智通财经APP获悉，东方电气(01072)涨超3%，截至发稿，涨2.79%，报11.04港元，成交额930.1万港元。
消息面上，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%。
中金认为，受益于政策支持，火核水传统电源仍具发展动力。近期，《新一代煤电升级专项行动实施方案(2025-2027年)》发布，推动一批现役机组改造升级，力争全面提升新建机组指标水平；国常会核准5个核电项目10台机组，自22年以来已连续四年每年核准10台及以上核电机组，保持常态化审批节奏；此外，近年来西南水电基地建设力度加强。该行看好公司作为行业龙头有望充分受益于火核水传统电源建设景气向上。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.