600875 东方电气
已收盘 05-08 15:00:00
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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 22:00
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%
东方电气(01072)将派发末期股息每10股5.3元
智通财经 · 05-08 18:54
东方电气(01072)将派发末期股息每10股5.3元
东方电气跌5.98% 华泰证券周二给予维持买入评级
中金财经 · 05-08 16:23
东方电气跌5.98% 华泰证券周二给予维持买入评级
港股异动 | 风电股跌幅居前 东方电气(01072)跌超8% 金风科技(02208)跌近4%
智通财经 · 05-08 15:28
港股异动 | 风电股跌幅居前 东方电气(01072)跌超8% 金风科技(02208)跌近4%
Artemis Investment Management LLP增持东方电气(01072)114.84万股 每股作价约39.02港元
智通财经 · 05-06 19:10
Artemis Investment Management LLP增持东方电气(01072)114.84万股 每股作价约39.02港元
花旗集团对东方电气H股持股比例降至6.64% 较4月28日7.16%有所下降 - 港交所数据
美股速递 · 05-05
花旗集团对东方电气H股持股比例降至6.64% 较4月28日7.16%有所下降 - 港交所数据
港股风电股回调，东方电气跌超7%
每日经济新闻 · 05-05
港股风电股回调，东方电气跌超7%
东方电气（600875）2026年一季报简析：营收净利润同比双双增长，盈利能力上升
证券之星 · 05-01
东方电气（600875）2026年一季报简析：营收净利润同比双双增长，盈利能力上升
摩根士丹利增持东方电气H股 持股比例从4.34%升至5.28%
美股速递 · 04-29
摩根士丹利增持东方电气H股 持股比例从4.34%升至5.28%
东方电气：第一季度净利润15.85亿元 同比增长37.41%
每日经济新闻 · 04-29
东方电气：第一季度净利润15.85亿元 同比增长37.41%
东方电气(01072)盘初上涨3.61% 机构指其在手订单可支撑业务增长
金吾财讯 · 04-23
东方电气(01072)盘初上涨3.61% 机构指其在手订单可支撑业务增长
花旗：升东方电气(01072)目标价至54港元 续为行业首选股
智通财经 · 04-22
花旗：升东方电气(01072)目标价至54港元 续为行业首选股
Morgan Stanley增持东方电气(01072)约260.95万股 每股作价约42.12港元
智通财经 · 04-21
Morgan Stanley增持东方电气(01072)约260.95万股 每股作价约42.12港元
摩根斯坦利增持东方电气H股 持股比例从4.37%跃升至5.01%
美股速递 · 04-21
摩根斯坦利增持东方电气H股 持股比例从4.37%跃升至5.01%
港股异动 | 东方电气(01072)早盘涨超8% 海外需求爆发 国产燃气轮机至少有5年窗口期
智通财经 · 04-16
港股异动 | 东方电气(01072)早盘涨超8% 海外需求爆发 国产燃气轮机至少有5年窗口期
东方电气：多位股东计划减持公司股份
南方财经网 · 04-09
东方电气：多位股东计划减持公司股份
东方电气(01072)曾跌超4% 汇丰研究指煤电设备新订单或将面临下跌风险
金吾财讯 · 04-09
东方电气(01072)曾跌超4% 汇丰研究指煤电设备新订单或将面临下跌风险
Artemis Investment Management LLP增持东方电气(01072)82.56万股 每股作价约36.03港元
智通财经 · 04-08
Artemis Investment Management LLP增持东方电气(01072)82.56万股 每股作价约36.03港元
东方电气涨9.99%，东吴证券一周前给出“买入”评级，目标价53.30元
证券之星 · 04-08
东方电气涨9.99%，东吴证券一周前给出“买入”评级，目标价53.30元
港股异动 | AI数据中心建设带动电力需求 哈尔滨电气(01133)涨超11% 东方电气(01072)涨近10%
智通财经 · 04-08
港股异动 | AI数据中心建设带动电力需求 哈尔滨电气(01133)涨超11% 东方电气(01072)涨近10%
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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2026-05-11。","hkstockBrief":{"symbol":"01072","market":"HK","secType":"STK","nameCN":"东方电气","latestPrice":36.64,"timestamp":1778227683005,"preClose":39.54,"halted":0,"volume":22172553,"delay":0,"premium":"-15.69"},"floatMarketCap":85374000000},"requestUrl":"/m/hq/s/600875/wiki","defaultTab":"wiki","newsList":[{"id":"2633452923","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633452923","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633452923?lang=zh_cn&edition=full","pubTime":"2026-05-08 22:00","pubTimestamp":1778248821,"startTime":"0","endTime":"0","summary":"截至2026年5月8日收盘，东方电气报收于37.72元，较前一交易日下跌5.98%，最新总市值为1304.49亿元。近日，东方电气股份有限公司发布《关于召开2025年年度股东会的通知》。公告显示，公司定于2026年5月29日召开2025年年度股东会，现场会议地点为四川省成都市高新西区西芯大道18号公司会议室，网络投票通过上海证券交易所系统进行。A股股权登记日为2026年5月21日，股东可现场或通过网络投票参与表决。相关议案已在上海证券交易所网站及指定报刊披露。","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/RB2026050800043356.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":["BK0188","BK0034","BK0006","BK0136","BK0259","BK1522","600875","BK1546","SG9999001093.SGD","SGXZ49509284.SGD","SGXZ81163826.USD","BK1205","01072","BK0035","BK0028","BK0010","BK0196","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633308094","title":"东方电气(01072)将派发末期股息每10股5.3元","url":"https://stock-news.laohu8.com/highlight/detail?id=2633308094","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633308094?lang=zh_cn&edition=full","pubTime":"2026-05-08 18:54","pubTimestamp":1778237680,"startTime":"0","endTime":"0","summary":"智通财经APP讯，东方电气(01072)发布公告，该公司将派发截至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/1439674.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_zhitongcaijing","symbols":["VIG","SGXZ81163826.USD","01072","BK4585","BK0006","BK1546","BK4588","BK0188","BK0034","BK0196","BK0259","BK0136","600875","BK0035","BK1205","SGXZ49509284.SGD","BK0028","BK0012","BK0010","SG9999001093.SGD","BK1522"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633435365","title":"东方电气跌5.98% 华泰证券周二给予维持买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2633435365","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633435365?lang=zh_cn&edition=full","pubTime":"2026-05-08 16:23","pubTimestamp":1778228584,"startTime":"0","endTime":"0","summary":"中国经济网北京5月8日讯 东方电气(600875.SH)今日收报37.72元，跌幅5.98%。\r\n\r\n 5月5日，华泰证券股份有限公司研究员王玮嘉、边文姣、黄波、李雅琳发布研报《东方电气(600875)：公允价值变动助力Q1业绩同比高增》，给予公司A/H 股维持“买入”评级。\r\n\r\n (责任编辑：魏京婷)","market":"us","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":"http://sc.stock.cnfol.com/gushijujiao/20260508/32209922.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":"zhongjincaijing_highlight","symbols":["01072","600875"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633438513","title":"港股异动 | 风电股跌幅居前 东方电气(01072)跌超8% 金风科技(02208)跌近4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633438513","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633438513?lang=zh_cn&edition=full","pubTime":"2026-05-08 15:28","pubTimestamp":1778225321,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，风电股跌幅居前，截至发稿，东方电气跌7.94%，报36.4港元；金风科技跌3.56%，报17.36港元；龙源电力跌2.76%，报6.7港元。今年2月，欧盟委员会宣布依据FSR针对金风科技在欧盟风电市场的业务活动启动深入调查。5月7日，金风科技在互动平台回答投资者提问时表示，目前公司在欧盟市场各项业务正常开展，运营有序进行，并将持续为客户与合作伙伴提供一贯的高质量的服务与支持。","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/1439489.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":["SGXZ81163826.USD","BK0183","HK0000500386.USD","BK1522","LU0054450605.USD","LU0449515922.USD","BK0012","01072","SGXZ49509284.SGD","BK0028","LU0531970944.HKD","BK0035","BK1154","LU0214875030.USD","LU0449509016.USD","BK0196","LU0823040885.USD","SG9999001093.SGD","BK0187","002202","VXUS","02208","BK1526","BK1205","HK0000252160.HKD","BK1546","BK0010","BK0259","600875","00916","BK0086","LU0254981946.USD","BK0136","BK1558","BK0188","BK0034","BK1594","BK4588","HK0000252152.HKD","BK0006","BK1513","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633187383","title":"Artemis Investment Management LLP增持东方电气(01072)114.84万股 每股作价约39.02港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2633187383","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633187383?lang=zh_cn&edition=full","pubTime":"2026-05-06 19:10","pubTimestamp":1778065827,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，4月30日，Artemis Investment Management LLP增持东方电气(01072)114.84万股，每股作价39.0218港元，总金额约为4481.26万港元。增持后最新持股数目为2898.38万股，最新持股比例为7.10%。","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/1438673.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":["BK0196","01072","BK0136","BK0034","BK1205","BK1546","BK0028","BK1522","BK0188","SGXZ49509284.SGD","BK0010","600875","SGXZ81163826.USD","BK0006","BK0012","BK0035","BK0259","SG9999001093.SGD","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189322979","title":"花旗集团对东方电气H股持股比例降至6.64% 较4月28日7.16%有所下降 - 港交所数据","url":"https://stock-news.laohu8.com/highlight/detail?id=1189322979","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1189322979?lang=zh_cn&edition=full","pubTime":"2026-05-05 18:03","pubTimestamp":1777975435,"startTime":"0","endTime":"0","summary":"根据香港交易所最新披露的数据显示，花旗集团在东方电气H股中的长仓持股比例出现变动。截至4月28日，该机构的持股比例已从先前的7.16%下降至6.64%，减持幅度达到0.52个百分点。\n此次持股变动反映了机构投资者对东方电气H股配置策略的调整。作为中国电力设备制造领域的重要企业，东方电气的股权结构变化备受市场关注。\n港交所数据显示，花旗集团此次持股比例调整后，仍保持其作为东方电气H股主要股东的地位。市场分析人士指出，此类机构持股比例的微调属于正常的投资组合再平衡操作。","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SGXZ49509284.SGD","BK1205","BK0012","BK0259","BK0034","SGXZ81163826.USD","BK0028","BK0136","BK0188","600875","BK0010","01072","SG9999001093.SGD","BK1522","BK1546","BK0196","BK0006","BK0035"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633263998","title":"港股风电股回调，东方电气跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633263998","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633263998?lang=zh_cn&edition=full","pubTime":"2026-05-05 09:45","pubTimestamp":1777945502,"startTime":"0","endTime":"0","summary":"港股风电股回调，东方电气跌超7%","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202605053727827662.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202605053727827662.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":["BK0028","BK4588","BK0188","VXUS","SG9999001093.SGD","BK1546","BK0196","BK4585","BK1205","BK0012","BK0259","SGXZ81163826.USD","BK0136","BK0010","01072","BK0034","600875","BK0035","BK1522","BK0006","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632667191","title":"东方电气（600875）2026年一季报简析：营收净利润同比双双增长，盈利能力上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2632667191","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632667191?lang=zh_cn&edition=full","pubTime":"2026-05-01 06:17","pubTimestamp":1777587428,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期东方电气发布2026年一季报。截至本报告期末，公司营业总收入174.7亿元，同比上升5.57%，归母净利润15.85亿元，同比上升37.41%。本报告期东方电气盈利能力上升，毛利率同比增幅3.36%，净利率同比增幅20.63%。持有东方电气最多的基金为汇添富新睿精选混合A，目前规模为31.58亿元，最新净值1.692，较上一交易日上涨1.5%，近一年上涨97.43%。","market":"sh","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/RB2026050100004869.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":["01072","600875"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151456069","title":"摩根士丹利增持东方电气H股 持股比例从4.34%升至5.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151456069","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1151456069?lang=zh_cn&edition=full","pubTime":"2026-04-29 18:36","pubTimestamp":1777458999,"startTime":"0","endTime":"0","summary":"根据香港交易所披露的最新数据，摩根士丹利对东方电气H股的持仓比例出现显著变动。4月24日，该国际投行的多头头寸从先前4.34%的水平跃升至5.28%，增幅接近一个百分点。此次持股变动反映出机构投资者对东方电气未来发展的信心。摩根士丹利此次增持动作，可能基于对东方电气在核电、风电等新能源领域技术优势的评估，亦或是看好其海外业务拓展潜力。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0012","BK0006","BK0010","SGXZ49509284.SGD","BK0035","BK0136","BK0196","SGXZ81163826.USD","BK0188","600875","BK0034","BK0259","SG9999001093.SGD","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631998425","title":"东方电气：第一季度净利润15.85亿元 同比增长37.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631998425","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631998425?lang=zh_cn&edition=full","pubTime":"2026-04-29 17:47","pubTimestamp":1777456036,"startTime":"0","endTime":"0","summary":"【东方电气：第一季度净利润15.85亿元 同比增长37.41%】4月29日，东方电气（600875）公告，2026年第一季度营业总收入174.7亿元，同比增长5.57%；营业收入172.16亿元，同比增长5.68%；利润总额18.04亿元，同比增长27.96%；净利润15.85亿元，同比增长37.41%；扣除非经常性损益后的净利润11.79亿元，同比增长11.49%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604293724633850.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604293724633850.html","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":"stock_eastmoney","symbols":["01072","600875"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629088390","title":"东方电气(01072)盘初上涨3.61% 机构指其在手订单可支撑业务增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2629088390","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629088390?lang=zh_cn&edition=full","pubTime":"2026-04-23 10:01","pubTimestamp":1776909710,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东方电气 盘初上扬，截至发稿，报43.04港元，涨幅3.61%，成交额3.65亿港元。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%，其中能源装备制造占67.33%，制造服务占22.15%，新兴产业占10.52%。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。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979727","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":["BK0028","01072","BK0188","BK0259","BK0035","BK0006","SG9999001093.SGD","BK1522","BK0136","BK0012","BK0034","600875","BK1205","BK1546","SGXZ49509284.SGD","SGXZ81163826.USD","BK0196","BK0010"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629909452","title":"花旗：升东方电气(01072)目标价至54港元 续为行业首选股","url":"https://stock-news.laohu8.com/highlight/detail?id=2629909452","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629909452?lang=zh_cn&edition=full","pubTime":"2026-04-22 13:56","pubTimestamp":1776837378,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，花旗发布研报称，东方电气(01072)潜在海外燃气轮机销售业务占比高，加上国内核电及水力发电设备需求强劲，以及煤电设备销售利润占比较同业为低，因此列其为电力设备板块首选股之一。该行上调东方电气2026至27年净利润预测3至9%，以反映水电及核电设备销售较高。该行又将东方电气目标价上调20%，由45港元升至54港元，评级“买入”。","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":"http://www.zhitongcaijing.com/content/detail/1431789.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":["600875","01072","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629035835","title":"Morgan Stanley增持东方电气(01072)约260.95万股 每股作价约42.12港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2629035835","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629035835?lang=zh_cn&edition=full","pubTime":"2026-04-21 19:07","pubTimestamp":1776769672,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新数据显示，4月16日，Morgan Stanley增持东方电气(01072)260.9474万股，每股作价42.1234港元，总金额约为1.1亿港元。增持后最新持股数目约为2046.53万股，最新持股比例为5.01%。","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/1431421.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":["LU2271345857.HKD","BK0136","LU0314104364.USD","600875","MSPQL","EWH","BK1522","LU1791710582.SGD","BK0006","BK4534","01072","BK0259","LU1548497426.USD","BK4581","BK0188","BK4585","LU1732800096.USD","LU2089284900.SGD","SGXZ49509284.SGD","LU1720051108.HKD","LU1244550221.USD","LU2023251221.USD","MSPQV","BK4127","BK0196","LU0557290698.USD","LU1732799900.SGD","LU1989772840.SGD","LU0158827781.USD","BK0034","LU0106261372.USD","LU0971096721.USD","LU1244550494.USD","SGXZ81163826.USD","LU0267386448.USD","LU1074936037.SGD","LU0234570918.USD","LU0098860793.USD","LU0225283273.USD","LU1720051017.SGD","IE00BKVL7J92.USD","LU0006306889.USD","BK1205","LU2133065610.SGD","SG9999001093.SGD","LU0528227936.USD","BK0028","LU0795875086.SGD","LU0912757837.SGD","LU2089283258.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193476442","title":"摩根斯坦利增持东方电气H股 持股比例从4.37%跃升至5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193476442","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1193476442?lang=zh_cn&edition=full","pubTime":"2026-04-21 17:30","pubTimestamp":1776763822,"startTime":"0","endTime":"0","summary":"根据香港交易所最新披露的数据显示，国际投行摩根斯坦利对东方电气H股的持股比例出现显著变动。4月16日，该机构持有的东方电气H股多头头寸从原先的4.37%提升至5.01%，增幅达到0.64个百分点。\n此次持股比例突破5%的关键阈值，标志着摩根斯坦利对这家中国电力设备龙头企业投资策略的重大调整。作为全球重要的机构投资者，其持仓变动往往被视为行业风向标。\n东方电气作为中国最大的发电设备制造企业之一，在清洁能源装备领域具有重要地位。机构投资者持股比例的变化，通常反映了市场对上市公司未来发展前景的预期。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0136","BK0259","BK0010","BK0196","BK0035","BK0012","BK0034","BK0028","BK0006","BK1546","BK1522","SG9999001093.SGD","600875","BK1205","SGXZ81163826.USD","BK0188","SGXZ49509284.SGD","01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627250827","title":"港股异动 | 东方电气(01072)早盘涨超8% 海外需求爆发 国产燃气轮机至少有5年窗口期","url":"https://stock-news.laohu8.com/highlight/detail?id=2627250827","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627250827?lang=zh_cn&edition=full","pubTime":"2026-04-16 10:30","pubTimestamp":1776306633,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方电气早盘涨超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。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%。","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/1429198.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":["SG9999001093.SGD","SGXZ49509284.SGD","BK0012","BK0035","BK0136","BK0006","01072","600875","BK0028","BK1522","BK1546","BK4588","BK4585","BK0259","BK0196","SGXZ81163826.USD","BK0188","BK1205","VXUS","BK0034","BK0010"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626949188","title":"东方电气：多位股东计划减持公司股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2626949188","media":"南方财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626949188?lang=zh_cn&edition=full","pubTime":"2026-04-09 17:38","pubTimestamp":1775727481,"startTime":"0","endTime":"0","summary":"南财智讯4月9日电，东方电气公告，公司高级副总裁王军先生拟减持不超过800股，占公司总股本不超过0.00002%；高级副总裁李建华先生拟减持不超过15500股，占公司总股本不超过0.00045%。上述减持均通过集中竞价交易方式进行，减持期间为2026年5月6日至2026年8月5日，减持原因为个人资金需求。","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/202604093699670624.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_eastmoney","symbols":["BK0196","BK0028","BK0034","BK0006","600875","01072","BK0259","BK0012","BK0188","SG9999001093.SGD","BK0035","BK0010","BK1205","BK0136","BK1522","BK1546"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626974046","title":"东方电气(01072)曾跌超4% 汇丰研究指煤电设备新订单或将面临下跌风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2626974046","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626974046?lang=zh_cn&edition=full","pubTime":"2026-04-09 10:35","pubTimestamp":1775702110,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东方电气 盘初探底回升，曾一度跌超4%，最新跌幅收窄至1.02%，报38.66港元，成交额1.51亿港元。消息面上，汇丰环球研究报告指，东方电气2025年业绩符合预期。该行认为煤电设备新订单或将面临下跌风险，需等待“十五五”电力规划细节。该行下调东方电气2027年盈利预测3%，并引入2028年预测。基于分类加总估值法，目标价由48港元下调至45港元，予“买入”评级；东方电气A股目标价由41元人民币下调至39元人民币，予“持有”评级。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978481","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":null,"symbols":["BK1546","LU2236285917.USD","LU1267930227.SGD","BK0028","BK1205","LU0052756011.USD","LU0310800965.SGD","BK4585","LU0211326755.USD","BK0006","BK0188","BK0259","LU0496365809.HKD","600875","01072","BK4521","BK4588","LU0976567544.SGD","BK0034","SG9999001093.SGD","BK0035","BK4207","BK0136","BK0010","BK0012","LU0211326839.USD","BK1522","HSBC","HSBH","LU0128525689.USD","BK0196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625815945","title":"Artemis Investment Management LLP增持东方电气(01072)82.56万股 每股作价约36.03港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2625815945","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625815945?lang=zh_cn&edition=full","pubTime":"2026-04-08 19:04","pubTimestamp":1775646247,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，4月2日，Artemis Investment Management 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16:28","pubTimestamp":1775636928,"startTime":"0","endTime":"0","summary":"今日东方电气涨9.99%，收盘报38.3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，现价距离目标价尚有39.16%的涨幅空间。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。","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/RB2026040800025032.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":["600875","601555","01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625437997","title":"港股异动 | AI数据中心建设带动电力需求 哈尔滨电气(01133)涨超11% 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13:58","pubTimestamp":1775627938,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，电力设备股走强，截至发稿，哈尔滨电气涨11.2%，报23.04港元；东方电气涨9.79%，报38.8港元；威胜控股涨8.23%，报30.5港元。消息面上，信达证券指出，AI数据中心建设带动电力需求，燃气轮机凭借启动速度快、调峰能力强、碳排放低的优势，成为解决美国等地区电力缺口的核心选择。国际巨头纷纷宣布扩产，国内燃机产业链公司充分受益。","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/1425875.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":["BK1205","BK0006","BK0136","BK1522","VXUS","AIPO","BK0028","LU0082770016.SGD","01133","LU0164939612.USD","BK1179","03393","LU0052750758.USD","CHAT","BK4588","BK0188","LU0082770016.USD","ARTY","LU0320764599.SGD","LU0708995583.HKD","600875","LU0620787316.HKD","BK0012","IE0008369823.USD","BK0034","BLOK","SG9999001093.SGD","159146","BK1546","BK0259","BK4585","BK0196","DTCR","BK0035","AGIX","01072","BK0010"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1778282728111,"stockEarnings":[{"period":"1week","weight":-0.0331},{"period":"1month","weight":-0.0151},{"period":"3month","weight":0.4424},{"period":"6month","weight":0.6735},{"period":"1year","weight":1.361},{"period":"ytd","weight":0.5535}],"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":"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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