港股詳情

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東方電氣

29.700

-1.080-3.51%

成交量：480.99萬

成交額：1.42億

市值：1,027.03億

市盈率：22.37

高：29.980

開：29.980

低：29.100

收：30.780

52周最高：119.900

52周最低：11.715

股本：34.58億

香港流通股本：4.08億

量比：1.08

換手率：1.18%

股息：0.61

股息率：2.06%

每股收益(LYR):1.328

淨資產收益率：9.13%

總資產收益率：1.17%

市淨率：1.90

市盈率(LYR):22.37

市銷率: 1.13

資料載入中...

總覽公司新聞資訊公告

東方電氣(01072)出現大手買入24.14萬股，成交價$35.78，涉資863.729萬

阿斯达克财经

異動解讀｜東方電氣盤中下跌3.07%，重型電氣設備板塊持續走弱延續衝高回落格局

中國銀河證券聯合上交所走進滬市上市公司東方電氣

银河证券服务

異動解讀 | 東方電氣盤中大跌5.07%，重型電氣設備板塊走弱及資金流出拖累股價

異動解讀｜東方電氣盤中下跌3.59%，重型電氣設備板塊持續走弱延續反覆震盪格局

東方電氣(01072)出現大手賣出17.9萬股，成交價$37.0，涉資662.3萬

阿斯达克财经

《輪動華泰》零跑理想領跌車股百度今晚出業績

阿斯达克财经

異動解讀 | 券商報告看好風電板塊景氣度，東方電氣盤中大漲5%

【券商聚焦】中信證券：風光儲結構性分化儲能與風電配置價值凸顯、光伏築底修復

已經排產到2031年？芯片之後，AI開始瘋搶燃氣輪機

智通港股早知道 | 算力租賃價格大漲英偉達H200「鬆綁」落地

港股概念追蹤|加拿大推出1萬億加元電網擴張計劃電力設備企業受益北美需求擴張（附概念股）

東方電氣：5月6日高級管理人員李建華減持股份合計1.55萬股

異動解讀 | 燃氣輪機出海訂單及板塊情緒助推，東方電氣盤中大漲5.06%

港股電力設備股盤初拉升！東方電氣升逾6%，金風科技升逾4%

老虎资讯综合

港股午評|恒生指數早盤漲0.30% 銅業資源股走高

東方電氣盤中升逾5% 華泰證券維持「買入」評級

風電板塊普遍走強東方電氣(01072)漲3.72% 大摩預計數據中心電力缺口達55GW

異動解讀 | 東方電氣盤中大漲5.07%，業績亮眼、訂單充沛及燃氣輪機出口催化股價

港股異動 | 東方電氣(01072)早盤升逾5% 機構看好G50自主燃機出海貢獻利潤彈性

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17:29","pubTimestamp":1779269340,"startTime":"0","endTime":"0","summary":"为加强投资者教育，增进投资者对沪市优质上市公司及相关行业的了解，搭建上市公司与投资者沟通交流平台，引导投资者理性认识沪市上市公司投资价值，2026年5月15日，上海证券交易所联合中国银河证券组织开展“我是股东”走进沪市上市公司活动，带领投资者走进东方电气。本次活动由上海证券交易所、中国银河证券主办，东方电气股份有限公司、中国银河证券四川分公司承办，中国银河证券投资者教育基地协办，并得到国泰基金的大力支持。","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://finance.sina.com.cn/stock/relnews/hk/2026-05-20/doc-inhypxkk9609346.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":"sina","symbols":["BK0035","161027","BK0006","BK0012","SGXZ49509284.SGD","BK0188","SGXZ81163826.USD","06881","BK0034","601881","01072","BK0259","BK0028","BK0010","BK0196","BK1147","SG9999001093.SGD","BK1546","600875","BK1522","BK1564","BK0136","BK0276","BK1205"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103082846","title":"異動解讀 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| 券商報告看好風電板塊景氣度，東方電氣盤中大漲5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169006195","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169006195?lang=zh_tw&edition=fundamental","pubTime":"2026-05-18 10:05","pubTimestamp":1779069954,"startTime":"0","endTime":"0","summary":"东方电气(01072)今日盘中股价大幅拉升，涨幅达到5.00%，表现引人注目。消息面上，中信证券发布研究报告指出，基于新能源行业业绩表现，风电板块业绩拐点已经确立，呈现量价齐升态势，叠加海外与海上风电业务拓展，行业盈利正在持续修复。报告认为，在风光储三大板块中，具备业绩确定性的风电配置价值凸显。该积极观点提振了市场对东方电气等风电设备龙头的信心，可能是推动其股价在盘中走强的重要因素。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636101150","title":"【券商聚焦】中信證券：風光儲結構性分化 儲能與風電配置價值凸顯、光伏築底修復","url":"https://stock-news.laohu8.com/highlight/detail?id=2636101150","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636101150?lang=zh_tw&edition=fundamental","pubTime":"2026-05-18 09:20","pubTimestamp":1779067237,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券研究指，基于新能源行业2025&2026Q1业绩表现：1）储能板块景气上行，户储盈利稳健、大储静待成本传导拐点；2）风电板块业绩拐点确立，量价齐升叠加海外与海风业务拓展，盈利持续修复；3）光伏板块处于筑底修复阶段，主链亏损收窄、辅材率先回暖，行业风险逐步出清。整体来看，风光储三大板块呈现结构性分化，具备业绩确定性的储能和风电配置价值凸显，同时建议关注光伏行业潜在反转信号。风险因素：风电光伏需求增长低于预期的风险；光伏组件、风机、储能系统等产品价格修复进展不及预期的风险；原材料价格大幅上涨的风险；海外贸易壁垒进一步抬升的风险；海外市场拓展和产品交付进度不及预期的风险。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981505","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":["LU1781817850.SGD","00916","LU1794554557.SGD","LU1655091616.SGD","BK1546","BK1554","LU1064131003.USD","BK1526","BK0196","BK0276","BK1583","LU0449509016.USD","HK0000500386.USD","LU0054450605.USD","00527","LU2148510915.USD","BK1503","BK1558","01072","600030","LU1328615791.USD","BK1516","LU1255011170.USD","02208","01798","LU2495084118.USD","LU1997245177.USD","BK1513","LU0449515922.USD","06030","BK1521","LU1997244956.HKD","BK1564","HK0000252152.HKD","BK1594","00182","BK0188","LU0405327148.USD","BK1154","LU0405327494.USD","BK1147","LU1720050803.USD","LU0254981946.USD","00956","BK1205","RAYS","BK0028","LU0214875030.USD","BK1522","BK1166"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635855770","title":"已經排產到2031年？芯片之後，AI開始瘋搶燃氣輪機","url":"https://stock-news.laohu8.com/highlight/detail?id=2635855770","media":"新京报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635855770?lang=zh_tw&edition=fundamental","pubTime":"2026-05-15 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英偉達H200「鬆綁」落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2635000722","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635000722?lang=zh_tw&edition=fundamental","pubTime":"2026-05-15 07:34","pubTimestamp":1778801693,"startTime":"0","endTime":"0","summary":"国盛证券研报指出，Agent及AICoding带动算力需求结构性跃升，全球AI算力租赁价格已上修超40%。大型科技股多数上涨，英伟达收涨4.39%续创新高，已连续七个交易日上涨，总市值5.71万亿美元。人工智能芯片制造商Cerebras System上市首日大涨超68%。英伟达H200“松绑”落地 联想已证实获准分销2026年5月14日，一则消息在全球科技与资本市场激起波澜。","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/1441990.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2471134952.CNY","LU1992135472.HKD","LU0323591593.USD","LU0708995401.HKD","IE00BQXX3D17.EUR","LU1069344957.HKD","LU0689472784.USD","IE00BYXW3230.USD","LU0109391861.USD","LU1366192091.USD","SG9999014898.SGD","002714","SG9999018857.SGD","LU1803068979.SGD","LU0354030438.USD","LU1934455863.HKD","LU2505996509.AUD","BK4605","LU2247934214.USD","LU0528227936.USD","HSI","IE0005OL40V9.USD","IE0001KFT4U8.USD","LU0158827948.USD","IE00BMPRXN33.USD","IE00B4YYXB79.USD","LU1429558221.USD","LU1778281490.HKD","IE00BZ199S13.USD","LU0861579265.USD","NVDG","LU0096364046.USD","LU2360032135.SGD","LU2637965513.SGD","LU2236285917.USD","LU0143551892.USD","LU0494093205.USD","LU0011850046.USD","LU0096362180.USD","LU0061474705.USD","LU2063271972.USD","LU0672654240.SGD","HSTECH","BK4551","LU1691799644.USD","LU1852331112.SGD","LU2242650005.HKD","LU0823421416.USD","SG9999001424.SGD","BK1607","SNVD.UK","LU2023250504.SGD","LU1720051108.HKD","LU0708994859.HKD","600875","LU0964807845.USD","LU2272731600.USD","SG9999014567.USD","GB00BDT5M118.USD","LU0265550359.USD","LU1674673691.USD","LU1989764664.SGD","LU1551013342.USD","TCEHY","LU0061475181.USD","LU0310799852.SGD","LU2244417387.USD","IE00BKDWB100.SGD","LU0251132253.USD","LU1037948897.HKD","LU0061474960.USD","LU0094547139.USD","LU0390134368.USD","IE00BZ1G4Q59.USD","LU1721428933.USD","SG9999004303.SGD","LU1720051017.SGD","IE00BK4W5M84.HKD","BK4141","LU0072462426.USD","IE00B19Z9505.USD","BK1543","LU2125154778.USD","LU1244550577.SGD","IE00BN29S564.USD","IE0004086264.USD","LU0053666078.USD","LU0345770993.USD","ASTS","LU2471134796.USD","LU0683600562.USD","LU2746668461.USD","02419","00992","LU0154236417.USD","HK0000320223.HKD","LU2237438978.USD","02714","09611","BK4612","LU2089283258.USD","IE00BDCRKT87.USD","SGXZ90724238.SGD","HK0000914660.USD","LU0985320562.USD","IE0034235188.USD","LU0466842654.USD","LU2592432038.USD","LU1674673428.USD","SG9999014914.USD","CSIQ","TSLA","BK4614","HK0000532082.HKD","LU0265550946.USD","LU1400636491.USD","LU0127658192.USD","00241","BK4587","LU2756315664.SGD","LU1934455194.USD","LU1935043536.SGD","BK4532","00288","LU2403377893.USD","LU0256863902.USD","LU2462591350.SGD","LU2506951792.HKD","IE00BMPRXR70.SGD","LU2249611893.SGD","IE0003U64NQ7.SGD","LU1066051811.HKD","LU2326559502.SGD","BK4533","01686","LU0289739343.SGD","09988","LU1821325948.USD","IE00B775H168.HKD","LU2097344357.USD","LU0225283273.USD","IE00BJLML261.HKD","LU1868837300.USD","BK4548","LU0006306889.USD","LU1951198990.SGD","LU1923622291.USD","DIPS","LU1868837136.USD","LU2491050071.SGD","LU0080751232.USD","LU0057025933.USD","SG9999001226.SGD","LU1145028129.USD","HK0000304797.USD","LU2242649171.HKD","00700","LU0082616367.USD","LU0345770308.USD","BK4503","LU1623119135.USD","LU2125909759.SGD","IE00B7KXQ091.USD","LU0234572021.USD","LU0965509010.AUD","LU0070217475.USD","LU2023251221.USD","LU2087621335.USD","LU0511384066.AUD","LU0823414551.USD","LU2860962120.EUR","LU3102509885.SGD","CRWS","HK0000306701.USD","LU1232071149.USD","LU0444973449.USD","LU2028103732.USD","IE00BJTD4V19.USD","BK4543","LU2458330169.SGD","BK4529","LU2360106780.USD","LU1935042991.SGD","IE00B3M56506.USD","LU0029864427.USD","BK4527","LU0187121727.USD","LU2473716301.USD","LU1242518931.SGD","IE00BDRTCR15.USD","LU2213496289.HKD","LU2125909593.SGD","LU0056508442.USD","LU1116320737.USD","LU0238689110.USD","LU0689626769.HKD","SG9999001051.SGD","IE00BFSS8Q28.SGD","LU1242518857.USD","LU0889565833.HKD","LU0211328371.USD","LU2750360641.GBP","LU2168564149.EUR","LU2125154935.USD","LU0173614495.USD","LU2065171402.SGD","LU0820561818.USD","BK4592","SGXZ81514606.USD","BABA","LU2322448957.HKD","LU0203202063.USD","3NVD.UK","LU0234570918.USD","LU0124676726.USD","LU1951200564.SGD","IE0034235303.USD","LU2168564065.EUR","LU1366333091.USD","688347","LU1496350171.SGD","IE00B4JS1V06.HKD","LU2322448791.USD","LU2413666426.HKD","LU1791710400.SGD","LU2746668974.SGD","HK0000914686.HKD","LU2286300806.USD","LU2097344431.USD","LU2896262040.SGD","BK1603","LU2054465674.USD","LU2065171311.SGD","LU1202635105.USD","IE00B5949003.HKD","LU0210533765.USD","LU0345769631.USD","LU2125909247.SGD","LU0316494557.USD","LU1037948541.HKD","ANV","LU0642271901.SGD","IE00BKVL7J92.USD","IE00BK4W5L77.USD","LU2357305700.SGD","LU0541502299.USD","LU2290526834.HKD","IE00BD6J9T35.USD","LU1400636657.SGD","WHGLY","LU0702159699.USD","LU2360107168.USD","LU1066051498.USD","NVDO","AACAY","LU0820562030.AUD","LU1815336760.USD","BK1521","LU1267930730.SGD","01610","IE00BKPKM429.USD","LU2462591277.SGD","LU095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  電力設備企業受益北美需求擴張（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2635278887","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635278887?lang=zh_tw&edition=fundamental","pubTime":"2026-05-15 07:33","pubTimestamp":1778801621,"startTime":"0","endTime":"0","summary":"扩建加拿大电网的总成本预计将超过1万亿加元，由联邦政府、省政府以及私营部门共同分担。该战略旨在降低约70%加拿大家庭的能源成本，并承诺通过融资和赠款支持多达100万户家庭进行能源改造。同期美国数据中心总容量预计达110吉瓦，全国发电厂设备支出总额或攀升至2150亿美元。美国和加拿大等发达国家普遍面临电网老化、本土制造产能空心化的问题。广发证券认为，我国电力设备龙头企业将充分受益于海外需求的高增长。","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/1441993.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":["IE00BZ08YS42.EUR","LU0572944931.SGD","IE0034224299.USD","IE0008369823.USD","LU0082770016.SGD","LU0164939612.USD","LU1244550221.USD","BK1546","VXUS","BK4588","LU0672654166.SGD","LU1808992512.USD","LU0320764755.SGD","03393","IE00B031HY20.USD","LU0531970944.HKD","BK1522","LU0052750758.USD","LU0708995583.HKD","LU0620787316.HKD","BK1171","LU1244550494.USD","FXC","SG9999014674.SGD","SG9999006597.SGD","SG9999011746.SGD","SGXZ62798434.SGD","MCDmain","LU0327786744.USD","LU0029875118.USD","BK4585","LU0320764599.SGD","IE00BZ08YR35.GBP","LU0128522157.USD","BK1205","01072","IE00BZ08YT58.USD","LU1244550577.SGD","LU0543330483.HKD","SG9999004220.SGD","SGXZ86797644.SGD","02338","BK1179","CADmain","LU0214875030.USD","LU0082770016.USD","IE0008368742.USD","LU0254981946.USD","LU0449509016.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635478086","title":"東方電氣：5月6日高級管理人員李建華減持股份合計1.55萬股","url":"https://stock-news.laohu8.com/highlight/detail?id=2635478086","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635478086?lang=zh_tw&edition=fundamental","pubTime":"2026-05-13 21:06","pubTimestamp":1778677577,"startTime":"0","endTime":"0","summary":"证券之星消息，根据5月13日市场公开信息、上市公司公告及交易所披露数据整理，东方电气最新董监高及相关人员股份变动情况：2026年5月6日公司高级管理人员李建华共减持公司股份1.55万股，占公司总股本为0.0004%。东方电气近半年内的董监高及核心技术人员增减持详情如下：东方电气的高管列表及最新持股情况如下：融资融券数据显示该股近5日融资净流入2720.54万，融资余额增加；融券净流出5.2万，融券余额减少。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202605/13/20260513114320.png","type":0,"news_type":0,"thumbnails":[" 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燃氣輪機出海訂單及板塊情緒助推，東方電氣盤中大漲5.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128302655","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1128302655?lang=zh_tw&edition=fundamental","pubTime":"2026-05-13 09:48","pubTimestamp":1778636909,"startTime":"0","endTime":"0","summary":"东方电气(01072)今日盘中大涨5.06%，引起了市场的广泛关注。消息面上，公司近期与某北美客户正式签约10台50MW G50自主燃气轮机出口项目，为合作一期。华泰证券认为，在全球燃气轮机排产紧张背景下，东方电气有望充分受益海外订单落地带来的利润弹性。此外，公司近期斩获约1400亿元订单，一季度合同负债同比增长13.5%，在手订单充沛。板块层面，重型电气设备板块今日延续修复，伟能集团涨5.17%，哈尔滨电气涨1.75%，板块联动情绪对个股形成支撑。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f01b1b7f38d53faa3ebb8d2a0001e7b1","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1198076873","title":"港股電力設備股盤初拉升！東方電氣升逾6%，金風科技升逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198076873","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198076873?lang=zh_tw&edition=fundamental","pubTime":"2026-05-13 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銅業資源股走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2634263752","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634263752?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 12:00","pubTimestamp":1778558427,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数涨0.3%，涨79点，报26486点；恒生科技指数跌0.39%。港股早盘成交1404亿港元。美伊谈判陷僵局油价高企。铜业股早盘走强。江西铜业股份涨3%；五矿资源涨2%；中国有色矿业涨3.19%。黄金股涨幅居前。中国黄金国际涨超2.3%；紫金矿业涨2.2%。诺比侃反弹超26%，公司称对恒信东方有关事件并不知情。京沪高铁部分线路涨价20%，高油价下高铁客运替代性显著。中国中车涨4.4%；广深铁路股份涨3.6%。猪肉概念跌幅居前.。","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/1440562.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":["06969","GSHHY","00525","BK1568","02833","002714","BK1206","600362","BK1190","601899","LU0405327494.USD","01258","00358","BK1592","02338","600938","HSTECH","601333","ZIJMY","HHImain","601766","02339","LU0405327148.USD","BK4588","02099","600875","BK1594","02635","BK4585","02714","HSI","HK0000286598.CNH","01072","01208","06869","MCHmain","SG9999002950.SGD","02899","601857","000338","00857","513600","01610","00883","01766","BK1513","JINFF","601869"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634268902","title":"東方電氣盤中升逾5% 華泰證券維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2634268902","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634268902?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 11:23","pubTimestamp":1778556180,"startTime":"0","endTime":"0","summary":"　　东方电气早盘一度涨超5%，截至发稿，股价上涨3.18%，现报38.24港元，成交额3.56亿港元。　　4月30日，东方电气和某北美客户在东方汽轮机厂举行自主燃机出海正式签约仪式；签约体量为10台50MWG50自主燃机，为合作项目一期。　　华泰证券认为，当前全球燃气轮机排产紧张的背景下，东方电气有望充分受益，看好未来海外订单逐渐落地贡献利润弹性。给予公司A/H 股维持“买入”评级。","market":"sg","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://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-12/doc-inhxqzkq1705976.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":"sina","symbols":["01072","600875"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634268860","title":"風電板塊普遍走強 東方電氣(01072)漲3.72% 大摩預計數據中心電力缺口達55GW","url":"https://stock-news.laohu8.com/highlight/detail?id=2634268860","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634268860?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 11:11","pubTimestamp":1778555476,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股风电板块普遍走强，东方电气 涨3.72%，龙源电力涨3.35%，大唐新能源涨2.35%，瑞风新能源涨1.72%，京能清洁能源涨0.88%，新天绿色能源涨0.52%，金风科技涨0.24%。与此同时，AI算力快速发展使得数据中心电力需求激增，大摩预计数据中心将面临55GW的电力缺口。随着AI算力功率密度持续提升，电力设备升级成为必然趋势。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981136","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":["BK1205","BK0028","BK1594","BK1513","BK0188","SG9999001093.SGD","LU0234570918.USD","DTCR","BK0035","BK0034","BK0006","00956","BK1125","00916","600875","LU0054450605.USD","00579","LU0225283273.USD","LU2089283258.USD","LU1668664300.SGD","BK1166","BK4516","BLOK","SGXZ49509284.SGD","BK4504","LU0971096721.USD","00527","LU0882574139.USD","BK0196","BK4127","02208","BK4585","LU2089284900.SGD","159146","LU2264538146.SGD","01072","LU1074936037.SGD","LU0528227936.USD","LU0214875030.USD","LU0254981946.USD","LU0106831901.USD","LU1732800096.USD","LU0912757837.SGD","BK1546","01798","LU0795875169.SGD","LU1363072403.SGD","LU1720051108.HKD","LU2023251221.USD","LU0320765646.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1128298218","title":"異動解讀 | 東方電氣盤中大漲5.07%，業績亮眼、訂單充沛及燃氣輪機出口催化股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1128298218","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1128298218?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 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機構看好G50自主燃機出海貢獻利潤彈性","url":"https://stock-news.laohu8.com/highlight/detail?id=2634506332","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634506332?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 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