东方电气(01072)早盘上涨3.54%,现报11.12港元,成交额1855.44万港元。
近日,东方电气公布2025年第一季度业绩,营业总收入约165.48亿元,同比增长9.93%;归属于上市公司股东的净利润约11.54亿元,同比增长27.39%。基本每股收益0.37元。光大证券指出,2024公司实现新生效订单1011.42亿元,同比增长16.88%,创“十四五”以来新高,其中可再生能源装备和新兴成长产业表现亮眼,新生效订单分别同比增长31.66%/27.88%至264.89/145.85亿元。2025Q1公司新增生效订单同比增长36.28%至358.81亿元,其中清洁高效能源装备/可再生能源装备/工程与国际供应链产业新生效订单增幅均超过30%。
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