全球工程机械巨头卡特彼勒近日公布第二季度财报，展现出行业的强势复苏。该公司第二季度营收达205.4亿美元，同比增长24%[1]，新增订单94亿美元，积压订单升至创纪录的721亿美元[1]。其中建设工业业务表现尤为突出，第二季度收入同比增长35%，达到83.5亿美元；能源与动力业务收入也同比增长17%，达到82.4亿美元[1]。
卡特彼勒将这一增长势头归因于AI基础设施的快速扩张。公司表示"数据中心建设正在成为推动需求增长的重要因素"[1]，这表明AI产业的投资浪潮正沿着工程设备、电力等传统工业链条扩散。与此同时，卡特彼勒等传统制造企业也在用AI改造自身产品和生产方式，计划在2026年推出基于AI的设备助手[1]。财报公布后，卡特彼勒股价上涨约12%，创17年来最大单日涨幅[1]。
国内工程机械企业同样受益于这一趋势，三一集团已累计沉淀130多万条行业领域知识，年度创造经济效益超过2亿元[1]。
Caterpillar, the global engineering machinery giant, reported strong second-quarter results driven by surging demand from data center construction. The company posted revenue of $205.4 billion, up 24% year-over-year, with new orders reaching $9.4 billion and backlog climbing to a record $72.1 billion [1]. The construction industry segment delivered particularly robust performance, generating $83.5 billion in revenue for the quarter, representing a 35% increase compared to the same period last year [1]. The energy and power business also expanded, with revenue rising 17% to $82.4 billion [1].
Caterpillar attributed much of this growth to artificial intelligence infrastructure development. The company stated that "data center construction is becoming an important factor driving demand growth," as AI-related investments flow through traditional industrial supply chains [1]. Beyond benefiting from increased equipment sales, Caterpillar is also leveraging AI to transform its own products and manufacturing processes. The company plans to introduce an AI-powered equipment assistant in 2026 [1]. Following the earnings announcement, Caterpillar's stock price surged approximately 12%, marking its largest single-day gain in 17 years [1].
