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国金证券:AI催化燃气轮机需求上行,关注国内产业链投资机会

Sinolink: AI catalyzes the rising demand for gas turbines, focusing on domestic Industry Chain investment opportunities.

Breakings ·  Feb 7 07:59

Sinolink stated that the Global expansion of AI Datacenters intensifies electricity consumption, driving high growth in gas turbine power generation demand. Currently, the scale of Global AI Datacenters is sharply expanding, resulting in increased electricity demand. Gartner predicts that from 2023 to 2027, electricity consumption by Global AI Servers will increase from 195 terawatt-hours to 500 terawatt-hours. Gas turbines, with the advantages of rapid project construction, stable power generation, quick startup speeds, low carbon emissions, and relatively low costs, are expected to become an important power supply solution in the AI Datacenter sector in the future, remaining Bullish on the long-term demand for gas turbines. Additionally, due to the tight capacity of leading overseas gas turbine Industry Chain players and the accelerated localization of domestic gas turbines, there is optimism regarding the market share increase of domestic Industry Chain leaders, recommending domestic gas turbine Blade leaders.

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