Changes in Hong Kong stocks | The performance of power equipment stocks is active, and the scale of orders for GEV combustion engines has reached a new high, and the main line of overseas power shortages is expected to continue

The Zhitong Finance App learned that power equipment stocks were active. As of press release, Dongfang Electric (01072) rose 5.82% to HK$23.28; Harbin Electric (01133) rose 5.31% to HK$17.44; Shanghai Electric (02727) rose 2.27% to HK$3.34; and Weichai Power (02338) rose 2.26% to HK$33.54.

According to the news, GE Vernova's second-quarter revenue increased 22% year-on-year to US$11.1 billion, with a record order volume of US$24.2 billion. The scale of gas engine orders reached a new high. As of the second quarter, the company's current gas turbine orders plus pre-order agreements totaled 116 GW. According to the company's performance guidelines, the company has climbed production capacity from 17 to 20 GW, and is expected to further increase production capacity to 24 GW by 2028. Furthermore, the company plans to increase production capacity to 30 GW by 2030 through lean production and equipment investment.

Furthermore, Jerry Co., Ltd. revealed last night that it has signed another order for an oversized gas turbine generator set in North America, with a total scale of nearly 10 billion yuan, once again verifying the boom in the gas engine industry. Huatai Securities believes that it is optimistic that global data centers will drive the continuation of overseas power shortages. Orient Securities said earlier that domestic gas engine orders have broken through a number of points, and gas turbine and gas generator industry chain companies are expected to go overseas at an accelerated pace.