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

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01072 东方电气

交易中 04-27 10:53:48

40.780

-0.220

-0.54%

最高42.080	最低39.320	成交量673.30万
今开41.480	昨收41.000	日振幅6.73%
总市值1,410亿	流通市值166.38亿	总股本34.58亿
成交额2.71亿	换手率1.65%	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）

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东方电气盘中大跌5.02%，估值承压及高管减持计划扰动市场情绪","url":"https://stock-news.laohu8.com/highlight/detail?id=1196180684","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1196180684?lang=zh_cn&edition=full","pubTime":"2026-04-24 10:03","pubTimestamp":1776996191,"startTime":"0","endTime":"0","summary":"东方电气（01072）今日盘中大跌5.02%，引起了市场的广泛关注。消息面上，公司股价在近期利好密集释放后出现回调，当前价格已触及相对估值模型测算的区间上沿，面临技术性调整压力。此外，公司此前发布的高管减持计划公告，对短期市场情绪形成了一定的扰动。尽管花旗此前上调了公司目标价，Morgan Stanley近期也进行了增持，且公司基本面稳健，全年新增订单及在手订单充足，但估值压力与减持计划的叠加效应，仍导致了股价的显著波动。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629088390","title":"东方电气(01072)盘初上涨3.61% 机构指其在手订单可支撑业务增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2629088390","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629088390?lang=zh_cn&edition=full","pubTime":"2026-04-23 10:01","pubTimestamp":1776909710,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东方电气 盘初上扬，截至发稿，报43.04港元，涨幅3.61%，成交额3.65亿港元。全年公司订单持续增长，新增生效订单1172.51亿元，同比增长15.93%，其中能源装备制造占67.33%，制造服务占22.15%，新兴产业占10.52%。国际市场新生效合同额超140亿元，订单涵盖百万千瓦核电机组、50MW重型燃机、抽水蓄能机组等。公司在手订单充足，国际业务持续深化，必将受益于全球电力需求释放浪潮。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979727","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":["BK0010","BK0012","BK0035","BK1205","BK1522","600875","BK1546","01072","SG9999001093.SGD","SGXZ49509284.SGD","BK0188","BK0136","BK0196","SGXZ81163826.USD","BK0028","BK0034","BK0006","BK0259"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629070559","title":"港股异动 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2026年首季业绩全面提速，公司订单、利润率与现金流均大幅改善，并随即上调2026年全年财务指引。与此同时，AI数据中心建设带动全球电力需求持续上行，海外龙头产能偏紧、交付周期拉长，为国产燃气轮机及相关集成方案出海提供了窗口。","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/1432423.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":["BK1205","01072","LU0449509016.USD","SG9999014674.SGD","IE00BZ08YS42.EUR","BK1183","LU0572944931.SGD","LU1244550494.USD","LU1244550577.SGD","BK1522","VXUS","LU0214875030.USD","LU1244550221.USD","LU0320764755.SGD","LU0531970944.HKD","01133","02338","LU0327786744.USD","LU0052750758.USD","BK4588","LU0320764599.SGD","LU0708995583.HKD","SG9999006597.SGD","LU1808992512.USD","IE0008369823.USD","LU0128522157.USD","LU0672654166.SGD","BK1171","IE00B031HY20.USD","01286","LU0254981946.USD","BK1546","IE00BZ08YR35.GBP","BK4585","IE00BZ08YT58.USD","LU0029875118.USD","IE0008368742.USD","SG9999004220.SGD","LU0543330483.HKD","IE0034224299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127590706","title":"异动解读 | 东方电气盘中大涨5.48%，花旗上调目标价叠加摩根士丹利增持提振信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1127590706","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1127590706?lang=zh_cn&edition=full","pubTime":"2026-04-23 09:34","pubTimestamp":1776908040,"startTime":"0","endTime":"0","summary":"东方电气(01072)今日盘中大幅上涨5.48%，引起市场关注。消息面上，花旗近日发布研究报告，将东方电气的目标价从45港元大幅上调20%至54港元，并维持“买入”评级，同时将其列为电力设备板块的首选股之一。花旗指出，东方电气潜在海外燃气轮机销售业务占比高，且国内核电及水力发电设备需求强劲，因此上调了其净利润预测。此外，国际知名投资机构摩根士丹利(Morgan Stanley)近期也增持了东方电气股份，增持后持股比例上升至5.01%。投行上调评级与国际大行增持形成共振，有效提振了市场对该公司未来发展的信心。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629909452","title":"花旗：升东方电气(01072)目标价至54港元 续为行业首选股","url":"https://stock-news.laohu8.com/highlight/detail?id=2629909452","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629909452?lang=zh_cn&edition=full","pubTime":"2026-04-22 13:56","pubTimestamp":1776837378,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，花旗发布研报称，东方电气(01072)潜在海外燃气轮机销售业务占比高，加上国内核电及水力发电设备需求强劲，以及煤电设备销售利润占比较同业为低，因此列其为电力设备板块首选股之一。该行上调东方电气2026至27年净利润预测3至9%，以反映水电及核电设备销售较高。该行又将东方电气目标价上调20%，由45港元升至54港元，评级“买入”。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1431789.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":["EWH","01072","600875"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629035835","title":"Morgan Stanley增持东方电气(01072)约260.95万股 每股作价约42.12港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2629035835","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629035835?lang=zh_cn&edition=full","pubTime":"2026-04-21 19:07","pubTimestamp":1776769672,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新数据显示，4月16日，Morgan Stanley增持东方电气(01072)260.9474万股，每股作价42.1234港元，总金额约为1.1亿港元。增持后最新持股数目约为2046.53万股，最新持股比例为5.01%。","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/1431421.html","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":"stock_zhitongcaijing","symbols":["LU2133065610.SGD","BK4534","LU1732800096.USD","BK1205","600875","LU0528227936.USD","LU2089283258.USD","BK0028","LU0158827781.USD","BK4127","LU0971096721.USD","EWH","LU1548497426.USD","LU0225283273.USD","01072","BK0196","LU1720051017.SGD","BK4581","LU0557290698.USD","MSPQV","LU0314104364.USD","SG9999001093.SGD","MSPQL","LU0234570918.USD","LU2089284900.SGD","LU1720051108.HKD","LU0106261372.USD","LU1244550221.USD","LU1791710582.SGD","LU2023251221.USD","LU0098860793.USD","LU0912757837.SGD","BK0259","BK0136","LU0006306889.USD","LU2271345857.HKD","LU1074936037.SGD","BK4585","LU1244550494.USD","SGXZ81163826.USD","BK0034","BK0006","BK1522","LU1732799900.SGD","LU0795875086.SGD","BK0188","IE00BKVL7J92.USD","LU1989772840.SGD","LU0267386448.USD","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193476442","title":"摩根斯坦利增持东方电气H股 持股比例从4.37%跃升至5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193476442","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1193476442?lang=zh_cn&edition=full","pubTime":"2026-04-21 17:30","pubTimestamp":1776763822,"startTime":"0","endTime":"0","summary":"根据香港交易所最新披露的数据显示，国际投行摩根斯坦利对东方电气H股的持股比例出现显著变动。4月16日，该机构持有的东方电气H股多头头寸从原先的4.37%提升至5.01%，增幅达到0.64个百分点。\n此次持股比例突破5%的关键阈值，标志着摩根斯坦利对这家中国电力设备龙头企业投资策略的重大调整。作为全球重要的机构投资者，其持仓变动往往被视为行业风向标。\n东方电气作为中国最大的发电设备制造企业之一，在清洁能源装备领域具有重要地位。机构投资者持股比例的变化，通常反映了市场对上市公司未来发展前景的预期。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["BK1522","BK0028","BK0196","BK0259","BK0012","600875","SG9999001093.SGD","BK1205","BK0006","01072","BK0035","SGXZ49509284.SGD","BK0188","SGXZ81163826.USD","BK0034","BK1546","BK0136","BK0010"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627250827","title":"港股异动 | 东方电气(01072)早盘涨超8% 海外需求爆发 国产燃气轮机至少有5年窗口期","url":"https://stock-news.laohu8.com/highlight/detail?id=2627250827","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627250827?lang=zh_cn&edition=full","pubTime":"2026-04-16 10:30","pubTimestamp":1776306633,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方电气早盘涨超8%，截至发稿，涨5.21%，报41.18港元，成交额3.8亿港元。消息面上，东方电气集团东方汽轮机有限公司清洁高效透平动力装备全国重点实验室主任方宇表示，当前海外对算力和电力的需求呈现爆发式增长，他认为要抓住这一机遇，国产燃气轮机至少还有5年的时间窗口。西部证券指出，2025年全年公司订单持续增长，新增生效订单1172.51亿元，同比增长15.93%。","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://www.zhitongcaijing.com/content/detail/1429198.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":["BK0196","SGXZ49509284.SGD","BK0012","BK0010","BK1546","BK0034","BK0006","01072","SGXZ81163826.USD","BK0035","SG9999001093.SGD","BK0136","BK0028","VXUS","BK0188","BK4588","600875","BK0259","BK4585","BK1205","BK1522"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171656709","title":"异动解读 | 水电设备需求预期提振，东方电气盘中大涨5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171656709","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1171656709?lang=zh_cn&edition=full","pubTime":"2026-04-16 09:47","pubTimestamp":1776304026,"startTime":"0","endTime":"0","summary":"东方电气(01072)今日盘中大涨5.01%，引起了市场的广泛关注。消息面上，随着雅鲁藏布江下游水电工程开工推进，国内水电机组订单预计将加速释放，东方电气作为国内头部水电设备制造商有望直接受益。此外，公司在风电、光伏等新能源发电领域布局广泛，受益于全球能源转型趋势。估值方面，公司最新市盈率约13.9倍，低于行业平均水平，具备一定估值吸引力，或吸引资金关注。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626154148","title":"【券商聚焦】中信建投：持续看好缺电产业链 26年中国电力设备出口高景气延续","url":"https://stock-news.laohu8.com/highlight/detail?id=2626154148","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626154148?lang=zh_cn&edition=full","pubTime":"2026-04-10 09:06","pubTimestamp":1775783168,"startTime":"0","endTime":"0","summary":"大致来看，2026年中国电力设备出口高景气延续：1）中国变压器出海迎来黄金发展期。2）自2022年以来，中国一次设备出口规模持续保持高景气。2025年全年电力变压器出口同比增长45%以上。2）高压电力设备需求持续增长而供给短缺，供需矛盾日益凸显。欧美虹吸全球产能下，非美地区全面拥抱中国产能：1）2025年中国出口沙特电力变压器金额超60亿元，同比增加超过100%。综合近两年数据来看，沙特已超过美国成为中国电力变压器最大出口国。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978592","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":["LU0708995583.HKD","BK1205","BK1558","BK1589","BK1513","BK1554","00042","BK1169","02727","BK1594","BK0276","BK1526","IE00BZ08YS42.EUR","601066","02208","IE00BZ08YT58.USD","BK1522","LU0320764599.SGD","02380","LU1983299162.USD","BK1125","IE00BZ08YR35.GBP","00968","BK1530","01133","LU0052750758.USD","BK1116","01072","BK1546"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626949188","title":"东方电气：多位股东计划减持公司股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2626949188","media":"南方财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626949188?lang=zh_cn&edition=full","pubTime":"2026-04-09 17:38","pubTimestamp":1775727481,"startTime":"0","endTime":"0","summary":"南财智讯4月9日电，东方电气公告，公司高级副总裁王军先生拟减持不超过800股，占公司总股本不超过0.00002%；高级副总裁李建华先生拟减持不超过15500股，占公司总股本不超过0.00045%。上述减持均通过集中竞价交易方式进行，减持期间为2026年5月6日至2026年8月5日，减持原因为个人资金需求。","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://finance.eastmoney.com/a/202604093699670624.html","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":"stock_eastmoney","symbols":["BK0035","BK0259","BK0034","BK0196","BK1546","SG9999001093.SGD","01072","BK0136","600875","BK0188","BK1205","BK0010","BK0028","BK1522","BK0012","BK0006"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1185989047","title":"东方电气3月股份变动月报表，股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1185989047","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1185989047?lang=zh_cn&edition=full","pubTime":"2026-04-09 17:23","pubTimestamp":1775726580,"startTime":"0","endTime":"0","summary":"东方电气股份有限公司于2026年4月9日披露2026年3月股份变动月报表，报告期为2026年3月1日至3月31日。公告显示，截至2026年3月31日，公司注册股本维持不变，总额为34.58亿元人民币。其中，H股注册股本4.08亿元人民币，A股注册股本30.50亿元人民币，合计对应已发行股份数为3,458,360,326股。根据公告，H股部分本月底已发行股份数为408,000,000股，A股部分本月底已发行股份数为3,050,360,326股，均与上月底保持一致。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626974046","title":"东方电气(01072)曾跌超4% 汇丰研究指煤电设备新订单或将面临下跌风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2626974046","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626974046?lang=zh_cn&edition=full","pubTime":"2026-04-09 10:35","pubTimestamp":1775702110,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东方电气 盘初探底回升，曾一度跌超4%，最新跌幅收窄至1.02%，报38.66港元，成交额1.51亿港元。消息面上，汇丰环球研究报告指，东方电气2025年业绩符合预期。该行认为煤电设备新订单或将面临下跌风险，需等待“十五五”电力规划细节。该行下调东方电气2027年盈利预测3%，并引入2028年预测。基于分类加总估值法，目标价由48港元下调至45港元，予“买入”评级；东方电气A股目标价由41元人民币下调至39元人民币，予“持有”评级。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978481","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":null,"symbols":["BK0028","BK4588","BK0188","SG9999001093.SGD","BK4521","HSBH","LU0976567544.SGD","BK1546","LU0211326755.USD","LU0496365809.HKD","LU1267930227.SGD","BK0196","HSBC","BK4585","BK1205","BK0012","BK0259","LU0052756011.USD","LU0310800965.SGD","LU0211326839.USD","BK0136","BK4207","BK0010","01072","LU2236285917.USD","BK0034","600875","LU0128525689.USD","BK1522","BK0006","BK0035"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625815945","title":"Artemis Investment Management LLP增持东方电气(01072)82.56万股 每股作价约36.03港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2625815945","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625815945?lang=zh_cn&edition=full","pubTime":"2026-04-08 19:04","pubTimestamp":1775646247,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，4月2日，Artemis Investment Management LLP增持东方电气(01072)82.56万股，每股作价36.0309港元，总金额约为2974.71万港元。增持后最新持股数目为2514.62万股，最新持股比例为6.16%。","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://www.zhitongcaijing.com/content/detail/1426109.html","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":"stock_zhitongcaijing","symbols":["SG9999001093.SGD","BK0012","BK0035","BK0028","BK1205","BK1522","01072","BK0006","BK0196","BK0188","BK1546","EWH","BK0259","BK0034","600875","BK0010","BK0136"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625919596","title":"东方电气涨9.99%，东吴证券一周前给出“买入”评级，目标价53.30元","url":"https://stock-news.laohu8.com/highlight/detail?id=2625919596","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625919596?lang=zh_cn&edition=full","pubTime":"2026-04-08 16:28","pubTimestamp":1775636928,"startTime":"0","endTime":"0","summary":"今日东方电气涨9.99%，收盘报38.3元。2026年4月1日，东吴证券研究员曾朵红,司鑫尧,许钧赫发布了对东方电气的研报《2025年年报点评：业绩略超市场预期，东方巨擎扬帆起航》，该研报对东方电气给出“买入”评级，认为其目标价为53.3元，现价距离目标价尚有39.16%的涨幅空间。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为73.1%。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泰证券的康琪。","market":"fut","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/RB2026040800025032.shtml","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":"stockstar","symbols":["600875","01072","601555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625437997","title":"港股异动 | AI数据中心建设带动电力需求 哈尔滨电气(01133)涨超11% 东方电气(01072)涨近10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625437997","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625437997?lang=zh_cn&edition=full","pubTime":"2026-04-08 13:58","pubTimestamp":1775627938,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，电力设备股走强，截至发稿，哈尔滨电气涨11.2%，报23.04港元；东方电气涨9.79%，报38.8港元；威胜控股涨8.23%，报30.5港元。消息面上，信达证券指出，AI数据中心建设带动电力需求，燃气轮机凭借启动速度快、调峰能力强、碳排放低的优势，成为解决美国等地区电力缺口的核心选择。国际巨头纷纷宣布扩产，国内燃机产业链公司充分受益。","market":"fut","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/1425875.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":["BK0012","BK4588","LU0052750758.USD","LU0620787316.HKD","BK1205","600875","LU0320764599.SGD","LU0708995583.HKD","BK1179","BK0010","01133","DTCR","BK0034","LU0082770016.SGD","BK0259","BLOK","BK1522","BK4585","SG9999001093.SGD","159146","LU0164939612.USD","01072","BK0188","AGIX","IE0008369823.USD","BK0196","BK0028","BK0006","03393","BK1546","BK0136","VXUS","LU0082770016.USD","CHAT","AIPO","BK0035","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625932829","title":"异动快报：东方电气（600875）4月8日9点49分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2625932829","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625932829?lang=zh_cn&edition=full","pubTime":"2026-04-08 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中信建投表示，中国电力设备出海迎来黄金发展期。2026年1-2月海关数据显示，中国电力变压器出口增速保持40%以上，延续较高增长态势，持续印证海外需求旺盛。分市场来看，美欧市场对变压器需求规模全球领先，需求持续高景气而供需偏紧，中国企业北美出海保持高增长，有望持续提升市场渗透率。欧美虹吸全球产能下，中国企业在中东迎来大放量，2025年中国出口沙特电力变压器金额超60亿元。该机构预计，欧美市场需求持续高景气；中东等非美市场需求增加+欧美虹吸全球产能的背景下，中国企业将大有可为。出口头部公司持续兑现基本面，强预期持续照进现实。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978348","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02727","IAU","BEGS","CEF","DBC","GDXJ","PALL","QOmain","USG","01072","FGDL","GOLY","XME","AAAU","JNUG","601066","DGP","GBUG","GLL","GDX","GDXD","GCmain","SGUmain","IAUI","DZZ","JDST","GLTR","159831","00968","DULL","1OZmain","IAUM","GLD","OUNZ","PICK","02208","PHYS","SGOL","01133","GDXY","MGCmain","BTGD","GLDM","UGL","DUST","BAR","RING","02380","00042","GDXU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625616449","title":"每周股票复盘：东方电气（600875）2025年归母净利润增31.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625616449","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625616449?lang=zh_cn&edition=full","pubTime":"2026-04-05 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