发电机板块爆发！潍柴重机、动力新科涨停，柴油发电机组承担着不可替代的系统级供电安全保障职能

Group 1 - The demand for data center construction is rapidly increasing, while supply is constrained by energy and equipment bottlenecks, particularly in electricity [1] - In the U.S., data center electricity demand is expected to rise to 6.7%-12% of total electricity consumption by 2028, leading to an expanded power supply gap and increased electricity prices [1] - Major players in the gas turbine market, such as General Electric, Siemens Energy, and Mitsubishi Heavy Industries, hold 88% market share, but their existing capacity is limited, with orders extending beyond 2028 [1] Group 2 - The supply gap in the global market presents an opportunity for Chinese manufacturers to enter the global supply chain, particularly in the backup power segment where diesel generators play a crucial role [2] - The high-end diesel generator market in China is dominated by Cummins, MTU, and Caterpillar, which together hold approximately 85% market share [2] - The overseas manufacturers face capacity bottlenecks, creating clear opportunities for domestic manufacturers to replace imports and expand internationally [2] Group 3 - The diesel generator manufacturing sector is expected to benefit from increasing overseas demand and profit margins, with companies that have scalable production and overseas distribution channels poised for growth [3] - The demand for core components, such as engine blocks and intelligent control systems, will rise alongside the increase in complete machine orders, benefiting manufacturers with high precision and stable supply capabilities [3] - Companies specializing in overseas market channel development and localized after-sales services will find new growth opportunities as domestic diesel generators expand into international markets [3] Group 4 - The generator concept sector saw active performance in the stock market, with companies like Weichai Heavy Machinery and Power New Science reaching their daily limit, while New Diesel Co. rose over 7% and KOTAI Power increased by over 4% [5]