东方电气早盘涨超5% 机构认为海外电力设备景气度持续向上

新浪港股04-17

东方电气（01072）早盘上涨5.06%，报10.38港元，成交额3970.81万港元。　　东吴证券发布研报认为，海外电力设备景气度持续向上，发电侧扩容需求、电网侧升级替换需求、用电侧新增需求共振。发电侧、电网侧需求已经有各国可再生能源规划、电网资本开支规划支持，一直持续到2030年甚至2035年，用电侧的数据中心随AI发展、CAPEX表现会持续较强，故全球电力设备需求持续性有望超市场预期。供需...

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