智通财经APP获悉，哈尔滨电气(01133)涨超5%，截至发稿，涨4.81%，报14.37港元，成交额2595.4万港元。
消息面上，近日，慧博投研发布研究报告指出，在全球人工智能算力需求激增、中东地区“油转气”转型以及可再生能源调峰需求提升的三重驱动下，燃气轮机行业正迎来显著增长。2025年第二季度全球新增订单同比增长38%至21GW，主要制造商订单已排至2028年，产能呈现持续紧张态势。据IEA预测，至2026年，全球数据中心、AI及加密货币的电力需求将从2022年的460TWh大幅增长至620-1050TWh。GE Vernova等国际巨头已获得大规模数据中心燃气轮机订单，需求景气度正加速向国内零部件企业传导。
东吴证券表示，AI数据中心建设带来大量用电需求，且对电力的可靠性、稳定性提出较高要求。燃气轮机发电具备建设周期快、电力输出稳定、发电资源要求低等特点，有望成为短期内最优的数据中心供电解决方案。全球燃气轮机市场主要由美国西门子、GE、三菱重工、卡特彼勒(子公司索拉)等主导，国产替代空间较大，建议关注国产品牌替代潜力。
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