Harbin Electric (01133) rose more than 5% in Hong Kong trading, with the stock up 5.49% to HK$22.28 at the time of writing. Turnover reached HK$82.31 million. The company recently issued a positive profit alert for 2025, projecting attributable net profit of RMB2.65 billion, an increase of approximately 57.2% year-on-year, exceeding earlier market expectations. The significant growth in net profit is attributed to higher operating revenue and improved product profitability. This aligns with the view that the company's previously secured high-value orders will gradually contribute to earnings, with further room for gross margin expansion. Additionally, expanded production scale and enhanced smart manufacturing capabilities have significantly boosted operational efficiency and economies of scale. Analysts note that as of mid-October 2025, planned capacity for U.S. data center projects since January 2023 has reached 245GW. With continued data center deployment, peak load demand is expected to rise, which stable power sources alone may struggle to meet. Growing concerns over U.S. electricity shortages are driving demand for power system reliability, benefiting segments such as gas turbines, power equipment, and energy storage. Against a backdrop of strong market conditions, leading overseas gas turbine manufacturers face capacity constraints, creating opportunities for Chinese firms to increase their market share.