Core Viewpoint - Chongqing Machinery and Electric (02722) saw a significant increase in stock price, rising over 18% to HKD 2.64, with a trading volume of HKD 87.34 million, reflecting positive market sentiment towards the company following Cummins' strong performance in Q4 and the full year [1] Group 1: Company Performance - Cummins reported strong operational performance in Q4 and for the full year, despite a weak North American truck market, achieving record sales and profitability in its distribution and power systems divisions [1] - For Q4 2025, Cummins expects revenue of USD 8.5 billion, a 1% increase year-over-year, with net profit projected at USD 593 million, compared to USD 418 million in the same period of 2024 [1] Group 2: Investment Opportunities - Chongqing Machinery and Electric holds stakes in both Chongqing Cummins and Chongqing Hitachi Energy, positioning it well to benefit from the growth in demand for large-capacity engines and energy solutions [1] - Chongqing Cummins is the only large-bore engine manufacturer in China for Cummins, actively expanding production capacity due to industry supply constraints, with expectations for continued growth in demand for high-power engines in data centers and other sectors over the coming years [1] - The investment firm anticipates that Chongqing Hitachi Energy will benefit from the resonance of domestic and international grid demands, leading to sustained economic prosperity for an extended period [1]
港股异动 | 重庆机电(02722)涨超18% 康明斯业绩表现亮眼 数据中心备用电源需求强劲