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西南证券发布苏美达研报:船舶建造持续发力,柴油发电紧跟市场
Sou Hu Cai Jing· 2025-08-28 14:27
Group 1 - The core viewpoint of the report is that Su-meida (600710.SH) is actively adjusting its structure and transforming to explore new paths for supply chain business development [1] - The company is focusing on improving quality and efficiency within the industrial chain, which is driving steady growth in overall profits [1] - The implementation of national initiatives such as "new infrastructure" and "East Data West Computing," along with the enhancement of AI computing power, is providing new development opportunities for the supporting generator set market [1]