Group 1 - Electric equipment stocks rose against the market trend, with Dongfang Electric increasing by 13.8% to HKD 39.9, Harbin Electric up by 4.15% to HKD 27.08, Shanghai Electric rising by 3.66% to HKD 4.82, and Goldwind Technology up by 3.53% to HKD 15.28 [1] - Siemens Energy reported a significant increase in orders for Q1 2026, with a 34% rise to EUR 17.609 billion, leading to a record backlog of EUR 146 billion [1] - According to Caitong Securities, the current overseas expansion pace of major manufacturers is restrained, resulting in a long-term supply-demand gap [1] Group 2 - Huatai Securities noted that under the data center's Time to power demand, light gas and internal combustion engines are becoming diversified primary power supply solutions [2] - The demand overflow trend is expected to strengthen in the short term due to a supply-demand gap exceeding 30%, with major gas turbine expansions not expected until after 2027 [2] - Domestic light gas has achieved independent intellectual property and self-supply capabilities for hot components, indicating a positive outlook for domestic gas turbine exports [2]
电力设备股逆市上扬 海外电力供需缺口显著 机构看好国内内燃机及相关产业链出海
Zhi Tong Cai Jing·2026-02-26 03:29