智通财经APP获悉，东方电气(01072)早盘涨超8%，截至发稿，涨5.21%，报41.18港元，成交额3.8亿港元。
消息面上，东方电气集团东方汽轮机有限公司清洁高效透平动力装备全国重点实验室主任方宇表示，当前海外对算力和电力的需求呈现爆发式增长，他认为要抓住这一机遇，国产燃气轮机至少还有5年的时间窗口。这需要借助中国整个产业链的力量，与主机厂紧密合作。
西部证券指出，2025年全年公司订单持续增长，新增生效订单1172.51亿元，同比增长15.93%。国际市场新生效合同额超140亿元，订单涵盖百万千瓦核电机组、50MW重型燃机、抽水蓄能机组等。公司在手订单充足，国际业务持续深化，必将受益于全球电力需求释放浪潮。
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