Group 1 - Chongqing Mechanical and Electrical (02722) saw a more than 5% increase in stock price, reaching a historical high of 3.11 HKD, with a trading volume of 52.67 million HKD [1] - Insufficient power supply has become a core bottleneck restricting the expansion of AI computing power, with institutions indicating that large-scale data center construction is necessary for AI development in North America [1] - The weak power grid and tight supply chain for infrastructure in North America are expected to persist until 2028, leading to a positive outlook for China's supply chain, including gas turbines and transformers [1] Group 2 - Industrial Securities previously reported that Chongqing Hitachi Energy is one of the main production bases for ultra-high voltage transformers above 750KV globally, benefiting from overseas high-voltage grid construction [1] - Chongqing Cummins is the only large-bore engine manufacturer for Cummins in China, and due to industry supply tightness, the company is actively expanding its production capacity [1] - The demand for large horsepower engines in data centers and other sectors is expected to continue growing in the coming years [1]
重庆机电涨超5%再创新高 重庆康明斯和重庆日立能源显著受益AI基建浪潮