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On March 5, Soochow Securities issued a research report highlighting that the rapid surge in AI computing capabilities has widened the power supply deficit in the United States, coupled with a significant uptick in electricity demand. When it comes to establishing self-sufficient power sources, Cloud Service Providers (CSPs) manufacturers give precedence to gas turbines, trailed by solar energy and energy storage solutions. Chinese enterprises are poised to capitalize on the robust growth within the US power infrastructure sector. Dongfang Electric, a key participant in gas turbine manufacturing, comes highly recommended, with additional focus on Hailian News, Harbin Electric, Shanghai Electric, as well as leading solar and energy storage firms such as Sungrow, CATL, and EVE Energy.
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