变压器供应告急!全球短缺恐持续到2029年

华尔街见闻
Mar 17

全球电力变压器正在进入一个“供给追不上需求”的长周期。花旗把这个行业的关键矛盾说得很直白:不是需求短期冲高,而是扩产、交付和用工能力都跟不上电网升级、发电侧扩张,以及数据中心的新增负荷。 据追风交易台,花旗研究分析师Pierre Lau在报告中写道,“我们看好全球电力变压器行业,预计供应短缺将至少持续到2029年。”这份判断背后,是一套偏“硬约束”的供需测算:即便头部厂商扩产,缺口仍会在未来三年...

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