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

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智通财经APP获悉，东方电气(01072)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。核心原因在于头部厂商扩产周期(3-5年)滞后于AIDC、调峰等...

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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

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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