中信证券：燃气轮机行业有望持续保持较高的产业景气度

Core Viewpoint - The report from CITIC Securities indicates that the global supply and demand for gas turbines is expected to gradually balance by 2028, driven by the performance of major OEMs and domestic suppliers in recent financial reports [1] Group 1: Market Dynamics - The upcoming expansion cycle of major OEMs will allow China's supply chain to benefit significantly from high demand and delivery rates in downstream orders [1] - The gas turbine industry is expected to maintain a high level of industrial prosperity due to the increasing electricity supply and demand tension brought about by overseas AIDC construction [1] Group 2: Financial Performance - Recent financial performances of global "two machines" (aero engines and gas turbines) OEMs and domestic suppliers have been analyzed to assess current gas turbine orders and capacity [1] - The rapid growth in the aftermarket maintenance services is anticipated to contribute positively to the industry's overall performance [1]