Group 1 - Chongqing Machinery and Electric (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 is identified as a core bottleneck for the expansion of AI computing power, with institutions noting that North America will require large-scale data center construction [1] - The weak state of the power grid and supply chain constraints are expected to persist until 2028, leading to a positive outlook for the Chinese supply chain, including gas turbines and transformers [1] Group 2 - Industrial Securities reported that Chongqing Hitachi Energy is one of the main production bases for Hitachi's ultra-high voltage transformers above 750KV, benefiting from overseas high voltage grid construction [1] - Chongqing Cummins is the only large-bore engine manufacturer for Cummins in China, actively expanding production capacity due to industry supply tightness, with expectations for continued growth in demand for large horsepower engines in data centers and other sectors over the coming years [1]
港股异动 | 重庆机电(02722)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