Dongwu Securities: AI Data Center aggravates power shortages, first choice is gas turbine, AI energy storage potential can be anticipated.

Dongwu Securities released a research report stating that with the outbreak of AI computing power, the electricity supply gap in the United States is widening, leading to a significant increase in power demand. CSP manufacturers are turning to self-built power sources, with a preference for gas turbines followed by energy storage. Chinese companies will benefit from the high prosperity of the US power construction. The report recommends focusing on gas turbine equipment provider Dongfang Electric as a core target, and paying attention to Hailianxun, Harbin Electric, and Shanghai Electric. It also recommends leading energy storage companies such as Sungrow Power, Contemporary Amperex Technology, and EVE Energy.