600875 东方电气
已收盘 02-27 15:00:00
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The Goldman Sachs Group, Inc.减持东方电气(01072)167.82万股 每股均价约35.22港元
智通财经 · 02-27 18:58
The Goldman Sachs Group, Inc.减持东方电气(01072)167.82万股 每股均价约35.22港元
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 16:14
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
恒指收跌1.44%：电力等板块走强，东方电气涨超15%
腾讯自选股 · 02-26 16:12
恒指收跌1.44%：电力等板块走强，东方电气涨超15%
异动快报：东方电气（600875）2月26日11点19分触及涨停板
证券之星 · 02-26 11:20
异动快报：东方电气（600875）2月26日11点19分触及涨停板
电力设备股强势 东方电气(01072)涨11.64% 机构指欧美缺电 电力设备企业可望受惠
金吾财讯 · 02-26 10:10
电力设备股强势 东方电气(01072)涨11.64% 机构指欧美缺电 电力设备企业可望受惠
港股异动 | 东方电气(01072)涨超5% 北美自建电源成大趋势 公司有望以AIDC“抢燃机”契机加快出海步伐
智通财经 · 02-26 09:42
港股异动 | 东方电气(01072)涨超5% 北美自建电源成大趋势 公司有望以AIDC“抢燃机”契机加快出海步伐
港股异动 | 东方电气(01072)涨超5% 重燃主机供需硬缺口将长期延续 公司燃气轮机出口有潜在扩张空间
智通财经 · 02-24
港股异动 | 东方电气(01072)涨超5% 重燃主机供需硬缺口将长期延续 公司燃气轮机出口有潜在扩张空间
广大特材：主要客户包含东方电气、哈尔滨电气集团等
证券日报 · 02-12
广大特材：主要客户包含东方电气、哈尔滨电气集团等
异动快报：东方电气（600875）2月12日11点13分触及涨停板
证券之星 · 02-12
异动快报：东方电气（600875）2月12日11点13分触及涨停板
东方电气盘初涨超5% 美银证券首予“买入”投资评级
新浪港股 · 02-12
东方电气盘初涨超5% 美银证券首予“买入”投资评级
港股异动 | 东方电气(01072)涨超5% 花旗认为公司从东南亚数据中心或公用事业客户获新订单可能性更高
智通财经 · 02-12
港股异动 | 东方电气(01072)涨超5% 花旗认为公司从东南亚数据中心或公用事业客户获新订单可能性更高
东方电气等在杭州成立驭能科技公司
人民财讯 · 02-11
东方电气等在杭州成立驭能科技公司
港股异动 | 电力设备股午后走强，东方电气涨超8%，哈尔滨电气涨超4%，亿华通、福莱特玻璃等跟涨
老虎资讯综合 · 02-10
港股异动 | 电力设备股午后走强，东方电气涨超8%，哈尔滨电气涨超4%，亿华通、福莱特玻璃等跟涨
东方电气：多位股东已累计减持0.00087%股份
南方财经网 · 02-09
东方电气：多位股东已累计减持0.00087%股份
东方电气涨10.02%，华源证券二个月前给出“买入”评级
证券之星 · 02-09
东方电气涨10.02%，华源证券二个月前给出“买入”评级
港股风电股午后拉升，东方电气涨超13%
人民财讯 · 02-09
港股风电股午后拉升，东方电气涨超13%
港股异动 | 东方电气(01072)涨超11% 北美缺电逻辑持续演绎 中国燃机出海有望迎来机遇
智通财经 · 02-09
港股异动 | 东方电气(01072)涨超11% 北美缺电逻辑持续演绎 中国燃机出海有望迎来机遇
港股异动 | 东方电气(01072)涨超4% 海外燃机供需缺口有望带来燃机出海机会
智通财经 · 02-05
港股异动 | 东方电气(01072)涨超4% 海外燃机供需缺口有望带来燃机出海机会
每周股票复盘：东方电气（600875）现204.6万元大宗交易
证券之星 · 02-01
每周股票复盘：东方电气（600875）现204.6万元大宗交易
国机重装：公司主要为东方电气、上海电气、中国重燃等提供燃机锻件及铸件产品
证券日报 · 01-29
国机重装：公司主要为东方电气、上海电气、中国重燃等提供燃机锻件及铸件产品
暂无数据
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、销售先进的水电、火电、核电、风电、气电、太阳能等发电成套设备，以及向全球能源运营商提供工程承包及服务等相关业务。公司的主要产品是300MW循环流化床锅炉、600MW超临界"W"火焰锅炉、东方电机'W'形火焰燃低挥发份无烟煤锅炉、东方电机600MW超临界锅炉、东方电机600MW超临界循环流化床锅炉、东方电机超高压自然循环中间再热锅炉、东方电机超临界本生直流机组锅炉、东方电机电站辅机设备、东方电机风电发电机。
发行价格：
4.10
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16:12","pubTimestamp":1772093546,"startTime":"0","endTime":"0","summary":"2月26日，恒生指数收跌1.44%，恒生科技指数收跌2.87%，盘面上，电力、光模块、光通信和半导体板块走强，东方电气涨超15%，剑桥科技涨8%，豪威集团涨超6%，长飞光纤涨近3%，兆易创新涨逾3%。在AI大发展与科技兴国的时代背景下，港股科技板块明显被低估。尽管近期恒生科技指数走势较弱，但这只是一次剧烈的流动性收缩冲击，港股科技板块的基本面与做多逻辑没有发生改变，未来或迎来触底反弹。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226161131a7217fe4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 东方电气(01072)涨超5% 北美自建电源成大趋势 公司有望以AIDC“抢燃机”契机加快出海步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=2614061850","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614061850?lang=zh_cn&edition=full","pubTime":"2026-02-26 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公司燃气轮机出口有潜在扩张空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2613750099","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613750099?lang=zh_cn&edition=full","pubTime":"2026-02-24 10:50","pubTimestamp":1771901430,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方电气涨超5%，截至发稿，涨4.82%，报35.34港元，成交额3.55亿港元。财通证券发布研报称，海外重燃主机厂扩产节奏克制，供需硬缺口将长期延续。该行估计2025年全球重燃意向订单已超80GW，而实际可交付产能仅约 50GW，三菱重工测算GTCC联合循环重燃市场需求或接近100GW，供需矛盾显著。美银证券此前表示，东方电气燃气轮机出口有潜在扩张空间。此外，设备订单随平均售价回升进行销售确认，将驱动公司净利润稳步增长。","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/1406524.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":["BK0035","BK0006","BK0034","VXUS","BK4588","BK1205","VT","600875","BK1546","BK0010","BK0028","BK0012","BK0196","BK0259","BK4585","BK0188","SG9999001093.SGD","01072","BK1522","BK0136"],"gpt_icon":0},{"id":"2610929248","title":"广大特材：主要客户包含东方电气、哈尔滨电气集团等","url":"https://stock-news.laohu8.com/highlight/detail?id=2610929248","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610929248?lang=zh_cn&edition=full","pubTime":"2026-02-12 21:12","pubTimestamp":1770901925,"startTime":"0","endTime":"0","summary":"证券日报网讯2月12日，广大特材在互动平台回答投资者提问时表示，主要客户包含东方电气、哈尔滨电气集团等。","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":"http://finance.eastmoney.com/a/202602123649473964.html","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":"stock_eastmoney","symbols":["BK0188","BK0012","BK0010","BK0028","688186","BK1522","BK0233","01133","BK0196","01072","BK0256","BK0034","BK0259","BK1546","BK0006","BK1205","BK0136","SG9999001093.SGD","600875","BK0035"],"gpt_icon":0},{"id":"2610999487","title":"异动快报：东方电气（600875）2月12日11点13分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2610999487","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610999487?lang=zh_cn&edition=full","pubTime":"2026-02-12 11:15","pubTimestamp":1770866122,"startTime":"0","endTime":"0","summary":"证券之星2月12日盘中消息，11点13分东方电气触及涨停板。其所属行业其他电源设备目前上涨。领涨股为金时科技。该股为燃气轮机，核聚变，超超临界发电概念热股，当日燃气轮机概念上涨4.57%，核聚变概念上涨2.48%，超超临界发电概念上涨2.35%。2月11日的资金流向数据方面，主力资金净流出2.14亿元，占总成交额7.73%，游资资金净流入876.09万元，占总成交额0.32%，散户资金净流入2.05亿元，占总成交额7.42%。","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/RB2026021200013302.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":["01072","BK1205","BK0259","BK0012","BK0010","BK0035","BK0136","BK1546","SG9999001093.SGD","BK0034","BK0006","BK0028","BK1522","BK0196","BK0188","600875"],"gpt_icon":0},{"id":"2610999641","title":"东方电气盘初涨超5% 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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。","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://finance.sina.com.cn/stock/hkstock/marketalerts/2026-02-12/doc-inhmpkak3153522.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":"sina","symbols":["600875","01072","161027"],"gpt_icon":0},{"id":"2610995791","title":"港股异动 | 东方电气(01072)涨超5% 花旗认为公司从东南亚数据中心或公用事业客户获新订单可能性更高","url":"https://stock-news.laohu8.com/highlight/detail?id=2610995791","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610995791?lang=zh_cn&edition=full","pubTime":"2026-02-12 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电力设备股午后走强，东方电气涨超8%，哈尔滨电气涨超4%，亿华通、福莱特玻璃等跟涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1101849890","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1101849890?lang=zh_cn&edition=full","pubTime":"2026-02-10 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16:30","pubTimestamp":1770625836,"startTime":"0","endTime":"0","summary":"今日东方电气涨10.02%，收盘报28.77元。2025年12月1日，华源证券研究员查浩,刘晓宁,戴映炘发布了对东方电气的研报《毛利率环比改善 在手订单稳定增长》，该研报对东方电气给出“买入”评级。后续抽蓄业务有望接力贡献业绩，风电利润率存在改善可能，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华源证券的查浩、戴映炘。","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/RB2026020900020068.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":["01072","161027","600875"],"gpt_icon":0},{"id":"2610168664","title":"港股风电股午后拉升，东方电气涨超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610168664","media":"人民财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610168664?lang=zh_cn&edition=full","pubTime":"2026-02-09 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22:15","pubTimestamp":1769696115,"startTime":"0","endTime":"0","summary":"证券日报网1月29日讯，国机重装在接受调研者提问时表示，在国内市场领域，公司主要为东方电气、上海电气、中国重燃等提供燃机锻件及铸件产品；在海外市场，公司是西门子能源全球的铸锻件供应商，并为韩国斗山恒能供应燃气轮机铸锻件。","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://finance.eastmoney.com/a/202601293635664673.html","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":"stock_eastmoney","symbols":["BK0034","BK0136","02727","BK1594","BK1546","BK0188","SG9999001093.SGD","BK0035","01072","BK0028","601727","BK0005","BK1522","601399","BK0196","600875","BK0184","BK0012","BK1205","BK0201","BK0277","BK0010","BK0006","BK0259"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1772296968950,"stockEarnings":[{"period":"1week","weight":0.1635},{"period":"1month","weight":0.4036},{"period":"3month","weight":0.7274},{"period":"6month","weight":0.8741},{"period":"1year","weight":1.5368},{"period":"ytd","weight":0.5268}],"compareEarnings":[{"period":"1week","weight":0.0198},{"period":"1month","weight":0.0028},{"period":"3month","weight":0.0705},{"period":"6month","weight":0.079},{"period":"1year","weight":0.2287},{"period":"ytd","weight":0.0489}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"东方电气股份有限公司","boardCode":"AI0034","boardName":"通用设备制造业","stockholders":"0人","perCapita":"--","listingDate":"1995-10-10","address":"四川省成都市郫都区高新西区西芯大道18号","registeredCapital":"345836万元","survey":" 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