Zhi Tong Cai Jing·2026-02-09 02:59Core Viewpoint - The surge in construction of data centers in the United States has led to an electricity shortage, creating opportunities for companies like Dongfang Electric to expand their gas turbine market share and export capabilities [1] Group 1: Company Performance - Dongfang Electric's stock price increased by 11.39%, 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 enhance its gas turbine manufacturing capabilities [1] Group 2: Industry Trends - As of January 2026, the installed capacity of natural gas power generation in the U.S. under construction is expected to exceed 29 GW, more than doubling within a year [1] - Domestic advancements in gas turbine technology are expected to provide effective support to the U.S. electricity supply chain, particularly as the North American electricity shortage intensifies [1] Group 3: Market Projections - Dongfang Electric's market share in the gas-electric sector is projected to reach 70% by October 2025, with the localization rate increasing from 46.5% at the start of the collaboration to an expected 90% by the end of 2025 [1] - The overseas demand for gas turbines is anticipated to grow due to the supply-demand gap in North America, presenting export opportunities for Chinese manufacturers [1]