智通财经APP获悉，重庆机电(02722)早盘涨近6%，截至发稿，涨4.51%，报2.78港元，成交额2188.64万港元。
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。
兴业证券发布研报称，重庆机电为重庆国资下属装备制造龙头企业。公司同时参股重庆康明斯和重庆日立能源。该行指出，重庆康明斯为康明斯中国唯一大缸径发动机企业，受益于大缸径及数据中心蓬勃发展；重庆日立能源主要生产220kv及以上变压器，受益于海外高压电网建设。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。
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