会议要点北美缺电问题突出,AIDC 需求成核心驱动力,预计 2028 - 2029 年供电缺口达 80 - 100GW,而 AIDC 相关供电申请需求远超该数值。美国电网老化且难以适配新能源供电,气电因成本低(人民币两毛钱不到 / 度)、分布式发电特性及热电联产优势,成为核心补充方向,全球燃气轮机市场订单暴增,头部厂商排产已至 2029 年后。中国供应链迎来溢出机遇,三大投资方向明确:一是燃气轮机...
Source Link会议要点北美缺电问题突出,AIDC 需求成核心驱动力,预计 2028 - 2029 年供电缺口达 80 - 100GW,而 AIDC 相关供电申请需求远超该数值。美国电网老化且难以适配新能源供电,气电因成本低(人民币两毛钱不到 / 度)、分布式发电特性及热电联产优势,成为核心补充方向,全球燃气轮机市场订单暴增,头部厂商排产已至 2029 年后。中国供应链迎来溢出机遇,三大投资方向明确:一是燃气轮机...
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