中信建投证券研报指出，东方电气是电源装备龙头，在国内煤电、水电、核电、燃机、风电电源设备领域市占率分别达33%、40%以上、33%、75%、5-10%；北美缺电给公司带来自主燃机出口发达国家机遇，供需缺口之大足以支撑本轮30年一遇的燃机周期下中国燃机开始进入全球供应；我们测算公司燃机出海业务整体价值有望达到千亿，甚至数千亿；主业预期差来自对增长的质疑、对后服务的忽视，东方电气业务的多元化和存量服务...
Source Link中信建投证券研报指出，东方电气是电源装备龙头，在国内煤电、水电、核电、燃机、风电电源设备领域市占率分别达33%、40%以上、33%、75%、5-10%；北美缺电给公司带来自主燃机出口发达国家机遇，供需缺口之大足以支撑本轮30年一遇的燃机周期下中国燃机开始进入全球供应；我们测算公司燃机出海业务整体价值有望达到千亿，甚至数千亿；主业预期差来自对增长的质疑、对后服务的忽视，东方电气业务的多元化和存量服务...
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