智通财经APP获悉，电力设备股跌幅居前。截至发稿，东方电气(01072)跌9.77%，报26.42港元；哈尔滨电气(01133)跌7.17%，报16.19港元；潍柴动力(02338)跌6.52%，报34.42港元；重庆机电(02722)跌2.59%，报2.63港元。
消息面上，全球AI算力基建扩张、电网瓶颈加剧以及A级数据中心供电标准提升，推动柴油发电机组行业进入新一轮需求扩张周期。北美部分地区客户多以柴油发电机组作为主供电源。国际油气价格持续上涨，或实质抑制燃气轮机整机需求。
值得注意的是，柴油发电机组作为备用电源的行业地位不可动摇。目前燃气发电机组在整体供电结构中的占比仍相对较低，此前北美部分地区客户多以柴油发电机组作为主供电源，随着燃气发电机组成本更低，当前客户已更倾向于选择燃气发电机组供电。
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