英文【巴克莱】未来两年电气设备将遭遇供应海啸

2025-04智能制造14免费

报告维度

📄 文件全名
英文【巴克莱】未来两年电气设备将遭遇供应海啸-14页.pdf
🎯 适合读者
战略规划行业研究员
📊 核心数据
  1. capacity in excess of US$30bn, about half of which is in North America. 25% of this incremental
  2. capacity increase implemented by listed companies could be closer to 20% of their existing
  3. electrical suppliers growing c65% vs. pre-Covid level, and (ii) 'new capacity' and 'capacity
🏷️ 核心议题
#设备
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报告摘要

Capital Goods - Chart of the Week #70 Supply tsunami hitting electrical equipment in next two years

📋 核心要点(部分)

  1. 25 May 2025

❓ 常见问题

《英文【巴克莱】未来两年电气设备将遭遇供应海啸》主要包含哪些内容?

Capital Goods - Chart of the Week #70 Supply tsunami hitting electrical equipment in next two years核心数据:capacity in excess of US$30bn, about half of which is in North America. 25% of this incremental;capacity increase implemented by listed companies could be closer to 20% of their existing;electrical suppliers growing c65% vs. pre-Covid level, and (ii) 'new capacity' and 'capacity。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 14。

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适合战略规划、行业研究员等读者参考。

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重点分析了设备等议题。

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