전력기기 및 변압기 산업 동향 — 2026-05-30
인도 전력 수요가 270GW로 최고치를 경신하는 가운데, Siemens Energy의 €17.7bn 역대급 수주와 Hitachi Energy의 초대형 HVDC 변압기 중국 운송이 변압기 시장의 공급 압박을 대변하고 있습니다. 미국, 인도, 유럽의 그리드 확충 프로젝트가 4년 이상의 납기를 기록하며 공급난은 더욱 가중되는 모습입니다.
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인도 전력 수요가 270GW로 최고치를 경신하는 가운데, Siemens Energy의 €17.7bn 역대급 수주와 Hitachi Energy의 초대형 HVDC 변압기 중국 운송이 변압기 시장의 공급 압박을 대변하고 있습니다. 미국, 인도, 유럽의 그리드 확충 프로젝트가 4년 이상의 납기를 기록하며 공급난은 더욱 가중되는 모습입니다.
인도의 270GW 전력 수요 급증으로 인한 GETCO의 대규모 발주, PALFINGER의 북해 HVDC 플랫폼 장비 공급, 그리고 지멘스 에너지의 3.6억 유로 규모 자사주 매입 발표 등 글로벌 전력기기 시장의 활발한 수급 현황을 전해드립니다.
Hitachi Energy has demonstrated its technical leadership by shipping its largest-ever HVDC VSC transformer to China. In India, the T&D sector is poised for a 3–4 year growth cycle, supported by strong order backlogs for firms like Hitachi Energy and GE Vernova. While the global transformer market faces persistent shortages and long lead times, investor attention is shifting toward the upcoming Siemens FY26 earnings report.
Hitachi Energy has begun shipping its largest-ever HVDC VSC transformer from Sweden to China, while South Korea announced a major energy policy overhaul—scrapping a 14-year-old renewable energy mandate and opening transmission grid construction to private companies. Siemens Energy maintains record order backlog and share buyback momentum, but the profitability turnaround of its wind subsidiary Gamesa emerges as the critical variable for sustaining mid-term guidance.
The offshore substation market is projected to reach $10.9 billion by 2032, while Virginia Transformer is ramping up U.S. production with a new Georgia plant expansion. Meanwhile, Siemens Energy continues to see record backlogs and stock recovery, alongside new European HVDC infrastructure contracts like those for offshore cranes in the North Sea.
Indian manufacturer Marsons Limited successfully entered the international market by securing a $3.1 million order for 200MVA transformers from a U.S. solar developer. Meanwhile, Siemens Energy posted record-high order backlogs of €17.7 billion with improved quarterly earnings, and GE Vernova T&D India confirmed strong growth in both orders and margins for the 2025-26 fiscal year.
인도 Transformers and Rectifiers India가 GETCO로부터 2,740만 달러 규모의 계약을 따내며 현지 수요를 확인했고, HD현대는 TerraPower의 원자로 부품 우선협상 대상자로 선정되어 원전 분야로 보폭을 넓히고 있습니다. 인도 시장에서는 관련주들이 강세를 보이며 그리드 현대화에 대한 기대감이 고조되고 있습니다.
Virginia Transformer is launching a 600,000-square-foot greenfield factory in Muscle Shoals, Alabama, creating 1,100 new jobs. Meanwhile, Siemens Energy reported a 66% surge in Q2 net profit with record-breaking orders of €17.7 billion and is accelerating a €3 billion share buyback. In India, Transformers and Rectifiers India Ltd. secured a Rs 175 crore domestic contract for a power project in Rajasthan.
Siemens Energy saw its stock drop 5% due to valuation fears, even after announcing record Q2 orders of €17.75B and a €3B share buyback. Meanwhile, GE Vernova’s India unit surged 9% following strong Q4 FY26 results and a record ₹21,500 crore backlog. Activist investors at the GE Vernova annual meeting are pressuring leadership over persistent losses in the wind division.
Siemens Energy delivered a standout Q2 FY2026, with net profit surging 66%, new orders jumping to €17.75 billion (+29.5% YoY), and an all-time-high backlog of €154 billion—yet the stock fell 5% amid overvaluation worries. GE Vernova beat Q1 expectations and raised its 2026 guidance, while South Korea's KEPCO launched a domestic competitive tender for 500kV HVDC steel towers on the East Coast–Eastern Seoul transmission project.
Siemens Energy saw its stock dip 5% in a "sell the news" reaction, despite reporting a record €154 billion backlog and a 42% jump in free cash flow. Meanwhile, Hitachi Energy solidified its lead in supply chain decarbonization by delivering a 380MVA low-carbon copper transformer to TenneT in Germany. As demand for 765kV transformers in the US Midwest surges, HD Hyundai Electric remains fully booked through the first half of 2031.
Siemens Energy가 2026년 5월 17일 기준 1,540억 유로라는 역대 최대 규모의 수주 잔고를 발표했으나, 시장의 '뉴스 매도' 반응으로 주가는 주간 5% 하락했습니다. Siemens Energy India는 FY2026 2분기에 전년 대비 27.4% 성장한 강력한 매출 실적을 기록했으며, GE Vernova는 독립 법인 출범 후 첫 실적 발표에서 1,500억 달러의 수주 잔고를 공개하며 AI 데이터센터발 전력 수요 강세를 증명했습니다.
Siemens Energy India saw Q2 FY2026 revenue jump 27.4%, confirming strong grid infrastructure demand. Meanwhile, NoMIS Power joined the U.S. ARPA-E DC-GRIDS consortium to supply 3.3kV SiC MOSFETs for HVDC, marking a milestone for next-gen semiconductors. Major OEMs like Siemens Energy and GE Vernova are reporting record-breaking backlogs, with GEV’s gas turbine backlog exceeding 100GW.
GE Vernova has hiked its 2026 profit outlook and holds a record $150 billion backlog, driven by soaring data center and grid needs. Siemens Energy India saw Q2 2026 revenue jump 27.4% year-over-year, showing strong growth despite geopolitical jitters over the Iran conflict. Meanwhile, Siemens AG beat Q2 2026 order expectations, though its CEO is flagging the Iran war as a growing geopolitical risk.
Siemens Energy가 2026 회계연도 2분기 €17.75B 규모의 역대급 수주 실적을 기록하며 연간 전망을 높였습니다. 한편 Hitachi Energy는 독일 TenneT에 저탄소 변압기를 공급하며 친환경 라인업을 강화했고, Siemens AG 역시 견조한 수주 실적을 보이며 전력 인프라에 대한 글로벌 수요가 여전히 뜨겁다는 것을 증명했습니다.
Siemens Energy reported a record €17.75 billion in orders for Q2 FY2026, boosting its annual outlook despite share price volatility. They also finalized 14 transformers for the NeuConnect UK-Germany subsea link. Meanwhile, the U.S. transformer market remains in a severe shortage, with lead times stretching to four years, driving a spike in imports and early procurement.
Siemens Energy achieved a record €17.75 billion in orders for Q2 FY2026, leading them to raise annual guidance and accelerate share buybacks. They also completed the delivery of 14 transformers for the 'NeuConnect' UK-Germany subsea project. Meanwhile, the U.S. transformer market faces a severe supply crunch with lead times stretching up to four years, forcing developers to scramble for import volumes and factory slots.
Siemens Energy achieved a record €17.75 billion in orders for the second quarter of fiscal 2026, leading to an upward revision of their annual outlook. Meanwhile, the U.S. power transformer market is facing a severe supply crisis with lead times stretching up to 4 years, forcing developers to compete for imported units. Hitachi Energy has successfully delivered a 380 MVA transformer using low-carbon copper to TenneT in Germany, marking a key milestone in decarbonizing supply chains.
Hitachi Energy is leading eco-friendly supply chain innovation by delivering its first 380MVA power transformer with low-carbon copper to TenneT's German grid decarbonization program. Indian transformer makers are maintaining robust order backlogs reaching up to 5,005 crore rupees, driven by renewable energy and grid modernization demand. HD Hyundai Electric's US Midwest 765kV ultra-high-voltage transformer contract (approximately 173 billion won), previously covered in the prior report, is omitted from this edition.
GE Vernova is leading the power equipment sector with a record-high $163 billion backlog as of Q1 2026. Meanwhile, Hitachi Energy is making waves in supply chain decarbonization by delivering 380MVA transformers made with low-carbon copper to TenneT in Germany. HD Hyundai Electric’s recent 765kV ultra-high voltage transformer deal serves as a key indicator of the ongoing surge in U.S. grid infrastructure investment.
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