马斯克突爆大消息!盯上燃气轮机,什么信号?

格隆汇
Aug 30
科技媒体The Information称,SpaceX正在德克萨斯州巴斯特罗普筹建一座铸造厂,专门生产大型燃气轮机的叶片与导叶——这是全球燃气轮机供应链中技术壁垒最高、产能最为稀缺的核心零部件。报道发布后,SpaceX CEO马斯克在社交平台上确认了这一计划,并表示,SpaceX自主铸造叶片和导叶,可将燃气轮机的上线时间最多提前18个月,“这是一个深刻的游戏规则改变者”。马斯克还在帖文中表示,SpaceX和特斯拉正在以最快速度各自建设年产100GW的太阳能产能,但“未来数年内,天然气仍将是补充和引导太阳能的必要选项”。 燃气轮机被誉为装备制造业“皇冠上的明珠”, 在电力结构转型与AI算力基建浪潮的推动下,全球燃气轮机市场需求正迎来爆发式增长,但受制于较高的制造壁垒,燃气轮机的供应持续紧张。据摩根大通的数据,今年第二季度,全球燃气轮机订单总量同比激增71%,创出历史新高。

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