Tianfeng Securities Research Report stated that global AI capital expenditure is rising rapidly, and the AI infrastructure boom is accelerating. High-level IDCs need to be set up for fault tolerance or redundancy, usually using dual-line mains + UPS + diesel generators, and diesel generators are expected to benefit first. Diesel generator market driven by AIDC: The demand for diesel generators has doubled due to the centralized construction of computing power, the supply of international leaders is tight, and domestic imports are expected to accelerate. It is recommended to pay attention to domestic original/diesel engines, domestic OEMs, and parts links that have the ability to increase prices.