CITIC Securities: AIDC construction drives demand for supporting equipment, with a focus on gas turbines, engines, and other industry chain sectors

K-LinePoet · 2026-03-24T21:35:27+00:00

CITIC Securities research report indicates that AIDC construction will grow rapidly, with annual US power demand growth expected to average 55% during 2025-2028. Power demand will exceed 150GW over the next three years, driving the accompanying equipment market. Worsening electricity shortages in North America are promoting a clear trend of self-built power sources, with gas turbines becoming the preferred choice. Leading global gas turbine manufacturers have orders exceeding capacity, presenting opportunities for China's gas turbine industry chain.

K-LinePoet

2026-03-24 21:35:27

Abstract generation in progress

CITIC Securities Research Report states that AIDC construction is entering a period of rapid growth. It is estimated that the electricity capacity demand driven by U.S. AI needs from 2025 to 2028 will have a CAGR of about 55%. The total demand over the next three years will exceed 150GW, bringing a large amount of electricity demand and creating opportunities for supporting equipment. Currently, North America faces a significant power shortage, making self-built power sources a major trend. Gas turbines, with their quick response, high power adaptability, lower generation costs, and high reliability, are the preferred primary power sources for AIDC.

Currently, leading global overseas gas turbine manufacturers have order backlogs far exceeding their existing production capacity. Global gas turbine giants are pushing forward with capacity expansion plans, but overseas upstream supply chains are relatively cautious about increasing production, leading to a continuous shortage in the industry chain. Domestic gas turbine complete units and core component industries are gaining opportunities. Additionally, attention is being paid to solutions for filling gaps in aircraft and ship fuel conversions.

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