On July 10, Dongfang Electric rose 3.21% in regular trading, trading at HK$23.26/share, with turnover of HK$23.63 million. The rally was driven by a dual catalyst of major policy tailwinds and institutional accumulation.

On July 9, Dongfang Electric Group held its inaugural supply chain conference in Deyang, signaling that national grid investment during the 15th Five-Year Plan period is expected to exceed 5 trillion yuan. The new-type power grid segment represents a trillion-yuan blue ocean market accelerating into deployment, positioning the company as a key beneficiary given its status as a national champion in energy equipment manufacturing.

Meanwhile, Morgan Stanley increased its stake in the company by 5.3128 million shares on July 3 at HK$22.6387 per share, totaling approximately HK$120 million. Post-transaction, Morgan Stanley's holding rose to approximately 24.09 million shares, representing a 5.90% stake.

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