智通财经APP获悉，上海电气(02727)午后涨超5%，截至发稿，涨5.47%，报5.01港元，成交额3.33亿港元。
消息面上，西门子能源发布26年中报，26Q2西门子能源GasServices业务新签订单89亿欧元，同比增长32%，订单高增。目前Gas Services业务在手订单已攀升至660亿欧元，在手订单覆盖年限提升至5.2年。在全球燃机产能紧缺背景下，国内燃机产业链龙头有望出海提速。
东吴证券指出，上海电气依托安萨尔多技术体系，已实现E/F级燃机工程化落地，并持续向H级重燃升级，具备国内稀缺的整机制造、系统集成和联合循环方案能力。叠加公司在海外电站EPC领域项目经验丰富，具备“工程带设备”的出海基础，未来有望在全球燃机供给紧缺与AIDC电力需求外溢过程中承接增量机会，燃机业务有望成为公司高端能源装备板块的重要成长方向。
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