According to Guosheng Securities Research Report, AI computing power is driving the accelerated expansion of global data centers, highlighting bottlenecks in North America's electricity supply, and gas turbines have become the core solution for on-site power supply. The global gas turbine industry has entered a boom cycle, and there is a significant mismatch between supply and demand against the backdrop of a long-term downturn in the industry. The domestic gas turbine industry chain has achieved multiple breakthroughs, and manufacturers from all links have penetrated deeply into the global supply system. Under the current global gas turbine demand expansion cycle, domestic manufacturers in all parts of the industrial chain with technological and cost advantages are expected to fully benefit from the industry boom dividends.

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