GE Vernova的电力及电气化业务表现强劲,抵消风能业务利润下滑 -- 市场动态

投资观察
Oct 22, 2025

0803 ET - Oppenheimer分析师在一份研究报告中指出,GE Vernova在其电力和电气化业务上录得强劲的第三季度运营业绩,抵消了风能板块的利润下滑。基础设施建设的持续加快以及公司定价能力的提升,使得其订单与销售比率达到了1.5。电气化的订单积压翻了一番,而电力部门的订单积压则增长了50%,风能的订单积压比去年提升了5%。该公司未对强劲的业绩更新指引,并在报告前面临高期望。GE Vernova在盘前交易中上涨了3.2%。

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