CITIC Securities is optimistic about the global expansion of domestic gas turbines, citing strong demand and a balanced supply market. Siemens Energy has revised its forecast for annual gas turbine demand upwards to 110-120GW, indicating no signs of a slowdown. The company also noted that while industrial gas turbine expansion is occurring, it cannot replace large-scale turbines in the long term, especially as factors like capacity, efficiency, and total cost of ownership become more critical. Furthermore, short delivery times are becoming a premium in data center and hyperscale cloud projects. AI
RANK_REASON The item contains an analyst's outlook on an industry, not a direct announcement or event.
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