Group 1 - Chongqing Machinery and Electric (02722) experienced a nearly 9% increase in stock price following a profit alert, with a current price of 1.84 HKD and a trading volume of 8.8651 million HKD [1] - The company expects a 50% increase in net profit attributable to shareholders for the first half of the year compared to the same period in 2024, driven by improved management practices and better performance in hydropower equipment, large-capacity engine business, and increased investment returns from ultra-high voltage transmission and transformation business [1] - CICC previously reported that large-cylinder engines are core components of diesel generator sets for data center backup power, characterized by high technical barriers and low domestic production rates, with significant growth in demand for AIDC construction leading to opportunities for both diesel generator sets and large-cylinder engines [1] Group 2 - Cummins has been engaged in the research and manufacturing of large-capacity engines through its joint venture with Chongqing Machinery and Electric since 1995, entering the generator set market in China in 1996 [1]
港股异动 | 重庆机电(02722)盈喜后高开近9% 预期中期股东应占净利同比增长50%左右