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含中国重汽反馈),维持对2026年中国重卡(HDT)需求稳定增长的积极判断。鉴于人工智能中心对固体氧化物燃料电池(SOFC)及人工智能数据中心(AIDC)主动/被动能源供应的强劲需求,花旗认为潍柴动力可能战略转型,将更多资源从机械领域转向能源供应业务,支撑长期增长。  该行续指,公司大型发动机、数据中心及能源供应业务成为核心增长点。其中,该行上调2025-2027年大型发动机销量预期至1.35万台

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