激进投资者要求西门子能源分拆风电部门

欧洲并购与投资

2025/12/15

激进投资者要求西门子能源分拆风电部门图片来源：REUTERS/Chris Helgren总部位于美国的激进投资机构Ananym Capital已在西门子能源持有重要股份，Ananym Capital联合创始人Charlie Penner上周表示，该基金正要求西门子能源集团管理层审查分拆其亏损的风电部门，专注于利润丰厚的燃气轮机及发电业务。Ananym Capital对风电的盈利前景持怀疑态度，但...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2591293226"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2591293226\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2591293226?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-12-15 09:38","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2591293226","market":"us","top_or_hot":-1,"title":"激进投资者要求西门子能源分拆风电部门","media":"欧洲并购与投资","content":"<div>\n<p>激进投资者要求西门子能源分拆风电部门图片来源：REUTERS/Chris Helgren总部位于美国的激进投资机构Ananym Capital已在西门子能源持有重要股份，Ananym Capital联合创始人Charlie Penner上周表示，该基金正要求西门子能源集团管理层审查分拆其亏损的风电部门，专注于利润丰厚的燃气轮机及发电业务。Ananym Capital对风电的盈利前景持怀疑态度，但...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215094356a44bd128&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>激进投资者要求西门子能源分拆风电部门</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n激进投资者要求西门子能源分拆风电部门\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-15 09:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215094356a44bd128&s=b><strong>欧洲并购与投资</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>激进投资者要求西门子能源分拆风电部门图片来源：REUTERS/Chris Helgren总部位于美国的激进投资机构Ananym Capital已在西门子能源持有重要股份，Ananym Capital联合创始人Charlie Penner上周表示，该基金正要求西门子能源集团管理层审查分拆其亏损的风电部门，专注于利润丰厚的燃气轮机及发电业务。Ananym Capital对风电的盈利前景持怀疑态度，但...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215094356a44bd128&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4543","symbol_name":"AI","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215094356a44bd128&s=b","article_id":"2591293226","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215094356a44bd128&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2591293226","pubTimestamp":1765762687,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"激进投资者要求西门子能源分拆风电部门图片来源：REUTERS/Chris Helgren总部位于美国的激进投资机构Ananym Capital已在西门子能源持有重要股份，Ananym Capital联合创始人Charlie Penner上周表示，该基金正要求西门子能源集团管理层审查分拆其亏损的风电部门，专注于利润丰厚的燃气轮机及发电业务。该部门的持续亏损已多次引发投资者要求审查甚至出售该业务的呼声，但西门子能源迄今仍致力于扭转该部门局面，并称赞风电能源的整体长期前景。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4543":"AI","BK4206":"工业集团企业","SIEGY":"西门子"},"translate_title":"Activist investors demand Siemens Energy to spin off wind unit","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SIEGY":1.5},"content_text":"激进投资者要求西门子能源分拆风电部门图片来源：REUTERS/Chris Helgren总部位于美国的激进投资机构Ananym Capital已在西门子能源持有重要股份，Ananym Capital联合创始人Charlie Penner上周表示，该基金正要求西门子能源集团管理层审查分拆其亏损的风电部门，专注于利润丰厚的燃气轮机及发电业务。Ananym Capital对风电的盈利前景持怀疑态度，但认为燃气轮机业务前景光明，这得益于数据中心驱动下对可靠的基荷发电能力的需求激增。风电未来仍将面临非常不同且更具挑战性的道路，只要这些业务仍结合在一起，西门子能源的真正价值很可能就会一直被掩盖和低估。根据Charlie Penner的说法，分拆西门子歌美飒业务可使西门子能源投资者的回报率提高多达60%，因为这将使集团业务集中于利润丰厚的燃气轮机和发电业务。Charlie Penner对媒体表示：\"我们长期看好风电，我们认为西门子歌美飒在未来几年内价值可达100亿美元。但让它继续存在，并从根本上拖累西门子能源集团的价值，在我们看来毫无意义。风电部门若无需与公司回报率更高的业务争夺投资资本，并拥有完全看好风电业务的股东基础，将会变得更强。\"西门子能源在上周的一份声明中表示，其“重视为股东、员工、客户和合作伙伴创造可持续价值的建设性意见”，并已在近期的资本市场日上讨论了其风电部门的发展问题。西门子歌美飒仍在从两年前的产品质量危机中恢复，在截至9月的财年中营业亏损为13.6亿欧元。该部门的持续亏损已多次引发投资者要求审查甚至出售该业务的呼声，但西门子能源迄今仍致力于扭转该部门局面，并称赞风电能源的整体长期前景。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}