【风口研报】北美LNG终端建设正在加速,这家公司高端产品有望受益,且其他造船、电力领域订单增长前景强劲
财联社·2026-03-04 13:57
Group 1 - The construction of North American LNG terminals is accelerating, and a specific company is expected to benefit from high-end products, along with growth prospects in shipbuilding and power sectors [1] - The supply-demand pattern in the large refining industry is likely to show elasticity first, with a particular company positioned better in the supply-demand structure, combined with the benefits from petrochemical investment returns, which may allow it to fully enjoy the economic elasticity [1]