智通财经APP获悉，燃气轮机概念股多数上扬，截至发稿，鹰普精密(01286)涨7.08%，报9.68港元；哈尔滨电气(01133)涨3.29%，报23.26港元；潍柴动力(02338)涨1.91%，报36.22港元。
花旗发布研报称，GE Vernova(GEV.US)首季燃气电力设备订单及预留容量达21GW，其设备积压订单及预留容量已从第四季的83GW增至100GW，这反映全球燃气轮机需求强劲。花旗上调GE Vernova的2026年展望，预期收入445亿至455亿美元之间，经调整EBITDA利润率上调至12%至14%。
东方证券表示，自生成式AI浪潮兴起以来，燃机需求爆发，根据Global Energy Monitor，全球燃气发电扩张受到燃气轮机产能的制约，积压订单已普遍排至2030年。该行认为，随着全球燃机紧缺问题的进一步强化以及国内燃机厂积极拓展海外业务，国产燃机有望加速提升全球市场份额。
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