600875 东方电气
已收盘 03-02 15:00:00
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东方电气（600875）披露副总裁退休离任公告，3月2日股价上涨1.19%
证券之星 · 03-02 22:02
东方电气（600875）披露副总裁退休离任公告，3月2日股价上涨1.19%
东方电气(01072)：胡修奎不再担任副总裁
智通财经 · 03-02 19:56
东方电气(01072)：胡修奎不再担任副总裁
宏德股份：公司为东方电气提供风电设备零部件，主要是轴系产品
证券之星 · 03-02 16:46
宏德股份：公司为东方电气提供风电设备零部件，主要是轴系产品
瑞银：投资者对国产电力设备期望值偏低属错误看法 首选东方电气(01072)
智通财经 · 03-02 14:02
瑞银：投资者对国产电力设备期望值偏低属错误看法 首选东方电气(01072)
港股异动 | 东方电气(01072)一度涨超6% 机构指市场忽略国内电力替换需求 公司燃气涡轮机出海令其收益增加
智通财经 · 03-02 11:44
港股异动 | 东方电气(01072)一度涨超6% 机构指市场忽略国内电力替换需求 公司燃气涡轮机出海令其收益增加
东方电气旗下东方汽轮机公司注册资本增至约60.7亿元
证券日报 · 03-01 16:35
东方电气旗下东方汽轮机公司注册资本增至约60.7亿元
The Goldman Sachs Group, Inc.减持东方电气(01072)167.82万股 每股均价约35.22港元
智通财经 · 02-27
The Goldman Sachs Group, Inc.减持东方电气(01072)167.82万股 每股均价约35.22港元
中金：欧美缺电叠加国产算力token出海 电力设备企业有望受益
智通财经 · 02-26
中金：欧美缺电叠加国产算力token出海 电力设备企业有望受益
恒指收跌1.44%：电力等板块走强，东方电气涨超15%
腾讯自选股 · 02-26
恒指收跌1.44%：电力等板块走强，东方电气涨超15%
异动快报：东方电气（600875）2月26日11点19分触及涨停板
证券之星 · 02-26
异动快报：东方电气（600875）2月26日11点19分触及涨停板
电力设备股强势 东方电气(01072)涨11.64% 机构指欧美缺电 电力设备企业可望受惠
金吾财讯 · 02-26
电力设备股强势 东方电气(01072)涨11.64% 机构指欧美缺电 电力设备企业可望受惠
港股异动 | 东方电气(01072)涨超5% 北美自建电源成大趋势 公司有望以AIDC“抢燃机”契机加快出海步伐
智通财经 · 02-26
港股异动 | 东方电气(01072)涨超5% 北美自建电源成大趋势 公司有望以AIDC“抢燃机”契机加快出海步伐
港股异动 | 东方电气(01072)涨超5% 重燃主机供需硬缺口将长期延续 公司燃气轮机出口有潜在扩张空间
智通财经 · 02-24
港股异动 | 东方电气(01072)涨超5% 重燃主机供需硬缺口将长期延续 公司燃气轮机出口有潜在扩张空间
广大特材：主要客户包含东方电气、哈尔滨电气集团等
证券日报 · 02-12
广大特材：主要客户包含东方电气、哈尔滨电气集团等
异动快报：东方电气（600875）2月12日11点13分触及涨停板
证券之星 · 02-12
异动快报：东方电气（600875）2月12日11点13分触及涨停板
东方电气盘初涨超5% 美银证券首予“买入”投资评级
新浪港股 · 02-12
东方电气盘初涨超5% 美银证券首予“买入”投资评级
港股异动 | 东方电气(01072)涨超5% 花旗认为公司从东南亚数据中心或公用事业客户获新订单可能性更高
智通财经 · 02-12
港股异动 | 东方电气(01072)涨超5% 花旗认为公司从东南亚数据中心或公用事业客户获新订单可能性更高
东方电气等在杭州成立驭能科技公司
人民财讯 · 02-11
东方电气等在杭州成立驭能科技公司
港股异动 | 电力设备股午后走强，东方电气涨超8%，哈尔滨电气涨超4%，亿华通、福莱特玻璃等跟涨
老虎资讯综合 · 02-10
港股异动 | 电力设备股午后走强，东方电气涨超8%，哈尔滨电气涨超4%，亿华通、福莱特玻璃等跟涨
东方电气：多位股东已累计减持0.00087%股份
南方财经网 · 02-09
东方电气：多位股东已累计减持0.00087%股份
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公司概况
公司名称：
东方电气股份有限公司
所属行业：
通用设备制造业
上市日期：
1995-10-10
主营业务：
东方电气股份有限公司的主营业务是开发、设计、制造、销售先进的水电、火电、核电、风电、气电、太阳能等发电成套设备，以及向全球能源运营商提供工程承包及服务等相关业务。公司的主要产品是300MW循环流化床锅炉、600MW超临界"W"火焰锅炉、东方电机'W'形火焰燃低挥发份无烟煤锅炉、东方电机600MW超临界锅炉、东方电机600MW超临界循环流化床锅炉、东方电机超高压自然循环中间再热锅炉、东方电机超临界本生直流机组锅炉、东方电机电站辅机设备、东方电机风电发电机。
发行价格：
4.10
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22:02","pubTimestamp":1772460144,"startTime":"0","endTime":"0","summary":"截至2026年3月2日收盘，东方电气报收于37.51元，较前一交易日上涨1.19%，最新总市值为1297.23亿元。该股当日开盘36.04元，最高38.84元，最低36.01元，成交额达51.69亿元，换手率为6.06%。公告显示，公司副总裁胡修奎先生因达到法定退休年龄，不再担任公司副总裁，也不再担任公司其他职务。公司董事会对胡修奎先生在任职期间做出的贡献表示衷心感谢。","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":"https://stock.stockstar.com/RB2026030200039245.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0012","BK1546","BK0010","BK0196","BK0259","BK0035","BK0136","BK1205","BK0034","BK0188","BK0006","600875","SG9999001093.SGD","BK0028","01072","BK1522"],"gpt_icon":0},{"id":"2616972339","title":"东方电气(01072)：胡修奎不再担任副总裁","url":"https://stock-news.laohu8.com/highlight/detail?id=2616972339","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616972339?lang=zh_cn&edition=full","pubTime":"2026-03-02 19:56","pubTimestamp":1772452596,"startTime":"0","endTime":"0","summary":"智通财经APP讯，东方电气(01072)发布公告，胡修奎先生因达到法定退休年龄，不再担任公司副总裁，也不再担任公司其他职务，自2026年3月2日起生效。","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/1409125.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999001093.SGD","BK1522","BK0259","BK0136","BK0034","BK0006","600875","BK0028","01072","BK0012","BK0188","BK0196","BK1546","BK1205","BK0010","BK0035"],"gpt_icon":0},{"id":"2616938491","title":"宏德股份：公司为东方电气提供风电设备零部件，主要是轴系产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2616938491","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616938491?lang=zh_cn&edition=full","pubTime":"2026-03-02 16:46","pubTimestamp":1772441171,"startTime":"0","endTime":"0","summary":"证券之星消息，宏德股份(301163)03月02日在投资者关系平台上答复投资者关心的问题。投资者提问：公司同东方电气除了风电主轴方面的零部件提供以外，还有其他方面的业务合作吗宏德股份回复：尊敬的投资者，您好！ 公司为东方电气提供风电设备零部件，主要是轴系产品。公司客户及产品相关情况请以公司披露的公告和定期报告内容为准。感谢您的关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","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":"https://stock.stockstar.com/RB2026030200023240.shtml","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":"stockstar","symbols":["600875","BK0010","301163","BK0034","BK0035","SG9999001093.SGD","BK0256","BK0028","BK0006","BK1546","01072","BK0259","BK1205","BK0012","BK0196","BK1522","BK0188","BK0136"],"gpt_icon":0},{"id":"2616800503","title":"瑞银：投资者对国产电力设备期望值偏低属错误看法 首选东方电气(01072)","url":"https://stock-news.laohu8.com/highlight/detail?id=2616800503","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616800503?lang=zh_cn&edition=full","pubTime":"2026-03-02 14:02","pubTimestamp":1772431320,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，瑞银发布研报称，保守估计东方电气每1GW燃气涡轮机出售至美国，令其收益增加约16%至20%。该行指，投资者普遍认为中国不存在电力短缺问题，且电力基础设施相对较新，导致对国产电力设备的期望值偏低。该行认为，这种看法是错误，给予东方电气目标价为53.5港元，重申其评级为“买入”，视为中国能源板块首选。","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/1408884.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":["BK0035","BK0259","BK1546","01072","BK0028","BK0196","600875","BK0034","BK1205","BK0006","BK0010","BK1522","SG9999001093.SGD","BK0188","BK0136","BK0012"],"gpt_icon":0},{"id":"2616801343","title":"港股异动 | 东方电气(01072)一度涨超6% 机构指市场忽略国内电力替换需求 公司燃气涡轮机出海令其收益增加","url":"https://stock-news.laohu8.com/highlight/detail?id=2616801343","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616801343?lang=zh_cn&edition=full","pubTime":"2026-03-02 11:44","pubTimestamp":1772423064,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方电气一度涨超6%，截至发稿，涨2.73%，报40.66港元，成交额6.42亿港元。瑞银发布研报称，保守估计东方电气每1吉瓦燃气涡轮机出售至美国，令其收益增加约16%至20%，该行视公司为中国能源板块首选。投资者普遍认为中国不存在电力短缺问题，且电力基础设施相对较新，导致对国产电力设备的期望值偏低，该行认为该类看法有误。","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/1408858.html","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":"stock_zhitongcaijing","symbols":["BK0034","BK1522","BK4585","BK1205","BK0136","600875","BK0188","BK0259","BK0196","VXUS","BK4588","BK0028","BK0012","VT","BK1546","SG9999001093.SGD","BK0006","BK0010","01072","159146","BK0035"],"gpt_icon":0},{"id":"2616826239","title":"东方电气旗下东方汽轮机公司注册资本增至约60.7亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2616826239","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616826239?lang=zh_cn&edition=full","pubTime":"2026-03-01 16:35","pubTimestamp":1772354156,"startTime":"0","endTime":"0","summary":"本报讯天眼查App显示，近日，东方汽轮机有限公司发生工商变更，原股东中国东方电气集团有限公司退出，同时，注册资本由约56.8亿元增至约60.7亿元。该公司成立于1989年，由东方电气股份有限公司全资持股。","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/202603013657711912.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":["BK0035","BK0188","BK0259","BK1522","BK1546","BK0006","BK1205","BK0136","SG9999001093.SGD","BK0012","BK0196","BK0010","BK0028","600875","BK0034","01072"],"gpt_icon":0},{"id":"2614837896","title":"The Goldman Sachs Group, Inc.减持东方电气(01072)167.82万股 每股均价约35.22港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614837896","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614837896?lang=zh_cn&edition=full","pubTime":"2026-02-27 18:58","pubTimestamp":1772189896,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，2月24日，The Goldman Sachs Group, Inc.减持东方电气(01072)167.82万股，每股均价35.2211港元，总金额约为5910.81万港元。减持后最新持股数目约为2426.36万股，最新持股比例为5.95%。","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/1408329.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":["GSX","BK0028","LU1804176565.USD","LU2471134796.USD","LU0251142724.SGD","IE00B19Z3B42.SGD","BK4585","IE0004091025.USD","BK4550","600875","BK1205","IE00BSNM7G36.USD","LU1868836591.USD","BK0196","LU0106831901.USD","LU2471134952.CNY","SG9999001093.SGD","BK0034","LU0251131958.USD","LU2237443622.USD","BK4552","BK0259","LU2750360641.GBP","LU1668664300.SGD","LU1868836757.USD","LU2750360997.AUD","LU0345770308.USD","BK0136","LU1868836914.USD","LU2237443895.HKD","BK1522","01072","BK4516","BK4504","IE0034235188.USD","BK4127","LU0345770993.USD","IE0002270589.USD","IE0004086264.USD","LU2237443382.USD","LU2237443465.HKD","LU2237438978.USD","BK4588","LU0742534661.SGD","BK0188","LU1791807156.HKD","IE00B19Z3581.USD","LU2237443549.SGD","LU2471134523.USD","LU0096364046.USD"],"gpt_icon":0},{"id":"2614184040","title":"中金：欧美缺电叠加国产算力token出海 电力设备企业有望受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2614184040","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614184040?lang=zh_cn&edition=full","pubTime":"2026-02-26 16:14","pubTimestamp":1772093691,"startTime":"0","endTime":"0","summary":"中金主要观点如下：欧美电网设施老旧，近期暴雪警报频发导致停电风险2026年1月25日美国超百万户断电，田纳西州、密西西比州断电率超过10%。欧美电网设施老旧的系统性风险正在提升，持续看好全球开启电力投资大周期。国内电价成本优势凸显，国产大模型抢占全球市场份额，有望打开国产算力token出海机遇根据OpenRouter最新周度token排名数据，中国模型MiniMax/Kimi/智谱/DeepSeek前5占4，国产大模型全球调用量快速增长。","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/1407572.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":["LU2065171311.SGD","LU2328871848.SGD","BK0130","BK1179","LU1997244956.HKD","BK0010","BK0078","BK0224","IE00BYTNYN87.SGD","LU2065170008.USD","IE00BYQNZ168.SGD","LU0164939612.USD","LU0828237510.HKD","BK0006","BK0259","LU2213484517.USD","LU2460026573.USD","601126","LU1961090484.USD","IE00B12V2V27.USD","600875","LU1997245177.USD","BK0158","IE00BPRC5H50.USD","LU1820825898.SGD","BK0156","SG9999011746.SGD","LU2778985437.USD","LU2065169927.USD","03393","IE00B5MMRT66.SGD","LU2289578879.USD","LU0620787316.HKD","002028","LU1146622755.USD","LU0228659784.USD","BK0188","BK0028","002922","LU1969619763.USD","IE0008369823.USD","688676","BK0000","LU2399975544.HKD","LU2476274308.USD","BK0136","LU2495084118.USD","LU1655091616.SGD","301291","601179"],"gpt_icon":0},{"id":"2614166018","title":"恒指收跌1.44%：电力等板块走强，东方电气涨超15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614166018","media":"腾讯自选股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614166018?lang=zh_cn&edition=full","pubTime":"2026-02-26 16:12","pubTimestamp":1772093546,"startTime":"0","endTime":"0","summary":"2月26日，恒生指数收跌1.44%，恒生科技指数收跌2.87%，盘面上，电力、光模块、光通信和半导体板块走强，东方电气涨超15%，剑桥科技涨8%，豪威集团涨超6%，长飞光纤涨近3%，兆易创新涨逾3%。在AI大发展与科技兴国的时代背景下，港股科技板块明显被低估。尽管近期恒生科技指数走势较弱，但这只是一次剧烈的流动性收缩冲击，港股科技板块的基本面与做多逻辑没有发生改变，未来或迎来触底反弹。","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=nesSN20260226161131a7217fe4&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, 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11:20","pubTimestamp":1772076030,"startTime":"0","endTime":"0","summary":"证券之星2月26日盘中消息，11点19分东方电气触及涨停板。其所属行业其他电源设备目前上涨。该股为燃气轮机，超超临界发电，核聚变概念热股，当日燃气轮机概念上涨4.11%，超超临界发电概念上涨1.75%，核聚变概念上涨1.46%。2月25日的资金流向数据方面，主力资金净流出2.39亿元，占总成交额6.24%，游资资金净流入9788.28万元，占总成交额2.55%，散户资金净流入1.41亿元，占总成交额3.69%。","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":"https://stock.stockstar.com/RB2026022600013059.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1205","01072","BK0259","BK1522","BK0188","BK1546","SG9999001093.SGD","BK0034","BK0006","BK0012","BK0136","BK0010","BK0196","BK0028","600875","BK0035"],"gpt_icon":0},{"id":"2614064840","title":"电力设备股强势 东方电气(01072)涨11.64% 机构指欧美缺电 电力设备企业可望受惠","url":"https://stock-news.laohu8.com/highlight/detail?id=2614064840","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614064840?lang=zh_cn&edition=full","pubTime":"2026-02-26 10:10","pubTimestamp":1772071852,"startTime":"0","endTime":"0","summary":"金吾财讯 | 电力设备股强势，东方电气(01072)涨11.64%，东北电气(00042)涨4.82%，金风科技(02208)涨3.19%，上海电气(02727)涨3.01%，哈尔滨电气(01133)涨2.54%，亿华通(02402)涨1.52%。中金公司表示，欧美缺电，加上国产算力token出海，电力设备企业可望受惠。该行表示，欧美电网设施老旧，而且近期暴雪警报频传，导致停电风险上升，认为系统性风险正在提升，持续看好全球开启电力投资大周期。另一方面，国内电价成本优势凸显，国产大模型抢占全球市场份额，可望打开国产算力token出海机会。","market":"nz","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":"1975525","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1171","BK0188","BK0006","BK1546","BK0010","BK0012","BK1513","BK0196","SG9999001093.SGD","02402","BK0028","02208","BK1116","00042","01072","BK0034","BK1205","BK1558","01133","BK0035","BK0259","BK1526","BK1522","BK1594","BK0136","02727","600875"],"gpt_icon":0},{"id":"2614061850","title":"港股异动 | 东方电气(01072)涨超5% 北美自建电源成大趋势 公司有望以AIDC“抢燃机”契机加快出海步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=2614061850","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614061850?lang=zh_cn&edition=full","pubTime":"2026-02-26 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公司燃气轮机出口有潜在扩张空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2613750099","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613750099?lang=zh_cn&edition=full","pubTime":"2026-02-24 10:50","pubTimestamp":1771901430,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方电气涨超5%，截至发稿，涨4.82%，报35.34港元，成交额3.55亿港元。财通证券发布研报称，海外重燃主机厂扩产节奏克制，供需硬缺口将长期延续。该行估计2025年全球重燃意向订单已超80GW，而实际可交付产能仅约 50GW，三菱重工测算GTCC联合循环重燃市场需求或接近100GW，供需矛盾显著。美银证券此前表示，东方电气燃气轮机出口有潜在扩张空间。此外，设备订单随平均售价回升进行销售确认，将驱动公司净利润稳步增长。","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/1406524.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","BK1546","VT","BK0196","BK0188","BK0259","BK0012","BK0010","BK0035","BK0136","BK0006","BK0028","BK1522","01072","BK0034","BK4588","600875","SG9999001093.SGD","BK4585","VXUS"],"gpt_icon":0},{"id":"2610929248","title":"广大特材：主要客户包含东方电气、哈尔滨电气集团等","url":"https://stock-news.laohu8.com/highlight/detail?id=2610929248","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610929248?lang=zh_cn&edition=full","pubTime":"2026-02-12 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11:15","pubTimestamp":1770866122,"startTime":"0","endTime":"0","summary":"证券之星2月12日盘中消息，11点13分东方电气触及涨停板。其所属行业其他电源设备目前上涨。领涨股为金时科技。该股为燃气轮机，核聚变，超超临界发电概念热股，当日燃气轮机概念上涨4.57%，核聚变概念上涨2.48%，超超临界发电概念上涨2.35%。2月11日的资金流向数据方面，主力资金净流出2.14亿元，占总成交额7.73%，游资资金净流入876.09万元，占总成交额0.32%，散户资金净流入2.05亿元，占总成交额7.42%。","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":"https://stock.stockstar.com/RB2026021200013302.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":["BK1546","BK0010","01072","BK0006","BK1522","BK1205","BK0035","BK0188","BK0196","BK0034","SG9999001093.SGD","BK0136","BK0259","BK0028","600875","BK0012"],"gpt_icon":0},{"id":"2610999641","title":"东方电气盘初涨超5% 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美银预测，东方电气2025至2027年净利润的年复合增长率将达13%，受惠于中国电力资本开支上升周期。公司在核电和水电设备市场占有率约40%，火电设备市场占比超过30%，是2021至2025年间中国大规模火电及核电投资的主要受益者。","market":"sh","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://finance.sina.com.cn/stock/hkstock/marketalerts/2026-02-12/doc-inhmpkak3153522.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":"sina","symbols":["161027","01072","600875"],"gpt_icon":0},{"id":"2610995791","title":"港股异动 | 东方电气(01072)涨超5% 花旗认为公司从东南亚数据中心或公用事业客户获新订单可能性更高","url":"https://stock-news.laohu8.com/highlight/detail?id=2610995791","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610995791?lang=zh_cn&edition=full","pubTime":"2026-02-12 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