600875 东方电气
已收盘 03-04 15:00:00
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东方电气新注册《风电叶片生产过程AI视觉自动质检及质量追溯软件V1.0》项目的软件著作权
证券之星 · 01:54
东方电气新注册《风电叶片生产过程AI视觉自动质检及质量追溯软件V1.0》项目的软件著作权
东方电气涨9.07%,华鑫证券二个月前给出“买入”评级
证券之星 · 03-04 16:19
东方电气涨9.07%,华鑫证券二个月前给出“买入”评级
港股午评|恒生指数早盘跌2.78% 东方电气逆市涨超10%
智通财经 · 03-04 11:17
港股午评|恒生指数早盘跌2.78% 东方电气逆市涨超10%
港股异动 | 东方电气(01072)逆市涨超13% 花旗称公司已取得20台50MW燃气轮机订单
智通财经 · 03-04 10:57
港股异动 | 东方电气(01072)逆市涨超13% 花旗称公司已取得20台50MW燃气轮机订单
燃气轮机概念快速拉升 东方电气触及涨停
每日经济新闻 · 03-04 10:17
燃气轮机概念快速拉升 东方电气触及涨停
新能源发电概念港股普跌 东方电气跌12%
每日经济新闻 · 03-03 14:49
新能源发电概念港股普跌 东方电气跌12%
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
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
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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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01:54","pubTimestamp":1772646855,"startTime":"0","endTime":"0","summary":"证券之星消息,近日东方电气(600875)新注册了《风电叶片生产过程AI视觉自动质检及质量追溯软件V1.0》项目的软件著作权。今年以来东方电气新注册软件著作权2个。结合公司2025年中报财务数据,2025上半年公司在研发方面投入了15.7亿元,同比增16.45%。通过天眼查大数据分析,东方电气股份有限公司共对外投资了22家企业,参与招投标项目3503次;财产线索方面有商标信息1条,专利信息544条,著作权信息53条;此外企业还拥有行政许可17个。数据来源:天眼查APP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/RB2026030500001018.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":["BK0188","BK1522","BK0196","BK1546","BK0010","BK0136","600875","BK0035","BK0259","BK0012","BK0028","SG9999001093.SGD","01072","BK0034","BK0006","BK1205"],"gpt_icon":0},{"id":"2616580362","title":"东方电气涨9.07%,华鑫证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2616580362","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616580362?lang=zh_cn&edition=full","pubTime":"2026-03-04 16:19","pubTimestamp":1772612369,"startTime":"0","endTime":"0","summary":"今日东方电气涨9.07%,收盘报38.37元。2025年12月19日,华鑫证券研究员张涵,罗笛箫发布了对东方电气的研报《公司动态研究报告:饱满订单支撑成长,燃机出海迎来机遇》,该研报对东方电气给出“买入”评级。研报中预测公司2025-2027年收入分别为812、883、896亿元,EPS分别为1.15、1.37、1.52元,当前股价对应PE分别为19.6、16.5、14.8倍,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":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030400027690.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":["01072","600875","161027"],"gpt_icon":0},{"id":"2616720300","title":"港股午评|恒生指数早盘跌2.78% 东方电气逆市涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616720300","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616720300?lang=zh_cn&edition=full","pubTime":"2026-03-04 11:17","pubTimestamp":1772594238,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,港股恒生指数跌2.78%,跌716点,报25051点;恒生科技指数跌1.96%。港股早盘成交2076亿港元。中国铝业涨4.2%;中国宏桥涨3.76%。东方电气逆市涨超10%,花旗称公司已取得20台50MW燃气轮机订单。航空股再度走低,地缘风险引发全球航空停运潮,油价上涨将加剧航空业营运压力。国泰航空跌4%;东方航空跌4%。三桶油集体提示风险,特朗普称将提供军舰护航及油轮保险。中海油服跌超7%;中石油跌4.4%。","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/1409825.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":["BK0006","513600","BK4588","BK0035","BK1117","BK1205","HSI","BK0136","02833","BK0010","BK0028","BK4585","BK1522","BK0012","BK0188","SG9999001093.SGD","HSTECH","HHImain","BK0034","BK0259","01072","BK1546","BK0196","MCHmain","600875"],"gpt_icon":0},{"id":"2616302011","title":"港股异动 | 东方电气(01072)逆市涨超13% 花旗称公司已取得20台50MW燃气轮机订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2616302011","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616302011?lang=zh_cn&edition=full","pubTime":"2026-03-04 10:57","pubTimestamp":1772593072,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方电气逆市涨超13%,截至发稿,涨9.78%,报37.48港元,成交额10.07亿港元。花旗发布研报称,东方电气取得关键战略突破。公司已从加拿大客户获得20台50MW燃气轮机发电机组的里程碑式订单,单价为2亿元人民币,毛利率达40-50%。报告指,基于预期燃气轮机发电机组收入,将东方电气2026-2027财年净利润预测上调14-21%。目标价由22港元上调105%至45港元。","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/1409814.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["VXUS","LU0072461881.USD","LU1244550221.USD","600875","LU1267930227.SGD","BK4588","BK4585","LU0052756011.USD","LU0162691827.USD","LU0170899867.USD","LU0314106906.USD","BK1205","LU1162221912.USD","IE00BSNM7G36.USD","LU1668664300.SGD","BK0012","BK4566","LU0648001328.SGD","LU1506573853.SGD","SG9999001093.SGD","LU0320765646.SGD","LU0477156953.USD","LU0128525689.USD","BK1522","BK4207","BK4504","LU0130102774.USD","LU0130517989.USD","LU0310800965.SGD","LU1244550577.SGD","01072","LU2462157665.USD","BK1546","BK0028","LU0098860793.USD","LU2125154778.USD","BK0188","LU1366192091.USD","LU0106831901.USD","LU1791807156.HKD","BK0196","LU1201861249.SGD","BK4559","LU1244550494.USD","LU2236285917.USD","VT","BK0034","LU2456880835.USD","BK0035","LU0980610538.SGD"],"gpt_icon":0},{"id":"2616304202","title":"燃气轮机概念快速拉升 东方电气触及涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2616304202","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616304202?lang=zh_cn&edition=full","pubTime":"2026-03-04 10:17","pubTimestamp":1772590626,"startTime":"0","endTime":"0","summary":"每经AI快讯,3月4日,燃气轮机概念快速拉升,东方电气触及涨停,应流股份、万泽股份、图南股份、海联讯、博盈特焊跟涨。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603043661483641.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/202603043661483641.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":["BK0012","BK1546","BK0010","BK0196","BK0259","BK0035","BK0136","BK1205","BK0034","BK0188","BK0006","600875","SG9999001093.SGD","BK0028","01072","BK1522"],"gpt_icon":0},{"id":"2616316882","title":"新能源发电概念港股普跌 东方电气跌12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616316882","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616316882?lang=zh_cn&edition=full","pubTime":"2026-03-03 14:49","pubTimestamp":1772520579,"startTime":"0","endTime":"0","summary":"每经AI快讯,3月3日,新能源发电概念港股集体走低。截至发稿,核电概念的东方电气(01072.HK)跌12%,上海电气(02727.HK)跌6%;光伏概念的钧达股份(02865.HK)跌10%,信义光能(000968.HK)跌6%;风电概念的金风科技(02208.HK)跌9%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603033660256935.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/202603033660256935.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":["BK0010","BK0196","159875","160640","VT","BK1522","BK4588","SG9999001093.SGD","BK0006","BK0259","600875","BK4585","BK0034","01072","BK1205","VXUS","BK0188","BK0028","BK1546","BK0035","BK0136","BK0012","399941","000941.SH"],"gpt_icon":0},{"id":"2616912358","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616912358","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616912358?lang=zh_cn&edition=full","pubTime":"2026-03-02 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":["600875","01072","BK0188","BK0034","BK0035","BK0136","BK1205","BK0010","BK1522","BK0259","BK0196","BK0028","BK0012","BK1546","BK0006","SG9999001093.SGD"],"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":"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/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":["BK0188","600875","BK0259","BK1205","BK0028","BK0196","BK0010","01072","BK0012","BK0034","BK0006","BK0035","BK1546","BK1522","SG9999001093.SGD","BK0136"],"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":"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":"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":["BK0256","BK0188","BK0006","BK0136","BK1205","BK1546","BK0028","BK0010","BK0035","BK1522","600875","BK0034","01072","BK0196","BK0259","SG9999001093.SGD","301163","BK0012"],"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":"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/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":["BK1205","BK0034","BK0136","BK0188","BK0010","SG9999001093.SGD","BK0259","BK1522","BK0006","01072","BK0028","BK0196","600875","BK1546","BK0035","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":"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/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":["VXUS","VT","BK1522","BK0006","01072","BK1205","BK0010","BK0136","BK0012","159146","600875","BK4585","BK0034","BK1546","BK0188","BK0035","BK0028","BK4588","BK0259","BK0196","SG9999001093.SGD"],"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":["BK0028","BK0035","BK0034","BK0136","BK0012","BK0188","01072","BK0259","600875","BK1522","SG9999001093.SGD","BK0196","BK1546","BK1205","BK0006","BK0010"],"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":"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/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":["LU2471134952.CNY","LU2237443465.HKD","IE0004091025.USD","BK4504","LU2237443622.USD","LU0251131958.USD","BK4127","LU0106831901.USD","LU1791807156.HKD","LU2237438978.USD","IE00B19Z3B42.SGD","IE0034235188.USD","LU2750360641.GBP","BK0188","BK4588","IE00B19Z3581.USD","BK4516","BK4550","LU2237443895.HKD","LU0345770308.USD","IE00BSNM7G36.USD","LU1804176565.USD","BK0196","LU1668664300.SGD","SG9999001093.SGD","BK0028","BK4552","IE0002270589.USD","BK0034","01072","BK1205","LU2471134523.USD","BK0259","LU0742534661.SGD","BK1522","GSX","LU1868836757.USD","LU2237443549.SGD","LU2471134796.USD","LU0096364046.USD","IE0004086264.USD","LU1868836591.USD","BK0136","BK4585","LU2750360997.AUD","LU0345770993.USD","LU0251142724.SGD","LU2237443382.USD","600875","LU1868836914.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":["LU1655091616.SGD","IE00BYQNZ168.SGD","LU0228659784.USD","LU2476274308.USD","601126","IE0008369823.USD","LU2778985437.USD","LU2289578879.USD","BK0224","LU2399975544.HKD","BK0188","LU1820825898.SGD","BK0259","BK0010","BK0136","LU2065170008.USD","IE00B12V2V27.USD","BK0006","03393","BK0028","LU2495084118.USD","002922","BK0078","BK0158","LU0620787316.HKD","SG9999011746.SGD","LU1146622755.USD","LU2460026573.USD","601179","LU0164939612.USD","LU2065169927.USD","IE00BPRC5H50.USD","LU2213484517.USD","301291","IE00BYTNYN87.SGD","IE00B5MMRT66.SGD","688676","002028","600875","BK0000","LU2328871848.SGD","LU1969619763.USD","LU1997245177.USD","LU0828237510.HKD","LU1961090484.USD","LU1997244956.HKD","BK1179","LU2065171311.SGD","BK0130","BK0156"],"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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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":"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/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":["VXUS","VT","BK1522","BK0006","01072","BK1205","BK0010","BK0136","BK0012","600875","BK4585","BK0034","BK1546","BK0188","BK0035","BK0028","BK4588","BK0259","BK0196","SG9999001093.SGD"],"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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