汽车与汽车零部件行业：重卡新视界系列之燃气发电机组：北美缺电持续演绎燃气机组迎“主电”新机遇

长江证券股份有...02-25

AI 时代的到来对算力的需求呈现爆发式增长，同时伴随着数据中心对电力的爆发式需求。北美电力供应依旧疲弱，在不考虑大区电网互联带来的抵消作用下，2025-2030 年，美国将合计产生约73.2GW 的电力总缺口，若数据中心增长超预期，则可能产生201GW 的电力总缺口。需求：燃气机组短期具备爆发性，中长期空间明确北美缺电大背景下，由于数据中心并网时间限制，分布式供电占比逐渐提升，其中燃气轮机是目前...

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汽车与汽车零部件行业：重卡新视界系列之燃气发电机组：北美缺电持续演绎 燃气机组迎“主电”新机遇

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汽车与汽车零部件行业：重卡新视界系列之燃气发电机组：北美缺电持续演绎燃气机组迎“主电”新机遇