Zhi Tong Cai Jing·2025-12-24 06:36Core Viewpoint - The Artificial Intelligence Data Center (AIDC) industry is becoming a core growth engine for the machinery sector, benefiting from the strong momentum of global AI development and computing power expansion [1] Group 1: Industry Insights - The gas turbine sector is experiencing significant growth due to increased orders and energy bottlenecks in North America, with both quantity and prices showing a clear upward trend [1] - Market confidence in diesel engines, liquid cooling, and gas turbines has strengthened since the beginning of the year [1] Group 2: Investment Recommendations - The company maintains an "overweight" rating for the industry, suggesting a focus on gas turbines, diesel generators, and cooling equipment sectors amid simultaneous growth in sales and prices [1]