DONGFANG ELEC (01072) saw its shares climb more than 4%. At the time of writing, the stock was up 4.32%, trading at HK$27.5 with a turnover of HK$117 million. On the news front, Tianfeng Securities highlighted that DONGFANG ELEC initiated its independent research and development of gas turbine products back in 2009. The company has now rolled out two models, the G50 (50MW) and the G15 (15MW), with other models such as the G80 (80MW) and G200 (200MW) currently under development. The G50 gas turbine achieved a breakthrough in overseas markets in 2025, supplying three units to serve as core equipment for a project in Kazakhstan. The construction of AIDC has intensified power shortages in North America, creating an opportunity for Chinese gas turbines to expand internationally due to the supply-demand gap for such equipment overseas. Citigroup previously indicated that DONGFANG ELEC is in discussions with US data center clients regarding the potential sale of gas turbine generator sets. No specific timeline or further details for new orders have been established yet. The bank believes demand for gas turbine generator sets from US data centers is robust, and pricing is attractive. Consequently, the company is enhancing product reliability while actively addressing potential compliance risks and other challenges.