港股异动 | 重庆机电(02722)早盘涨近6% 旗下重庆康明斯、重庆日立能源受益于数据中心和电网建设

智通财经网02-12

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%；...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2610800991?lang=zh_CN&edition=full","thumbnail":"https://img.zhitongcaijing.com/image/20260212/20260212104748_39174.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","is_english":false,"pubTime":"2026-02-12 10:47","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2610800991","market":"us","top_or_hot":-1,"title":"港股异动 | 重庆机电(02722)早盘涨近6%  旗下重庆康明斯、重庆日立能源受益于数据中心和电网建设","media":"智通财经网","content":"<div>\n<p>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%；...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1404526.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 重庆机电(02722)早盘涨近6%  旗下重庆康明斯、重庆日立能源受益于数据中心和电网建设</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 重庆机电(02722)早盘涨近6%  旗下重庆康明斯、重庆日立能源受益于数据中心和电网建设\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-12 10:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1404526.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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%；...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1404526.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"VT","symbol_name":"世界全股市ETF-Vanguard","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1404526.html","article_id":"2610800991","we_media_id":null,"thumbnails":["https://img.zhitongcaijing.com/image/20260212/20260212104748_39174.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610800991","pubTimestamp":1770864438,"columns":[],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"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。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159945":"能源","VT":"世界全股市ETF-Vanguard","BK4588":"碎股","BK4567":"ESG概念","BK4149":"建筑机械与重型卡车","BK4585":"ETF&股票定投概念","BK4206":"工业集团企业","VXUS":"国际股票ETF-Vanguard","HTHIY":"日立","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","BK1585":"昨日强势股","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","02722":"重庆机电","BK1230":"工业集团企业","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","CMI":"康明斯"},"translate_title":"Changes in Hong Kong stocks | Chongqing Mechanical and Electrical (02722) rose nearly 6% in early trading, and its subsidiaries Chongqing Cummins and Chongqing Hitachi Energy benefited from data center and power grid construction","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159945":1.5,"VXUS":1.5,"02722":1.5,"HTHIY":1.5,"CMI":1.5,"VT":1.5},"content_text":"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。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610800991","isCrawlerRequest":true}