Guotai Junan: Data Center Construction Ramps Up, Spurring Demand-Supply Imbalance for High-Power Diesel Generators
2025-02-21 / Read about 0 minute
Author:小编   

A research report from Guotai Junan Securities highlights that the ongoing boom in domestic AIDC and data center construction has significantly fueled the demand for premium diesel generators. The power distribution systems of data centers adhere to stringent standards, necessitating high-performance backup power supplies for top-tier facilities. Diesel generators, as the preferred option, face exceptionally high performance benchmarks. Currently, the market for high-power diesel generators used in data centers is predominantly dominated by international players, with engines serving as their cornerstone components. Despite the persistent growth in orders from foreign manufacturers, expansion remains constrained due to the intricate nature of the engine industry's supply chain. Consequently, there is a scarcity of high-power diesel generators, leading to a trend of price hikes across the supply chain. The volatilities within the global supply chain present promising avenues for domestic brands to capitalize on.