7月6日，港股电力设备股走高，东方电气涨超9%，潍柴动力涨超7%，哈尔滨电气涨超6%。
消息面上，AI算力需求爆发叠加全球电网升级加速，正推动电力设备行业进入新的景气周期。国际能源署最新报告预计，到2026年全球电力供应和基础设施投资将接近1.6万亿美元，其中电网投资预计接近5500亿美元，同比增长近20%。
摩根士丹利指出，AI时代正在把“能源安全”升级为未来十年全球最重要的资本开支主线之一，亚洲正进入一轮规模超过5.5万亿美元的能源投资超级周期。北美市场因AI数据中心扩张正面临严重的电力短缺。在此背景下，中国电力设备企业迎来出海替代的重大机遇。华泰证券认为，随着数据中心领衔全球电力增长加速，国内电源设备与储能企业凭借产业链布局有望受益。
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