华泰证券：全球燃气轮机景气度继续上行

Core Viewpoint - The report from Huatai Securities indicates that multiple factors, including a shift in energy policies post-overseas elections, the transition from oil to gas in the Middle East, and the demand for AI power, are driving the continued upward trend in the global gas turbine market [1] Group 1 - The global gas turbine market is expected to see both volume and price increases, particularly in overseas markets [1] - The positive outlook for gas turbine main engine manufacturers is anticipated to create export opportunities for domestic companies producing components such as hot-end blades and cold-end casings [1]