Group 1 - Chongqing Machinery and Electric (02722) shares rose over 8%, reaching a new high of 2.04 HKD, with a year-to-date increase of over 160% [1] - OpenAI has reportedly signed an agreement to purchase computing power worth 300 billion USD from Oracle over approximately five years [1] - The China Academy of Information and Communications Technology released a report indicating that China's intelligent computing power is expected to reach 1,037.3 EFLOPS by 2025 and 2,781.9 EFLOPS by 2028 [1] Group 2 - According to Zheshang Securities, diesel generator sets are essential backup power sources for data center power systems, with demand for high-performance and reliable diesel generator sets expected to surge due to the rapid construction of global AI computing centers [1] - Guoyuan International noted that the company's main business profitability is steadily improving, with large-capacity engines experiencing sustained high demand [1] - The company reported a total operating revenue of approximately 4.658 billion RMB for the first half of the year, a year-on-year increase of 9.2%, and a gross profit increase of about 10.4% [1] - The company's net profit attributable to shareholders reached 416 million RMB, a year-on-year increase of 53.8% [1]
港股异动 | 重庆机电(02722)涨超8% AI算力建设有望加速 大马力发动机持续高景气