AI Computing Demand Boosts Gas Turbine Orders; Chinese Companies Secure Supply Agreements

The explosion in global AI computing demand has driven a surge in electricity demand for data centers, making the stability of power supply a key focus for the global energy sector. Gas turbines are entering a new development cycle, with orders at major gas turbine companies continuing to grow. Traditional gas turbine capacity is insufficient, and fast-response natural gas internal combustion engines have become a new choice for "main power sources," while diesel generators are also seeing a sharp increase in demand due to higher backup power standards. Overseas equipment delivery lead times have already extended to 2030, and the Chinese supply chain is seizing export opportunities with its production capacity and delivery efficiency.

The domestic gas turbine industry maintains a high boom, with orders still growing strongly, delivery cycles remaining long, and effective supply still tight. In terms of AIDC power generation equipment, the trend of domestic gas turbine exports is clear, and the industry has entered a stage of simultaneous volume and price increases. Companies in the industry chain have disclosed their latest progress through survey activities.

Feiwo Technology signed a memorandum of understanding with GEV for cooperation in the gas turbine field and a five-year strategic supply agreement with Baker Hughes. The product categories cover fasteners, sheet metal parts, precision machining parts, pipeline parts, and others, and the company has moved from product certification to batch shipments. At the same time, the company also has business cooperation with multiple domestic gas turbine companies. The company focuses on building a global supply chain system. In terms of gas turbine supply, it has established long-term and stable cooperative relationships with gas turbine host suppliers such as Siemens, Baker Hughes, Kawasaki Heavy Industries, and FTAI, covering multiple models of gas turbine hosts.

Xizi Clean Energy signed a gas turbine heat recovery boiler technology transfer agreement with the US N/E Company in 2002 and is the largest global technology licensee of the US N/E Company. With the expansion of new natural gas installed capacity demand, the company has gained recognition from overseas customers through its brand effect, equipment quality, and delivery services. Landmark projects include the Pakistan Bikai 9H class HRSG and the Nigeria 12-unit 9E gas turbine heat recovery boiler project. The company will fully promote the globalization of gas turbine heat recovery boilers and the realization of order opportunities in the North American market. Haomao Technology has casting and finishing capabilities for mechanical products. Its large component mechanical products are mainly focused on the casting and finishing of energy products such as wind power and gas turbines, providing customers with one-stop service from blank to finished product. Its casting and finishing lines can be switched between different products.