Hexun Investment Advisor Wu Qingyu: AIDC Power Generation Reaches an Inflection Point

On March 24th, Wu Qingyu from Hexun Investment Advisory stated that the turning point for Nadc power generation has arrived. This localization of the supply chain is reflected in two aspects. The first is the domestic production of overseas mainframe supply chains. Previously, leading blade manufacturers almost did not expand production, which further amplified capacity bottlenecks in the supply chain. Companies like Siemens and Rolls-Royce have shifted from a model of verification before mass production to a mode of simultaneous verification and mass production, so the demand for localization is becoming stronger. The second is that Chinese mainframe manufacturers are gradually breaking through overseas orders, and domestic mainframe orders are expected to be gradually fulfilled with overseas orders in April. The Aidc power generation sector has recently experienced a significant correction, which indeed presents a low-risk marginal position. The main focus areas are the following sectors: first, the blade segment; second, the mainframe and OEM; third, the cylinder blocks and structural components.

(Edited by: Zhao Yanping HF094)

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