The global engine market continues to grow steadily, and the trend of concept stocks is strong.

With the rapid iteration of large models such as GPT, a global AI data center construction boom has been set off. Clusters of computing power are being densely deployed, with individual scales continuously breaking records and power consumption curves nearly skyrocketing. Furthermore, AI computing power has extremely strict requirements for electricity: stable, continuous, and without interruptions; even millisecond fluctuations could result in huge losses, and the increasing share of new energy in the power grid itself faces enormous challenges in this area. Gas turbines, known as the "pearl on the crown" of the equipment manufacturing industry, have thus become a necessity, moving from behind the scenes to the forefront. Market data also confirms this trend. Global energy detection and multiple market research institutions show that by 2025, global gas turbine new installed capacity will be 60.4GW, with a market size between $24-25 billion. In the future, gas turbines will continue to dominate in the power structure, with the global gas turbine market showing a continuous growth trend, and the market size is expected to increase to $32 billion by 2031. According to Securities Times Data, there are only 23 A-share stocks related to gas turbines on the A-share market, with a total market value of 768.4 billion yuan as of the close on April 3. So far this year, concept stocks have increased by an average of 15.47%, significantly outperforming the Shanghai Composite Index for the same period. Five stocks have accumulated gains of over 50%, which are Wanze Co., Ltd., Zhenjiang Co., Ltd., Dongfang Electric, Yingliu Co., Ltd., and Jerry Co., Ltd. According to Data Treasure statistics, in terms of institutional attention, a total of 20 gas turbine concept stocks have received a "positive" rating from institutions. Jerry Co., Ltd., Haomai Technology, Dongfang Electric, Yingliu Co., Ltd., and Xizi Clean Energy are among the top rated by institutions.