英文【巴克莱】未来两年电气设备将遭遇供应海啸
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- 📄 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
- 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
- 🏷️ 核心议题
- #设备