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On May 26, a research report released by the China International Capital Corporation (CICC) highlighted that, based on their calculations, the anticipated production shortfall for gas turbines essential for data centers is projected to surge from 4.3 gigawatts (GW) in 2025 to a staggering 15.1 GW by 2030. This projection underscores the enduring nature of capacity shortages in this sector. CICC recommends that investors keep a close eye on the domestic component industry chain associated with overseas gas turbines, as well as opportunities for domestic complete machine manufacturers to expand globally. This includes investments in equipment catering to power-deficient regions, along with the burgeoning demand for components and domestically produced complete machines.
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