智通财经APP获悉,周五,玉柴国际(CYD.US)美股盘前涨逾24%,报23.63美元。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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