玉柴国际(CYD.us)2025年2月26日盘后股价大涨5.97%,引发市场广泛关注。
有分析认为,今日大涨主要受到数据中心对发电机不断增长的需求预期影响。AIDC数据中心对发电机有较高功率、稳定性和耐久性等要求,随着全球数据中心投资规模不断扩张,预计到2028年AIDC用柴发电机规模将达到302亿元,年复合增长高达43%。
作为国内领先的大缸径发电机供应商,玉柴国际有望凭借行业优势,迎来大批订单涌入,预计2025年订单量增长30%。同时供给紧张还将推动产品涨价,业绩有望进一步改善。投资者预期公司未来业绩持续向好,推动股价今日大涨。
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