002028 思源电气
已收盘 05-11 15:00:00
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思源电气涨5.64%，国金证券一周前给出“买入”评级
证券之星 · 05-06
思源电气涨5.64%，国金证券一周前给出“买入”评级
4月27日思源电气跌6.60%，电网设备ETF华夏基金重仓该股
证券之星 · 04-27
4月27日思源电气跌6.60%，电网设备ETF华夏基金重仓该股
思源电气跌6.60%，东吴证券一个月前给出“买入”评级，目标价323.60元
证券之星 · 04-27
思源电气跌6.60%，东吴证券一个月前给出“买入”评级，目标价323.60元
思源电气（002028）2026年一季报简析：营收净利润同比双双增长，应收账款上升
证券之星 · 04-26
思源电气（002028）2026年一季报简析：营收净利润同比双双增长，应收账款上升
东吴证券：给予思源电气买入评级
证券之星 · 04-25
东吴证券：给予思源电气买入评级
思源电气(002028)3月31日股东户数5.29万户，较上期增加76.72%
证券之星 · 04-25
思源电气(002028)3月31日股东户数5.29万户，较上期增加76.72%
思源电气(002028.SZ)发布一季度业绩，归母净利润5.5亿元，同比增长23.17%
智通财经网 · 04-24
思源电气(002028.SZ)发布一季度业绩，归母净利润5.5亿元，同比增长23.17%
股市必读：思源电气年报 - 第四季度单季净利润同比增长71.92%
证券之星 · 04-20
股市必读：思源电气年报 - 第四季度单季净利润同比增长71.92%
国金证券：给予思源电气买入评级
证券之星 · 04-19
国金证券：给予思源电气买入评级
思源电气（002028）2025年年报简析：营收净利润同比双双增长，应收账款上升
证券之星 · 04-19
思源电气（002028）2025年年报简析：营收净利润同比双双增长，应收账款上升
思源电气最新公告：2025年度净利润31.50亿元同比增长53.74%
证券之星 · 04-17
思源电气最新公告：2025年度净利润31.50亿元同比增长53.74%
国金证券：给予思源电气买入评级，目标价330.64元
证券之星 · 04-08
国金证券：给予思源电气买入评级，目标价330.64元
中金：电力设备出海延续高景气 美国电网设施亟待升级
智通财经 · 04-03
中金：电力设备出海延续高景气 美国电网设施亟待升级
思源电气与罗马尼亚能源开发商签署2.5吉瓦时储能协议
美股速递 · 03-19
思源电气与罗马尼亚能源开发商签署2.5吉瓦时储能协议
东吴证券：上调思源电气目标价至323.6元，给予买入评级
证券之星 · 03-09
东吴证券：上调思源电气目标价至323.6元，给予买入评级
思源电气（002028）披露回购公司股份进展公告，3月3日股价下跌1.41%
证券之星 · 03-03
思源电气（002028）披露回购公司股份进展公告，3月3日股价下跌1.41%
中金：欧美缺电叠加国产算力token出海 电力设备企业有望受益
智通财经 · 02-26
中金：欧美缺电叠加国产算力token出海 电力设备企业有望受益
1700亿电力巨头赴港上市，思源电气在打什么牌？贸易应收款达80.85亿 商誉账面5.41亿
市场资讯 · 02-25
1700亿电力巨头赴港上市，思源电气在打什么牌？贸易应收款达80.85亿 商誉账面5.41亿
思源电气涨5.38%，国金证券一个月前给出“买入”评级
证券之星 · 02-24
思源电气涨5.38%，国金证券一个月前给出“买入”评级
电力设备巨头思源电气冲击港股IPO，应收与应付账款双高
格隆汇 · 02-19
电力设备巨头思源电气冲击港股IPO，应收与应付账款双高
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公司概况
公司名称：
思源电气股份有限公司
所属行业：
电气机械和器材制造业
上市日期：
2004-08-05
主营业务：
思源电气股份有限公司的主营业务是输配电设备及其核心零部件的研发、设计、制造、销售及服务与工程总包。公司的主要产品是1000kV及以下GIS和GIL、800kV及以下SF6断路器和隔离开关、500kV及以下直流断路器、低压电器、500kV及以下电流互感器、1000kV及以下电压互感器、±800kV及以下交直流套管、750kV及以下变压器、66kV及以下中性点接地成套装置、1000kV及以下电力电容器成套装置、1000kV及以下变电站继电保护设备和监控系统、油色谱在线监测系统、动态无功补偿系统、高压有源滤波系统。
发行价格：
16.45
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16:30","pubTimestamp":1778056249,"startTime":"0","endTime":"0","summary":"今日思源电气涨5.64%，收盘报206.0元。2026年4月26日，国金证券研究员姚遥发布了对思源电气的研报《营收超预期增长，利润短期波动不改长期竞争力》，该研报对思源电气给出“买入”评级。研报中预计公司26-28年归母净利润45.1/64.1/85.3亿元，同比增长43/42/33%。公司股票现价对应PE估值为39/27/20倍，维持“买入”评级。此外，东吴证券研究员曾朵红,司鑫尧，山西证券研究员肖索,贾惠淋近期也对该股发布了研报，同样给出“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050600024812.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630366590","title":"4月27日思源电气跌6.60%，电网设备ETF华夏基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2630366590","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630366590?lang=zh_cn&edition=full","pubTime":"2026-04-27 16:32","pubTimestamp":1777278748,"startTime":"0","endTime":"0","summary":"证券之星消息，4月27日思源电气跌6.60%，收盘报207.48元，换手率4.18%，成交量25.54万手，成交额53.29亿元。重仓思源电气的前十大公募基金请见下表：该股最近90天内共有12家机构给出评级，买入评级10家，增持评级2家；过去90天内机构目标均价为218.45。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共379家，其中持有数量最多的公募基金为华夏基金的电网设备ETF华夏。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042700029423.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2778985437.USD","IE00BPRC5H50.USD","IE00BYTNYN87.SGD","LU1997245094.SGD","LU2476274308.USD","LU1023057109.AUD","IE00BYQNZ168.SGD","LU1997244956.HKD","LU2065169927.USD","LU2495084118.USD","BK0078","IE00B5MMRT66.SGD","SG9999011746.SGD","LU0359202008.SGD","LU1961090484.USD","LU2065171402.SGD","LU0210526637.USD","LU2065170008.USD","BK0188","BK0224","LU2065171311.SGD","LU1255011170.USD","LU2476274720.SGD","LU1997245177.USD","LU0828237510.HKD","159326","LU2399975544.HKD","LU1820825898.SGD","BK0156","LU2289578879.USD","LU1146622755.USD","LU0359201885.HKD","LU1794554557.SGD","LU2328871848.SGD","IE00B543WZ88.USD","BK0069","002028","IE00B12V2V27.USD","BK0028","LU1655091616.SGD","LU2213484517.USD","LU0051755006.USD","LU2460026573.USD","LU1969619763.USD","LU0456827905.SGD","LU0228659784.USD","LU0359201612.USD","LU1720050803.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630736656","title":"思源电气跌6.60%，东吴证券一个月前给出“买入”评级，目标价323.60元","url":"https://stock-news.laohu8.com/highlight/detail?id=2630736656","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630736656?lang=zh_cn&edition=full","pubTime":"2026-04-27 16:32","pubTimestamp":1777278738,"startTime":"0","endTime":"0","summary":"今日思源电气跌6.60%，收盘报207.48元。2026年3月9日，东吴证券研究员曾朵红,司鑫尧,许钧赫发布了对思源电气的研报《乘出海浪潮启发展新阶段，优质经营赋能加速腾飞》，该研报对思源电气给出“买入”评级，认为其目标价为323.6元，研报发布时股价为233.51元，预期涨幅为38.58%。考虑到公司海外业务增长具备高确定性，盈利能力处于上升通道，给予2027年40倍PE，目标价323.6元，维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042700029420.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028","601555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630076648","title":"思源电气（002028）2026年一季报简析：营收净利润同比双双增长，应收账款上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2630076648","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630076648?lang=zh_cn&edition=full","pubTime":"2026-04-26 06:02","pubTimestamp":1777154568,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期思源电气发布2026年一季报。截至本报告期末，公司营业总收入45.69亿元，同比上升41.6%，归母净利润5.5亿元，同比上升23.17%。本报告期思源电气应收账款上升，应收账款同比增幅达34.8%。本次财报公布的各项数据指标表现尚佳。去年的净利率为15.13%，算上全部成本后，公司产品或服务的附加值高。持有思源电气最多的基金为电网设备ETF华夏，目前规模为300.87亿元，最新净值1.9848，较上一交易日下跌1.47%，近一年上涨89.37%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042600002614.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630808620","title":"东吴证券：给予思源电气买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2630808620","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630808620?lang=zh_cn&edition=full","pubTime":"2026-04-25 18:45","pubTimestamp":1777113919,"startTime":"0","endTime":"0","summary":"东吴证券股份有限公司曾朵红,司鑫尧近期对思源电气进行研究并发布了研究报告《2026年一季报点评：业绩符合市场预期，高景气成长周期进行中》，给予思源电气买入评级。 盈利预测与投资评级：我们维持公司26-28年归母净利润预测为46.1/63.8/87.0亿元，同比+46%/38%/36%，现价对应PE分别为38x/27x/20x，维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有12家机构给出评级，买入评级10家，增持评级2家；过去90天内机构目标均价为218.45。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042500033039.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601555","002028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630387058","title":"思源电气(002028)3月31日股东户数5.29万户，较上期增加76.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630387058","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630387058?lang=zh_cn&edition=full","pubTime":"2026-04-25 17:09","pubTimestamp":1777108140,"startTime":"0","endTime":"0","summary":"证券之星消息，近日思源电气披露，截至2026年3月31日公司股东户数为5.29万户，较12月31日增加2.3万户，增幅为76.72%。在电网设备行业个股中，思源电气股东户数低于行业平均水平，截至3月31日，电网设备行业平均股东户数为5.4万户。从股价来看，2025年12月31日至2026年3月31日，思源电气区间涨幅为30.67%，在此期间股东户数增加2.3万户，增幅为76.72%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042500032407.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2495084118.USD","LU1961090484.USD","SG9999011746.SGD","BK0069","LU0359201885.HKD","LU1820825898.SGD","IE00B5MMRT66.SGD","BK0156","LU1146622755.USD","LU2778985437.USD","LU0828237510.HKD","LU0051755006.USD","BK0224","LU1969619763.USD","LU0210526637.USD","LU1794554557.SGD","LU0456827905.SGD","IE00BYTNYN87.SGD","LU2328871848.SGD","LU1023057109.AUD","LU1720050803.USD","LU2065170008.USD","LU2065171402.SGD","LU2213484517.USD","LU2289578879.USD","LU2460026573.USD","BK0028","LU1997245094.SGD","LU2476274720.SGD","IE00BYQNZ168.SGD","LU2065169927.USD","LU0359201612.USD","LU1655091616.SGD","IE00BPRC5H50.USD","LU1997245177.USD","LU0228659784.USD","IE00B12V2V27.USD","LU2476274308.USD","LU0359202008.SGD","LU2399975544.HKD","LU2065171311.SGD","LU1997244956.HKD","BK0078","BK0188","IE00B543WZ88.USD","LU1255011170.USD","002028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629197845","title":"思源电气(002028.SZ)发布一季度业绩，归母净利润5.5亿元，同比增长23.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629197845","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629197845?lang=zh_cn&edition=full","pubTime":"2026-04-24 19:36","pubTimestamp":1777030603,"startTime":"0","endTime":"0","summary":"智通财经APP讯，思源电气(002028.SZ)发布2026年第一季度报告，第一季度，公司实现营业收入45.69亿元，同比增长41.60%。归属于上市公司股东的净利润5.5亿元，同比增长23.17%。归属于上市公司股东的扣除非经常性损益的净利润4.93亿元，同比增长12.79%。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1433610.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"思源电气(002028.SZ)发布一季度业绩，归母净利润5.5亿元，同比增长23.17%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["002028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628798345","title":"股市必读：思源电气年报 - 第四季度单季净利润同比增长71.92%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628798345","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628798345?lang=zh_cn&edition=full","pubTime":"2026-04-20 01:12","pubTimestamp":1776618730,"startTime":"0","endTime":"0","summary":"来自业绩披露要点：思源电气2025年实现归母净利润31.5亿元，同比增长53.74%。股本股东变化股东户数变动近日思源电气披露，截至2026年3月31日公司股东户数为5.29万户，较12月31日增加2.3万户，增幅为76.72%。思源电气股份有限公司关于2025年度利润分配预案的公告思源电气股份有限公司于2026年4月16日召开第八届董事会第二十七次会议，审议通过2025年度利润分配预案。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042000000711.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628766894","title":"国金证券：给予思源电气买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2628766894","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628766894?lang=zh_cn&edition=full","pubTime":"2026-04-19 15:25","pubTimestamp":1776583516,"startTime":"0","endTime":"0","summary":"国金证券股份有限公司姚遥近期对思源电气进行研究并发布了研究报告《业务全面开花，增长势头强劲》，给予思源电气买入评级。公司股票现价对应 PE 估值为 36/26/19倍，维持“买入”评级。 风险提示 投资/海外拓展/产品推广不及预期、原材料上涨、行业竞争加剧最新盈利预测明细如下：该股最近90天内共有9家机构给出评级，买入评级7家，增持评级2家；过去90天内机构目标均价为207.86。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041900003486.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628752883","title":"思源电气（002028）2025年年报简析：营收净利润同比双双增长，应收账款上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2628752883","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628752883?lang=zh_cn&edition=full","pubTime":"2026-04-19 06:11","pubTimestamp":1776550301,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期思源电气发布2025年年报。截至本报告期末，公司营业总收入215.39亿元，同比上升39.34%，归母净利润31.5亿元，同比上升53.74%。按单季度数据看，第四季度营业总收入77.12亿元，同比上升52.69%，第四季度归母净利润9.59亿元，同比上升71.92%。本报告期思源电气应收账款上升，应收账款同比增幅达42.11%。持有思源电气最多的基金为平安鑫安混合A，目前规模为2.18亿元，最新净值2.8452，较上一交易日上涨0.16%，近一年上涨129.54%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041900001930.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628204711","title":"思源电气最新公告：2025年度净利润31.50亿元同比增长53.74%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628204711","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628204711?lang=zh_cn&edition=full","pubTime":"2026-04-17 21:45","pubTimestamp":1776433536,"startTime":"0","endTime":"0","summary":"思源电气(002028.SZ)公告称，公司发布2025年年度报告摘要，实现营业收入215.39亿元，同比增长39.34%；归属于上市公司股东的净利润为31.50亿元，同比增长53.74%。拟向全体股东每10股派发现金红利7元(含税)，不送红股，不以公积金转增股本。注：公司Q4净利润9.59亿，Q3净利润8.99亿，据此计算，Q4净利润环比增长6%。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041700045014.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625917434","title":"国金证券：给予思源电气买入评级，目标价330.64元","url":"https://stock-news.laohu8.com/highlight/detail?id=2625917434","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625917434?lang=zh_cn&edition=full","pubTime":"2026-04-08 17:54","pubTimestamp":1775642075,"startTime":"0","endTime":"0","summary":"国金证券股份有限公司姚遥近期对思源电气进行研究并发布了研究报告《10张图“看懂”思源电气：开启全球电力设备的“高质量收割模式”》，给予思源电气买入评级，目标价330.64元。 盈利预测、估值和评级 预计2025-2027年公司实现营收212.1/299.7/385.4亿元，同增37%/41%/29%，归母净利润31.6/46.2/64.6亿元，同增54%/46%/40%，目标价330.64元，维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有11家机构给出评级，买入评级9家，增持评级2家；过去90天内机构目标均价为156.34。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026040800028236.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624631985","title":"中金：电力设备出海延续高景气 美国电网设施亟待升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2624631985","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624631985?lang=zh_cn&edition=full","pubTime":"2026-04-03 10:17","pubTimestamp":1775182642,"startTime":"0","endTime":"0","summary":"回溯历史美国电网运行数据，极端天气在美国引发的停电事故并非偶发事件，已有冬季停电常态化趋势，或倒逼美国加速电网基础设施投资。电力设备出海延续高景气2026年1-2月主要电力设备出口总额同比增长34%，各地区同比均增长，亚洲、非洲、欧洲增速亮眼。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1424988.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0456827905.SGD","LU0228659784.USD","BK0196","600312","BK1179","LU2399975544.HKD","LU2148510915.USD","601567","LU2065170008.USD","600406","301291","601179","LU0210526637.USD","BK0078","LU2213484517.USD","LU2065171311.SGD","LU2495084118.USD","LU0359201885.HKD","LU2328871848.SGD","LU2476274720.SGD","002270","002028","LU2778985437.USD","LU1146622755.USD","000400","688676","IE00B543WZ88.USD","LU2460026573.USD","IE00BYTNYN87.SGD","LU1023057109.AUD","BK0114","LU0359202008.SGD","601126","LU0164939612.USD","IE00BYQNZ168.SGD","IE00BZ08YR35.GBP","301162","LU1688375341.USD","SG9999011746.SGD","LU0449515922.USD","300682","LU1328615791.USD","BK0188","IE00B12V2V27.USD","LU1997245177.USD","LU0011963245.USD","03393","BK0225","LU0082770016.SGD","LU2289578879.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1163155632","title":"思源电气与罗马尼亚能源开发商签署2.5吉瓦时储能协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1163155632","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1163155632?lang=zh_cn&edition=full","pubTime":"2026-03-19 22:58","pubTimestamp":1773932307,"startTime":"0","endTime":"0","summary":"3月18日，思源电气宣布与一家罗马尼亚能源开发商达成一项储能容量达2.5吉瓦时的合作协议。该协议的签署标志着公司在欧洲储能市场的进一步拓展，有助于提升其国际化业务布局。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0069","LU2065170008.USD","LU2065171311.SGD","LU1961090484.USD","BK0188","LU2213484517.USD","LU1997245177.USD","LU2476274308.USD","LU1969619763.USD","BK0224","LU2495084118.USD","LU2065171402.SGD","LU1023057109.AUD","LU1997245094.SGD","LU0228659784.USD","LU2065169927.USD","IE00B5MMRT66.SGD","IE00B543WZ88.USD","IE00B12V2V27.USD","LU0051755006.USD","LU1794554557.SGD","LU2289578879.USD","LU2460026573.USD","LU1820825898.SGD","LU1655091616.SGD","002028","LU2399975544.HKD","LU1720050803.USD","SG9999011746.SGD","LU0210526637.USD","LU1997244956.HKD","BK0156","LU2778985437.USD","IE00BPRC5H50.USD","LU1255011170.USD","LU0359201885.HKD","LU1146622755.USD","IE00BYQNZ168.SGD","BK0078","LU2476274720.SGD","IE00BYTNYN87.SGD","LU0456827905.SGD","LU0359201612.USD","LU2328871848.SGD","BK0028","LU0359202008.SGD","LU0828237510.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618694220","title":"东吴证券：上调思源电气目标价至323.6元，给予买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2618694220","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618694220?lang=zh_cn&edition=full","pubTime":"2026-03-09 07:30","pubTimestamp":1773012634,"startTime":"0","endTime":"0","summary":"东吴证券股份有限公司曾朵红,司鑫尧,许钧赫近期对思源电气进行研究并发布了研究报告《乘出海浪潮启发展新阶段，优质经营赋能加速腾飞》，上调思源电气目标价至323.6元，给予买入评级。考虑到公司海外业务增长具备高确定性，盈利能力处于上升通道，给予2027年40倍PE，目标价323.6元，维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有11家机构给出评级，买入评级9家，增持评级2家；过去90天内机构目标均价为175.16。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030900001363.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028","91416","601555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616266463","title":"思源电气（002028）披露回购公司股份进展公告，3月3日股价下跌1.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616266463","media":"证券之星","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616266463?lang=zh_cn&edition=full","pubTime":"2026-03-03 22:18","pubTimestamp":1772547502,"startTime":"0","endTime":"0","summary":"截至2026年3月3日收盘，思源电气报收于219.4元，较前一交易日下跌1.41%，最新总市值为1713.7亿元。该股当日开盘221.84元，最高225.35元，最低218.88元，成交额达21.11亿元，换手率为1.56%。近日，思源电气发布《关于回购公司股份的进展公告》。截至2026年3月3日，公司股价为219.40元/股，已超过回购价格上限，公司累计回购股份0股，占公司总股本0.00%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030300044356.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","LU1997245094.SGD","LU2065169927.USD","LU2460026573.USD","LU2476274720.SGD","LU2328871848.SGD","BK0156","IE00B5MMRT66.SGD","LU2399975544.HKD","BK0224","LU1146622755.USD","LU0828237510.HKD","LU1969619763.USD","LU2065171311.SGD","BK0078","LU1655091616.SGD","LU1961090484.USD","LU2213484517.USD","LU2476274308.USD","91416","LU2778985437.USD","002028","LU1794554557.SGD","LU2495084118.USD","LU0228659784.USD","IE00BPRC5H50.USD","IE00BYQNZ168.SGD","SG9999011746.SGD","BK0069","LU2065170008.USD","LU1720050803.USD","LU1997244956.HKD","LU1820825898.SGD","BK0188","IE00B543WZ88.USD","IE00B12V2V27.USD","LU2065171402.SGD","IE00BYTNYN87.SGD","LU1997245177.USD","LU2289578879.USD","LU1255011170.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614184040","title":"中金：欧美缺电叠加国产算力token出海 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16:14","pubTimestamp":1772093691,"startTime":"0","endTime":"0","summary":"中金主要观点如下：欧美电网设施老旧，近期暴雪警报频发导致停电风险2026年1月25日美国超百万户断电，田纳西州、密西西比州断电率超过10%。欧美电网设施老旧的系统性风险正在提升，持续看好全球开启电力投资大周期。国内电价成本优势凸显，国产大模型抢占全球市场份额，有望打开国产算力token出海机遇根据OpenRouter最新周度token排名数据，中国模型MiniMax/Kimi/智谱/DeepSeek前5占4，国产大模型全球调用量快速增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1407572.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1820825898.SGD","BK0224","IE00BPRC5H50.USD","IE00B5MMRT66.SGD","BK0156","IE0008369823.USD","BK0259","LU1961090484.USD","LU1997245177.USD","601179","LU2778985437.USD","LU1146622755.USD","BK0188","LU2476274308.USD","SG9999011746.SGD","301291","BK1179","LU2289578879.USD","LU1969619763.USD","LU0828237510.HKD","BK0130","LU2065169927.USD","BK0000","BK0078","601126","BK0136","IE00BYQNZ168.SGD","LU2065171311.SGD","LU2328871848.SGD","LU0620787316.HKD","688676","LU0164939612.USD","IE00BYTNYN87.SGD","LU1997244956.HKD","LU2399975544.HKD","03393","BK0028","BK0010","LU2213484517.USD","BK0006","002028","LU1655091616.SGD","600875","BK0158","IE00B12V2V27.USD","LU2495084118.USD","LU2065170008.USD","LU0228659784.USD","002922","LU2460026573.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614220700","title":"1700亿电力巨头赴港上市，思源电气在打什么牌？贸易应收款达80.85亿 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2025年前三季度，思源储能业务营收8.05亿，占比虽只有5.8%，但增速惊人。思源电气中标48.1亿，大增73%。2025年三季度末，贸易应收款达80.85亿，周转天数从126天延长到138天。截至三季度末，商誉账面5.41亿，主要来自收购的超级电容等业务。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2026-02-25/doc-inhnzrtf1102970.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00BPRC5H50.USD","LU1820825898.SGD","002028","LU2476274308.USD","BK0078","LU1146622755.USD","LU2399975544.HKD","LU1961090484.USD","LU2065171311.SGD","IE00BYQNZ168.SGD","IE00BYTNYN87.SGD","LU1997244956.HKD","LU1969619763.USD","SG9999011746.SGD","BK0156","159146","LU0228659784.USD","LU1794554557.SGD","IE00B12V2V27.USD","IE00B5MMRT66.SGD","LU2460026573.USD","LU2065170008.USD","LU2495084118.USD","LU2065169927.USD","BK0224","BK0069","LU2476274720.SGD","LU2065171402.SGD","LU1997245094.SGD","LU2778985437.USD","LU0828237510.HKD","IE00B543WZ88.USD","LU1997245177.USD","LU1255011170.USD","LU1720050803.USD","BK0028","91416","LU2213484517.USD","LU1655091616.SGD","LU2289578879.USD","LU2328871848.SGD","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2613979558","title":"思源电气涨5.38%，国金证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2613979558","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613979558?lang=zh_cn&edition=full","pubTime":"2026-02-24 16:28","pubTimestamp":1771921732,"startTime":"0","endTime":"0","summary":"今日思源电气涨5.38%，收盘报224.08元。2026年1月16日，国金证券研究员姚遥发布了对思源电气的研报《Q4业绩大超预期，看好26年多点开花》，该研报对思源电气给出“买入”评级。研报中预计公司25-27年归母净利润31.6/43.1/57.6亿元，同比增长54/36/34%。公司股票现价对应PE估值为38/28/21倍，维持“买入”评级。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为国金证券的姚遥。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026022400030164.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028","91416"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2612285675","title":"电力设备巨头思源电气冲击港股IPO，应收与应付账款双高","url":"https://stock-news.laohu8.com/highlight/detail?id=2612285675","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612285675?lang=zh_cn&edition=full","pubTime":"2026-02-19 22:57","pubTimestamp":1771513022,"startTime":"0","endTime":"0","summary":"开关设备类业务是主要收入来源","market":"sg","thumbnail":"https://img2.gelonghui.com/37b7b-b27f6ee9-e4eb-4890-bab1-5a3181e16ecb.jpg?guru_height=870&guru_width=1292&guru_size=247019","type":0,"news_type":0,"thumbnails":["https://img2.gelonghui.com/37b7b-b27f6ee9-e4eb-4890-bab1-5a3181e16ecb.jpg?guru_height=870&guru_width=1292&guru_size=247019"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/3873300","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["LU2460026573.USD","LU2476274720.SGD","BK0156","LU1961090484.USD","LU2778985437.USD","BK0028","LU2065171311.SGD","VT","IE00B543WZ88.USD","LU1655091616.SGD","LU2289578879.USD","LU2476274308.USD","LU1146622755.USD","LU1255011170.USD","LU2065169927.USD","BK0224","LU1820825898.SGD","002028","BK0188","LU1720050803.USD","LU1997245094.SGD","BK0078","LU2495084118.USD","LU1997245177.USD","LU0828237510.HKD","LU2065171402.SGD","LU1794554557.SGD","IE00BYTNYN87.SGD","BK4588","LU1997244956.HKD","LU2065170008.USD","BK4585","LU1969619763.USD","LU2399975544.HKD","LU2328871848.SGD","VXUS","IE00BPRC5H50.USD","LU0228659784.USD","IE00B12V2V27.USD","SG9999011746.SGD","IE00B5MMRT66.SGD","91416","IE00BYQNZ168.SGD","LU2213484517.USD","BK0069"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1778501946707,"stockEarnings":[{"period":"1week","weight":0.0159},{"period":"1month","weight":-0.0418},{"period":"3month","weight":0.0537},{"period":"6month","weight":0.3547},{"period":"1year","weight":1.7973},{"period":"ytd","weight":0.2815}],"compareEarnings":[{"period":"1week","weight":0.0165},{"period":"1month","weight":0.0463},{"period":"3month","weight":0.0281},{"period":"6month","weight":0.0456},{"period":"1year","weight":0.247},{"period":"ytd","weight":0.0532}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"思源电气股份有限公司","boardCode":"AI0038","boardName":"电气机械和器材制造业","stockholders":"154660人(较上一季度增加192.25%)","perCapita":"3948股","listingDate":"2004-08-05","address":"上海市闵行区金都路4399号","registeredCapital":"78245万元","survey":" 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