本季度信息
东方电气在2025年第三季度实现营业收入约171.20亿元，同比增加21.45%。同期，归属于上市公司股东的扣除非经常性损益后的净利润约9.20亿元，同比提升10.25%。经营活动产生的现金流量净额为-31.48亿元。
根据公告，前三季度公司销售费用约4.99亿元，管理费用约20.49亿元，研发投入约22.28亿元，占同期营业收入的约4%。公司指出，本期在产产品增长推动了库存等项目的提升，信用减值及资产减值方面计提相应准备，导致部分成本费用也有所上升。
业务分项
前三季度，东方电气发电设备产量达6145.85万千瓦。其中，水轮发电机组443万千瓦，汽轮发电机组4517.70万千瓦，风力发电机组1185.15万千瓦。公司新签订单总额为885.83亿元；从结构来看，清洁高效能源装备占36.86%，可再生能源装备占30.39%，工程与国际供应链产业占10.98%，现代制造服务业占8.87%，新兴成长产业占12.90%。
高管解读
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