港股异动 | 燃气轮机概念走强 美燃气轮机龙头首季业绩全面提速 海外缺电有望带动燃机需求

智通财经
Apr 23

智通财经APP获悉,燃气轮机概念走强,截至发稿,哈尔滨电气(01133)涨8.37%,报22.54港元;潍柴动力(02338)涨7.79%,报35.7港元;鹰普精密(01286)涨6.02%,报9.51港元;东方电气(01072)涨5.72%,报43.96港元。

消息面上,受益于全球长周期电力需求扩张及人工智能数据中心基础设施投资热潮,美股燃气轮机龙头GE Vernova 2026年首季业绩全面提速,公司订单、利润率与现金流均大幅改善,并随即上调2026年全年财务指引。数据显示,公司一季度订单达183亿美元,同比有机增长71%;调整后EBITDA近乎翻倍至8.96亿美元,利润率升至9.6%,同比提升390个基点;自由现金流达48亿美元,不仅同比增逾三倍,更超越2025年全年总额。

国泰海通证券此前指出,海外电力缺口扩大与AI数据中心建设提速背景下,国产燃气轮机主机厂与系统集成商正同步加快出海。国产燃气轮机订单正持续落地,东方电气汽轮科技等国内主机厂在南美、东南亚、北美等海外市场的拓展明显加快。与此同时,AI数据中心建设带动全球电力需求持续上行,海外龙头产能偏紧、交付周期拉长,为国产燃气轮机及相关集成方案出海提供了窗口。

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