智通财经APP获悉，电力设备股表现活跃，截至发稿，东方电气(01072)涨5.82%，报23.28港元；哈尔滨电气(01133)涨5.31%，报17.44港元；上海电气(02727)涨2.27%，报3.34港元；潍柴动力(02338)涨2.26%，报33.54港元。
消息面上，GE Vernova二季度营收同比增长22%至111亿美元，订单规模创纪录达到242亿美元。燃机订单规模再创新高，截止二季度，公司燃气轮机在手订单加上预定协议合计116GW。根据公司业绩会指引，公司已完成产能由17提升至20GW的产能爬坡，预计到2028年产能进一步提升至24GW，此外公司计划通过精益生产和设备投资，到2030年将产能提升至30GW。
此外，杰瑞股份昨晚披露再签北美超大燃气轮机发电机组订单，总规模近百亿元人民币，再次验证了燃机行业的景气度。华泰证券认为，看好全球数据中心带动海外缺电主线延续。东方证券此前则表示表示，国内燃机订单多点突破，预计燃气轮机及燃气发电机产业链公司将加速出海。
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