Group 1 - The report highlights that the acceleration of AI infrastructure is expected to benefit the diesel generator industry, particularly in the context of data centers where diesel generators account for 23% of the construction cost [3][24][27] - The investment scale in the AI computing center sector reached 87.9 billion yuan in 2023, showing a year-on-year growth of over 90%, with projections indicating the market size could exceed 288.6 billion yuan by 2028 [25][26] - The report identifies five companies in the diesel generator supply chain listed on the Beijing Stock Exchange, including Huayuan Co., Ltd. and Meixin Yishen, which are expected to benefit from the growing demand for backup power solutions [3][27][29] Group 2 - The median stock price change for technology growth stocks on the Beijing Stock Exchange was +5.87% from March 10 to March 14, 2025, with 72% of the companies experiencing an increase [31][32] - The mechanical equipment industry saw its price-to-earnings (P/E) ratio increase from 45.0X to 57.3X, indicating a positive trend in valuation [35][37] - The electronic equipment industry also experienced a rise in its P/E ratio from 59.3X to 63.0X, reflecting a growing market confidence [35][36] Group 3 - The report details that the information technology industry’s P/E ratio slightly decreased from 69.6X to 69.5X, while its total market value increased from 996.9 billion yuan to 1,059 billion yuan [42][43] - The automotive industry’s P/E ratio rose from 28.4X to 31.7X, with an overall market value increase from 569.5 billion yuan to 578.8 billion yuan [45][48] - The new energy sector's P/E ratio increased from 45.8X to 51.2X, with total market value rising from 507 billion yuan to 531 billion yuan [50][53]
北交所科技成长产业跟踪第十七期：AI基建加速下备用电源需求提升，关注北交所柴发产业链企业