金吾财讯 | 美银证券发研报指，“在12月10日的投资者活动中，首席执行官斯科特·斯特拉齐克透露，公司在12月份签下了9吉瓦(GW)的燃气轮机名额预订，且‘公司在12月初再度提高了定价’。这一数据与2024年第三季度之前12个月内16.2GW的燃气轮机订单量形成对比。斯特拉齐克首席执行官还表示，‘定价方面最显着的机会……在于燃气领域’。尽管我们无法直接观察到当下的投标情况，但我们确信自2019年起，燃气轮机的定价一直处于积极向好的态势。”
该行基于对2026年预计调整后EBITDA的估值，该行将目标价上调35美元至415美元，对应估值倍数从之前的18倍提升至19倍，以体现燃气轮机定价的强劲表现。该行设定的目标倍数高于行业同行平均的12倍，这是为了反映出GEV相较于同行更强劲的盈利增长以及利润率扩张潜力。维持“买入”评级。
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