东安动力涨5.31% 新能源业务拓展推升股价

智选洞察2025-08-05

东安动力股价大幅上涨，最新价14.87元/股，涨跌幅为5.31%。资金博弈与政策预期共振推升波动东安动力近期净流入主要受多空资金角力影响。截至8月4日收盘，主力资金单日净流入577万元，结束此前四日连续净流出态势。短期扰动因素包括：2025年中报预告显示扣非净利润亏损4852万至7279万元，非经常性损益占比超九成，引发市场对盈利质量的质疑；同时，TMT板块回调引发的资金腾挪效应，导致汽车零部件...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2557835786?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-05 13:12","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2557835786","market":"sh","top_or_hot":-1,"title":"东安动力涨5.31% 新能源业务拓展推升股价","media":"智选洞察","content":"<div>\n<p>东安动力股价大幅上涨，最新价14.87元/股，涨跌幅为5.31%。资金博弈与政策预期共振推升波动东安动力近期净流入主要受多空资金角力影响。截至8月4日收盘，主力资金单日净流入577万元，结束此前四日连续净流出态势。短期扰动因素包括：2025年中报预告显示扣非净利润亏损4852万至7279万元，非经常性损益占比超九成，引发市场对盈利质量的质疑；同时，TMT板块回调引发的资金腾挪效应，导致汽车零部件...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250805131255a6d3bfc6&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>东安动力涨5.31% 新能源业务拓展推升股价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n东安动力涨5.31% 新能源业务拓展推升股价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-05 13:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250805131255a6d3bfc6&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>东安动力股价大幅上涨，最新价14.87元/股，涨跌幅为5.31%。资金博弈与政策预期共振推升波动东安动力近期净流入主要受多空资金角力影响。截至8月4日收盘，主力资金单日净流入577万元，结束此前四日连续净流出态势。短期扰动因素包括：2025年中报预告显示扣非净利润亏损4852万至7279万元，非经常性损益占比超九成，引发市场对盈利质量的质疑；同时，TMT板块回调引发的资金腾挪效应，导致汽车零部件...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250805131255a6d3bfc6&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"160640","symbol_name":"新能源","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250805131255a6d3bfc6&s=b","article_id":"2557835786","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250805131255a6d3bfc6&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, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2557835786","pubTimestamp":1754370767,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"东安动力股价大幅上涨，最新价14.87元/股，涨跌幅为5.31%。资金博弈与政策预期共振推升波动东安动力近期净流入主要受多空资金角力影响。技术面上，股价突破年线后多空分歧加剧，7月30日单日换手率达4.51%，量能异动显示调仓动作显著。产能释放与估值重构考验长期韧性新能源业务拓展成为东安动力估值重塑的关键变量。公司2025年前三季度新能源汽车电驱动订单同比增长60%，哈尔滨新基地投产后产能有望提升40%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源","600178":"东安动力","BK0264":"汽车制造","BK0010":"央企","000941.SH":"新能源"},"translate_title":"Dongan Power rose 5.31%, new energy business expansion pushed up stock price","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159875":1,"160640":1,"399941":1,"600178":1,"000941.SH":1},"content_text":"东安动力股价大幅上涨，最新价14.87元/股，涨跌幅为5.31%。资金博弈与政策预期共振推升波动东安动力近期净流入主要受多空资金角力影响。截至8月4日收盘，主力资金单日净流入577万元，结束此前四日连续净流出态势。短期扰动因素包括：2025年中报预告显示扣非净利润亏损4852万至7279万元，非经常性损益占比超九成，引发市场对盈利质量的质疑；同时，TMT板块回调引发的资金腾挪效应，导致汽车零部件板块7月第三周整体跑输大盘1.5个百分点。技术面上，股价突破年线后多空分歧加剧，7月30日单日换手率达4.51%，量能异动显示调仓动作显著。产能释放与估值重构考验长期韧性新能源业务拓展成为东安动力估值重塑的关键变量。公司2025年前三季度新能源汽车电驱动订单同比增长60%，哈尔滨新基地投产后产能有望提升40%。中信证券测算若全年52亿元营收目标达成，市销率将降至1.27倍，但当前422倍的动态市盈率仍处高位。东吴证券指出，其增程式发动机配套东风岚图等客户，未来三年或贡献超40亿元收入，但四季度产能爬坡进度若滞后可能触发估值调整。技术面需关注13元支撑位有效性，若突破16元压力位需量能配合，当前高估值环境下建议关注业绩兑现节奏。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2557835786","isCrawlerRequest":true}