东方电气(01072)尾盘涨近7%，截至发稿，涨6.47%，报10.2港元，成交额5901.46万港元。

消息面上，东方电气公布，基于对公司价值的认可及未来持续稳定发展的信心，东方电气集团计划自4月11日至12月31日，通过上海证券交易所以集中竞价交易方式增持公司A股股份，增持金额为人民币1亿元至1.5亿元。此外，中国东方电气集团有限公司作为控股股东，提议公司2024年度现金分红总额约为13.65亿元，占合并报表归母净利润的46.73%。

太平洋证券此前发布研报称，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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