Group 1 - Chongqing Machinery and Electric (02722) saw its stock price increase by over 9% during trading, currently up 5.43% at HKD 2.33, with a trading volume of HKD 64.63 million [1] - CITIC Securities reported that AIDC is driving strong demand for Chongqing Cummins' high-power engines, with the Q60 model capable of mass supply and an 8% increase in sales of high-power engines in the first half of the year [1] - Cummins announced a USD 68 million investment income from Chongqing Cummins in the first nine months, representing a year-on-year growth of 33.3%, with USD 23 million earned in Q3 2025, up 53.3% year-on-year [1] Group 2 - Everbright Securities International highlighted that AI computing heavily relies on large-scale data centers, with transformers playing a crucial role in converting high-voltage electricity from the grid to usable voltage for data center equipment [1] - Chongqing Hitachi Energy, in which the company holds a 37.8% stake, is the largest high-voltage transformer manufacturing base for Hitachi Energy in China, and is expected to see accelerated profit growth due to the high demand for transformers [1]
港股异动 | 重庆机电(02722)盘中涨超9% 大马力发动机高景气 变压器业务有望带动盈利