Everbright Securities: Data center construction drives increased demand for power generation equipment, with gas turbine and diesel generator supply chains significantly benefiting.

The bank believes that domestic companies in the gas turbine and diesel generator set industrial chain that have deep collaborations with international leaders are likely to benefit first.

Zhitong FinanceJun 25 21:34 ET

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Huayuan Securities: Rising global AIDC power demand expected to boost pricing and profitability for domestic diesel generator suppliers

As global AI capital expenditure expands, the diesel generator sector is expected to directly benefit from the increased demand for AIDC construction. Against the backdrop of a supply shortage in diesel generators, domestic supply chains are poised to achieve both volume and price increases.

Zhitong FinanceMar 3 02:16 ET