华泰证券:全球燃气轮机景气度继续上行

金融界
Aug 19, 2025
华泰证券研报称,海外大选后能源政策右转、中东油转气、AI电源需求等多因素推动全球燃气轮机景气度继续上行。华泰证券看好海外燃气轮机主机的量价齐升,且有望带动国内热端叶片、冷端缸体等部件企业出口机遇。

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