智通财经APP获悉，东方电气(01072)涨超11%，截至发稿，涨11.39%，报27.96港元，成交额2.69亿港元。
消息面上，美国数据中心建设热潮引发用电荒。全球能源监测机构的全球油气工厂追踪数据显示，截至2026年1月，美国在建天然气发电装机容量超过29吉瓦，一年内翻了一番还多。东吴证券认为，国内自主燃气轮机技术持续突破且已经开始出口中东等市场，国内产能有望成为美国缺电链条的有效补充。
天风证券指出，为快速切入燃气轮机领域，东方电气在21世纪初开始与日本三菱重工展开燃气轮机领域合作，引进技术并开始燃机的制造。至2025年10月公司气电市场占有率达到70%，国产化率由合作初期的46.5%提升至2025年9月的85%、预计至2025年底将进一步提升至90%。该行称，AIDC建设激化北美缺电矛盾，海外燃机供需缺口带来中国燃机出海机会。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.