中金:海外电源供需矛盾突出,中国厂商迎来加速出海窗口期

中金点睛
Mar 06

海外数据中心正在面临“找电难”的困境,欧美部分电网拥堵的区域排队时间可达7年以上。我们观察到电网能力正在决定资金流向,北欧、南欧以及新兴市场获得大型开发商关注,同时美国和欧洲FLAP-D市场部分区域自备电源由可选转向必选,多种新供电方案同步探索。海外供需矛盾突出,中国厂商迎来加速出海窗口期,捕捉高弹性市场机会。摘要电源侧:现场供电大势所趋,自主燃机出口突破。燃机为现场供电主流方案,2025年全球...

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