英伟达H20芯片供货量上修带动AIDC建设加速，柴发供需缺口扩大价格暴涨

Group 1 - Nvidia has ordered 300,000 H20 chips from TSMC due to strong demand in China, shifting from a reliance on inventory [1] - Major internet companies like ByteDance, Tencent, and Alibaba are expected to accelerate their data center construction demands, leading to potential increases in capital expenditures [1] - ByteDance plans to start its modular data center procurement project by July 30, 2025, which may provide guidance for the related sectors [1] Group 2 - Industry insiders predict that ByteDance may purchase an additional 100,000 H20 chips by 2025, while Tencent's demand could range from 20,000 to 50,000 chips [1] - The urgent demand for data center construction is expected to disrupt the traditional six-month order delivery cycle, leading to a premium for short-term deliverable capacity [1] - A price increase of 100,000 to 200,000 yuan per unit is anticipated in recent tenders from major companies like ByteDance [1] Group 3 - Weichai Heavy Machinery's generator products are performing well and can provide integrated power solutions for data center construction, meeting customer demands for reliability and efficiency [2] - The company has successfully delivered AIDC generator sets to multiple internet clients in Q2, significantly boosting unit profitability, with Q2 profits potentially doubling compared to Q1 [2] Group 4 - KOTAI Power's generator products are widely applicable in data centers and communications, indicating a broad market potential [3]