东方电气（01072.HK）今日盘中大跌5.03%，引起了市场的广泛关注。
消息面上，重型电气设备板块整体承压，板块内其他公司如哈尔滨电气、金风科技、上海电气等也出现下跌，板块联动拖累显著。此外，A股方面近5日主力资金累计净流出超10亿元，散户承接为主，市场资金向半导体等热点板块转移，导致重型电气设备板块关注度下降，叠加大盘回调，个股延续调整格局。
公司此前受G50燃气轮机出口北美订单利好刺激，股价曾大幅上涨，但随后持续回落。机构层面，近90日内有11家机构维持买入评级，目标均价为46.31元，当前股价与目标价仍有较大空间。
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