Zheshang Machinery [Jereh] Gas Generator Set Completes First Overseas Order Delivery, Power Equipment Globalization Takes Another Step # Continuous Recommendation!

English summary

Recently, the company's self-developed Small Saturn modular gas generator set completed its first overseas order delivery. The system uses a single module (350kW or 400kW) as the basic unit, can be combined in multi-machine parallel, with power range 350kW-3200kW. The company will build differentiated product layout, power equipment globalization takes another step! Core logic: Gas turbine generator sets continue to achieve breakthroughs, data center integration opens growth space. 1. Gas turbine power generation: North America AIDC continues to break through, brand + supply chain advantages prominent. The company has continuously won multiple large orders from several top CSP customers in North American data centers. Last week, it won a 10-billion-yuan repeat order from a top CSP customer, greatly exceeding expectations, and performance in the next two years is expected to be significantly revised up. 2. Data center integration further opens growth space. The company has built a multi-dimensional business layout including power supply and distribution, thermal management, energy storage, SMR, etc. # Single MW value is expected to multiply. ...