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ABB订单激增超出预期,数据中心推动增长40%ABB Orders Surge Past Expectations as Data Centers Fuel 40% Jump

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ABB Ltd.报告称,第三季度订单超出预期,原因是数据中心和公用事业电气化部件需求激增。

Ltd. reported third-quarter orders that surpassed expectations after demand for data center and utilities electrification components surged.

瑞士制造商周二表示,第三季度可比订单增长40%,达到121亿美元。这一数字超过了分析师平均预期的114亿美元。

Comparable orders in the third quarter jumped 40% to $12.1 billion, the Swiss manufacturer said Tuesday. That beat an average analyst estimates of $11.4 billion.

另据报道,该公司正在推进收购计划,与三菱电机株式会社成立合资企业,在日本开展低压配电业务。ABB将支付约4.95亿美元收购该业务51%的股权。

Separately, the company is pushing on with acquisitions, setting up a joint venture with Mitsubishi Electric Corp for a low-voltage power distribution business in Japan. ABB will pay around $495 million for a 51% stake in the unit.

这家工厂自动化公司一直从数据中心不断增长的投资中获利,这些数据中心用于支撑人工智能应用的激增。ABB生产的变压器使电网能够满足数据中心巨大的能源需求。

The factory automation firm has been profiting from rising investments in data centers needed to feed a surge in artificial intelligence applications. ABB makes the transformers that enable power grids to supply the centers’ substantial energy needs.

该部门的订单是第三季度增长的主要引擎,占新业务的70%。运动业务增长14%,而自动化业务保持稳定。

Orders in that unit were the third quarter’s key growth engine, accounting for 70% of new business. The motion business grew by 14% while automation was stable.

ABB还小幅上调了收入预测,现在预计可比收入增长将处于“低十几个百分点”区间。此前公司曾表示收入可能增长在低双位数到低十几个百分点区间。

ABB also made a small upward tweak to its revenue forecast and now sees comparable revenue growth in the ”low teens” range. Previously it said revenue might rise in the low double-digit to low teens range.

截至周一收盘,年内股价累计上涨约26%。然而,考虑到其对人工智能行业及其建设的敞口,ABB近期也受到全球AI交易放缓的影响,股价承压。自本月初起,股价已下跌7%。

Year to date, shares have gained around 26% through to Monday’s close. Still, given its exposure to the artificial intelligence industry and build-out, ABB has been caught in the recent faltering global AI trade that’s weighed on markets. Since the start of the month, the stock has declined 7%.

今年早些时候,ABB以约55亿美元的企业价值收购了英国工业部件公司Rotork Plc,以扩大其电气化和自动化业务,这是该公司有史以来规模最大的收购。

Earlier this year ABB bought British industrial components company Rotork Plc for an enterprise value of around $5.5 billion to expand its electrification and automation businesses, its biggest ever acquisition.

ABB首席执行官Morten Wierod自近两年前接手以来,一直在精简其投资组合,以抢占数据中心领域的蓬勃投资机遇,而数据中心是人工智能繁荣的基础。去年,这家总部位于苏黎世的制造商以超过50亿美元的价格出售了其机器人部门,并将重点放在有针对性的收购上。

ABB Chief Executive Officer Morten Wierod has streamlined its portfolio since taking over nearly two years ago to tap into burgeoning investment in the data centers underpinning the AI boom. The Zurich-based manufacturer last year sold its robotics division for more than $5 billion and focused on targeted acquisitions.

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