智通财经网·2026-02-15 00:00Core Viewpoint - The structural issue of electricity shortage in the U.S. is transforming into a long-term, certain investment opportunity, with gas turbines, power equipment, and energy storage being the key beneficiaries [1] Group 1: Gas Turbines - The market for gas turbines is experiencing high demand, with bottlenecks in production among leading overseas companies, suggesting a continued market share increase for Chinese firms like Dongfang Electric and Shanghai Electric [1] Group 2: Power Equipment - There is a growing demand for U.S. power grid infrastructure, particularly in the transformer segment, which is facing supply bottlenecks. Companies such as Jinpan Technology, Siyuan Electric, and Igor are recommended for investment. Additionally, AI power architecture upgrades are expected to enhance power efficiency, with companies like Shenghong Co., Sifang Co., and Megmeet being highlighted [1] Group 3: Energy Storage - Energy storage solutions are expected to effectively enhance the reliability of the power system in the short term, with companies like Sungrow Power and Canadian Solar being recommended for attention [1] Group 4: Causes of Electricity Shortage - The core reason for the electricity shortage in the U.S. is the continuous increase in capital expenditure for data centers. Predictions for peak load growth from 2025 to 2030 have been significantly revised upward, indicating a mismatch between expected and actual demand [2] Group 5: Load Growth Characteristics - The growth in peak load is concentrated in areas with dense data center construction, particularly in ERCOT and PJM regions. The demand surge in PJM is expected to lead to a significant increase in capacity prices due to reduced reserve margins [4] Group 6: ERCOT Insights - ERCOT is becoming a primary site for new data centers due to its abundant natural gas resources and lower electricity prices. The region is accelerating the construction of energy storage and gas power projects to enhance system reliability [5]