玉柴国际(CYD)今日盘中股价大涨5.25%,主要受到AIDC高景气度带来的发动机需求增长预期影响。据分析,AIDC数据中心对于发电机的需求不断增长,全球数据中心投资有望从2024年的7GW增长至2028年的59GW,年复合增长率高达73%。玉柴国际作为国内大缸径发电机的主要供应商,迎来发展良机。
AIDC数据中心对发电机有着较高的功率、电力输出稳定性和耐久性等要求。测算到2028年,全球AIDC用柴发规模将达302亿元,年复合增长率达43%。而国内外资品牌如康明斯等产能受限,难以满足快速增长的市场需求,推动国产柴发需求大增。玉柴国际凭借行业领先优势,迎来大量订单增长,预计2025年订单量增长30%。
另外,受益于需求旺盛及供给不足,玉柴国际产品有望继续涨价,业绩表现将进一步改善。公司正在加大研发及扩产力度,为未来业绩增长做好准备。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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