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According to Guosheng Securities' research report, the surge in AI computing power is propelling the global expansion of data centers, thereby exacerbating power supply constraints in North America. In this context, gas turbines have emerged as the preferred on-site power generation solution. The global gas turbine sector is now experiencing a robust growth phase, marked by a significant supply-demand disparity following an extended period of stagnation. Notably, the domestic gas turbine industry chain has achieved notable advancements at various stages, with manufacturers across the spectrum deeply embedded in the global supply network. Amidst this current wave of demand escalation, domestic manufacturers boasting technological prowess and cost-efficiency are well-positioned to capitalize fully on the opportunities.
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