周三，玉柴国际(CYD.US)涨近10%，报21.82美元。财务数据显示，2024年玉柴国际收入总额191.34亿人民币，同比增长6.02%；归母净利润3.23亿人民币，同比增长13%。2024年下半年，公司发动机总销量达到163,843台，相较于2023年下半年的147,700台增长了10.9%。这一增长主要归因于卡车、客车、工业和船舶以及发电市场的销量增加。

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。

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