东方电气(01072)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

应交易所要求，美/港股行情延时15分钟展示，下载APP即可免费查看实时行情。

关闭

01072 东方电气

休市中 12-19 16:08:06

24.000

+1.500

+6.67%

最高24.000	最低22.900	成交量1,804万
今开22.900	昨收22.500	日振幅4.89%
总市值829.92亿	流通市值97.92亿	总股本34.58亿
成交额4.24亿	换手率4.42%	流通股本4.08亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

{"stockData":{"symbol":"01072","market":"HK","secType":"STK","nameCN":"东方电气","latestPrice":24,"timestamp":1766131686002,"preClose":22.5,"halted":0,"volume":18039200,"delay":0,"floatShares":408000000,"shares":3458000000,"eps":1.0365558089806335,"marketStatus":"休市中","change":1.5,"latestTime":"12-19 16:08:06","open":22.9,"high":24,"low":22.9,"amount":423922653,"amplitude":0.048889,"askPrice":24.02,"askSize":58400,"bidPrice":24,"bidSize":47400,"shortable":3,"etf":0,"ttmEps":1.1119397553240327,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1766367000000},"marketStatusCode":7,"adr":0,"listingDate":770832000000,"exchange":"SEHK","adjPreClose":22.5,"dividendRate":0.018372,"openAndCloseTimeList":[[1766107800000,1766116800000],[1766120400000,1766131200000]],"volumeRatio":1.0103937383302701,"lotSize":200,"spreadScale":0,"tradeCurrency":"HKD","astockBrief":{"symbol":"600875","market":"SH","secType":"STK","nameCN":"东方电气","latestPrice":22.9,"timestamp":1766127600000,"preClose":22.53,"halted":0,"volume":53775100,"delay":0,"premium":"-5.25"}},"requestUrl":"/m/hq/s/01072","defaultTab":"news","newsList":[{"id":"2592196170","title":"研报掘金丨华鑫证券：予东方电气“买入”评级，饱满订单支撑未来成长","url":"https://stock-news.laohu8.com/highlight/detail?id=2592196170","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592196170?lang=zh_cn&edition=full","pubTime":"2025-12-19 17:03","pubTimestamp":1766134988,"startTime":"0","endTime":"0","summary":"华鑫证券研报指出，东方电气业绩持续向好，饱满订单支撑未来成长。前三季度实现归母净利润29.66 亿元，同比增长13.02%；新增生效订单885.83亿元，同比增加9.0%。燃气轮机需求爆发，公司出海迎来机遇。中国燃气轮机制造企业依托技术积累、成本优势及产业链协同能力，有望迎来海外市场战略窗口期。公司凭借自主研制的F 级重型燃气轮机G50 成功实现海外突破，已获取哈萨克斯坦江布尔州50 兆瓦联合循环发电项目核心设备订单，标志着国产重型燃机首次实现整机出口。公司在手订单充足，有望迎来煤电、核电等行业交付高峰，同时燃气轮机出海值得关注，给予“买入”投资评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219170536a45f592f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219170536a45f592f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01072"],"gpt_icon":0},{"id":"2592123196","title":"公司动态研究报告：饱满订单支撑成长，燃机出海迎来机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2592123196","media":"华鑫证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592123196?lang=zh_cn&edition=full","pubTime":"2025-12-19 17:01","pubTimestamp":1766134860,"startTime":"0","endTime":"0","summary":"燃气轮机需求爆发，公司出海迎来机遇美国AIDC需求快速增长，推高自建电源需求。公司凭借自主研制的F级重型燃气轮机G50成功实现海外突破，已获取哈萨克斯坦江布尔州50兆瓦联合循环发电项目核心设备订单，标志着国产重型燃机首次实现整机出口。风险提示下游需求不及预期风险、竞争加剧风险、海外贸易风险、原材料价格大幅上涨风险、大盘系统性风险。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219170105a6b6644d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219170105a6b6644d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1522","01072","BK1546","BK1205"],"gpt_icon":0},{"id":"2592324361","title":"港股异动 | 东方电气(01072)盘中涨超4% 核聚变再迎新催化 机构看好燃气轮机行业上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2592324361","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592324361?lang=zh_cn&edition=full","pubTime":"2025-12-19 11:50","pubTimestamp":1766116250,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方电气盘中涨超4%，截至发稿，涨3.11%，报23.2港元，成交额1.59亿港元。消息面上，核聚变再迎新催化。据报道，特朗普媒体科技集团同意以全股票交易方式与核聚变能源企业TAE科技公司合并，交易总价值超60亿美元。据了解，东方电气自主研发的G50重型燃气轮机已经实现了商运和出海。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1383549.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1546","BK0034","600875","BK1205","BK0006","01072","SG9999001093.SGD","BK0188","BK0035","BK0259","BK0196","BK1522","BK0012","BK0136","BK0010","BK0028"],"gpt_icon":0},{"id":"2592181594","title":"豪迈科技：公司燃气轮机业务客户主要有 GE、三菱、西门子、上海电气、东方电气、哈电等","url":"https://stock-news.laohu8.com/highlight/detail?id=2592181594","media":"格隆汇资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592181594?lang=zh_cn&edition=full","pubTime":"2025-12-18 18:38","pubTimestamp":1766054302,"startTime":"0","endTime":"0","summary":"格隆汇12月18日丨豪迈科技(002595.SZ)在投资者关系中表示，有被问到:公司燃气轮机业务的主要客户。答:公司燃气轮机业务客户主要有 GE、三菱、西门子、上海电气、东方电气、哈电等。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218183833a6b23941&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218183833a6b23941&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1594","BK1205","01072","BK1522","02727","BK1546"],"gpt_icon":0},{"id":"2592892435","title":"美国变压器荒持续蔓延，国内龙头公司望填补缺口","url":"https://stock-news.laohu8.com/highlight/detail?id=2592892435","media":"腾讯自选股综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592892435?lang=zh_cn&edition=full","pubTime":"2025-12-18 09:10","pubTimestamp":1766020203,"startTime":"0","endTime":"0","summary":"据证券时报报道，美国市场“缺电”制约AI算力扩张。当前美国市场变压器交货周期从以往的30-60周飙升至115-130周，大型变压器更是达到2.3-4年。需求紧张，但产能落地较慢，需要2年左右的周期，美国变压器荒蔓延。机构预测，北美未来变压器需求年化增长达30%。北美变压器持续短缺背景下，中国变压器公司凭借完整产业链、成本优势及UL/CSA认证突破，有望填补缺口，龙头公司出海订单望高增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218090828a6b00850&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218090828a6b00850&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1205","BK1546","BK1522","01072"],"gpt_icon":0},{"id":"2592670419","title":"博菲电气与东方电机签署全面合作框架协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2592670419","media":"E公司","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592670419?lang=zh_cn&edition=full","pubTime":"2025-12-17 09:18","pubTimestamp":1765934324,"startTime":"0","endTime":"0","summary":"人民财讯12月17日电，据博菲电气消息，近日，博菲电气与东方电气集团东方电机有限公司正式签署全面合作框架协议，双方建立了全面、紧密的战略合作伙伴关系。双方将重点围绕适用于严苛环境下的大型水轮发电机与高效汽轮发电机绝缘系统，开展从材料基础研究、部件验证到整机应用的全链条协同创新。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217091844a6ab8e3f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217091844a6ab8e3f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1546","01072","BK1522","BK1205"],"gpt_icon":0},{"id":"2591980263","title":"两央企再成立氢能公司！","url":"https://stock-news.laohu8.com/highlight/detail?id=2591980263","media":"北极星电力网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591980263?lang=zh_cn&edition=full","pubTime":"2025-12-16 18:10","pubTimestamp":1765879800,"startTime":"0","endTime":"0","summary":"北极星氢能网获悉，据企查查显示，12月12日，东方电气石化氢能（自贡）有限公司成立，注册资本8780万元，法定代表人张章。据股权穿透显示，东方电气集团东方锅炉股份有限公司持股51%，中国石化销售股份有限公司39%，自贡无水港投资发展有限公司持股10%。此前，2024年2月，双方合资成立东方电气石化氢能（江西）有限公司，注册资本为1.6亿元。2022年3月，双方合资成立东方电气石化氢能（凉山）有限公司，注册资本3800万元，聚焦川西地区氢能技术研发与基础设施建设。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216181128a6a91d94&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216181128a6a91d94&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1546","BK1522","01072","BK1205"],"gpt_icon":0},{"id":"2591292980","title":"每日卖空追踪 | 东方电气 12月16日卖空量成交61.2万股，卖空比例为5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591292980","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591292980?lang=zh_cn&edition=full","pubTime":"2025-12-16 16:30","pubTimestamp":1765873817,"startTime":"0","endTime":"0","summary":"东方电气北京时间12月16日，跌6.03%，卖空量成交61.2万股，较上一交易日减少64.1%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216163226a6a8b42c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216163226a6a8b42c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1205","01072","BK1546","BK1522"],"gpt_icon":0},{"id":"1188922924","title":"港股异动 | 核电概念普遍下跌，中核国际跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188922924","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1188922924?lang=zh_cn&edition=full","pubTime":"2025-12-16 11:55","pubTimestamp":1765857335,"startTime":"0","endTime":"0","summary":"12月16日，港股核电概念普遍下跌，$中核国际$跌超6%，$东方电气$跌超5%，$上海电气$跌超4%。马斯克指出，太阳本身已是天空中一个巨大的、免费的核聚变反应堆。值得一提的是，根据此前报道，英伟达计划本周将举办AI缺电峰会。该行认为当前横在美国电力系统面前的问题，随着AI及极端天气冲击带来的持续高增的电力需求背后，美国当前的脱碳目标、电网可靠性要求及AI数据中心要求的成本速度形成了限制电力系统的“不可能三角”。","market":"us","thumbnail":"https://static.tigerbbs.com/a23b1b028e2f25f98646f15d5bc56bea","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a23b1b028e2f25f98646f15d5bc56bea"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0c5a59a396cf2b811f0ef6dfe3dcdac0","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/content/detail/1381981.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["02302","01072","BK1124","02727"],"gpt_icon":0},{"id":"2591773536","title":"港股异动 | 核电概念普遍下跌 中核国际(02302)跌超6% 上海电气(02727)跌近5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591773536","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591773536?lang=zh_cn&edition=full","pubTime":"2025-12-16 11:49","pubTimestamp":1765856997,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，核电概念普遍下跌，截至发稿，中核国际跌6.63%，报4.79港元；东方电气跌5.79%，报22.8港元；上海电气跌4.84%，报3.93港元。消息面上，埃隆·马斯克日前在社交平台上公开唱衰核聚变发电。马斯克指出，太阳本身已是天空中一个巨大的、免费的核聚变反应堆。值得一提的是，根据此前报道，英伟达计划本周将举办AI缺电峰会。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0c5a59a396cf2b811f0ef6dfe3dcdac0","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1381981.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02727","BK1124","BK0035","BK0184","BK0012","BK0188","BK1594","BK0028","BK1522","BK0201","BK0005","BK0259","BK1205","BK1546","601727","01072","02302","BK0196"],"gpt_icon":0},{"id":"2591672017","title":"电力设备股集体走低 东方电气(01072)跌6.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591672017","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591672017?lang=zh_cn&edition=full","pubTime":"2025-12-16 11:19","pubTimestamp":1765855166,"startTime":"0","endTime":"0","summary":"金吾财讯 | 电力设备股集体走低，东方电气 跌6.28%，哈尔滨电气跌6.14%，金风科技跌5.46%，上海电气跌5.08%。高盛此前指出，AI 服务器集群的耗电速度，远远超过电网扩容的步伐，电力供应恐将成为AI时代最大的瓶颈。同时为破解AI时代日益严峻的电力短缺困局，英伟达将举办一场闭门峰会，整体而言全球数据中心加快建设，AI时代电力需求设备呈现爆发式增长。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971621","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0188","BK0006","BK0035","BK1526","BK1513","BK0196","BK0034","BK0136","BK0010","BK0028","01072","02727","01133","BK1558","BK1205","BK0259","BK1522","600875","BK0012","02208","SG9999001093.SGD","BK1546","BK1594"],"gpt_icon":0},{"id":"2591675543","title":"【券商聚焦】华泰证券：传统电气设备的重估市场仍然认识不足","url":"https://stock-news.laohu8.com/highlight/detail?id=2591675543","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591675543?lang=zh_cn&edition=full","pubTime":"2025-12-16 08:54","pubTimestamp":1765846481,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，展望2026年电新/煤炭行业，供需边际改善的环节迎来利润修复；电气设备出海持续发力同步提升盈利和估值。与市场不同，基于海外AI发展和国内电气化率提升，该机构更看好电力需求的增长幅度和持续时间，电力发展将迎来超级周期，该机构认为持续性和幅度都会更超预期。该机构认为虽然短期能源结构会因新能源系统瓶颈呈现周期属性，但是最终新能源制造业属性和对资源低依赖，必然使得未来系统实现平价，产业将会再次出现非线性增长。该机构认为全球电力基建紧张的大背景下，传统电气设备（电网电源）的重估市场仍然认识不足，且存在较多估值洼地，明年主网设备的紧缺和传统电源设备出海将带来差异化投资机会。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971583","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1554","BK1526","LU1979443071.USD","02208","BK0183","BK1558","LU1808992512.USD","BK0028","IE00BZ08YR35.GBP","LU1328615791.USD","LU1983299162.USD","LU1580142542.USD","LU1934453819.USD","01133","BK1589","LU1781817850.SGD","BK1513","BK1594","BK1205","LU1064131003.USD","01072","601688","BK0276","BK0012","IE00BZ08YT58.USD","BK1116","BK1169","02727","00042","LU2148510915.USD","BK1546","00968","BK0188","BK1522","IE00BZ08YS42.EUR","LU1064130708.USD"],"gpt_icon":0},{"id":"2591613270","title":"东方电气、中国石化等投资成立氢能公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2591613270","media":"新华财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591613270?lang=zh_cn&edition=full","pubTime":"2025-12-15 15:17","pubTimestamp":1765783071,"startTime":"0","endTime":"0","summary":"新华财经北京12月15日电企查查APP显示，近日，东方电气石化氢能（自贡）有限公司成立，经营范围包含：太阳能发电技术服务；新兴能源技术研发；站用加氢及储氢设施销售等。企查查股权穿透显示，该公司由东方电气旗下东方电气集团东方锅炉股份有限公司、中国石化旗下中国石化销售股份有限公司等共同持股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512153591663476.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0015","LU1781817850.SGD","600028","BK0012","BK0196","BK0188","LU1580142542.USD","BK0136","LU1515016050.SGD","BK0028","BK0010","BK0034","BK0259","600875","BK0025","BK0183","LU1051768304.USD","BK1546","BK0006","BK0035","BK0274","BK1205","BK0000","LU0651946864.USD","BK1522","BK0176","01072","SG9999001093.SGD"],"gpt_icon":0},{"id":"2591971376","title":"燃气发电产业链：乘AI东风，启发展新程","url":"https://stock-news.laohu8.com/highlight/detail?id=2591971376","media":"价值研究馆","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591971376?lang=zh_cn&edition=full","pubTime":"2025-12-15 00:01","pubTimestamp":1765728061,"startTime":"0","endTime":"0","summary":"随着AIDC项目在备用电源端逐步提高燃气轮机的采用比例，燃气发电产业链上的核心企业正迎来发展的黄金时期。常宝股份凭借其优质的产品和稳定的市场供应，在燃气发电产业链中占据了一席之地。燃气发电相关产业链在美国AIDC需求增长的带动下，正迎来前所未有的发展机遇。在未来的发展中，这些企业需要不断应对挑战，抓住机遇，共同推动燃气发电产业的繁荣发展，为全球能源转型和人工智能的发展提供有力的支持。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215000423a6a1a8cd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215000423a6a1a8cd&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1205","BK1522","01072","BK1546"],"gpt_icon":0},{"id":"2591651693","title":"东方电气2025三季报：订单与生产目标双驱动，毛利率修复下的价值审视","url":"https://stock-news.laohu8.com/highlight/detail?id=2591651693","media":"极简财报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591651693?lang=zh_cn&edition=full","pubTime":"2025-12-14 07:20","pubTimestamp":1765668045,"startTime":"0","endTime":"0","summary":"2025年前三季度，新增生效订单中，清洁能源与可再生能源装备合计占比已超过67%。项目交付与订单执行风险：2025年第三季度新签订单额231亿元，同比下滑8%。最重要观察点：2025年第四季度及2026年第一季度毛利率的环比变化趋势。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214072224a69f692b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214072224a69f692b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1522","BK1546","BK1205","01072"],"gpt_icon":0},{"id":"2591651691","title":"中国造高端工业母机在沈阳下线交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2591651691","media":"中国新闻网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591651691?lang=zh_cn&edition=full","pubTime":"2025-12-13 15:10","pubTimestamp":1765609802,"startTime":"0","endTime":"0","summary":"中新社沈阳12月13日电 记者13日从通用技术沈阳机床获悉，由通用技术集团与东方电气集团联合研发的4台高端五轴联动数控机床12日在沈阳下线交付。12月12日，4台高端五轴联动数控机床在沈阳下线交付。产品将直接应用于东方电气集团承担的雅下水电、新一代煤电等先进电力装备的核心部件制造，实现能源领域高端工业母机自主可控，助力新型电力系统建设。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213151118a69d84b7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213151118a69d84b7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01072","BK1546","BK1205","BK1522"],"gpt_icon":0},{"id":"2590570693","title":"智通港股空仓持单统计|12月12日","url":"https://stock-news.laohu8.com/highlight/detail?id=2590570693","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590570693?lang=zh_cn&edition=full","pubTime":"2025-12-12 18:30","pubTimestamp":1765535405,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，截止12月5日，未平仓空单比位列前三位为万科企业、中兴通讯、中远海控，空仓比分别为20.57%、17.63%、17.59%。智通机器人根据港交所数据，经过人工智能运算后自动生成，并不保证数据100%准确；以上涉及的空仓比增加值或减少值为绝对值数。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1380993.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00839","06680","82318","LU0235996351.USD","09995","LU0348767384.USD","IE00BZ08YR35.GBP","HPAD.SI","LU2097828631.EUR","01880","LU0315179316.USD","00354","02498","PNGAY","09626","LU2476274720.SGD","LU1211504680.USD","00522","02382","01138","PAImain","LU0417516738.SGD","06613","LU0320764599.SGD","LU1481107354.HKD","02228","HK0000306685.HKD","01276","01530","06865","02899","01801","01919","601318","LU2242644610.SGD","LU0370786039.SGD","00863","02202","01072","00763","SG9999002463.SGD","03145","LU0821914370.USD","000002","SG9999004220.SGD","02013","09863"],"gpt_icon":1},{"id":"1176090511","title":"一周港股牛熊榜 |  长飞光纤光缆周内飙34%，AI算力基建热潮推动光通信需求；轩竹生物周升28%，轩悦宁进入医保目录；第一拖拉机周升21%获高盛看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1176090511","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1176090511?lang=zh_cn&edition=full","pubTime":"2025-12-12 18:12","pubTimestamp":1765534337,"startTime":"0","endTime":"0","summary":"高速光模块、光纤光缆及相关配套设备的需求随之水涨船高。$轩竹生物-B$ 本周累升28.11%，轩悦宁进入医保目录，两款肿瘤产品年内密集获批轩竹生物近日宣布，创新药轩悦宁首次纳入国家基本医保药品目录。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/549ed9c19f16d97443cb9ffadc6a6514","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/549ed9c19f16d97443cb9ffadc6a6514"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f31f9c4b7b746092dc00ca030c9a8d42","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"一周港股牛熊榜 |  长飞光纤光缆周内飙34%，AI算力基建热潮推动光通信需求；轩竹生物周升28%，轩悦宁进...","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09678","02643","06127","06869","02575","02591","00108","HSTECH","HSI","01072","00038","01618","HSCEI"],"gpt_icon":1},{"id":"2590957594","title":"东方电气涨10.02%，华源证券一周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2590957594","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590957594?lang=zh_cn&edition=full","pubTime":"2025-12-12 15:32","pubTimestamp":1765524734,"startTime":"0","endTime":"0","summary":"今日东方电气涨10.02%，收盘报24.05元。2025年12月1日，华源证券研究员查浩,刘晓宁,戴映炘发布了对东方电气的研报《毛利率环比改善 在手订单稳定增长》，该研报对东方电气给出“买入”评级。后续抽蓄业务有望接力贡献业绩，风电利润率存在改善可能，维持“买入”评级。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为华源证券的查浩、戴映炘。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121200018522.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["01072","161027","600875"],"gpt_icon":0},{"id":"2590575347","title":"商业航天狂掀涨停潮，核电爆发，港股东方电气涨超15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2590575347","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590575347?lang=zh_cn&edition=full","pubTime":"2025-12-12 15:16","pubTimestamp":1765523765,"startTime":"0","endTime":"0","summary":"12日午后，A股三大指数走强，市场探底回升，截至收盘，三大指数全线收红，沪指涨0.41%，深成指涨0.84%，创业板指近1%。沪深两市成交额2.09万亿，较上一个交易日放量2351亿。盘面上，市场热点快速轮动，全市场涨跌家数接近持平。从板块来看，商业航天概念延续强势，再升科技等近20股涨停。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512123590105489.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512123590105489.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1522","BK0035","SG9999001093.SGD","BK0006","BK0259","BK1546","BK0136","BK0188","BK1205","BK0028","BK0196","BK0034","BK0012","BK0010","01072","600875"],"gpt_icon":0}],"profile":{"websiteUrl":"http://www.dec-ltd.cn","stockEarnings":[{"period":"1week","weight":-0.0361},{"period":"1month","weight":0.1572},{"period":"3month","weight":0.4414},{"period":"6month","weight":0.8779},{"period":"1year","weight":1.6316},{"period":"ytd","weight":1.5556}],"compareEarnings":[{"period":"1week","weight":-0.011},{"period":"1month","weight":-0.0054},{"period":"3month","weight":-0.0322},{"period":"6month","weight":0.0918},{"period":"1year","weight":0.3006},{"period":"ytd","weight":0.2807}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"东方电气股份有限公司是一家主要从事提供高端能源装备及相关服务的中国公司。该公司通过五个分部开展业务。可再生能源装备分部主要包括风电、水电和化工容器、电力电子与控制等高端装备。清洁高效能源装备分部主要包括煤电、燃机和核电业务。工程与贸易分部主要包括工程总承包服务和贸易业务。现代制造服务业分部主要包括电站服务和金融服务。新兴成长产业分部主要包括风电、节能环保产业、电力电子与控制产业、氢能产业和智能制造产业。该公司主要在中国国内和海外市场开展业务。","yearOnYearQuotes":[{"month":1,"riseRate":0.419355,"avgChangeRate":-0.021596},{"month":2,"riseRate":0.516129,"avgChangeRate":0.060948},{"month":3,"riseRate":0.483871,"avgChangeRate":0.01212},{"month":4,"riseRate":0.548387,"avgChangeRate":0.05967},{"month":5,"riseRate":0.451613,"avgChangeRate":0.034303},{"month":6,"riseRate":0.451613,"avgChangeRate":0.014749},{"month":7,"riseRate":0.6875,"avgChangeRate":0.051363},{"month":8,"riseRate":0.375,"avgChangeRate":-0.013574},{"month":9,"riseRate":0.5,"avgChangeRate":0.021},{"month":10,"riseRate":0.4375,"avgChangeRate":0.017123},{"month":11,"riseRate":0.625,"avgChangeRate":0.023068},{"month":12,"riseRate":0.5,"avgChangeRate":0.026776}],"exchange":"SEHK","name":"东方电气","nameEN":"DONGFANG ELEC"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"东方电气(01072)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供东方电气(01072)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"东方电气,01072,东方电气股票,东方电气股票老虎,东方电气股票老虎国际,东方电气行情,东方电气股票行情,东方电气股价,东方电气股市,东方电气股票价格,东方电气股票交易,东方电气股票购买,东方电气股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"东方电气(01072)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供东方电气(01072)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}