华泰证券看好海外燃气轮机市场量价齐升

iDoNews
May 17, 2025

5月17日电,华泰证券发布研报指出,2025年一季度全球燃气轮机新增订单同比增长36%至20GW。受益于海外能源政策调整、中东油转气及AI电源需求增长,行业景气度持续上升。此外,5月初西班牙大停电事件或促使各国反思电源结构中灵活机组不足问题。华泰证券认为,海外燃气轮机主机有望实现量价齐升,并带动国内相关部件企业出口机会。

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10