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Minsheng Securities: AIDC drives the demand for Electrical Utilities, and gas turbine Orders are abundant.
According to Takao Tsukui, an executive at Mitsubishi Power, a leading global gas turbine company, it is predicted that compared to the annual average sales of about 40GW of gas turbines from 2021 to 2023, the AIDC will drive annual Order growth by 50% to around 60GW from 2024 to 2026.
GF SEC: The demand for overseas Datacenters is growing significantly, and there are considerable potential opportunities for domestic gas turbine support.
Domestic gas turbine manufacturers are currently still focused on lightweight gas turbines, while the domestic substitution of heavy gas turbines is in progress.
Is Himile Mechanical Science and Technology (Shandong) (SZSE:002595) Using Too Much Debt?
Himile Mechanical Science and Technology (002595.SZ): The main customers of the gas turbine business include GE, Mitsubishi, Siemens, and Harbin Electric.
On December 26, Gelonghui reported that Himile Mechanical Science and Technology (002595.SZ) recently stated in an investor relations activity that the company's gas turbine business primarily serves clients such as GE, Mitsubishi, Siemens, Shanghai Electric Group, Dongfang Electric Corporation, and Harbin Electric.
Himile Mechanical Science and Technology (002595.SZ): The gas turbine Business has a full Order for 2024 and is expected to maintain certain growth.
On December 26, Glenweigh reported that Himile Mechanical Science and Technology (002595.SZ) recently indicated in an investor relations activity that the Global gas turbine market is expected to continue showing good demand by 2030. The company's gas turbine Business Orders for 2024 are full and are expected to maintain certain growth, while the actual growth rate in the following years will need to be determined based on market changes and Order situations.
Himile Mechanical Science and Technology (002595.SZ): Currently, all of the company's overseas factories are engaged in tire mold business.
On December 26, Gelonghui reported that Himile Mechanical Science and Technology (002595.SZ) stated in a recent investor relations activity that currently, all overseas factories are engaged in tire mold business, and the overseas production capacity accounts for about 10% of the total mold production capacity in 2023.
Investors Don't See Light At End Of Himile Mechanical Science and Technology (Shandong) Co., Ltd's (SZSE:002595) Tunnel
