智通财经APP获悉，东方电气(01072)早盘涨超4%，截至发稿，涨3.73%，报10.56港元，成交额5368.78万港元。
消息面上，国家能源局20日发布的全国电力工业统计数据显示，截至2025年2月底，全国累计发电装机容量34.0亿千瓦，同比增长14.5%。其中，风电、太阳能发电合计装机容量达14.56亿千瓦，规模首次超过火电，占全国发电装机容量的42.8%。
太平洋证券称，AI大时代给新能源产业链带来变革性机会。西部证券则指出，电力需求扩张叠加绿色能源转型，电源装备投资需求旺盛。东方电气“六电六业”格局齐头发展，水电、气电、核电优势尤为明显，2019-2023年公司业绩高速增长，后续公司有望持续受益于行业高景气度，技术优势将持续释放。
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