燃气轮机产业链迎来"双轮驱动"窗口期

云掌财经
Feb 21

当全球AI算力军备竞赛将电力供应瓶颈推至台前,当重型燃气轮机的轰鸣声再次响彻亚太地区的分布式能源电站,这个长期被西门子、GE、三菱重工垄断的高端装备赛道,正悄然经历一场由"自主可控"与"出海放量"共同定义的结构性变革。从高温合金母材到精密铸件,从核心叶片到整机集成,中国燃气轮机产业链的十大核心标的,正在技术突破与订单爆发的双重验证下,迎来价值重估的关键节点。产业链的价值传导逻辑清晰而刚性。上游材料...

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