摩通:电力需求飙升 二季度全球燃气轮机订单量飙升至创纪录水平

格隆汇
Aug 11
摩根大通表示,受电力需求急剧增长的推动,全球燃气轮机订单在4月至6月当季创下历史新高。包括Phil Buller在内的分析师在周一的一份报告中称,该季度共下达了约38吉瓦的订单,较第一季度增长29%,较去年同期增长71%。他们表示,美国仍是主要市场,占总订单的近一半。近年来,由于数据中心的扩张和电气化进程,燃气轮机订单大幅增长。天然气比煤炭燃烧更清洁,且比风电或太阳能发电更稳定。这轮热潮已导致包括东南亚在内的一些地区出现燃气轮机短缺,限制了计划新增产能的交付。分析师表示,一台在2031年交付的联合循环燃气轮机,其价格将是去年交付的同款设备的三倍。

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