Stock Track | Dongfang Electric Soars 5.11% Intraday on Landmark Gas Turbine Export to North America and AI Power Demand

Stock Track05-18

Dongfang Electric's stock surged 5.11% during Monday's intraday trading session.

The rally was driven by the company signing a landmark export agreement for 10 G50 heavy-duty gas turbines destined for Canada's Synapse Data Center project, a 1.4GW combined-cycle plant valued at approximately RMB 4 billion. This marks China's first batch export of high-end gas turbines to North America. According to UBS analysis, the deal could contribute RMB 750 million in incremental profit, representing a 13% boost to baseline earnings.

Additionally, global AI infrastructure expansion is widening data center power gaps, positioning gas turbines as critical distributed power sources. The company's strong Q1 performance, with revenue of RMB 17.47 billion and net profit up 37.41% year-over-year, along with a backlog exceeding RMB 140 billion and quadrupled gas turbine production capacity, further supports the positive sentiment.

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