HK Stock Market Move | Dongfang Electric Corporation (01072) rises by over 6% again, AIDC catalyzes high demand growth in the gas turbine industry.

Dongfang Electric Corporation (01072) rose by over 6%, reaching 6.06% at the time of publication, and is trading at 30.44 Hong Kong dollars with a turnover of 345 million Hong Kong dollars. On the news front, the boom in data center construction in the United States has caused an electricity shortage. Global energy monitoring agencies' data on global oil and gas plants tracking shows that by January 2026, the United States' installed natural gas power generation capacity exceeded 29 gigawatts, more than doubling in a year. Zhongtai believes that the current demand for gas turbines is in a rapid growth period, with a bottleneck in high-end supply and comprehensive policies promoting domestic substitution. They recommend focusing on companies with a competitive advantage in key areas and a sustainable technological moat. Huaxin Securities previously pointed out that CHINA GAS HOLD turbine manufacturers, relying on their technological accumulation, cost advantages, and synergistic industrial chain capabilities, are expected to enter a strategic window for overseas markets. The company has successfully made a breakthrough overseas with its independently developed F-class heavy-duty gas turbine G50 and has secured core equipment orders for a 50-megawatt cogeneration power project in Jambul, Kazakhstan, marking the first export of domestically produced heavy-duty gas turbines.