异动解读｜东方电气盘中下跌5.19%，油气价格上涨压制燃气轮机需求叠加板块资金持续外流

行情直击06-11

6月11日，东方电气盘中下跌5.19%，报25.84港元/股，成交额4066.49万港元。

消息面上，国际油气价格持续上涨叠加美伊冲突升级导致霍尔木兹海峡航运风险加剧，对燃气轮机行业形成双重压制：发电端原料成本上升抑制电厂设备采购意愿，工业端用气成本增加致下游订单预期下调。同时，全球AI算力基建扩张推动柴油发电机组需求扩张，进一步分流燃气轮机整机需求。重型电气设备板块整体承压，哈尔滨电气跌4.53%，果下科技跌2.12%，大金重工跌1.84%，金风科技跌1.62%，上海电气跌1.29%。公司股价自5月18日高位41.14港元以来累计跌幅已超37%，板块资金持续外流转向半导体等热点方向。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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