智通财经APP获悉，重庆机电(02722)涨超5%，截至发稿，涨5.39%，报2.54港元，成交额2064.06万港元。
消息面上，近日，重庆机电发布截至2025年12月31日止年度业绩，该集团取得营业总收入人民币100.44亿元(单位下同)，同比增加11.87%；归属于母公司所有者的净利润7.64亿元，同比增加76.9%；每股收益0.21元。
浙商证券此前指出，北美数据中心自建电站成趋势，多元发电方案需求爆发全球AI发展超预期推动算力需求持续爆发，北美科技巨头大幅上修2026年资本开支，AIDC建设迎来高速发展期。但美国电网面临老旧、并网周期长、电力缺口大的三重困境，叠加特朗普要求科技巨头自建电站的政策导向，美国AIDC主电源从依赖公共电网全面转向自建电站，燃气轮机、航改燃、内燃机、SOFC等现场发电方案迎来需求爆发，柴发作为核心备电也同步受益于行业扩容。
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