CITIC Construction Investment: Power shortage remains the main focus of the year, firmly optimistic about the thermal power industry chain.

A research report by CITIC Securities International stated that power shortage is still the main trend of the year, and they remain optimistic about the gas turbine industry chain. According to CITIC Securities International's calculations, the global demand for gas turbines in 2028 will exceed 120GW, with an expected global supply of about 90GW. The gap is continuously expanding, and they continue to be optimistic about the gas turbine industry chain and the trend of ship conversion to gas.