Strazik称燃气轮机订单积压已超过档期预留,且档期已卖到2032年,显示需求持久。
正如预期,我们已到达一个重要拐点:订单积压现已超过产能预留协议(SRA)余额,进一步确认本十年余下时间我们将交付更多吉瓦。本季度我们售出了多个2032年交付的档期,需求环境依然强劲,客户正在锁定更远未来的涡轮机。原文 (en)
As expected, we've reached an important inflection point where backlog is now greater than our SRA balance, further reinforcing the certainty that we will ship more gigawatts through the rest of the decade. This quarter, we sold multiple slots for '32 delivery as the demand environment remains strong and customers secure turbines further into the future.