智通财经网·2025-12-23 02:21Core Viewpoint - The demand for gas turbines is increasing due to the rapid growth of AIDC in the US, positioning gas turbines as a preferred power solution for data centers, with companies like Google and Amazon adopting them as core backup or primary power sources [1] Company Summary - Dongfang Electric (01072) has seen its stock rise over 3%, currently at HKD 24.76, with a trading volume of HKD 80.49 million [1] - The company has achieved a breakthrough in overseas markets with its domestically developed F-class heavy gas turbine G50, securing a core equipment order for a 50 MW combined cycle power project in Kazakhstan, marking the first complete export of domestic heavy gas turbines [1] Industry Summary - The demand for gas turbine generator sets in US data centers is strong, with attractive pricing, prompting Dongfang Electric to enhance product reliability while addressing potential compliance risks and other challenges [1] - Citigroup has indicated that Dongfang Electric is in discussions with US data center clients regarding potential sales of gas turbine generator sets, although no specific timeline or details on new orders have been provided [1]