600875 东方电气
已收盘 03-25 15:00:00
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The Goldman Sachs Group, Inc.增持东方电气(01072)47.74万股 每股作价约37.71港元
智通财经 · 03-23 19:31
The Goldman Sachs Group, Inc.增持东方电气(01072)47.74万股 每股作价约37.71港元
美银证券：料东方电气受惠于海外需求 升目标价至55港元
智通财经 · 03-09
美银证券：料东方电气受惠于海外需求 升目标价至55港元
港股异动 | 东方电气(01072)再涨超3% 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
智通财经 · 03-06
港股异动 | 东方电气(01072)再涨超3% 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
异动快报：东方电气（600875）3月5日9点35分触及涨停板
证券之星 · 03-05
异动快报：东方电气（600875）3月5日9点35分触及涨停板
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 · 03-05
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
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
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
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
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
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
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
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
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
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
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
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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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Goldman Sachs Group, Inc.增持东方电气(01072)47.74万股 每股作价约37.71港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2621070812","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621070812?lang=zh_cn&edition=full","pubTime":"2026-03-23 19:31","pubTimestamp":1774265466,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，3月17日，The Goldman Sachs Group, 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升目标价至55港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2618080649","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618080649?lang=zh_cn&edition=full","pubTime":"2026-03-09 17:01","pubTimestamp":1773046860,"startTime":"0","endTime":"0","summary":"美银证券发布研报称，将东方电气(01072)2026及2027年税后净利润预测分别上调13%及30%，并更改估值方法，至以市盈率为本的分类加总估值法，东方电气H股目标价由33港元升至55港元，东方电气(6 ...","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":"http://stock.10jqka.com.cn/hks/20260309/c675163530.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":"tonghuashun","symbols":["161027","600875"],"gpt_icon":0},{"id":"2617505464","title":"港股异动 | 东方电气(01072)再涨超3% 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","url":"https://stock-news.laohu8.com/highlight/detail?id=2617505464","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617505464?lang=zh_cn&edition=full","pubTime":"2026-03-06 10:00","pubTimestamp":1772762441,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方电气再涨超3%，截至发稿，涨1.07%，报45.1港元，成交额6.66亿港元。花旗发布研报称，因取得关键战略突破，东方电气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%。以2026年港股22倍市盈率及A股26倍市盈率计算，于全球燃气轮机行业中具吸引力。","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/1410800.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_zhitongcaijing","symbols":["VXUS","BK0188","BK0136","01072","BK0259","BK0010","BK0006","BK0196","SG9999001093.SGD","BK0034","BK0028","BK1205","BK1522","BK0035","BK0012","600875","BK1546","BK4585","BK4588","VT"],"gpt_icon":0},{"id":"2617596950","title":"异动快报：东方电气（600875）3月5日9点35分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2617596950","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617596950?lang=zh_cn&edition=full","pubTime":"2026-03-05 09:36","pubTimestamp":1772674572,"startTime":"0","endTime":"0","summary":"证券之星3月5日盘中消息，9点35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。领涨股为科威尔。该股为核电，储能，雅江电站概念股概念热股，当日核电概念上涨2.14%，储能概念上涨1.97%，雅江电站概念股概念上涨1.97%。3月4日的资金流向数据方面，主力资金净流入4.46亿元，占总成交额7.16%，游资资金净流出1.55亿元，占总成交额2.5%，散户资金净流出2.9亿元，占总成交额4.67%。","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/RB2026030500007921.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":["BK0259","BK1205","BK0028","BK0188","BK0012","BK1546","BK1522","SG9999001093.SGD","01072","BK0010","BK0034","BK0035","BK0136","600875","BK0006","BK0196"],"gpt_icon":0},{"id":"2617550791","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2617550791","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617550791?lang=zh_cn&edition=full","pubTime":"2026-03-05 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":"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/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":["01072","600875","BK1205","BK1522","BK0196","BK1546","SG9999001093.SGD","BK0028","BK0259","BK0006","BK0188","BK0136","BK0034","BK0012","BK0035","BK0010"],"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":"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/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":["161027","600875","01072"],"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":["01072","BK0136","BK0196","BK0028","BK4585","MCHmain","BK4588","BK0034","600875","BK0006","BK1117","HSI","BK1546","513600","BK0010","HSTECH","BK0188","02833","BK0012","BK0035","BK0259","BK1522","BK1205","HHImain","SG9999001093.SGD"],"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":"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/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":["IE00BSNM7G36.USD","BK0196","BK4559","LU1162221912.USD","BK4207","BK0012","LU0320765646.SGD","LU2236285917.USD","SG9999001093.SGD","LU0098860793.USD","LU0162691827.USD","LU0170899867.USD","LU0648001328.SGD","LU1244550221.USD","LU1244550494.USD","LU1244550577.SGD","LU1267930227.SGD","VT","LU0128525689.USD","LU1366192091.USD","BK0034","LU0130517989.USD","LU1668664300.SGD","LU0314106906.USD","LU0310800965.SGD","VXUS","LU2456880835.USD","LU0477156953.USD","BK0035","LU0072461881.USD","LU0980610538.SGD","BK4504","01072","LU1201861249.SGD","BK4585","BK0188","LU1506573853.SGD","LU1791807156.HKD","LU0130102774.USD","LU2125154778.USD","LU2462157665.USD","600875","BK0028","BK1205","LU0052756011.USD","BK4566","BK1522","BK4588","BK1546","LU0106831901.USD"],"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":["BK1522","BK0035","BK0012","BK0136","BK0006","BK0188","SG9999001093.SGD","BK0010","BK0028","600875","BK0196","BK1546","BK0034","01072","BK0259","BK1205"],"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":["BK0028","BK0006","BK0188","BK4588","BK0034","BK0035","BK0010","BK1205","VXUS","160640","BK1522","BK0136","BK4585","399941","600875","000941.SH","SG9999001093.SGD","01072","159875","BK0012","VT","BK0259","BK1546","BK0196"],"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":"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/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":["BK0188","BK0136","BK0196","BK0034","BK0006","BK0259","BK0028","01072","BK1205","BK1546","BK0035","BK1522","SG9999001093.SGD","BK0012","BK0010","600875"],"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":["BK0259","BK1522","BK1205","BK1546","SG9999001093.SGD","600875","BK0196","BK0035","BK0028","BK0012","BK0010","BK0188","01072","BK0136","BK0006","BK0034"],"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":["BK0035","BK0188","600875","BK0196","BK1205","BK1522","BK0034","BK1546","SG9999001093.SGD","BK0012","301163","BK0256","BK0259","BK0028","BK0006","BK0010","01072","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":["BK0006","BK0028","BK0196","BK1522","BK0136","BK0010","BK0188","01072","BK0012","BK0259","BK1205","BK1546","BK0035","BK0034","SG9999001093.SGD","600875"],"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":"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/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":["BK1546","BK1205","SG9999001093.SGD","BK0012","BK4588","01072","BK0196","VT","BK0035","BK0034","159146","BK0028","BK0136","VXUS","600875","BK0010","BK4585","BK0259","BK1522","BK0188","BK0006"],"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":"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/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":["01072","BK1205","600875","BK0012","BK0035","BK0136","SG9999001093.SGD","BK0006","BK0188","BK0259","BK1522","BK0028","BK1546","BK0010","BK0034","BK0196"],"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, 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