燃机产业链配套投资

Search documents
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
Zheng Quan Shi Bao Wang· 2025-09-12 00:50
Core Viewpoint - The production of the first commercial unit of the domestic "Taihang 110" gas turbine marks a significant acceleration in the commercialization process of heavy-duty gas turbines in China [1] Industry Insights - 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 the growing electricity demand [1] Investment Opportunities - With the high prosperity of the gas turbine industry, there are investment opportunities in the supporting industrial chain [1]