Group 1 - The core viewpoint of the article highlights that Chongqing Machinery and Electric Co., Ltd. (02722) has seen a significant stock price increase of over 40% within the month, with a current rise of 7.82% to HKD 1.93, and a trading volume of HKD 84.25 million [1] - The company announced an expected net profit attributable to shareholders for the first half of the year 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, as well as increased investment returns from its high-power engine and ultra-high voltage transmission and transformation businesses [1] - Huatai Securities noted that with the rapid development of AI, AIDC is becoming an important AI infrastructure, and diesel generators will remain the core backup power source for data centers, emphasizing the significance of Chongqing Cummins Engine Co., Ltd., a joint venture of Chongqing Machinery and Electric Co., Ltd., which is the only R&D and manufacturing base for high-power engines in China established in 1995 [1]
港股异动 重庆机电(02722)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