财通证券：燃气内燃机主电调峰产业趋势形成看好全产业景气度

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智通财经APP获悉，财通证券发布研报称，燃气轮机因更高效率、更低度电成本覆盖适配区域级主用调峰与大型集群基荷供电。海外重燃主机厂扩产节奏克制，供需硬缺口将长期延续，核心原因在于头部厂商扩产周期(3-5年)滞后于AIDC、调峰等需求爆发。从三大主机厂看，GEV、西门子能源、三菱重工在手订单饱满，排产均至2029年。受益于天然气作为清洁能源占比提升、海外工业矿山离网用电需求增长、AIDC用电需求爆发等...

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财通证券：燃气内燃机主电调峰产业趋势形成 看好全产业景气度

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财通证券：燃气内燃机主电调峰产业趋势形成看好全产业景气度