燃气轮机和电网设备需求井喷一季报超预期，GE Vernova股价创历史新高

澎湃新闻04-24

美股电气巨头GE Vernova（GEV.US）近日发布的一季报多项核心数据大幅超出市场预期，带动其股价创下历史新高。在史无前例的电力超级周期和燃气轮机供不应求面前，过去12个月GE Vernova的股价涨幅接近220%，昨日一度突破1180美元大关。　　财报数据显示，今年前3个月，GE Vernova实现营收93.39亿美元，同比增长16%，高于市场预期的92亿美元；订单额高达183亿美元，同比...

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Vernova实现营收93.39亿美元，同比增长16%，高于市场预期的92亿美元；订单额高达183亿美元，同比增长71%，各业务板块均实现增长；每股收益为17.44美元，去年同期为0.91美元；经调整后的息税折旧摊销前利润（Adjusted EBITDA）为8.96亿元，远高于上年同期的4.57亿元；近48亿美元的自由现金流超过去年全年。该公司首席执行官Scott Strazik在财报中表示，由于电力和电气化解决方案需求激增，公司在手订单较上一季度增长超过130亿美元。　　一季度末，其燃气发电设备的在手和产能预订订单从去年底的83GW增至100GW，基于这种强劲势头，GE Vernova预判到2026年末，其燃气轮机积压订单至少达到110GW。　　Scott Strazik在财报电话会上表示，该公司一季度交付了25台燃气轮机（大部分为重型燃机），比2025年一季度增加了32%，价格上涨速度超过了通货膨胀率。“与去年第四季度积压订单的价格相比，我们目前在新投标和中标活动中的价格仍保持着10%到20%的增长。预计二季度的价格增长将非常强劲。”　　尽管燃气轮机设备和服务仍是GE Vernova电力业务的主要驱动力，但本季度其核电设备订单和服务预订量也出现显著增长，该公司在季报中提到，核电站“升级改造订单量巨大”。　　由于对开关设备、变压器、变电站和高压直流设备的强劲需求，一季度GE Vernova的电气设备和服务订单实现了86%的有机同比增长。财报显示，该季度用于数据中心的电气设备订单额达到24亿美元，超过去年全年总额。今年2月，GE Vernova完成了对电网设备供应商Prolec GE剩余50%股权的收购，进一步提振了电气化业务的表现。该业务板块的订单积压从一年前的250亿美元增至2026年第一季度的424亿美元。　　风电业务依然拖累业绩，一季度该分部收入下降了约25%。该公司表示，由于客户仍然面临许可延误和关税不确定性，很难断定美国订单是否出现拐点。　　基于一季度的业绩表现，GE Vernova上调其2026年财务指引，将营收预期上调至445亿-455亿美元（此前为440亿–450亿美元），调整后息税折旧摊销前利润率从11%-13%上调至12%–14%，自由现金流上调至65亿–75亿美元。　　上述财报发布后，多家大行抬高目标股价。瑞银集团将GE Vernova的目标股价上调至1400美元，理由是其强劲的EBITDA表现、积压订单增长以及上调的全年业绩指引。加拿大皇家银行资本市场将其目标股价上调至1195美元，因市场对该公司产品需求强劲。摩根大通认为，GE Vernova在天然气发电领域持续的价格上涨势头将在未来几年继续推动强劲的订单增长和利润率扩张，从而提高其在2030年代初期实现高于平均水平的增长和利润率。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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