9月16日（路透社）——通用电气旗下能源业务子公司GE Vernova在摩根士丹利主办的会议上释放了一系列积极信号。
该公司预计，截至今年年底，其燃气发电装机容量的新增规模将实现50%的显著增长。然而，GE Vernova同时明确表示，并不预期每六个月都能维持400亿瓦（40 GW）的新合同承诺节奏。
在会议中，GE Vernova还透露，其下半年合同承诺量将突破此前设定的200亿瓦（20 GW）指导目标。更为引人注目的是，根据当前市场趋势研判，第四季度的合同承诺规模有望高于第三季度的新增水平。
这些信息反映出GE Vernova对能源转型背景下燃气发电业务前景的乐观态度，同时也暗示公司在合同获取方面展现出强劲的势头。市场参与者将密切关注该公司未来几个季度的实际履约情况，以验证这些预期是否能够落地。
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