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东方电气(01072)早盘一度涨超5%,截至发稿,股价上涨3.18%,现报38.24港元,成交额3.56亿港元。
4月30日,东方电气和某北美客户在东方汽轮机厂举行自主燃机出海正式签约仪式;签约体量为10台50MWG50自主燃机,为合作项目一期。据悉,董事会同意东方汽轮机开展自主燃机核心产能提升建设项目,预期2028年初,自主G50产能达到20-30台自主燃机产能。
华泰证券认为,当前全球燃气轮机排产紧张的背景下,东方电气有望充分受益,看好未来海外订单逐渐落地贡献利润弹性。2025年2月,公司发布未来三年股东回报规划,明确在2024年分红比例基础上,2025-2027年分红比例将逐年增长至少1pp。给予公司A/H 股维持“买入”评级。
责任编辑:卢昱君
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