东方电气(01072)今日盘中股价大幅上涨5.15%，表现引人注目。
消息面上，中信证券发布研究报告指出，近日“绿色燃料”和“算电协同”写入政府工作报告，分别对应我国的能源独立自主战略和AI竞赛战略。报告预计，至2030年，绿色燃料制备和数据中心绿电供给两大需求有望拉动近465GW的风机需求，将驱动风电板块迎来超级景气度。报告认为，风电企业估值中枢与盈利中枢有望双抬升，行业迎来高景气机遇。
作为风电设备制造领域的龙头企业，东方电气被认为将显著受益于行业整体的需求增长与估值提升预期，这可能是推动其股价在交易时段内走强的主要原因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.