智通财经网·2026-02-09 02:55Core Viewpoint - The surge in stock price of Dongfang Electric (01072) is attributed to the increasing demand for natural gas power generation in the U.S., driven by a construction boom in data centers, leading to a power shortage [1] Group 1: Company Developments - Dongfang Electric's stock rose by over 11%, reaching HKD 27.96, with a trading volume of HKD 269 million [1] - The company has been collaborating with Mitsubishi Heavy Industries since the early 2000s to enter the gas turbine market, focusing on technology transfer and manufacturing [1] - By October 2025, Dongfang Electric aims to achieve a 70% market share in the gas power sector, with the localization rate increasing from 46.5% at the start of the partnership to an expected 90% by the end of 2025 [1] Group 2: Industry Insights - As of January 2026, the U.S. is projected to have over 29 GW of natural gas power generation capacity under construction, more than doubling within a year [1] - The energy monitoring agency's data indicates that the construction of data centers in the U.S. is exacerbating the power shortage, creating opportunities for Chinese gas turbine exports to fill the supply gap [1] - Tianfeng Securities highlights that the intensifying power shortage in North America due to AIDC construction presents a significant opportunity for Chinese gas turbine manufacturers [1]