600875 东方电气
已收盘 06-15 15:00:00
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港股异动 | 电力设备股跌幅居前 东方电气(01072)跌近10% 油气价格上涨或抑制燃气轮机需求
智通财经 · 06-10
港股异动 | 电力设备股跌幅居前 东方电气(01072)跌近10% 油气价格上涨或抑制燃气轮机需求
东方电气跌5.63%，东吴证券二个月前给出“买入”评级，目标价53.30元
证券之星 · 06-08
东方电气跌5.63%，东吴证券二个月前给出“买入”评级，目标价53.30元
东方电气(01072)转仓市值总计5.22亿港元 占比3.82% 从花旗银行转出997.31万股
智通财经 · 06-03
东方电气(01072)转仓市值总计5.22亿港元 占比3.82% 从花旗银行转出997.31万股
东方电气将于7月24日派发末期股息每10股5.3元
新浪港股 · 06-01
东方电气将于7月24日派发末期股息每10股5.3元
每周股票复盘：东方电气（600875）2025年年度股东会审议通过利润分配等议案
证券之星 · 05-31
每周股票复盘：东方电气（600875）2025年年度股东会审议通过利润分配等议案
东方电气(01072)将于7月24日派发末期股息每10股5.3元
智通财经 · 05-29
东方电气(01072)将于7月24日派发末期股息每10股5.3元
东方电气（600875）披露2025年年度股东会法律意见书，5月29日股价下跌4.58%
证券之星 · 05-29
东方电气（600875）披露2025年年度股东会法律意见书，5月29日股价下跌4.58%
直击股东会｜海外AI需求有利于公司燃机“出海” 东方电气低毛利率与风电体量较大有关
每日经济新闻 · 05-29
直击股东会｜海外AI需求有利于公司燃机“出海” 东方电气低毛利率与风电体量较大有关
每周股票复盘：东方电气（600875）拟每10股派5.3元
证券之星 · 05-24
每周股票复盘：东方电气（600875）拟每10股派5.3元
中国银河证券联合上交所走进沪市上市公司东方电气
银河证券服务 · 05-20
中国银河证券联合上交所走进沪市上市公司东方电气
东方电气（600875）披露2025年年度股东会会议资料，5月18日股价上涨2.3%
证券之星 · 05-18
东方电气（600875）披露2025年年度股东会会议资料，5月18日股价上涨2.3%
每周股票复盘：东方电气（600875）高管减持1.55万股，占总股本0.0004%
证券之星 · 05-17
每周股票复盘：东方电气（600875）高管减持1.55万股，占总股本0.0004%
智通港股早知道 | 算力租赁价格大涨 英伟达H200“松绑”落地
智通财经 · 05-15
智通港股早知道 | 算力租赁价格大涨 英伟达H200“松绑”落地
东方电气：5月6日高级管理人员李建华减持股份合计1.55万股
证券之星 · 05-13
东方电气：5月6日高级管理人员李建华减持股份合计1.55万股
港股午评|恒生指数早盘涨0.30% 铜业资源股走高
智通财经 · 05-12
港股午评|恒生指数早盘涨0.30% 铜业资源股走高
东方电气盘中涨超5% 华泰证券维持“买入”评级
新浪港股 · 05-12
东方电气盘中涨超5% 华泰证券维持“买入”评级
风电板块普遍走强 东方电气(01072)涨3.72% 大摩预计数据中心电力缺口达55GW
金吾财讯 · 05-12
风电板块普遍走强 东方电气(01072)涨3.72% 大摩预计数据中心电力缺口达55GW
港股异动 | 东方电气(01072)早盘涨超5% 机构看好G50自主燃机出海贡献利润弹性
智通财经 · 05-12
港股异动 | 东方电气(01072)早盘涨超5% 机构看好G50自主燃机出海贡献利润弹性
每周股票复盘：东方电气（600875）将召开2025年年度股东会
证券之星 · 05-10
每周股票复盘：东方电气（600875）将召开2025年年度股东会
东方电气（600875）披露2025年年度股东会通知，5月8日股价下跌5.98%
证券之星 · 05-08
东方电气（600875）披露2025年年度股东会通知，5月8日股价下跌5.98%
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公司概况
公司名称：
东方电气股份有限公司
所属行业：
通用设备制造业
上市日期：
1995-10-10
主营业务：
东方电气股份有限公司的主营业务是开发、设计、制造、销售先进的火电、水电、核能、气电、风电等高端能源装备。公司的主要产品是能源装备制造、制造服务、新兴产业。全年共获得15项省部级科技奖项。
发行价格：
4.10
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| 电力设备股跌幅居前 东方电气(01072)跌近10% 油气价格上涨或抑制燃气轮机需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2642815412","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642815412?lang=zh_cn&edition=full","pubTime":"2026-06-10 11:38","pubTimestamp":1781062717,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，电力设备股跌幅居前。消息面上，全球AI算力基建扩张、电网瓶颈加剧以及A级数据中心供电标准提升，推动柴油发电机组行业进入新一轮需求扩张周期。北美部分地区客户多以柴油发电机组作为主供电源。国际油气价格持续上涨，或实质抑制燃气轮机整机需求。值得注意的是，柴油发电机组作为备用电源的行业地位不可动摇。","market":"us","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/1452415.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":["LU0708995583.HKD","159195","BK0188","600875","BK0136","02338","IE0034224299.USD","IE00BZ08YR35.GBP","BK0012","LU0531970944.HKD","SG9999011746.SGD","IE00BZ08YT58.USD","SG9999006597.SGD","VXUS","BK1205","LU1244550221.USD","LU0320764599.SGD","LU0543330483.HKD","BK1522","01133","BK0196","LU0572944931.SGD","01072","LU0149721374.USD","BK0035","LU0320764755.SGD","LU0607220059.USD","SGXZ49509284.SGD","LU0254981946.USD","SG9999004220.SGD","BK1585","BK4588","BK1230","BK0006","LU0029875118.USD","SGXZ81163826.USD","BK4585","BK0259","LU1244550494.USD","BK0028","LU1808992512.USD","02722","LU0128522157.USD","LU0149534421.HKD","BK1546","LU0214875030.USD","LU0449509016.USD","BK0010","SG9999014674.SGD","BK0034"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641022171","title":"东方电气跌5.63%，东吴证券二个月前给出“买入”评级，目标价53.30元","url":"https://stock-news.laohu8.com/highlight/detail?id=2641022171","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641022171?lang=zh_cn&edition=full","pubTime":"2026-06-08 16:32","pubTimestamp":1780907529,"startTime":"0","endTime":"0","summary":"今日东方电气（600875）跌5.63%，收盘报31.03元。2026年4月1日，东吴证券研究员曾朵红,司鑫尧,许钧赫发布了对东方电气的研报《2025年年报点评：业绩略超市场预期，东方巨擎扬帆起航》，该研报对东方电气给出“买入”评级，认为其目标价为53.3元，研报发布时股价为35.05元，预期涨幅为52.07%。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为73.1%。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华泰证券的康琪。东方电气（600875）个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026060800021933.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","600875","01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640924409","title":"东方电气(01072)转仓市值总计5.22亿港元 占比3.82% 从花旗银行转出997.31万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2640924409","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640924409?lang=zh_cn&edition=full","pubTime":"2026-06-03 08:20","pubTimestamp":1780446010,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，6月2日，东方电气(01072)出现仓位异动，转仓市值总计5.22亿港元，占比3.82%。该公司股东向法国巴黎银行转入928.48万股，从花旗银行转出997.31万股。东方电气(01072)发布公告，该公司将于2026年7月24日派发截至2025年12月31日止年度的末期股息每10股5.3元。","market":"us","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/1449399.html","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":"stock_zhitongcaijing","symbols":["LU0310800965.SGD","LU2125154778.USD","LU2236285917.USD","BK1546","BK1205","BK4566","LU2417539215.USD","LU1791807156.HKD","BK4534","LU0203345920.USD","LU1244550577.SGD","LU2125154935.USD","LU1366192091.USD","BK4588","BK0028","LU1244550494.USD","BK0035","SGXZ81163826.USD","BK0136","LU1162221912.USD","LU1201861249.SGD","LU0130102774.USD","BK0196","SGXZ49509284.SGD","LU0162691827.USD","LU2360032135.SGD","SG9999001093.SGD","BK0010","LU0128525689.USD","600875","LU0130517989.USD","LU2462157665.USD","BK4207","01072","BK4585","LU0648001328.SGD","LU1267930227.SGD","BK0259","LU0980610538.SGD","LU0320765646.SGD","LU0052756011.USD","LU2456880835.USD","LU0477156953.USD","BK0034","LU0170899867.USD","IE00BSNM7G36.USD","LU0203347892.USD","BK4504","LU0314106906.USD","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640981376","title":"东方电气将于7月24日派发末期股息每10股5.3元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640981376","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640981376?lang=zh_cn&edition=full","pubTime":"2026-06-01 08:15","pubTimestamp":1780272900,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 东方电气（01072）发布公告，该公司将于2026年7月24日派发截至2025年12月31日止年度的末期股息每10股5.3元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"us","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/hkstock/ggscyd/2026-06-01/doc-inhzwckt8549524.shtml","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":"sina","symbols":["BK0028","BK1546","01072","SG9999001093.SGD","VIG","BK0006","BK0196","BK0035","BK1522","BK4585","BK0188","BK4588","BK0012","BK1205","BK0259","BK0010","SGXZ49509284.SGD","600875","SGXZ81163826.USD","BK0034","BK0136"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639531601","title":"每周股票复盘：东方电气（600875）2025年年度股东会审议通过利润分配等议案","url":"https://stock-news.laohu8.com/highlight/detail?id=2639531601","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639531601?lang=zh_cn&edition=full","pubTime":"2026-05-31 01:09","pubTimestamp":1780160949,"startTime":"0","endTime":"0","summary":"截至2026年5月29日收盘，东方电气报收于35.23元，较上周的36.05元下跌2.27%。本周关注点公司公告汇总：东方电气2025年年度股东会审议通过2025年度利润分配、聘任2026年度审计机构等多项议案。公司公告汇总：北京金杜（成都）律师事务所对东方电气2025年年度股东会出具法律意见书，确认会议表决结果合法有效。公司公告汇总东方电气股份有限公司于2026年5月29日召开2025年年度股东会，会议由董事会召集，董事张少峰主持，采用现场与网络投票结合方式举行。","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/RB2026053100000050.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0010","BK0035","BK0188","BK0136","BK0012","BK0196","BK0259","SG9999001093.SGD","600875","BK0034","SGXZ49509284.SGD","BK1205","BK0028","01072","SGXZ81163826.USD","BK1522","BK1546","BK0006"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639675425","title":"东方电气(01072)将于7月24日派发末期股息每10股5.3元","url":"https://stock-news.laohu8.com/highlight/detail?id=2639675425","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639675425?lang=zh_cn&edition=full","pubTime":"2026-05-29 22:56","pubTimestamp":1780066561,"startTime":"0","endTime":"0","summary":"智通财经APP讯，东方电气(01072)发布公告，该公司将于2026年7月24日派发截至2025年12月31日止年度的末期股息每10股5.3元。","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/1448111.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0136","BK0196","SGXZ81163826.USD","BK0188","BK1205","BK0034","01072","BK0028","BK1522","SGXZ49509284.SGD","BK0012","600875","BK0010","BK0006","BK0259","SG9999001093.SGD","BK4585","BK0035","BK1546","BK4588","VIG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639673877","title":"东方电气（600875）披露2025年年度股东会法律意见书，5月29日股价下跌4.58%","url":"https://stock-news.laohu8.com/highlight/detail?id=2639673877","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639673877?lang=zh_cn&edition=full","pubTime":"2026-05-29 22:02","pubTimestamp":1780063351,"startTime":"0","endTime":"0","summary":"截至2026年5月29日收盘，东方电气报收于35.23元，较前一交易日下跌4.58%，最新总市值为1218.38亿元。该股当日开盘36.86元，最高36.86元，最低35.0元，成交额达21.18亿元，换手率为2.62%。近日，东方电气披露北京金杜（成都）律师事务所关于公司2025年年度股东会之法律意见书。北京金杜（成都）律师事务所就会议的召集召开程序、出席人员资格、表决程序及表决结果等事项出具法律意见，认为相关程序符合规定，表决结果合法有效。","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/RB2026052900045700.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":["BK0006","01072","BK0136","BK1522","SG9999001093.SGD","BK1205","BK0259","SGXZ81163826.USD","BK0012","BK0035","BK0010","BK0034","SGXZ49509284.SGD","BK1546","600875","BK0028","BK0196","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639678085","title":"直击股东会｜海外AI需求有利于公司燃机“出海” 东方电气低毛利率与风电体量较大有关","url":"https://stock-news.laohu8.com/highlight/detail?id=2639678085","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639678085?lang=zh_cn&edition=full","pubTime":"2026-05-29 21:55","pubTimestamp":1780062949,"startTime":"0","endTime":"0","summary":"今年以来，东方电气（SH600875，股价35.23元，市值1281亿元）股价涨幅超40%，成功跨入千亿元市值行列。尽管股价和去年业绩表现都很好，但在今日（5月29日）的年度股东会上，部分股东十分关注毛利率问题，希望公司持续提升毛利率。公司高管回答股东提问时表示，风电竞争激烈及燃机“服务赚长钱”的商业模式使综合毛利率提升速度直观上较缓。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605293754727212.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605293754727212.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_eastmoney","symbols":["AIPO","BK1546","BK1205","CHAT","BK0028","BK0035","SGXZ81163826.USD","BK0136","ARTY","BK0196","BK0006","SGXZ49509284.SGD","SG9999001093.SGD","BK0010","600875","AGIX","BK0188","01072","BK1522","BK0259","BK0034","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637378518","title":"每周股票复盘：东方电气（600875）拟每10股派5.3元","url":"https://stock-news.laohu8.com/highlight/detail?id=2637378518","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637378518?lang=zh_cn&edition=full","pubTime":"2026-05-24 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17:29","pubTimestamp":1779269340,"startTime":"0","endTime":"0","summary":"为加强投资者教育，增进投资者对沪市优质上市公司及相关行业的了解，搭建上市公司与投资者沟通交流平台，引导投资者理性认识沪市上市公司投资价值，2026年5月15日，上海证券交易所联合中国银河证券组织开展“我是股东”走进沪市上市公司活动，带领投资者走进东方电气。本次活动由上海证券交易所、中国银河证券主办，东方电气股份有限公司、中国银河证券四川分公司承办，中国银河证券投资者教育基地协办，并得到国泰基金的大力支持。","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://finance.sina.com.cn/stock/relnews/hk/2026-05-20/doc-inhypxkk9609346.shtml","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":"sina","symbols":["BK0196","161027","SGXZ81163826.USD","BK0006","SG9999001093.SGD","BK0188","BK0259","BK1147","BK1546","SGXZ49509284.SGD","BK0035","BK0012","BK0010","BK1522","06881","BK1564","BK0034","601881","600875","BK1205","01072","BK0136","BK0028","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636071938","title":"东方电气（600875）披露2025年年度股东会会议资料，5月18日股价上涨2.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636071938","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636071938?lang=zh_cn&edition=full","pubTime":"2026-05-18 22:02","pubTimestamp":1779112952,"startTime":"0","endTime":"0","summary":"截至2026年5月18日收盘，东方电气报收于39.97元，较前一交易日上涨2.3%，最新总市值为1382.31亿元。近日，东方电气股份有限公司披露《2025年年度股东会会议资料》。公告显示，公司拟召开2025年年度股东会，审议包括2025年度董事会工作报告、2025年年度报告、2025年度利润分配方案、2026年度审计机构续聘、股东会授予董事会发行股份一般性授权、公司《薪酬管理办法》及2026年度董事会成员薪酬方案等事项。","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/RB2026051800036872.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0010","BK0012","BK0028","BK0259","BK1205","BK0196","BK0006","BK0188","BK1522","SGXZ49509284.SGD","BK0035","BK1546","SG9999001093.SGD","BK0136","600875","SGXZ81163826.USD","01072","BK0034"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636690300","title":"每周股票复盘：东方电气（600875）高管减持1.55万股，占总股本0.0004%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636690300","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636690300?lang=zh_cn&edition=full","pubTime":"2026-05-17 01:29","pubTimestamp":1778952550,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘，东方电气报收于39.07元，较上周的37.72元上涨3.58%。本周，东方电气5月13日盘中最高价报41.3元。5月15日盘中最低价报37.0元。东方电气当前最新总市值1351.18亿元，在其他电源设备板块市值排名2/29，在两市A股市值排名149/5203。股本股东变化高管增减持2026年5月6日，公司高级管理人员李建华减持公司股份1.55万股，占公司总股本0.0004%。变动期间公司股价上涨4.18%，5月6日收盘价为40.64元。","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/RB2026051700000211.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["01072","SG9999001093.SGD","BK0259","BK1546","BK0010","BK0196","BK0012","BK1205","600875","BK0006","BK0034","BK0188","SGXZ49509284.SGD","BK0136","BK0035","BK0028","SGXZ81163826.USD","BK1522"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635000722","title":"智通港股早知道 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铜业资源股走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2634263752","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634263752?lang=zh_cn&edition=full","pubTime":"2026-05-12 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华泰证券维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2634268902","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634268902?lang=zh_cn&edition=full","pubTime":"2026-05-12 11:23","pubTimestamp":1778556180,"startTime":"0","endTime":"0","summary":" 东方电气早盘一度涨超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。 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。给予公司A/H 股维持“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://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-12/doc-inhxqzkq1705976.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":"sina","symbols":["600875","01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634268860","title":"风电板块普遍走强 东方电气(01072)涨3.72% 大摩预计数据中心电力缺口达55GW","url":"https://stock-news.laohu8.com/highlight/detail?id=2634268860","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634268860?lang=zh_cn&edition=full","pubTime":"2026-05-12 11:11","pubTimestamp":1778555476,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股风电板块普遍走强，东方电气 涨3.72%，龙源电力涨3.35%，大唐新能源涨2.35%，瑞风新能源涨1.72%，京能清洁能源涨0.88%，新天绿色能源涨0.52%，金风科技涨0.24%。与此同时，AI算力快速发展使得数据中心电力需求激增，大摩预计数据中心将面临55GW的电力缺口。随着AI算力功率密度持续提升，电力设备升级成为必然趋势。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981136","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":null,"symbols":["SGXZ49509284.SGD","00579","LU0054450605.USD","LU2023251221.USD","00527","LU1732800096.USD","LU2089283258.USD","LU0254981946.USD","LU1720051108.HKD","LU0320765646.SGD","BK1546","BK0196","BK4516","LU0912757837.SGD","600875","LU1074936037.SGD","BK1594","LU0214875030.USD","02208","LU0795875169.SGD","SG9999001093.SGD","DTCR","00956","BK4504","00916","BK4127","LU0971096721.USD","LU0225283273.USD","BK0006","BK1205","159146","BK1166","BK4585","01798","BK1125","LU1668664300.SGD","BK0035","LU2264538146.SGD","LU2089284900.SGD","BK0034","01072","BK0028","LU0106831901.USD","LU1363072403.SGD","BK0188","LU0528227936.USD","BK1513","LU0234570918.USD","LU0882574139.USD","BLOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634506332","title":"港股异动 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