According to the CITIC Construction Investment Research Report, the AIDC power generation equipment sector's core components limit the delivery of combustion engines, and the industry's supply and demand gap continues. Demand side: Gas turbine orders are still booming, and Siemens Energy's gas turbine production schedule has covered 2032; at the same time, the internal combustion engine development capacity of data center related projects more than doubled to 45 GW in the first half of 2026. Supply side: BNEF expects the announced expansion plan to increase global combustion engine production capacity by more than 50% by 2030. The Big Three will contribute 28 GW of the 35 GW additional production capacity, but upstream links such as single crystal blades, forgings, special alloys, and generators will still limit delivery. CITIC Construction Investment believes that global gas engine orders have maintained a boom, and the scale of gas power generation under construction in the US and the share of AIDC-related projects have increased simultaneously. Domestic combustion engines are expected to gain overseas market share faster with shorter delivery cycles, higher cost performance, and continuously enhanced product competitiveness. Firmly optimistic about domestic combustion engines going overseas.

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