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【风口研报】AIDC建设催生海外燃机供需缺口,这家公司重型燃机实现了海外市场0到1突破,新基地产能提升400%+总装周期缩短50%
财联社· 2026-02-02 09:46
Group 1 - The construction of AIDC has created a supply-demand gap for overseas gas turbines, with a company achieving a breakthrough from 0 to 1 in the overseas market for heavy gas turbines, increasing new production capacity by over 400% and shortening the total assembly cycle by 50% [1] - The demand growth driven by smart grids and industrial robots has led to a company achieving a market share of 80% for key additive products, with performance showing signs of stabilizing after hitting a bottom [1]