Group 1 - Chongqing Machinery and Electric (02722) saw a rise of over 7%, reaching a historical high of 3.27 HKD, with a current price of 3.25 HKD and a trading volume of 25.99 million HKD [1] - Major tech companies including Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI are set to sign the "Electricity Rate Payer Protection Commitment" on March 4, which aims to allow these companies to build or procure their own power supply for new AI data centers, avoiding reliance on the existing public grid [1] - According to a report by Industrial Securities, Chongqing Hitachi Energy is a key production base 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 capacity due to industry supply tightness, with expectations for continued growth in demand for high-horsepower engines in data centers and other sectors over the coming years [1]
港股异动 | 重庆机电(02722)涨超7% 美国科技巨头将承诺自供电力 AIDC拉动大马力发动机需求