Xin Lang Cai Jing·2025-12-19 04:05Group 1 - The core point of the article highlights the significant rise in the stock price of Dongfang Electric, which increased by over 4% during trading and is currently at 23.2 HKD with a trading volume of 159 million HKD [1] - The merger between Trump Media Technology Group and TAE Technologies, valued at over 6 billion USD, aims to integrate capital channels and fusion technology to support the growing AI industry [1] - Dongwu Securities notes that the construction of AI data centers is driving high electricity demand, necessitating reliable and stable power sources, with gas turbine power generation emerging as a preferred solution due to its quick construction cycle and stable output [1] Group 2 - The global gas turbine market is primarily dominated by companies such as Siemens, GE, Mitsubishi Heavy Industries, and Caterpillar, indicating significant potential for domestic alternatives [1] - Dongfang Electric's self-developed G50 heavy-duty gas turbine has already achieved commercial operation and international expansion, showcasing its competitive edge in the market [1]