华泰证券研报认为,燃气轮机行业刚刚走出十年低迷、步入新的上行周期。预计全球燃气轮机市场招标规模今年有望同比增长30%+至50GW+,未来三年内有望再累计增长40%+至70GW+/年。燃气轮机行业设备和服务市场集中度双高,建议关注头部燃气轮机厂商及核心零部件供应商的成长机遇。
本文源自:金融界AI电报
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