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鹰普精密涨超6% AI催化燃气轮机需求上行 相关零部件供应商有望受益
Zhi Tong Cai Jing· 2025-12-12 03:26
Core Viewpoint - Eagle Precision (01286) has seen a stock increase of over 6%, currently at 5.05 HKD, with a trading volume of 10.3 million HKD, driven by accelerating overseas gas turbine expansion and anticipated demand for related components [1] Industry Summary - Recent reports indicate that global gas turbine supply is expected to reach 87 GW by 2027, with a net increase of 26 GW, highlighting a supply-demand gap compared to ENR's forecast of over 100 GW annually from 2026 to 2035 [1] - Tianfeng Securities predicts that overseas gas turbine companies will need to continue expanding production after 2027, which is expected to benefit Chinese component manufacturers [1] - Huaxi Securities believes that leading domestic gas turbine technology companies will significantly benefit from the overseas demand surge, with ongoing order fulfillment expected [1] Company Summary - Eagle Precision is recognized as one of the top 10 global manufacturers of high-precision, complex, and high-performance castings and machined components [1] - The company has a global production capacity, with its Mexico plant gradually ramping up output, and a high proportion of overseas revenue benefiting from smooth tariff transmission to U.S. clients [1] - The increasing demand from downstream sectors such as high-power engines and robotics is expected to enhance the company's performance potential [1]