智通财经APP获悉，重庆机电(02722)涨超7%，截至发稿，涨5.73%，报1.66港元，成交额8380.17万港元。
消息面上，玉柴国际财报显示，2025年上半年，该公司实现归母净利润约3.7亿人民币，同比增长52%；对应上半年营收同比增长34%。玉柴国际上半年增长的主要原因是产销大增，柴油发动机销量同比增长30%，车用、非道路均迎来高速增长，发电类柴油发动机快速增长。国泰海通证券指出，AIDC相关投资高速增长，但柴发的产能建设较慢，因此行业的紧平衡仍将持续较长时间；预计柴发相关企业的业绩将维持稳健增长。
据悉，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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