According to the CITIC Securities Research Report, the gas engine industry is in a new boom cycle, and demand for small and medium-sized combustion engines is growing faster due to advantages such as flexible deployment and short construction cycles. Supply-side overseas OEMs have a long expansion cycle, supply of combustion engines continues to be tight, and production capacity constraints for key hot-end components and large rotating parts are transmitted upstream. Overseas supply and demand gaps and supply constraints for aviation and combustion core engines are expected to spill over demand to the domestic machinery and parts industry chain, and upstream materials such as superalloys will also usher in development opportunities.

According to the CITIC Securities Research Report, the gas engine industry is in a new boom cycle, and demand for small and medium-sized combustion engines is growing faster due to advantages such as flexible deployment and short construction cycles. Supply-side overseas OEMs have a long expansion cycle, supply of combustion engines continues to be tight, and production capacity constraints for key hot-end components and large rotating parts are transmitted upstream. Overseas supply and demand gaps and supply constraints for aviation and combustion core engines are expected to spill over demand to the domestic machinery and parts industry chain, and upstream materials such as superalloys will also usher in development opportunities.