According to the CITIC Construction Investment Research Report, global gas engine orders for the second quarter of 2026 were about 38 GW, a record high in a single quarter, and the US contributed nearly half; at the same time, prices for long-term combined cycle projects rose significantly, and delivery slots around 2030 are still highly scarce. PJM proposed that large data centers need to simultaneously match new power supplies; otherwise, they may face power restrictions and capacity market restrictions, further enhancing the urgency and certainty of AIDC's own power supply construction. Furthermore, the semi-annual report of Jerry Co., Ltd. revealed that since November 2025, the cumulative number of new orders for combustion engines and ancillary equipment has exceeded 3.1 billion US dollars, and the global gas turbine boom continues. Global gas engine orders reached a record high in the second quarter. Orders, revenue, profit margins, production capacity, and guidelines from the Big Three increased simultaneously and were collectively upgraded, providing strong visibility for future deliveries. The current boom in global demand for combustion engines coexists with tight delivery slots, and the gap between supply and demand in the industry will continue. Domestic combustion engines are expected to gain overseas market share faster with shorter delivery cycles, higher cost performance, and continuously enhanced product competitiveness. Firmly optimistic about domestic combustion engines going overseas.

According to the CITIC Construction Investment Research Report, global gas engine orders for the second quarter of 2026 were about 38 GW, a record high in a single quarter, and the US contributed nearly half; at the same time, prices for long-term combined cycle projects rose significantly, and delivery slots around 2030 are still highly scarce. PJM proposed that large data centers need to simultaneously match new power supplies; otherwise, they may face power restrictions and capacity market restrictions, further enhancing the urgency and certainty of AIDC's own power supply construction. Furthermore, the semi-annual report of Jerry Co., Ltd. revealed that since November 2025, the cumulative number of new orders for combustion engines and ancillary equipment has exceeded 3.1 billion US dollars, and the global gas turbine boom continues. Global gas engine orders reached a record high in the second quarter. Orders, revenue, profit margins, production capacity, and guidelines from the Big Three increased simultaneously and were collectively upgraded, providing strong visibility for future deliveries. The current boom in global demand for combustion engines coexists with tight delivery slots, and the gap between supply and demand in the industry will continue. Domestic combustion engines are expected to gain overseas market share faster with shorter delivery cycles, higher cost performance, and continuously enhanced product competitiveness. Firmly optimistic about domestic combustion engines going overseas.