Group 1 - Chongqing Machinery and Electric Co., Ltd. (02722) has seen its stock price increase by over 11%, with a cumulative rise of more than 40% in the month [1] - As of the latest report, the stock is trading at HKD 1.93, with a transaction volume of HKD 84.25 million [1] - The company expects a net profit attributable to shareholders to grow by approximately 50% compared to the same period in 2024, driven by improved management practices and better performance in its hydropower equipment business [1] Group 2 - The increase in profit is also attributed to higher investment returns from the large horsepower engine business and the ultra-high voltage transmission and transformation business [1] - Huatai Securities has noted that with the rapid development of AI, AIDC is becoming a crucial infrastructure for AI, and diesel generators will remain the core backup power source for data centers [1] - Chongqing Cummins Engine Co., Ltd., a joint venture of Chongqing Machinery and Electric Co., Ltd., is the only R&D and manufacturing base for large horsepower engines established by Cummins in China since 1995 [1]
重庆机电再涨超11% 预计中期纯利同比增长约50% AIDC柴发需求快速增长