DONGFANG ELEC (01072) saw its shares rise more than 8% during the morning trading session. At the time of writing, the stock was up 5.21%, trading at HKD 41.18, with a turnover of HKD 380 million. The surge follows comments from Fang Yu, Director of the National Key Laboratory for Clean and Efficient Turbine Power Equipment at Dongfang Electric Machinery Co., Ltd., a subsidiary of the DONGFANG ELEC group. Fang Yu stated that overseas demand for computing power and electricity is currently experiencing explosive growth. He believes there is a time window of at least five years for domestic Chinese gas turbines to capitalize on this opportunity. Seizing this potential will require leveraging the strength of China's entire industrial chain and maintaining close cooperation with original equipment manufacturers.

Western Securities pointed out that the company's orders grew consistently throughout 2025, with newly effective orders reaching CNY 117.251 billion, a year-on-year increase of 15.93%. The value of new effective international contracts exceeded CNY 14 billion, encompassing orders for million-kilowatt nuclear power units, 50MW heavy-duty gas turbines, and pumped storage units. With a substantial order backlog and the continuous deepening of its international business, the company is well-positioned to benefit from the wave of global electricity demand.