摩根大通:全球燃气轮机订单飙升至历史新高

智通财经
Aug 12
【摩根大通:全球燃气轮机订单飙升至历史新高】摩根大通称,受电力需求激增推动,今年二季度全球燃气轮机订单创下历史纪录。分析师菲尔・布勒等人发布研报表示,该季度订单规模约 38 吉瓦,较一季度增长 29%,较去年同期大增 71%。美国依旧是主要市场,占据近半数订单。受数据中心扩张与电气化浪潮推动,近年燃气轮机订单大幅增长。天然气相较煤炭燃烧更为清洁,同时相比风电、光伏发电供电稳定性更强。行业景气度高涨造成部分地区出现供给紧张,东南亚尤为突出,燃气轮机供货不足,制约规划新增装机落地。需求上行推高成本。分析师表示,2031 年交付的联合循环燃气轮机,价格将达到去年机型的三倍。

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