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上大股份(301522.SZ):长期深耕燃气轮机市场

Core Viewpoint - The company has established itself as a key player in the gas turbine market, both domestically and internationally, with significant partnerships and certifications from major industry players [1] Domestic Market - The company has become an important supplier for China Shipbuilding Industry Corporation's gas turbine enterprises, including Harbin Turbine Factory and Dongfang Turbine Factory [1] - The company has also supplied products to the aviation engine group's gas turbine sector [1] International Market - The company's high-temperature alloys and related products have received certifications from major companies such as Siemens Energy, GE Energy, Baker Hughes, and Caterpillar [1] - Some of the company's products have already entered mass production and supply [1] Research and Development - The company possesses advantages in advanced materials research and has collaborated with the Institute of Metal Research, Chinese Academy of Sciences, on trial production of high-temperature alloy grades for gas turbines [1] - Strategic cooperation agreements have been signed with several subordinate main engine factories of China Shipbuilding Industry Corporation, positioning the company as a primary supplier of high-temperature alloy products for their research models [1]