Core Viewpoint - The surge in demand for gas turbines is driven by the construction boom in data centers in the United States, leading to a significant increase in natural gas power generation capacity [1] Group 1: Company Performance - Dongfang Electric (600875) shares rose by 6.06%, reaching HKD 30.44, with a trading volume of HKD 345 million [1] Group 2: Industry Trends - As of January 2026, the natural gas power generation capacity under construction in the U.S. exceeds 29 GW, more than doubling within a year [1] - The gas turbine industry is experiencing rapid growth, with high-end supply bottlenecks and comprehensive domestic substitution policies in effect [1] Group 3: Market Opportunities - Zhongtai Securities suggests focusing on leading manufacturers that occupy advantageous positions in key segments and possess sustainable technological moats [1] - Huaxin Securities indicates that Chinese gas turbine manufacturers, leveraging technological accumulation, cost advantages, and industry chain synergy, are poised to seize strategic opportunities in overseas markets [1] - Dongfang Electric has successfully exported its domestically developed F-class heavy gas turbine G50, marking the first complete machine export of domestic heavy gas turbines with a core equipment order for a 50 MW combined cycle power project in Kazakhstan [1]