柴發行情又被引爆？5倍大牛股實現3連板，股價創歷史新高
黃仁勳來華，H20有望解禁，市場對算力基建的熱情又被引爆了。
今日，AIDC柴發個股濰柴重機再度漲停，實現3連板，最新報45.78元/股，股價再創歷史新高，總市值爲151.7億元。
自去年9月24日以來，濰柴重機累計漲超441%，從最低的8.48元/股漲到45.78元/股，以此計算股價翻了5倍多。
業績高增
近期，濰柴重機迎來了多則重磅消息。
濰柴重機主要開發、製造和銷售船舶動力和發電設備市場用30-13600馬力的發動機及動力集成系統、發電機組及電力集成系統，其發電機組被廣泛應用於數據中心等行業。
最新，濰柴重機預計，今年上半年實現歸母淨利潤1.32億元-1.51億元，同比增長40%-60%；扣非淨利潤爲1.24億元-1.47億元，同比增長35%-60%。
上半年，濰柴重機抓住行業政策支持所帶來的增長機遇和新興產業快速增長引發的需求拉動，積極推動業務結構調整，加大主營產品銷售力度，同時強化落實費用管控措施，業績實現同比較大增長。
強化船機產業鏈佈局
昨日，濰柴重機公告，擬籌劃以自有資金收購濰柴集團的全資子公司常州玻璃鋼造船廠有限公司100%股權。
據瞭解，常玻公司的主要業務爲30米以下複合材料、鋼質、鋁質等各類船艇的研發及生產，主要產品爲公務船艇、工作船艇和休閒船艇。
常玻公司2024年實現營收1.79億元，淨利潤虧損3373.75萬元，淨資產2.27億元；今年1-2月實現營收1788.32萬元，淨利潤-592.36萬元，淨資產爲2.21億元。
根據評估報告，濰柴重機上述交易暫定的收購價格爲4.92億元，預計不構成重大資產重組，不會導致控制權變更。
濰柴重機表示，通過對船舶板塊上下遊資產進行專業化整合，有助於公司提升產業集中度與資源配置效率，完善產業佈局，開闢新的業務增長點，提升公司盈利能力和可持續發展能力。
新一輪佈局時機已至
今年以來，DeepSeek驚豔AI圈，中國互聯網巨頭紛紛加碼算力投入，AIDC在資本市場迎來一波炒作。
其中，以柴發相關個股表現最爲強勢，誕生了科泰電源、濰柴重機、泰豪科技等翻倍大牛股。
據瞭解，AIDC的資本開支大頭仍在IT側，服務器是算力承載的核心硬件，約佔IT側成本的70%。
非IT側主要爲供電系統相關，其次爲製冷系統相關，供電系統相關（柴油發電機組、電力用戶站、UPS、
配電櫃）和製冷系統相關（冷水機組、精密空調、冷卻塔）分別佔69%和18%。
柴發產業鏈技術壁壘高、擴產週期長，供需緊張格局下存在漲價預期，且國產柴油機取得突破，國產替代趨勢持續。
展望未來，浙商證券認爲，板塊回調充分、新一輪佈局階段已至+後續催化密集。國內4-6月大廠招標密集，國產廠商的突破希望較大，後續招標量、
價格、業績都將逐步形成催化。
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