Strazik表示,GE Vernova预计2027年合同吉瓦数持续真实增长、积压订单大幅增加,但季度节奏更接近2026年下半年而非上半年。
展望2027年,虽然目前很难具体判断各个季度,但我们确实预计全年合同装机容量(吉瓦)将持续实现真实增长,不过2027年各季度的节奏可能更接近2026年第三、四季度,而不是第一、二季度,但我们仍有能力在明年大幅继续增加积压订单和合同吉瓦数。原文 (en)
As we look into 2027, although it's hard to call the quarters, per se, at this point, we certainly continue to see real growth in our gigawatts on contract throughout 2027, but that maybe the quarterly profiles in 2027 are more likely to feel like 3Q and 4Q than they may have felt in 1Q and 2Q, but with an ability for us to materially continue to grow both our backlog and our gigawatts on contract throughout next year.