智通财经APP获悉，重庆机电(02722)涨超4%，截至发稿，涨4.37%，报2.39港元，成交额1901.09万港元。
消息面上，近日，重庆市国资委印发《进一步推动市属国企科技创新能力提升工作方案》，系统部署“七个一批”专项任务，迭代升级市属国企科技创新举措。兴业证券指出，重庆机电由重庆控股(集团)持股58.52%，重庆机电集团隶属于重庆国资委，控股业务主要包含水轮机、电线电缆、气体压缩机、工业泵、风电叶片、机床(重庆机床、英国PTG公司)等装备类业务，同时参股重庆康明斯和重庆日立能源。
兴业证券表示，重庆机电旗下重庆康明斯和重庆日立能源未来几年具有较高增长确定性。其中，重庆康明斯主要生产QSN/NT、QSK19/K19、QSK38/K38、QSK50/K50、QSK60等型号发动机，为康明斯中国唯一的大缸径发动机企业，由于行业供应紧张，公司也在积极扩充产能，数据中心和其他领域用大马力发动机预期未来几年还将持续增长。
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