慧博投研近日发布研究报告,对电力设备之燃气轮机行业进行深度点评,其主要内容包括:在全球人工智能算力需求激增、中东地区“油转气”转型以及可再生能源调峰需求提升的三重驱动下,燃气轮机行业正迎来显著增长。2025年第二季度全球新增订单同比增长38%至21GW,主要制造商订单已排至2028年,产能呈现持续紧张态势。在此背景下,中国制造企业正加速融入全球供应链,国产替代进程显著加快,产业链迎来重要发展机遇。...
Source Link慧博投研近日发布研究报告,对电力设备之燃气轮机行业进行深度点评,其主要内容包括:在全球人工智能算力需求激增、中东地区“油转气”转型以及可再生能源调峰需求提升的三重驱动下,燃气轮机行业正迎来显著增长。2025年第二季度全球新增订单同比增长38%至21GW,主要制造商订单已排至2028年,产能呈现持续紧张态势。在此背景下,中国制造企业正加速融入全球供应链,国产替代进程显著加快,产业链迎来重要发展机遇。...
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