Core Viewpoint - The power equipment sector is experiencing a strong upward trend, driven by increasing electricity demand from large data center constructions and favorable market conditions for gas turbines [1] Group 1: Market Performance - Harbin Electric (01133) shares rose by 7.58% to HKD 15.33 - Dongfang Electric (01072) shares increased by 6.39% to HKD 23.32 - Shanghai Electric (02727) shares climbed by 4.71% to HKD 4.22 [1] Group 2: Industry Insights - GE Vernova's CEO Scott Strazik announced expectations to sign contracts for 80 gigawatts of combined cycle gas turbine by year-end, indicating strong demand [1] - The company's gas turbine capacity is sold out until 2028, with only 10% of 2029's capacity remaining [1] - Nvidia plans to host a private summit to address power issues related to data centers, which may hinder AI development [1] Group 3: Analyst Perspectives - Huaxi Securities noted that the rapid development of AI and changes in overseas energy policies are driving high demand for gas turbines globally [1] - Domestic leading companies in gas turbine technology are expected to benefit from this overseas demand surge, with ongoing order fulfillment anticipated for Harbin Electric, Shanghai Electric, and Dongfang Electric [1] - UBS expressed optimism about China's electricity market demand, predicting an 8% growth from 2028 to 2030, double the previous forecast [1]
港股异动 | 电力设备股早盘走强 燃气轮机或受益海外AIDC建设 机构对电力市场需求乐观