Group 1 - Electric equipment stocks are rising against the market trend, with Dongfang Electric up 13.8% to HKD 39.9, Harbin Electric up 4.15% to HKD 27.08, Shanghai Electric up 3.66% to HKD 4.82, and Goldwind Technology up 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] - The supply-demand gap in the market is expected to persist due to the restrained expansion pace of major manufacturers, with global intentions for new orders exceeding 80GW while actual deliverable capacity is around 50GW [1] Group 2 - Huatai Securities highlights that under the data center's Time to Power demand, light gas and internal combustion engines are emerging as diversified primary power supply solutions [2] - There is a projected 30%+ supply-demand gap, with a trend of demand overflow expected to strengthen in the short term, as major gas turbine expansions are not anticipated until after 2027 [2] - Domestic light gas engines have achieved independent intellectual property rights and self-supply capabilities for hot components, indicating a positive outlook for the export of domestic gas engines [2]
港股异动 | 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