Power Equipment Sector Rally Expected in H2 as Global Competitors Raise Forecasts

According to KB Securities, global competitors in the power equipment sector saw rising sales and profit forecasts as of July 5, showing total demand expansion rather than market share redistribution. Profit growth is outpacing revenue growth due to supplier advantage and pricing power. GE Vernova confirmed that average selling prices for H1 2026 orders were 10-20% higher than Q4 2025 order backlog, reflecting improved margins and ability to raise prices while demand strengthens.
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