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【研选行业】这种“小众发电技术”或迎来爆发,谁是下一个投资风口
第一财经· 2025-08-21 12:07
Group 1 - The article highlights the potential of a niche power generation technology, which has only added 300 MW of installed capacity over the past four years, while aiming for an annual construction target of 3 GW. The cost per kilowatt-hour is 0.48 yuan, with a return rate of 8.96% [1] - The article identifies four core segments of the industry chain that could become the next investment hotspots [1] Group 2 - The submerged cooling liquid market is projected to reach $970 million by 2030, with a compound annual growth rate of 21.2% [1] - A specific cooling liquid material holds a 94.2% market share, and two companies with the highest potential have been identified [1]