매크로 컨텍스트

테마

Gas Turbines & On-Site Power Generation

핵심 동인

  • Data center power demand growing 15-20% annually
  • Grid connection lead times of 4-5 years
  • Gas turbine backlog $50B+
  • HA gas turbine efficiency 65%+

리스크

  • Natural gas price spike
  • ESG pressure (carbon emissions)
  • Supply chain/labor constraints
  • Intensifying competition (Siemens Energy)

애널리스트 컨센서스

최저 380 USD최고 1,110 USD
현재가컨센서스 목표가

2026. 6. 15. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • Backlog changes
  • Gas turbine shipment volume
  • Service revenue share

리뷰 트리거

  • Backlog declines 10%+
  • Large order cancellation

무효화 조건

  • Gas turbine demand peak-out
  • ESG regulations restrict gas-fired power

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Comments

생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 6. 15.