英文【巴克莱】未来两年电气设备将遭遇供应海啸
Capital Goods - Chart of the Week #70 Supply tsunami hitting electrical equipment in next two years
Capital Goods - Chart of the Week #70 Supply tsunami hitting electrical equipment in next two years
Capital Goods - Chart of the Week #70 Supply tsunami hitting electrical equipment in next two years
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。
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。
重点分析了设备等议题。