中信证券：持续看好燃机行业高景气度下，产业链配套的投资机遇

Core Viewpoint - The production of the first commercial unit of the domestic "Taihang 110" gas turbine marks a significant acceleration in China's heavy-duty gas turbine commercialization process [1] Group 1: Industry Developments - The global AI giants are increasing their capital expenditures, leading to a continuous rise in electricity demand for data centers [1] - Gas turbines are expected to benefit significantly as a stable and efficient power supply solution in response to this growing demand [1] Group 2: Investment Opportunities - The high prosperity of the gas turbine industry is viewed positively, indicating potential investment opportunities within the supporting industrial chain [1]