东吴证券：北美缺电加剧燃气发电机与SOFC迎机遇

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智通财经APP获悉，东吴证券发布研报称，AIDC基建浪潮下，用电需求爆发式增长；供给方面，美国电网装机规模增长缓慢、老旧火力发电机组加速退役，电网设备老旧、稳定性差。2025年AIDC用电需求驱动美国电价平均增长6.9%。当前离网主电源方案主要为：燃气轮机、燃气内燃机、SOFC。北美缺电背景下，燃气轮机加剧短缺，燃气发电机+SOFC作为新兴主电源路线有望快速放量。东吴证券主要观点如下：AIDC用电...

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东吴证券：北美缺电加剧 燃气发电机与SOFC迎机遇

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东吴证券：北美缺电加剧燃气发电机与SOFC迎机遇