智通财经APP获悉，重庆机电(02722)盈喜后涨超7%，截至发稿，涨7.27%，报1.18港元，成交额1645.78万港元。
消息面上，重庆机电公告，集团预计2024年年度股东应占利润较2023年同期增长40%至45%左右。主要由于集团大马力发动机业务积极抢抓市场，充分释放新产线产能，投资收益显著增加；及公司工业泵等主要业务加强市场开拓，提升市场份额，同时强化内部管理，降本增效，经营质量进一步改善。
国泰君安此前发布研报称，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。该行指出，受益数据中心需求爆发，海外厂商如康明斯等电力系统业务收入和利润率持续高增。值得注意的是，重庆机电与康明斯的合作始于1981年。随着双方合作的不断深化，1995年10月，双方投资比例各50%，合资成立重庆康明斯发动机有限公司。目前，重庆康明斯已经成为国内领先的大马力发动机制造企业。
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