006597.SGD","BK1516","LU1328615791.USD","LU0405327494.USD","LU1997245094.SGD","BK0012","LU1808992512.USD","LU1720050803.USD","LU2778985437.USD","BK0187","LU1979443071.USD","SGXZ81163826.USD","BK1171","BK1564","SGXZ49509284.SGD","BK0132","LU1997245177.USD","LU1580142542.USD","BK1522","600030","BK0028","LU1934453819.USD","06030","LU2148510915.USD","BK0264","000338","BK0196","BK1147"],"gpt_icon":1},{"id":"2604691133","title":"潍柴动力：1月19日接受机构调研，资本集团参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2604691133","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604691133?lang=zh_cn&edition=full","pubTime":"2026-01-19 20:02","pubTimestamp":1768824121,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年1月19日潍柴动力发布公告称公司于2026年1月19日接受机构调研，资本集团田小粟参与。潍柴动力2025年三季报显示，前三季度公司主营收入1705.71亿元，同比上升5.32%；归母净利润88.78亿元，同比上升5.67%；扣非净利润79.75亿元，同比上升3.43%；其中2025年第三季度，公司单季度主营收入574.19亿元，同比上升16.08%；单季度归母净利润32.34亿元，同比上升29.49%；单季度扣非净利润28.27亿元，同比上升26.69%；负债率63.87%，投资收益3.01亿元，财务费用-5.93亿元，毛利率21.91%。","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/RB2026011900031416.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1580142542.USD","SG9999006597.SGD","LU1781817850.SGD","LU1770034418.SGD","BK0175","LU1934453819.USD","02338","LU2778985437.USD","BK0188","LU2148510915.USD","SG9999001093.SGD","BK0187","LU1808992512.USD","BK0028","000338","BK0005","BK1171","BK0017","SGXZ49509284.SGD","LU1064130708.USD","BK0183","BK1522","SGXZ81163826.USD","BK0196","BK0012","LU1064131003.USD","BK0264","SG9999004220.SGD","LU2476274308.USD","LU1979443071.USD","SG9999014674.SGD","IE0034224299.USD","BK0132"],"gpt_icon":0},{"id":"2604690907","title":"港股异动 | 潍柴动力(02338)再涨近5% SOFC海外需求旺盛 公司正加速提升SOFC产能","url":"https://stock-news.laohu8.com/highlight/detail?id=2604690907","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604690907?lang=zh_cn&edition=full","pubTime":"2026-01-19 13:38","pubTimestamp":1768801083,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，潍柴动力再涨近5%，继续刷新历史新高。截至发稿，涨4.84%，报24.68港元，成交额5.2亿港元。潍柴动力近期表示，数据中心用发电产品需求强劲、产销两旺，正在加速进行SOFC产能提升以满足客户需求。","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":"http://www.zhitongcaijing.com/content/detail/1394390.html","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":"stock_zhitongcaijing","symbols":["LU1781817850.SGD","LU1934453819.USD","BK0017","SGXZ81163826.USD","SGXZ49509284.SGD","LU1064130708.USD","LU1808992512.USD","LU1770034418.SGD","02338","SG9999006597.SGD","BK0187","BK0264","BK1171","BK0196","000338","BK0028","LU2778985437.USD","SG9999001093.SGD","IE0034224299.USD","BK0188","BK0175","SG9999014674.SGD","BK1522","LU1064131003.USD","LU1580142542.USD","BK0012","BK0005","BK0132","LU2148510915.USD","LU2476274308.USD","SG9999004220.SGD","LU1979443071.USD","BK0183"],"gpt_icon":0},{"id":"2604928122","title":"每周股票复盘：潍柴动力（000338）董事变更及股东会审议同业竞争承诺延期","url":"https://stock-news.laohu8.com/highlight/detail?id=2604928122","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604928122?lang=zh_cn&edition=full","pubTime":"2026-01-18 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公司正在加速进行SOFC产能提升以满足客户需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2603912956","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603912956?lang=zh_cn&edition=full","pubTime":"2026-01-16 11:30","pubTimestamp":1768534200,"startTime":"0","endTime":"0","summary":" 潍柴动力早盘涨超5%，高见23.58港元，逼近历史前高。截至发稿，股价上涨5.26%，现报23.62港元，成交额2.74亿港元。 潍柴动力在互动平台表示，公司已完成行业领先级别的硫化物全固态电池实验室研究，正在进行产业化落地研发工作；数据中心用发电产品需求强劲、产销两旺；公司正在加速进行SOFC产能提升以满足客户需求。当前来看，SOFC仍是交付效率最高的发电解决方案之一，预计未来1–3年内仍将是填补电力缺口的稀缺资源。","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://finance.sina.com.cn/stock/hkstock/marketalerts/2026-01-16/doc-inhhnkez5648941.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["000338","LU2148510915.USD","SGXZ49509284.SGD","LU2476274308.USD","BK0188","BK0012","IE0034224299.USD","BK0196","SG9999014674.SGD","BK0017","BK1522","LU1064131003.USD","BK0183","LU1979443071.USD","BK0028","BK1171","LU1580142542.USD","LU1770034418.SGD","LU1934453819.USD","LU1808992512.USD","BK0132","BK0187","SGXZ81163826.USD","LU1781817850.SGD","SG9999001093.SGD","LU2778985437.USD","BK0005","BK0264","SG9999006597.SGD","BK0175","02338","SG9999004220.SGD","LU1064130708.USD"],"gpt_icon":0},{"id":"2603621075","title":"港股异动 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16:21","pubTimestamp":1768378879,"startTime":"0","endTime":"0","summary":"证券之星消息，潍柴动力(000338)01月14日在投资者关系平台上答复投资者关心的问题。投资者提问：尊敬董秘您好，请详细介绍一下贵司固态电池、AIDC使用的大缸径发动机、sofc新年最新进展潍柴动力回复：公司已完成行业领先级别的硫化物全固态电池实验室研究，正在进行产业化落地研发工作；数据中心用发电产品需求强劲、产销两旺；公司正在加速进行SOFC产能提升以满足客户需求。感谢您对公司的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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":"https://stock.stockstar.com/RB2026011400024856.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":["159796","SGXZ49509284.SGD","SG9999006597.SGD","LU1781817850.SGD","BK0188","BK0012","LU1064131003.USD","LU1770034418.SGD","LU1934453819.USD","BK0187","LU2148510915.USD","LU2778985437.USD","BK0264","BK0183","BK0028","LU1979443071.USD","02338","000338","BK0005","SG9999004220.SGD","SGXZ81163826.USD","BK0196","BK0017","BK1171","BK1522","SG9999001093.SGD","SG9999014674.SGD","LU1808992512.USD","LU2476274308.USD","BK0175","BK0132","LU1064130708.USD","LU1580142542.USD","IE0034224299.USD"],"gpt_icon":0},{"id":"2602994546","title":"潍柴动力（000338）披露实际控制人延期履行避免同业竞争承诺，1月12日股价上涨2.73%","url":"https://stock-news.laohu8.com/highlight/detail?id=2602994546","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602994546?lang=zh_cn&edition=full","pubTime":"2026-01-12 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