其他通用机械行业动态点评：大模型迭代刺激算力需求，重视AIDC设备投资机会

Investment Rating - The report maintains an investment rating of "Leading the Market" for the industry, indicating an expected price increase exceeding the benchmark index by more than 10% [7]. Core Insights - The 2025 Government Work Report emphasizes the continuous promotion of "Artificial Intelligence +" actions, aiming to enhance industrial transformation through AI applications, including smart robots and intelligent connected vehicles [1]. - The emergence of the first general AI Agent, Manus, by a Chinese startup, showcases significant advancements in AI technology, further stimulating demand for computing power [2]. - Major internet companies, such as Alibaba, have significantly increased their capital expenditure plans, with Alibaba announcing a future investment of over 380 billion yuan in cloud and AI infrastructure over the next three years [2]. Summary by Sections Industry Dynamics - The report highlights the rapid growth of the global data center market driven by cloud computing, big data, and AI, supported by government policies encouraging innovation in the data center sector [3]. - The construction of intelligent computing centers is expected to accelerate, making computing power a critical strategic resource in global competition [1]. Investment Opportunities - The report suggests focusing on the following areas: - Diesel generator sets, with key players identified in the supply chain, including engine manufacturers like Weichai Power and Yuchai International, and OEMs such as Weichai Heavy Machinery and Keta Power [3]. - Liquid cooling equipment, with companies like Invec and Highcool being highlighted as potential investment opportunities [3].