本报告导读：AIDC 柴发企业中报亮眼，行业景气度值得重视。投资要点：投资建议：我们认为，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，推荐潍柴动力，相关公司玉柴国际。多家海外柴发厂商2025 年中报走强。1）根据Rolls-Royce 公司2025年中报展示材料，公司旗下动力系统业务2025H1 营收同比内生增长20%，...
Source Link本报告导读：AIDC 柴发企业中报亮眼，行业景气度值得重视。投资要点：投资建议：我们认为，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，推荐潍柴动力，相关公司玉柴国际。多家海外柴发厂商2025 年中报走强。1）根据Rolls-Royce 公司2025年中报展示材料，公司旗下动力系统业务2025H1 营收同比内生增长20%，...
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