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Some industry update on $CMI, $CYD and 2722 HK Equity if you are investor on any one of them
Cummins: Initiated price negotiations in China in January, expected to finalize in February. Their North American order backlog extends beyond 2027. In early January, they implemented a hike for North American AIDC clients (approx. 10%), pushing 2MW units from RMB 3.5m to 3.8m, driven by capacity constraints and tariff-related component costs. Global lead times are 12–18 months. Urgent orders require an additional 10–15% surcharge, which may further boost 2026 profitability.
MTU: Implemented a unified global price hike (including China and North America) on January 20. Increases range from 6% to 8%, with 2MW units rising from roughly RMB 3.6m to nearly RMB 4.0m.
Yuchai: Adjusted prices on January 10, raising AIDC-specific 2MW models by roughly 8%, a more aggressive hike than Weichai. They also secured an export order for a North American AI data center (10 units of 2MW), priced at RMB 2.3 million/unit, which is a 10% premium over domestic prices. This confirms domestic brands are beginning to capture overseas premiums.
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