【国金机械·满在朋团队】一图看懂燃气轮机

满仓机械
Sep 25

【国金机械·满在朋团队】一图看懂燃气轮机2024年12月,我们全市场率先发布《燃气轮机全球景气度上行,国产化持续推进》行业深度,全市场首次提出AIDC催化燃机需求上行。2025年2月,我们再发一篇长达101页的燃机行业深度报告《AI催化燃气轮机需求上行,关注国内产业链投资机会》,对产业链深度剖析,强调了全球零部件环节产能紧张,建议重点关注涡轮叶片环节,推荐应流股份,同时建议关注万泽股份,以及缸体...

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