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: Company Performance - Harbin Electric (01133) shares rose by 7.58% to HKD 15.33, Dongfang Electric (01072) increased by 6.39% to HKD 23.32, and Shanghai Electric (02727) gained 4.71% to HKD 4.22 [1]. Group 2: Market Insights - GE Vernova's CEO Scott Strazik announced expectations to sign contracts for 80 gigawatts of combined cycle gas turbines by the end of the year, indicating strong demand as their gas turbine capacity is sold out until 2028, with only 10% remaining for 2029 [1]. - Nvidia is planning a private summit to address electricity issues related to data centers, which could hinder AI development [1]. Group 3: Industry Outlook - Huaxi Securities highlighted that the rapid development of AI and changes in overseas energy policies are driving high demand for gas turbines globally, benefiting leading domestic companies like Harbin Electric, Shanghai Electric, and Dongfang Electric [1]. - UBS expressed a more optimistic outlook for China's electricity market, predicting an 8% growth in electricity demand 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