燃气轮机行业现20余年来最严重缺货 国产燃机的黄金窗口期有多久?

澎湃新闻
May 12

燃气轮机行业正在经历史无前例的供需错配。5月12日,澎湃新闻从中国动力工程学会等主办的2026第十三届航空动力和燃气轮机聚焦展览会上获悉,2025年全球燃气轮机(含航改、工业、重型)需求量约为90-100GW,而全球主要制造商的年产能仅为55-60GW,供需缺口高达30-40GW。积压订单量已相当于行业过去2-3年的总产量,这是自2000年天然气发电大发展以来最严重的结构性缺货。  此轮燃机超级...

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