智通财经APP获悉，东方电气(01072)涨超3%，截至发稿，涨3.25%，报24.76港元，成交额8049.11万港元。
华鑫证券发布研报指出，随着美国AIDC需求快速增长，推高自建电源需求，燃气轮机凭借建设周期短、供电稳定等优势，成为数据中心短期优选供电方案，谷歌、亚马逊等海外科技巨头新建数据中心时，已将燃气轮机作为核心备用电源甚至主电源之一。中国燃气轮机制造企业有望迎来海外市场战略窗口期，东方电气凭借自主研制的F级重型燃气轮机G50成功实现海外突破，已获取哈萨克斯坦江布尔州50兆瓦联合循环发电项目核心设备订单，标志着国产重型燃机首次实现整机出口。
花旗表示，东方电气正与美国资料中心客户洽谈燃气涡轮发电机组的潜在销售事宜。目前尚无新订单的具体时间表及其他细节。该行认为美国资料中心对燃气涡轮发电机组的需求强劲，价格也颇具吸引力，因此公司正在提升产品可靠性，并努力面对潜在的合规风险及其他挑战。
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