美国汽车：周日服务——寻找非汽车业务机会

This week's earnings highlighted strength in power generation and improving CV demand, alongside emerging opportunities in energy storage and industrial cooling. BWA reiterated its >$300mn 2027 (~2% of revenue) turbine generator revenue target, with increasing traction for microgrid inverters (samples shipped to seven customers) and progressing BESS customer validation plus development of a new 800V power supply unit for data centers. GTX cited accelerating power generation demand, with industrial sales expected to reach ~$230/$300mn (~6% of revenue) in 2026/27, well above the ~$250mn 2030 target issued at its May 2026 CMD. Ford highlighted progress in Ford Energy, targeting 20GWh of annual BESS capacity by YE27, with >80% of planned 2028 capacity covered by contracts and late-stage negotiations. RIVN expects higher EDV builds in 4Q26; DAN and RUSHA cited stronger Class 8 sales and improving freight conditions;