盘中线索丨燃气轮机概念快速拉升 联德股份涨停

Core Viewpoint - The gas turbine sector is experiencing rapid growth, driven by an increased demand for energy solutions in North America, particularly due to a projected power shortfall in data centers from 44 GW to 47 GW between 2025 and 2028, equivalent to the total electricity consumption of 9 Miami or 15 Philadelphia [1][2] Group 1: Market Performance - Gas turbine concept stocks surged, with Linde Co. hitting the daily limit, and other companies like Yingliu Co. rising over 9% [1] - Several companies, including Jereh and Boying Special Welding, have been the focus of intensive research by multiple brokerages and fund companies [1] Group 2: Industry Insights - The gas turbine industry chain includes key components such as blades, casings, and combustion chambers, with domestic manufacturers like Yingliu Co., Haomai Technology, Feiwo Technology, and Wanze Co. making significant breakthroughs [2] - Jereh has entered the North American data center energy system integration market, providing complete power generation solutions and securing orders worth hundreds of millions from AI clients [2] - The current supply-demand tension is opening up overseas opportunities for Chinese gas turbine manufacturers like Dongfang Electric, Shanghai Electric, and Harbin Electric [2] - The demand for heat recovery steam generators (HRSG) is also increasing alongside gas turbines, with companies like Boying Special Welding, Xizi Clean Energy, Binglun Environment, and Changbao Co. being noteworthy players [2]