「英中对照」施耐德电气三季度营收115亿欧元创纪录，数据中心需求三位数增长

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North America continues to be the largest source of revenue for the company’s Energy Management segment, but China and East Asia saw a higher organic growth rate this quarter and year-to-date.北美仍是该公司能源管理部门最大的收入来源，但本季度及年初至今，中国和东亚实现了更高的有机增长率。

Published Oct. 20, 2026 发布于2026年10月20日

First published on首次发布于

Schneider Electric’s third quarter organic revenue jumped 17% to €11.5 billion euros ($12.9 billion US) — a record high for any quarter — the French multinational energy technology company said in an Oct. 16 earnings release.这家法国跨国能源技术公司在10月16日发布的财报中表示，施耐德电气第三季度有机收入跃升17%，达到115亿欧元（129亿美元），创下任意单季度的历史新高。

The company’s business associated with data centers “continues to be exceptionally strong with another quarter of triple digit demand growth in Q3, further improving our visibility into 2027 and 2028,” said Schneider’s CFO, Nathan Fast, during an earnings call.该公司与数据中心相关的业务“继续表现异常强劲，第三季度需求再次实现三位数增长，进一步提高了我们对2027年和2028年的可见性，”施耐德首席财务官Nathan Fast在财报电话会议上表示。

19%

Organic growth in the Energy Management business segment.能源管理业务部门的有机增长。

€11.5B ($12.9B US)€11.5B （129亿美元）

The company’s record Q3 organic revenue in euros, a 17% increase year-over-year.该公司第三季度以欧元计的有机收入创纪录，同比增长17%。

Schneider Electric has seen triple digit demand growth in orders associated with data centers for “three out of the last four quarters,” Fast said during the call.Fast在电话会议上表示，施耐德电气与数据中心相关的订单需求在“过去四个季度中有三个季度”实现了三位数增长。

Morgan Stanley analyst Max Yates asked how much exposure the company has to neocloud businesses like CoreWeave. Fast said, “We do not break down exactly the impact or the split of hyperscaler, colo, neocloud, et cetera.”摩根士丹利分析师Max Yates询问该公司对CoreWeave等neocloud企业的敞口有多大。Fast表示：“我们并不具体拆分超大规模云服务商、托管（colo）、neocloud等的影响或构成。”

Schneider CEO Olivier Blum added, “We are extremely careful to select those companies that will be there in the long term.”施耐德首席执行官Olivier Blum补充道：“我们极其谨慎地选择那些将长期存在的公司。”

Schneider Electric’s Energy Management segment made its most revenue in North America in the third quarter, but saw a higher organic growth rate of 32.4% in China and East Asia, compared to 20.3% That continues a trend in 2026, where North America led overall revenue volume but Asia saw a higher organic revenue growth rate.施耐德电气能源管理部门第三季度在北美的收入最高，但在中国和东亚实现了32.4%的更高有机增长率，相比之下为20.3%。这延续了2026年的趋势，即北美引领整体收入规模，而亚洲的有机收入增长率更高。

The sales growth in China was “led by everything to do with investment in AI infrastructure, driving growth in the data center and [semiconductor] segments, in particular,” said Fast during the call. “In our geographic trends, we add China alongside the U.S. and India in the countries we expect to drive growth. This is based on the strength of what we have seen over the recent quarters and which we believe is set to continue.”Fast在电话会议上表示，中国市场的销售增长“主要由与AI基础设施投资相关的一切所带动，尤其推动了数据中心和[半导体]业务板块的增长”。“在我们的区域发展趋势中，我们将中国与美国、印度并列为我们预期将推动增长的国家。这是基于我们在近几个季度所看到的强劲势头，而且我们相信这一势头将持续下去。”

North American demand continues to grow, driven by momentum in data centers, “where we saw sustained high demand for prefabricated solutions and cooling,” Fast said. Fast表示，北美需求持续增长，这得益于数据中心的强劲势头，“在那里，我们看到对预制化解决方案和制冷产品的需求持续旺盛”。

Blum said the company has also been bolstered in the European market by the “massive acceleration” of electric car adoption, as well as heat pumps. Blum表示，公司在欧洲市场还受到电动汽车普及率“大幅加速”以及热泵的提振。

“We see very fast growth,” Blum said. “This fast growth is not only the growth of the EV charger, but every time you install an EV charger, you have to extend your electrical panel, so that creates a great opportunity, great synergy in a place where, for instance, in Europe, we have a very strong market share.”“我们看到非常快速的增长，”Blum说。“这种快速增长不仅仅是电动汽车充电桩的增长，而是每当你安装一个电动汽车充电桩，你就必须扩展配电盘，因此这在像欧洲这样我们拥有很强市场份额的地区，创造了巨大的机遇和强大的协同效应。”