中金：燃气发电机组风起 AIDC用大缸径发动机“双开花”

智通财经03-05

智通财经APP获悉，中金发布研报称，近期，国内外大缸径发动机厂商积极推进AIDC电力设备业务，月山东重工集团发布了第七大业务板块“电力能源”，以数据中心发电机组、SOFC为核心产品提供一体化电力解决方案；同期，卡特彼勒宣布将燃气发电机组应用到数据中心主用电源，并已获得4笔至少1GW的订单。AIDC用大缸径发动机全产业链有望进一步迎来市场扩容，同时看好自主厂商在稳步推进国产替代的同时加速拓展海外。...

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