东方电气(01072)今日盘中大涨5.01%,引起了市场的广泛关注。
消息面上,随着雅鲁藏布江下游水电工程开工推进,国内水电机组订单预计将加速释放,东方电气作为国内头部水电设备制造商有望直接受益。此外,公司在风电、光伏等新能源发电领域布局广泛,受益于全球能源转型趋势。估值方面,公司最新市盈率约13.9倍,低于行业平均水平,具备一定估值吸引力,或吸引资金关注。
东方电气(01072)今日盘中大涨5.01%,引起了市场的广泛关注。
消息面上,随着雅鲁藏布江下游水电工程开工推进,国内水电机组订单预计将加速释放,东方电气作为国内头部水电设备制造商有望直接受益。此外,公司在风电、光伏等新能源发电领域布局广泛,受益于全球能源转型趋势。估值方面,公司最新市盈率约13.9倍,低于行业平均水平,具备一定估值吸引力,或吸引资金关注。
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