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电力设备股

1,036.261

+28.3642.81%

涨家数：4

跌家数：2

平家数：- -

市盈率：- -

高：1,040.638

开：1,010.762

低：1,002.640

收：1,007.896

成交量：8,134.22万

成交额：12.85亿

市值：2,483.15亿

流通市值：463.96亿

数据加载中...

总览新闻资讯

中国高速传动盘中异动大幅上涨8.11%报1.600港元

哈尔滨电气(01133)股价上升5.038%，现价港币$16.68

阿斯达克财经

东方电气(01072)出现大手买入28.04万股，成交价$25.5，涉资715.02万

阿斯达克财经

港股异动 | 东方电气(01072)涨超3% 公司正与美国资料中心客户洽谈燃气涡轮发电机组潜在销售事宜

【券商聚焦】中信证券：传统电源直接受益配套产业链前景可期

金风科技副总裁刘万平：我们能为中国风电做点什么？

每日卖空追踪 | 上海电气 12月22日卖空量成交82.8万股，卖空比例为3.98%

每日卖空追踪 | 东方电气 12月22日卖空量成交169.46万股，卖空比例为15.28%

东北电气12月22日主力净流入10.1万元散户资金抛售

智通AH统计|12月22日

江苏银行上海分行成功助力上海电气集团发行全国首批暨上海首单并购票据

上海电气与中核集团共推战略合作新高度

上海电气与国投集团共谋产业发展新路径

上海电气关键设备保障我国盐穴压缩空气储能示范项目投运

港股异动 | 金风科技(02208)涨近5% 国内风机招标价格回升机构看好风电主机厂盈利能力修复

金风科技股价涨5%，中科沃土基金旗下1只基金重仓，持有7万股浮盈赚取5.67万元

助力国产大飞机高端制造发展，上海电气入围国家智能制造“揭榜挂帅”项目

【信达能源】电力天然气周报：11月我国规上工业发电量同比增长2.7%，天然气产量同比增长5.7%

黑金新视野

金风科技预中标！396MW海上风机大单

海上风电观察

先进制造业集群亮点纷呈，上海是如何培育的？

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| 东方电气(01072)涨超3% 公司正与美国资料中心客户洽谈燃气涡轮发电机组潜在销售事宜","url":"https://stock-news.laohu8.com/highlight/detail?id=2593505574","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593505574?lang=zh_cn&edition=fundamental","pubTime":"2025-12-23 10:14","pubTimestamp":1766456074,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方电气涨超3%，截至发稿，涨3.25%，报24.76港元，成交额8049.11万港元。花旗表示，东方电气正与美国资料中心客户洽谈燃气涡轮发电机组的潜在销售事宜。目前尚无新订单的具体时间表及其他细节。该行认为美国资料中心对燃气涡轮发电机组的需求强劲，价格也颇具吸引力，因此公司正在提升产品可靠性，并努力面对潜在的合规风险及其他挑战。","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/1384756.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":["BK0196","BK1522","600875","BK0010","BK0034","BK0136","BK0188","BK1205","01072","BK0006","BK0035","BK0028","BK0259","BK1546","BK0012","SG9999001093.SGD"],"gpt_icon":0},{"id":"2593845459","title":"【券商聚焦】中信证券：传统电源直接受益 配套产业链前景可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2593845459","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593845459?lang=zh_cn&edition=fundamental","pubTime":"2025-12-23 08:47","pubTimestamp":1766450859,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券研报指，在高比例新能源场景下，保障电力系统平衡面临巨大挑战，各类发电主体装机成本有待合理回收，建立体现容量支撑能力价值的电力容量市场机制迫在眉睫。预计短期内以容量补偿价格为主对传统基荷电源装机成本进行有效回收；中长期建立电力容量市场，将新型储能、风电光伏、虚拟电厂等更多供电主体纳入市场。该机构建议关注：其一，传统火电和储能或直接受益，容量补偿机制对深度调峰能力的考核要求将倒逼煤电机组加快灵活性改造，并大幅改善储能投资经济性。其二，跨省输送电通道潜在扩容需求有待挖掘，虚拟电厂等综合能源服务商盈利空间显著拓宽；其三，智能计量设备、电力交易软件等配套产业链间接受益。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972043","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":["02208","600030","LU2495084118.USD","BK0188","LU1997245094.SGD","BK0012","LU1997245177.USD","LU2148510915.USD","BK0028","BK1564","02727","LU0405327494.USD","LU1064131003.USD","BK1205","BK1589","BK1116","LU1720050803.USD","LU1794554557.SGD","LU0405327148.USD","BK1554","BK1169","LU1064130708.USD","IE00BZ08YR35.GBP","LU1997244956.HKD","LU1655091616.SGD","06030","LU2289578879.USD","00968","BK0276","LU1983299162.USD","BK1594","BK1558","BK1522","LU1328615791.USD","BK0196","BK1513","BK1526","01072","01133","IE00BZ08YS42.EUR","LU1255011170.USD","BK1147","IE00BZ08YT58.USD","BK1521","BK0183","00042","BK1546","BK1516"],"gpt_icon":0},{"id":"2593043587","title":"金风科技副总裁刘万平：我们能为中国风电做点什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2593043587","media":"电能革新","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593043587?lang=zh_cn&edition=fundamental","pubTime":"2025-12-22 21:23","pubTimestamp":1766409793,"startTime":"0","endTime":"0","summary":"中国电器工业协会副会长、风力发电设备分会理事长、金风科技股份有限公司业务副总裁兼中南大区总裁刘万平先生出席论坛并作开幕式致辞，对论坛的召开表示热烈祝贺，向长期以来为行业发展付出努力的各界人士致以诚挚问候。随后发表了题为《我们能为中国风电做点什么？》的精彩演讲，深刻剖析行业发展趋势，提出系列前瞻性观点与指导性建议，引发全场共鸣。","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=nesSN20251222223310a46ae2f7&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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16:30","pubTimestamp":1766392233,"startTime":"0","endTime":"0","summary":"上海电气北京时间12月22日，涨0.77%，卖空量成交82.8万股，较上一交易日减少77.46%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20251222163625a4699775&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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16:30","pubTimestamp":1766392218,"startTime":"0","endTime":"0","summary":"东方电气北京时间12月22日，跌0.08%，卖空量成交169.46万股，较上一交易日减少55.09%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20251222163234a46992d9&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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东北电气股价涨3.70%，报收0.28元，成交金额24.7万元，换手率0.34%，振幅1.85%，量比15.70。东北电气今日主力资金净流入10.1万元，上一交易日主力净流出0万元。该股近5个交易日上涨3.70%，主力资金累计净流入10.1万元；近20日主力资金累计净流入10.1万元，其中净流入天数为1日。","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=nesSN20251222162321a6c08d45&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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16:15","pubTimestamp":1766391305,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，截止12月22日收盘，东北电气、浙江世宝、弘业期货分列AH溢价率前三位，溢价率分别为864.29%、354.83%、274.70%；宁德时代、招商银行、恒瑞医药分列AH溢价率末三位，溢价率分别为-12.58%、-1.90%、3.44%。其中浙江世宝、钧达股份、中远海发的偏离值位居前三，分别为86.04%、46.60%、19.01%；另外，广汽集团、长飞光纤光缆、安德利果汁的偏离值位居后三，分别为-26.02%、-16.85%、-14.47%。","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/1384369.html","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":"stock_zhitongcaijing","symbols":["BK1129","LU0501845795.SGD","HK0000320264.USD","LU1785774172.SGD","IE00B29SXG58.USD","LU0348805143.USD","LU0516422440.USD","LU0708995583.HKD","LU0348816934.USD","LU1961090484.USD","LU2778985437.USD","LU0405327494.USD","LU2045819591.USD","LU0327786744.USD","BK1179","BK1539","LU0648948544.HKD","SG9999006597.SGD","LU0516423174.USD","LU0348827113.USD","LU0405327148.USD","LU1719994722.HKD","LU0791590937.USD","LU1497733557.USD","LU1960683339.HKD","LU0414403682.SGD","LU0455707207.USD","LU1993786604.SGD","LU0431992006.USD","LU1251922891.USD","LU0329678337.USD","LU0737861699.HKD","LU2097828714.EUR","BK1116","LU0469268626.HKD","BK1592","IE00BZ18W340.USD","LU0886674414.USD","LU1880383366.USD","BK1163","LU0345780521.USD","BK1202","LU0359201885.HKD","LU0516423091.SGD","LU0348825331.USD","LU1808992512.USD","BK1174","BK1191","BK1183","LU0456854461.SGD","LU1282649067.USD","LU1794554557.SGD","LU2125910500.SGD","LU2242644610.SGD","LU2399975544.HKD","BK1513","LU0231483743.USD","HK0000320223.HKD","LU2543165471.USD","LU0871576103.HKD","LU0106252389.USD","LU0540923850.HKD","LU2097828631.EUR","LU0149721374.USD","LU0972618739.USD","LU1522347837.USD","BK1521","LU0589944569.HKD","LU1366334578.USD","IE00BZ08YT58.USD","IE00B031J352.USD","LU0543330566.HKD","LU0211977185.USD","BK1223","BK1526","BK1546","IE00B543WZ88.USD","BK1124","IE00BZ08YR35.GBP","IE00BVYPNQ40.USD","LU0828238088.HKD","LU1242518931.SGD","LU1634259557.SGD","LU0244354667.USD","LU2226246903.HKD","LU0096374516.USD","BK1514","SG9999002950.SGD","LU1105468828.SGD","LU2097828557.USD","LU1481107354.HKD","BK1610","LU1880383440.USD","LU0229945570.USD","LU0791591158.USD","BK1119","LU1046422090.SGD","399300","BK1237","BK1543","BK1567","IE0034224299.USD","LU0370786039.SGD","LU0737861772.HKD","LU0588546209.SGD","LU0918141887.USD","LU2476274720.SGD","SG9999002828.SGD","LU1769817096.USD","LU1023057109.AUD","LU0320764599.SGD","BK1509","IE00B0169L03.USD","LU0314109678.HKD","BK1614","LU0049853897.USD","IE00B031HY20.USD","LU0821914370.USD","LU0868486357.SGD","BK1554","LU1008478684.HKD","BK1198","LU1224709979.USD","LU1115378108.SGD","LU0797268264.HKD","LU0862451753.SGD","LU0593848301.USD","LU0266512127.USD","LU0516422366.SGD","LU1152091168.USD","LU0173614495.USD","BK1141","BK1506","LU0163747925.USD","LU0269904917.USD","LU0052750758.USD","01057","HK0000306701.USD","LU0293314216.USD","IE00B5MMRT66.SGD","LU1770034418.SGD","LU0106959298.USD","LU0979878070.USD","LU1504937902.USD","SG9999014674.SGD","LU0315179316.USD","LU1303224171.USD","SG9999002463.SGD","LU0634319403.HKD","LU0348788117.USD","159982","LU1813983027.USD","BK1147","BK1171","IE00BZ18W456.USD","LU1188198961.HKD","LU1655091616.SGD","LU0417516902.SGD","IE00BF5LJ272.USD","LU0823426480.USD","LU1282649141.HKD","LU0287142896.SGD","00042","BK1206","LU0417516738.SGD","IE00BMCWC346.EUR","LU0359201612.USD","BK1607","LU0328353924.USD","LU1497734951.SGD","LU0039217434.USD","BK1594","LU0072913022.USD","BK1505","BK1562","SG9999001226.SGD","LU1282651048.USD","LU0823426308.USD","BK1149","LU2039709279.SGD","SG9999004220.SGD","LU2476274308.USD","LU0164880469.USD","LU0117841782.USD","BK1105","LU0738912210.USD","IE00BZ08YS42.EUR","LU0359202008.SGD","LU0502904849.HKD","BK1583","LU0828237510.HKD","IE00BMQBXF63.USD","LU0488056044.USD","BK1560","BK1127","LU0509642566.USD","BK1185","LU1282651121.HKD","BK1535","SG9999001093.SGD","BK1507","LU0345780281.USD","LU0348814723.USD","BK1148","BK1231","IE0008369823.USD","LU0880133367.SGD","LU0067412154.USD","LU0463099449.HKD","BK1214","IE00BYV24P56.USD","LU1048596156.SGD","LU0348735423.USD","BK1175","LU0329678170.USD","BK1144","LU0051755006.USD","LU0828237940.HKD","BK1568","LU0516422952.EUR","LU1226287529.USD","LU0326950275.SGD","LU1282648689.USD","LU1366334651.USD","LU1152091754.HKD","LU0890818403.SGD","LU0164865239.USD","IE00BGHQDM52.EUR","LU1769817179.HKD","BK1550","LU0640798160.USD","LU1634259391.SGD","LU2097828474.EUR","LU0266512473.USD","BK1544","LU0228659784.USD","LU0307460666.USD","IE0031814852.USD","002703","LU0918141705.HKD","LU0228367735.SGD","LU1675838814.USD","LU2097828805.USD","LU1282649810.SGD","LU0456827905.SGD","LU0048580855.USD","LU1242518857.USD","BK1576","HK0000306685.HKD","LU0561508036.HKD","LU1807302812.USD","03143","LU1224444064.USD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13:09","pubTimestamp":1766380159,"startTime":"0","endTime":"0","summary":"江苏银行上海分行积极响应政策导向，迅速对接客户需求，于12月12日成功承销发行“上海电气集团股份有限公司2025年度第二期科技创新债券（并购）”。此次发行不仅是江苏银行上海分行在债券市场创新实践中的重要突破，更是该行贯彻国家战略、服务实体经济、支持科技创新的具体体现，展现了该在把握政策机遇、响应市场需求、推进产品创新等方面的专业能力和高效执行力。","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=nesSN20251222134332a468f180&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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11:05","pubTimestamp":1766372746,"startTime":"0","endTime":"0","summary":"日前，上海电气党委书记、董事长吴磊一行拜访中国核工业集团有限公司，与中核集团党组书记、董事长申彦锋围绕深化战略合作展开深入交流。会谈中双方一致表示，中核集团和上海电气合作基础深厚，十分期待以此次会谈为契机进一步深化合作，抢占能源技术制高点，携手攻坚核电关键设备等\"卡脖子\"技术，提升自主可控能力，实现互利共赢，共同打造央地企业合作新典范。","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=nesSN20251222112621a4688735&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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10:27","pubTimestamp":1766370476,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，金风科技涨近5%，截至发稿，涨4.47%，报13.79港元，成交额7566.29万港元。消息面上，浙商证券研报指出，根据风芒能源，2025Q1-Q3风电整机累计招标量达到127.3GW，同比增长16%。招标价格回升叠加出口规模扩大推动风电整机毛利率重回上行通道。同时伴随整机企业出口容量快速提升，有望进一步增厚盈利能力。根据风芒能源统计，2024年中国整机企业中标海外订单34.3GW，2025年前三季度达到19.28GW。","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/1384241.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":["BK1513","BK1205","BK0196","BK0028","BK1546","BK1558","002202","BK0188","BK1526","BK0086","BK0259","BK1594","BK0136","BK0183","02208","BK0034","BK0187"],"gpt_icon":1},{"id":"2593877435","title":"金风科技股价涨5%，中科沃土基金旗下1只基金重仓，持有7万股浮盈赚取5.67万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2593877435","media":"新浪财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2593877435?lang=zh_cn&edition=fundamental","pubTime":"2025-12-22 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一键三连宝尔捷入围国家智能制造“揭榜挂帅”项目近日，工信部公布了2025年度智能制造系统解决方案“揭榜挂帅”项目名单。上海电气电机产品入选工信部节能降碳技术装备推荐目录近日，工信部发布《国家工业和信息化领域节能降碳技术装备推荐目录》清单。","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=nesSN20251222070917a467a013&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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