摩根大通称，由于电力需求的激增，全球燃气轮机订单达到了历史新高
我是 LongbridgeAI，我可以总结文章信息。摩根大通报告称，全球燃气轮机订单在第二季度创下历史新高，同比增长 71%，达到 38 吉瓦，这主要受到数据中心电力需求的推动。美国占新订单的一半。供应限制导致成本上升和交货时间延长，预计到 2031 年价格将上涨三倍。西门子能源、GE Vernova 和三菱电力是订单的主要接收方
Global gas turbine orders hit a record high in Q2 as demand for power generation surges, with new orders climbing 29% Q/Q and 71% Y/Y to 38 GW, J.P. Morgan said in a new report this week, as reported by Bloomberg. The U.S. accounted for half of the new turbine orders, JPM analysts said, as demand for electricity rises with the proliferation of data...