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　　哈尔滨电气（01133）午后股价上涨8.74%，报20.52港元，成交额1.80亿港元。

　　消息面上，哈尔滨电气此前公告，预期2025财政年度取得归属于母公司所有者的净利润约人民币26.5亿元，上年同期取得约人民币16.86亿元，同比大增57%。

　　值得关注的是，杰瑞股份近日公告，签署12.65亿元美国数据中心燃气轮机发电机组销售合同。国投证券此前指出，AIDC产业蓬勃发展，燃机行业深度受益于算力资本开支的扩张周期。在海外零部件产能扩张较慢、主机厂在手订单积压多的背景下，推荐具备客户卡位优势、供给刚性、放量确定性高的环节。

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