电力电气设备观点聚焦：外企23年营收高增电解槽出海潜力高

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投资建议我们梳理了蒂森克努伯、康明斯、ITM、NEL、Plug的电解槽业务的2023年业绩、产能规划及未来展望，以此验证海外绿氢发展情况，也有助于判断中国电解槽的出海机遇。理由2023 年海外电解槽企业营收强势高增长。蒂森克努伯新纪元公司FY23 收入同比增长70%；康明斯Accelera品牌FY23 净收入同比增长78.8%；ITMPower工业部门在FY23 收入同比增长245%；NEL电解槽...

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电力电气设备观点聚焦：外企23年营收高增 电解槽出海潜力高

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电力电气设备观点聚焦：外企23年营收高增电解槽出海潜力高