Core Insights - The development of AI data centers in the U.S. is driving an increase in electricity demand, leading to a surge in gas turbine demand due to power shortages [1][2] - The delivery time for newly ordered H-class gas turbines has significantly lengthened, with expected delivery now between 2028 and 2030 [1][2] - The commercial operation cycle for modified aircraft engines is much shorter than that of large gas turbines, making them an ideal transitional solution for data center construction [4] Group 1: AI Data Centers and Electricity Demand - The global electricity consumption of data centers is projected to grow from 49 GW in 2023 to 96 GW by 2026, with 90% of this growth driven by AI [2] - Aging power grid infrastructure in developed economies, with over 50% of equipment exceeding 20 years of use, is prompting a need for upgrades [2] Group 2: Gas Turbine Demand and Supply - The demand for gas turbines is increasing due to electricity shortages, resulting in a higher order-to-delivery ratio for turbine manufacturers [1][2] - The supply-demand mismatch is evident, with a significant backlog in orders for modified aircraft engines, as seen in recent contracts and deliveries [4] Group 3: Investment Opportunities - The current supply-demand mismatch in modified aircraft engines presents opportunities for companies with supporting technologies and capacities to secure long-term contracts [5] - Companies such as航亚科技, 振华股份, and others are highlighted as potential beneficiaries in the modified aircraft engine market [6]

1月15日，在比赛供电保障现场，老远就看到醒目的黄色应急发电车，国网沈阳供电公司清水街道供电 所外线班的刘源、董浩正在发电车前研究着场馆的线路布局。据了解，为确保本次比赛的顺利进行，国 网沈阳供电公司启动重要活动供电保障应急预案，在比赛现场派出4台应急发电车和15台应急发电机， 涉及场馆相关线路、变电站保障任务的263名抢修人员、72辆抢修车辆严阵以待。 张怡飞 1月16日，"2025—2026赛季国际雪联单板滑雪障碍追逐世界杯"在沈阳东北亚滑雪场鸣枪开赛，这是辽 宁承办的重要国际性冰雪赛事，也是沈阳电网两年多以来筹备第十五届全国冬季运动会供电基础设施建 设的提前试炼。 1月13日，沈阳已经进入一年中气温最低的时段，但丝毫没有影响李巴彦66千伏输变电工程项目等比赛 场馆相关电网配套工程现场施工人员的干劲儿。从"城中村"电网原本的"单回线路"结构到"双电源链式 互联"的高质量供电结构，国网沈阳供电公司打算在2026年为王家湾地区来个大改造。"我们充分结合场 馆用电需求、地区能源转型以及远期用电负荷等具体情况，规划并同步推进了5项大型供电项目的建 设。"在项目现场，国网沈阳供电公司建设部项目经理刘杨介绍道，"5项 ...