Guosheng Securities: AI Computing Power Fuels Electricity Shortage; Domestic Industry Chain Sees Development Opportunities Amid Gas Turbine Boom

36Kr reports that Guosheng Securities research indicates that AI computing power is driving accelerated expansion of global data centers, highlighting electricity supply bottlenecks in North America, where gas turbines have emerged as a core on-site power solution. The global gas turbine industry is entering a high-growth cycle, with significant supply-demand mismatches against a backdrop of long-term industry stagnation. China's domestic gas turbine industry chain has achieved breakthroughs across multiple points, with manufacturers at various stages deeply integrating into the global supply system. During this current global expansion cycle for gas turbine demand, domestic manufacturers with technological and cost advantages across the industry chain are poised to fully benefit from the sector's prosperity dividends.