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图36.2024财年HWM燃气轮机、应流股份高温合金产
图36.2024财年HWM燃气轮机、应流股份高温合金产
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图片格式:PNG
图片大小:62KB
图片尺寸:1217*766
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所属报告:
应流股份(603308)-A股公司研究报告:“两机”、核电高端铸件龙头客户渗透率有望持续提升-260311(32页).pdf
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燃气轮机供应商及产能(GW)
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行业数据
2026-05-19
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表15、燃气轮机(天然气)发电的优势
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行业数据
2026-05-13
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图7、全球燃气轮机市场容量及预期
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行业数据
2026-05-11
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2025年全球燃气轮机市场按行业划分
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行业数据
2026-04-30
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图表1982023年燃气轮机OEM市场份额
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竞争格局
2026-04-23
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全球全年龄段奶粉市场规模(亿美元)
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2026-07-30
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2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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2026-07-30
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全球拥有AKK专利菌株的核心企业
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行业数据
2026-07-30
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燃气高温叶片行业集中度较高,呈现明显的马太效应。燃气轮机高温合金部件对材料性能、工艺水平、质量控制等要求极为严苛,且下游客户对供应商资质认证严格,行业准入门槛高,新进入者较少。以 PCC(Precision Castparts Corp)、HWM(Howmet Aerospace)为代表的国际巨头凭借多年技术积淀和持续研发投入,长期垄断核心高温合金部件市场。根据 BRKB 官网、HWM 官网以及 IFinD,2024 财年 PCC、HWM、应流股份分别实现收入 104 亿美元、74.3亿美元、25.1 亿人民币。就燃气轮机领域而言,2024 财年 HWM 实现收入 7.6 亿美元,应流股份的高温合金产品及精密铸钢件产品收入为 14.7 亿人民币。
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应流股份(603308)-A股公司研究报告:“两机”、核电高端铸件龙头客户渗透率有望持续提升-260311(32页).pdf
2025年至今全球主要燃气轮机主机厂拜访公司,寻求加强合作
应流股份燃气轮机领域重点客户合作情况
我国加快重型燃气轮机自主研发
东方电气、上海电气、哈尔滨电气、杭汽轮依托外资合作开拓燃机业务
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