智通财经APP获悉，重庆机电(02722)涨超18%，截至发稿，涨17.86%，报2.64港元，成交额8733.64万港元。
消息面上，康明斯公司日前发布第四季度及全年业绩。尽管北美卡车市场持续疲软，康明斯在第四季度及全年仍实现强劲运营表现。分销事业部和动力系统事业部凭借执行效率及数据中心备用电源的强劲需求，全年销售额和盈利能力均创历史新高。康明斯公司2025年四季度收入为85亿美元，同比增长1%；净利润为5.93亿美元，而2024年同期为4.18亿美元。
兴业证券此前研报指，重庆机电同时参股重庆康明斯和重庆日立能源。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。此外，该行预期重庆日立能源受益海内外电网需求共振，将持续较长时间的景气。
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