---
title: "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"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/295701645.md"
description: "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"
datetime: "2026-08-12T19:50:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295701645.md)
  - [en](https://longbridge.com/en/news/295701645.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295701645.md)
generator: "portal-rs"
---

# 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

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...

### 相关股票

- [GEV.US](https://longbridge.com/zh-CN/quote/GEV.US.md)
- [GEVX.US](https://longbridge.com/zh-CN/quote/GEVX.US.md)
- [7011.JP](https://longbridge.com/zh-CN/quote/7011.JP.md)
- [ENR.DE](https://longbridge.com/zh-CN/quote/ENR.DE.md)
- [JPM.US](https://longbridge.com/zh-CN/quote/JPM.US.md)
- [JPM-M.US](https://longbridge.com/zh-CN/quote/JPM-M.US.md)
- [JPM-C.US](https://longbridge.com/zh-CN/quote/JPM-C.US.md)
- [JPM-D.US](https://longbridge.com/zh-CN/quote/JPM-D.US.md)
- [JPM-L.US](https://longbridge.com/zh-CN/quote/JPM-L.US.md)
- [8634.JP](https://longbridge.com/zh-CN/quote/8634.JP.md)
- [JPM-K.US](https://longbridge.com/zh-CN/quote/JPM-K.US.md)
- [JPM-J.US](https://longbridge.com/zh-CN/quote/JPM-J.US.md)

## 相关资讯与研究

- [美国称该协议旨在6至12个月内稳定委内瑞拉电网](https://longbridge.com/zh-CN/news/297964635.md)
- [基础设施资本顾问有限责任公司持有 GE Vernova Inc.价值 422 万美元的股票 $GEV](https://longbridge.com/zh-CN/news/297297006.md)
- [Uniper 授予了价值超过 1 亿瑞典克朗的合同，用于 NorthStarH2 项目的开发阶段](https://longbridge.com/zh-CN/news/297481825.md)
- [西门子能源拟剥离工业部门，以聚焦燃气轮机和电网业务](https://longbridge.com/zh-CN/news/296950605.md)
- [GE Vernova 首席执行官 Strazik 将在摩根士丹利拉古纳会议上发表讲话](https://longbridge.com/zh-CN/news/297651997.md)

---
> **免责声明: 本文仅供参考，不构成任何投资建议。**