中金：海外电力供需矛盾突出中国厂商迎来加速出海窗口期

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智通财经APP获悉，中金发布研报称，海外数据中心正在面临“找电难”的困境，欧美部分电网拥堵的区域排队时间可达7年以上。观察到电网能力正在决定资金流向，北欧、南欧以及新兴市场获得大型开发商关注，同时美国和欧洲FLAP-D市场部分区域自备电源由可选转向必选，多种新供电方案同步探索。海外供需矛盾突出，中国厂商迎来加速出海窗口期，捕捉高弹性市场机会。中金主要观点如下：电源侧：现场供电大势所趋，自主燃机出口...

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中金：海外电力供需矛盾突出 中国厂商迎来加速出海窗口期

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中金：海外电力供需矛盾突出中国厂商迎来加速出海窗口期