美国电力投资三重驱动，中国电力设备乘风而起 ——美国缺电研究系列三 电新首席证券分析师 ：曾朵红 执业证书编号：S0600516080001 联系邮箱：zengdh@dwzq.com.cn 电动车首席证券分析师 ：阮巧燕 执业证书编号：S0600517120002 联系邮箱：ruanqy@dwzq.com.cn 电新证券分析师：司鑫尧 执业证书编号： S0600524120002 联系邮箱：sixy@dwzq.com.cn 联系电话：021-60199793 2026年3月26日 摘要 备注：全文的"预计"如果没有特别说明，均为东吴证券研究所电新组预测 2 ◆ AI算力爆发叠加电网老旧，美国电力供需缺口进入"刚性扩张期"。北美AI的快速发展导致其负荷高速增长，24年发电装机需求 约1200GW，30年则需要增长至1751GW，累计需新增约550GW。同时美国电网处于"超期服役"状态，负荷激增与老旧底座 的碰撞，电网面临巨大的更新和新建压力。CSP为加速并网扫货燃气轮机，需求的爆发和供给释放的缓慢，美国电力系统将迎来 前所未有的挑战。 ◆ AIDC"高压化+自供电"演进，催生变压器需求的"乘数效应"。随着AID ...

XGS Energy and Baker Hughes Announce Strategic Collaboration to Advance Geothermal Development in New Mexico Share XGS Energy and Baker Hughes Announce Strategic Collaboration to Advance Geothermal Development in New Mexico Mar 25, 2026 8:02 AM Eastern Daylight Time HOUSTON--(BUSINESS WIRE)-- XGS Energy("XGS†), a developer of next-generation geothermal power systems, and Baker Hughes, an energy technology company, today announced a strategic collaboration and initial order for Baker Hughes engineering ser ...

The Annual Meeting of Baker Hughes Company ( BKR ), not to be confused with the Annual General Meeting, brings together industry experts and policymakers, Baker Hughes suppliers, and customers in Florence, Italy, at the end of January each year. ThisAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in BKR, SLB ove ...

Collaboration brings Baker Hughes’ energy technology and expertise together with Google Cloud’s AI and digital capabilities to meet increasing data center power demandsProject will seek to enhance how data center operators can apply digital intelligence to optimize how power is generated, managed and consumed HOUSTON, March 24, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR) on Tuesday announced it is collaborating with Google Cloud to develop advanced AI-enabled power optimization and sustainability so ...

Baker Hughes-backed HMH Holding seeks $948 million valuation in US IPO | Reuters Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Item 1 of 2 The logo of energy services firm Baker Hughes is displayed during the LNG 2023 energy trade show in Vancouver, British Columbia, Canada, July 12, 2023. REUTERS/Chris Helgren [1/2]The logo of energy services firm Baker Hughes is displayed during the LNG 2023 energy trade show in Vancouver, British Colum ...

People are still looking at the long term and where we're headed which is demand growth as you look at uh the developing nations as you look at also domestically the increase in data centers. So there is tremendous tailwind when you look at uh energy demand and we're in an energy demand decade and that's not going to go away. ...

Baker Hughes to supply gas compression and power generation technology for ST LNG’s proposed 8.4 MTPA LNG export terminalScope to include two LM6000PF aeroderivative gas turbine driven centrifugal compressor trains and three NovaLT™16 gas turbine generator packages HOUSTON and LONDON, March 23, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, and ST LNG, LLC announced Monday an agreement under which Baker Hughes will supply critical gas compression, power generation equipm ...

US drillers cut oil and gas rigs for first time in three weeks, says Baker Hughes | Reuters Skip to main content Follow NEW YORK, March 20 (Reuters) - U.S. energy firms this week cut the number of oil and natural gas rigs operating for the first time in three weeks, energy services firm Baker Hughes (BKR.O), opens new tabsaid in its closely followed report on Friday. The oil and gas rig count, an early indicator of future output, fell by one to 552 in the week to March 20, the lowest since early March. , , ...

Core Viewpoint - Baker Hughes will announce its first quarter results for the period ending March 31, 2026, on April 23, 2026, with a subsequent webcast to discuss these results on April 24, 2026 [1]. Group 1: Company Information - Baker Hughes is an energy technology company that provides solutions to energy and industrial customers globally [3]. - The company has over a century of experience and operates in more than 120 countries [3]. - Baker Hughes focuses on innovative technologies and services aimed at making energy safer, cleaner, and more efficient [3]. Group 2: Webcast Details - The webcast for discussing the first quarter results will take place on April 24, 2026, at 9:30 a.m. Eastern Time [1]. - Listeners can access the webcast through the Baker Hughes investor relations website, with an archived version available afterward [2].

Long-term agreement covers maintenance, repairs and advisory services for up to 64 aeroderivative gas turbines critical to Brazil’s offshore and refinery operationsWork to be delivered from the Baker Hughes Service Center in Petrópolis, Rio de Janeiro, with plans for further expansion of capacity and capability, strengthening Brazil’s energy supply chain HOUSTON and LONDON, March 18, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Wednesday a substantial 60-month ...