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　　东方电气（01072）盘初涨超5%，截至发稿，股价上涨4.10%，现报31.46港元，成交额1.82亿港元。

　　此前，美银证券发表研究报告，首予东方电气“买入”投资评级，目标价33港元，相当于2026年预测市盈率26倍。该行看好东方电气，原因包括：2021至2025年间获得的火电及核电设备订单将强劲推动收入确认；雅鲁藏布江项目（资本开支达1.2万亿元的水坝项目）带来长期盈利贡献；燃气轮机出口有潜在扩张空间；电站服务业务（运维和灵活性改造）实现持续增长。

　　美银预测，东方电气2025至2027年净利润的年复合增长率将达13%，受惠于中国电力资本开支上升周期。公司在核电和水电设备市场占有率约40%，火电设备市场占比超过30%，是2021至2025年间中国大规模火电及核电投资的主要受益者。设备订单随平均售价回升进行销售确认，将驱动净利润稳步增长。

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