玉柴国际连续大涨，数据中心建设带动高端柴油发电机需求
周五，玉柴国际延续强势，截至发稿涨幅超9%，昨日大涨21%，年内涨幅超117%。国泰君安证券表示，受益国内AIDC及数据中心建设持续高景气，高端柴油发电机需求高增。数据中心配电系统要求严格，高等级数据中心需强配备用电源，其中柴油发电机为最主流备用电源配置，性能等级要求高。
据国泰君安测算，2025年国内数据中心用柴油发电机市场将达91亿元，同比增长50%以上，预计至2028年市场空间将达181亿元，3年CAGER达26%。
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