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CITIC Securities: Continues to be optimistic about the gas turbine industry chain and the trend of ship-to-gas conversions
Gelonghui March 24 | CITIC Construction Investment Research report states that in the field of AIDC power generation equipment, power shortages remain the main theme for the year, and the combustion engine industry chain is strongly favored. According to estimates, global demand for combustion engines will exceed 120GW by 2028, with an expected global supply of about 90GW, and the gap will continue to widen. The trend of the combustion engine industry chain and ship retrofit fuel engines remains optimistic.