Ge Long Hui A P P·2026-02-27 01:19Core Viewpoint - The report from CITIC Securities indicates that the AIDC (Artificial Intelligence Data Center) construction is entering a period of rapid growth, with projected electricity capacity demand in the U.S. driven by AI expected to have a CAGR of approximately 55% from 2025 to 2028, leading to a cumulative demand exceeding 150 GW over the next three years [1] Group 1: Market Demand and Growth - The AIDC construction is expected to experience significant growth, with electricity capacity demand driven by AI projected to have a CAGR of about 55% from 2025 to 2028 [1] - Cumulative electricity demand during this period is anticipated to exceed 150 GW, indicating a substantial increase in power requirements [1] Group 2: Supply Chain and Equipment Opportunities - The current electricity shortage in North America is becoming more pronounced, leading to a trend of self-built power sources [1] - Gas turbines are favored as the primary power source for AIDC due to their rapid response, high power adaptability, lower generation costs, and high reliability [1] - Global leaders in gas turbines have order backlogs that significantly exceed their current production capacity, prompting expansion plans [1] Group 3: Domestic Industry Opportunities - The cautious expansion of the upstream supply chain for gas turbines is exacerbating supply chain constraints, creating opportunities for domestic gas turbine manufacturers and core component suppliers [1] - Attention is also drawn to the need for solutions to fill gaps in ship and aviation fuel modifications [1]