Lates News

CITIC Securities research report states that gas turbines are highly efficient thermal power equipment widely used in the fields of power generation, oil and gas, aerospace, and marine power generation. As the main application area of gas turbines, the market is expected to benefit from the anticipated increase in gas power installation, the development of the North American AIDC leading to increased electricity demand, and the growth of the aftermarket maintenance business. Overall, the market is expected to enter an upward cycle. In terms of investment, overseas OEMs dominate the downstream assembly link, while domestic manufacturers are still in the early stages of development. However, domestic manufacturers have already established deep cooperation with overseas OEMs in the upstream core component supply link, and are expected to fully benefit from the industry's upward development trend. Therefore, it is recommended to actively pay attention to investment opportunities in the upstream core components link.