东方电气(01072)今日盘中股价大幅上涨5.07%，市场关注度显著提升。
消息面上，公司此前公布的首季业绩表现亮眼，营业收入同比增长5.6%，归母净利润大幅增长37.4%，毛利率亦有所提升。截至一季度末，公司合同负债同比增长13.5%，在手订单极为充沛，新签生效订单达366.37亿元人民币。此外，公司在技术研发上取得突破，并成功开拓国际高端市场。近日，公司斩获约1400亿元订单，且自主研发的G50重型燃气轮机成功出口加拿大，进一步强化了产业逻辑。同时，重型电气设备板块整体情绪回暖，以及华泰证券维持“买入”评级，共同推动了此次股价的强势表现。
公司在火电、水电、核电等传统领域地位稳固，近期又成功中标多个大型煤电主机订单，并参与了法国ITER国际核聚变项目，展现了强大的技术实力与竞争力。在行业前景向好的背景下，作为行业龙头的东方电气，其增长潜力受到市场认可。
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