智通财经APP获悉，重庆机电(02722)盘中涨超9%，截至发稿，涨5.43%，报2.33港元，成交额6463.06万港元。
中信建投此前发布研报称，AIDC推动重庆康明斯大马力发动机需求保持旺盛状态。该行指出，重庆康明斯Q60具备批量供应能力，大马力发动机上半年销量提高8%。美国康明斯公告其前9个月从重庆康明斯获得6800万美元投资收益，同比增长33.3%。其中2025第三季度获得2300万美元投资收益，同比增53.3%。
光大证券国际则表示，AI运算高度依赖大规模数据中心，变压器的基本功能是将电网的高压电调降至数据中心设备可用的电压，其正是决定电力能否转化为算力的关键。公司持股37.8%的重庆日立能源为日立能源于中国区最大的高压变压器制造基地，在变压器供不应求情况底下，预计该业务的投资收益带动公司盈利增长提速。
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