智通财经APP获悉，东方电气(01072)午后涨超5%，截至发稿，涨4.63%，报14港元，成交额3515.71万港元。
消息面上，7月1日，华润阳江三山岛四海上风电场项目工程勘察设计中标候选人公示，第一中标人为中国能源建设集团广东省电力设计研究院有限公司，投标价格为6895万元。该项目规划装机容量为500MW，风电机组将由东方电气供货。此外，6月4日，华能霞浦核电项目压水堆一期工程汽轮发电机组设备及配套高、低加热器和除氧器设备采购中标结果公示，东方电气中标，中标价格为18.985亿元。
光大证券此前指出，在新能源装机规模快速增长下火电机组作为“电力压舱石”仍将保有一定规模的成长空间，公司作为火电设备龙头有望维持订单和收入规模的增长；此外抽水蓄能和核电业务也将随着项目建设进度持续推进而实现业绩的稳健增长。国信证券则表示，公司在手订单充沛，公司2025年有望迎来煤电等行业交付高峰，同时公司在消化低价订单后，在煤电、燃机、风电产品方面，毛利率有望修复。
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