异动解读|Forgent Power Solutions盘中上涨5.85%,电力设备行业景气度持续验证

行情直击
Aug 12

8月12日,Forgent Power Solutions盘中上涨5.85%,报39.245美元/股,成交额2458.23万美元。

消息面上,近期多家海外电力装备龙头披露最新季报,电气化业务新增订单整体保持高增速,数据中心是重要驱动力之一。其中GE Vernova、日立电气化业务订单同比增速超90%,ABB数据中心订单保持三位数增长。行业产能受限、交付周期拉长,订单持续积压。Forgent Power作为数据中心配电成套设备龙头,直接受益于全球算力基建扩张带来的配电设备需求提升。此前Baird以"跑赢大市"评级覆盖该公司,美银将目标价由57美元上调至68美元。

该公司所在的重型电气设备行业整体表现强势,其中ERock涨19.02%,Bloom Energy涨13.31%,Babcock & Wilcox涨7.34%,GE Vernova涨2.91%。

Forgent Power Solutions是一家领先的配电设备设计和制造商,产品广泛应用于数据中心、电网和高能耗工业设施,具备一站式交付数据中心全套电力传输设备的制造能力。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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