用AI企业的估值逻辑看东方电气,该值多少钱?

躺平指数
Dec 01, 2025

刚刚过去的一周,东方电气H股(600875)收于21.4港元,周涨幅约8%,其中11月28日单日大涨6.7%。同一时期,港股哈尔滨电气(01133)延续了年内的强劲势头,单周涨幅约6%,该股年内涨幅已超过五倍,11月初股价一度突破14港元,较年初约2.5港元的水平实现了惊人的反转。但在我们看来,即便经历了这轮上涨,一个估值悖论依然存在。东方电气2025年一季度末在手订单1526亿元,前三季度新增...

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