航改燃机正成为电力缺口的解决方案之一：超过30%！…我的政府正在与美国主要科技公司合作，争取它们对我的影响

Investment Rating - The industry investment rating is "Buy" [2] Core Insights - The report highlights that aviation modified gas turbines are becoming one of the solutions to address the electricity gap, driven by the increasing demand for data centers and the need for efficient power generation [1][15][55] - The global power consumption of data centers is expected to grow significantly, from 49 GW in 2023 to 96 GW in 2026, with 90% of this growth driven by AI [15][20] - The aging infrastructure of power grids in developed economies necessitates upgrades and replacements, creating further demand for power generation solutions [17][25] Summary by Sections Section 1: AIDC and Power Grid Renovation - The development of AI infrastructure is driving a surge in electricity demand for data centers, which is expected to double global power consumption from 2022 levels by 2026 [15][20] - Over 50% of power grid infrastructure in developed economies is over 20 years old, leading to urgent maintenance and replacement needs [17][25] Section 2: Performance and Cost-Effectiveness of Aviation Modified Gas Turbines - Aviation modified gas turbines share core technologies with aircraft engines, making them efficient and cost-effective for various applications [55][59] - The report details several successful models derived from aircraft engines, such as the LM2500 series, which has become widely used due to its performance and reliability [56][61] Section 3: Flexibility and Rapid Installation of Aviation Modified Gas Turbines - Aviation modified gas turbines can be installed in as little as 1.5 months, making them ideal for rapidly expanding data centers [65][67] - These turbines offer quick start-up times and high efficiency, making them suitable for distributed energy and emergency power applications [63][66] Section 4: Investment Recommendations - The report suggests focusing on companies that supply components and technologies for aviation modified gas turbines, as they are likely to benefit from the growing demand in this sector [6][70] - Companies such as 航亚科技, 振华股份, and 航发科技 are highlighted as potential beneficiaries of this trend [6][7]