智通财经网·2026-02-10 02:41Group 1 - Dongfang Electric (01072) saw a stock price increase of over 6%, reaching HKD 30.44 with a trading volume of HKD 345 million [1] - The construction boom of data centers in the United States has led to an electricity shortage, with over 29 GW of natural gas power generation capacity under construction in the U.S. as of January 2026, more than doubling within a year [1] - Zhongtai Securities indicates that the demand for gas turbine industry is in a rapid growth phase, with high-end supply bottlenecks and comprehensive domestic substitution policies in effect, suggesting a focus on leading manufacturers with competitive advantages in key areas and sustainable technological moats [1] Group 2 - Huaxin Securities previously noted that Chinese gas turbine manufacturers, leveraging technological accumulation, cost advantages, and industrial chain synergy, are expected to encounter a strategic window in overseas markets [1] - The company has successfully achieved an overseas breakthrough with its self-developed F-class heavy gas turbine G50, securing a core equipment order for a 50 MW combined cycle power generation project in Kazakhstan, marking the first complete machine export of domestic heavy gas turbines [1]