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中文(ZH) 中信建投：缺电仍是全年主线，继续看好燃机产业链

Gas turbine industry poised for growth amid supply shortages

By PulseAugur Editorial · [1 sources] ·

A recent report from CITIC Securities indicates a strong outlook for the gas turbine industry, driven by increasing export orders for domestic manufacturers like Dongfang Electric and China National Power. The report highlights a sustained price increase across the supply chain, with potential for enhanced profitability. Global demand for gas turbines is projected to significantly outpace supply by 2028, suggesting continued growth opportunities within the sector, including marine retrofitting. AI

RANK_REASON Analyst report providing industry outlook and price trends.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Gas turbine industry poised for growth amid supply shortages

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Analyst report providing industry outlook and price trends.
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122 days old
Aged out of breaking-news scoring windows; ranking reflects the durable signal from the full source set.

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: Power shortage remains the main theme for the whole year, and we remain optimistic about the gas turbine industry chain.

    36氪获悉，中信建投研报认为，近期国产燃机出海订单频出，以东方电气、中国动力、航发动力等为代表，产业链涨价也在持续落地，继3月GEV等公司燃机涨价后，杰瑞订单也持续涨价，国产燃机也有涨价趋势，盈利能力有望进一步提升。缺电仍是全年主线，继续看好燃机产业链。根据中信建投测算，2028年全球燃机需求将超150GW，预计全球燃机供给不到100GW，缺口持续扩大，继续看好燃机产业链以及船改燃等趋势。

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