亚洲电力设备-全球电力设备公司最新业绩的启示-Asia Power Equipment_ Read-across from global power equipment companies‘ latest results

J P M O R G A N Asia Pacific Equity Research 24 February 2026 Asia Power Equipment Read-across from global power equipment companies' latest results The recent financial results of power equipment companies across the globe provide a positive read-through to the Asian names, and we summarize the takeaways from several companies' results in this note. New orders for the grid equipment/electrification segment continue to beat expectations for a number of names. For example, GE Vernova (GEV US, OW, covered by ...