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Anhui Yingliu Electromechanical (603308): The two machines and Nuclear Power Business lead to a new height of development, launching a new journey of growth through multifaceted efforts.
The localization of the "two machines" is accelerating, and the Global Strategy for investment is opening a new chapter of growth. The 14th Five-Year Plan emphasizes the need to further promote the high-end and specialized development of gas turbine technology and accelerate the localization process of gas turbines. Currently, the localization rate of gas turbines in our country is...
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.
Anhui Yingliu Electromechanical (603308.SH): Application to issue 0.5 billion yuan ultra-short-term financing bonds has been approved for registration.
On January 6, Gelonghui reported that Anhui Yingliu Electromechanical (603308.SH) announced that it recently received the "Registration Acceptance Notice" issued by the Association of Dealers (Zhongshi Xiezheng [2024] SCP404), which agreed to accept the company's ultra-short-term financing bond registration. The relevant matters are announced as follows: 1. The registration amount of the company's ultra-short-term financing bond is 0.5 billion yuan, and the registration quota is valid for 2 years from the date of this notice, with MINSHENG BANK acting as the lead underwriter. 2. The company may issue ultra-short-term financing bonds in installments within the validity period of the registration and shall conduct the issuance in accordance with the resolutions of the competent Institutions and related management requirements.
Soochow: The explosion of AI computing power drives the growth of power generation demand, and the gas turbine power generation Industry Chain is expected to benefit significantly.
The demand for AI computing power drives the increase in electricity demand; however, each power supply method for Datacenters has its own shortcomings. It is expected that clean, efficient, and cost-effective gas turbine power generation will become the best choice.
Sinolink: The global economy for gas turbines is improving, and localization continues to advance.
Benefiting from the rapid expansion of the Global AI Datacenter, the demand in the gas turbine Industry has increased. Since 2023, major domestic and international gas turbine manufacturers of complete units or components have seen a rapid growth in Orders/income.
Anhui Yingliu Electromechanical (603308): AI intensifies Electrical Utilities consumption. Bullish on the company's gas turbine Blade Business growth.
The company Grid Strategies released a report in December indicating that driven by the growth of Datacenters and the manufacturing industry, electrical utilities demand in the USA may increase by 128 GW in the next five years, an increase of 15.8%, in the future.