柴油发电机组是数据中心配套基建重要组成部分，全产业链或将受益量价双升

Core Insights - The diesel generator market for data centers is projected to grow from $17.864 billion in 2024 to $25.509 billion by 2029, with a compound annual growth rate (CAGR) of 7.02% [1] Industry Overview - Diesel generators play a critical role as the "last line of defense" for emergency backup power in data center power redundancy systems [1] - The cost structure of data centers consists of IT hardware (60%), supporting infrastructure (30%), and civil engineering (10%), with power generation being a key component of the supporting infrastructure [1] Market Dynamics - Domestic and international cloud service providers are experiencing rapid capital expenditure expansion, leading to a sustained supply-demand gap in the diesel generator market [1] - Domestic manufacturers are expected to capitalize on the current supply-demand imbalance to penetrate the data center user market, potentially benefiting from both volume and price increases across the entire diesel generator industry chain [1] - The demand for diesel generators in domestic data centers is anticipated to exceed 6,000 units by 2025 [1]