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According to the Huatai Securities Research Report, the gearbox, as the core component of the fan transmission chain, may fully benefit from the release of structural demand brought about by the growth of wind power installations and the increase in the penetration rate of gear transmission. Against the backdrop of disruptions in the operation of leading gearbox factories, the industrial chain may usher in development opportunities, and it is optimistic that the entire gearbox machine and parts are expected to benefit.

智通財經·04/15/2026 00:01:07
語音播報
According to the Huatai Securities Research Report, the gearbox, as the core component of the fan transmission chain, may fully benefit from the release of structural demand brought about by the growth of wind power installations and the increase in the penetration rate of gear transmission. Against the backdrop of disruptions in the operation of leading gearbox factories, the industrial chain may usher in development opportunities, and it is optimistic that the entire gearbox machine and parts are expected to benefit.