Core Viewpoint - The article highlights the current premium rates of AH shares, with Northeast Electric (00042), Zhejiang Shibao (01057), and Hongye Futures (03678) leading in premium rates, while Ningde Times (03750), China Merchants Bank (03968), and Hengrui Medicine (01276) have the lowest premium rates. Group 1: Top AH Share Premium Rates - Northeast Electric (00042) has a premium rate of 900.00% with a deviation value of 22.98% [1] - Zhejiang Shibao (01057) has a premium rate of 401.23% with a deviation value of 124.99% [1] - Hongye Futures (03678) has a premium rate of 283.18% with a deviation value of 10.66% [1] - The top ten AH shares by premium rate include companies like Sinopec Oilfield Service (01033) at 273.91% and Chenming Paper (01812) at 252.00% [1] Group 2: Bottom AH Share Premium Rates - Ningde Times (03750) has a premium rate of -11.39% with a deviation value of -3.74% [1] - China Merchants Bank (03968) has a premium rate of -2.91% with a deviation value of -2.00% [1] - Hengrui Medicine (01276) has a premium rate of 3.01% with a deviation value of 0.10% [1] - Other companies in the bottom ten include Midea Group (00300) at 8.90% and Weichai Power (02338) at 9.74% [1] Group 3: Deviation Values of AH Shares - The highest deviation values are led by Zhejiang Shibao (01057) at 124.99%, followed by Junda Co., Ltd. (02865) at 58.52% and Nanjing Panda Electronics (00553) at 32.51% [2] - The lowest deviation values are seen in GAC Group (02238) at -24.43%, followed by Dongfang Electric (01072) at -8.78% and Jiangsu Ninghu Expressway (00177) at -8.68% [3]

Group 1 - The core point of the article is that Dongfang Electric (SH 600875) announced the approval of a 1 million kilowatt wind power project in Xinjiang during its board meeting held on December 24, 2025 [1] - Dongfang Electric's revenue composition for the year 2024 is entirely from the power generation equipment manufacturing sector, accounting for 100.0% [1] - As of the report date, Dongfang Electric has a market capitalization of 85.1 billion yuan [1]

Core Viewpoint - The company has approved an investment in a 1 million kilowatt wind power project in Xinjiang Ruoqiang, with a total investment not exceeding 3.220613 billion yuan [1] Group 1 - The project has received approval from the company's board of directors and the strategic development committee [1] - The company will increase its investment in the project company by 659 million yuan [1] - All 7 board members participated in the voting, and the proposal was passed unanimously [1]

证券代码：600875 证券简称：东方电气 公告编号：2025-059 公司控股子公司东方电气风电股份有限公司（简称东方风电）投资建设若羌 东新新能源有限公司（简称项目公司）100 万千瓦风电项目已经董事会战略发展 委员会审议通过并同意提交董事会审议。董事会同意东方风电投资建设新疆若羌 100 万千瓦风电项目，项目总投资不超过 322061.30 万元（不含流动资金），东 方风电对项目公司增资 6.59 亿元。 本议案表决情况：有效票 7 票，同意 7 票，反对 0 票，弃权 0 票。 特此公告。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、董事会会议召开情况 东方电气股份有限公司（以下简称公司）董事会十一届十六次会议通知于 2025年12月19日发出，会议于2025年12月24日以通讯方式召开。本次应参与表决 的董事7人，实际参与表决董事7人。本次董事会会议按照有关法律、行政法规及 公司章程的规定召开，会议及通过的决议合法有效。 二、董事会会议审议情况 本次董事会会议形成如下决议： 审议通过东方风电投资新疆若羌 ...

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies. Group 1: Increased Holdings - Lion Group (02562) saw the largest increase in holdings, up by 2.12%, bringing its total to 45.26% [1][2] - Junsheng Electronics (00699) experienced a 1.44% increase, with a new holding percentage of 10.21% [1][2] - Dongfang Electric (01072) had a 1.17% increase, resulting in a holding percentage of 24.81% [1][2] - Over the last five trading days, Lion Group (02562) had the highest increase at 9.99%, maintaining a holding of 45.26% [1][3] - Other notable increases include China Merchants Hengsheng Technology (03423) at 4.41% and Junsheng Electronics (00699) at 3.97% [1][3] Group 2: Decreased Holdings - Youjia Innovation (02431) recorded the largest decrease in holdings, down by 1.16% to 4.94% [1][2] - Shandong Molong (00568) saw a decrease of 1.09%, with a holding percentage of 51.87% [1][2] - Zhejiang Shibao (01057) decreased by 0.72%, resulting in a holding of 55.21% [1][2] - Over the last five trading days, Changfei Optical Fiber (06869) had the largest decrease at 4.38%, with a holding of 56.34% [1][3] - Other significant decreases include MicroPort Scientific (02160) at 2.83% and Chifeng Jilong Gold (06693) at 2.66% [1][3] Group 3: Long-term Trends - Over the past 20 days, Lion Group (02562) had a substantial increase of 26.42%, maintaining a holding of 45.26% [1][4] - Jihong Co. (02603) also saw a significant increase of 20.65%, with a holding of 54.47% [1][4] - Longpan Technology (02465) increased by 9.59%, reaching a holding of 49.54% [1][4]

12月23日消息，港股三大指数涨跌不一。截至午间收盘，恒生指数涨0.18%，报25848.99点，恒生科技 指数跌0.42%，国企指数涨0.11%。盘面上，科网股涨跌不一，京东、联想涨近1%，快手跌超3%，小 米、腾讯跌超1%；风电股涨幅居前，东方电气涨超5%；黄金股延续涨势，山东黄金涨超5%；锂电池板 块涨幅居前，赣锋锂业涨超4%；今日翰思艾泰、轻松健康、诺比侃上市 | 代码 | 名称 | | 最新价 涨跌幅 > | | | --- | --- | --- | --- | --- | | 01072 | 东方电气 | 0 | 25.260 5.34% | | | 00658 | 中国高速传动 | | 1.500 1.35% | | | 00579 | 京能清洁能源 | | 2.360 | 1.29% | | 00916 | 龙源电力 | | 6.770 1.20% | | | 02208 | 全风科技 | | 13.910 0.72% | | 黄金股延续涨势，山东黄金涨超5%。亚洲早盘，现货黄金涨超1%，最高至4490.88美元/盎司，续创历 史新高。摩根大通指出，关税不确定性，叠加ETF与各国央行的强劲需 ...

Core Viewpoint - Dongfang Electric (01072) shows strong performance with a 4% increase in stock price, currently at HKD 24.94, supported by robust order backlog and positive financial results [1][4] Financial Performance - The company achieved a net profit attributable to shareholders of CNY 2.966 billion for the first three quarters, representing a year-on-year growth of 13.02% [1][4] - New effective orders amounted to CNY 88.583 billion, reflecting a year-on-year increase of 9.0% [1][4] Market Opportunities - There is a surge in demand for gas turbines, providing the company with opportunities for international expansion [1][4] - Chinese gas turbine manufacturers are expected to benefit from technological accumulation, cost advantages, and industrial chain synergy, indicating a strategic window for overseas markets [1][4] Product Development - The company successfully achieved an overseas breakthrough with its self-developed F-class heavy gas turbine G50, securing a core equipment order for a 50 MW combined cycle power project in Kazakhstan [1][4] - This marks the first time that domestically produced heavy gas turbines have been exported as complete units [1][4] Future Outlook - The company has a sufficient order backlog and is expected to experience a peak in deliveries in the coal and nuclear power sectors [1][4] - The international expansion of gas turbines is a key area of focus, with a "buy" investment rating recommended [1][4]

每经AI快讯，东方电气(01072.HK)涨超3%，截至发稿，涨3.25%，报24.76港元，成交额8049.11万港 元。 ...

Core Viewpoint - The Hong Kong wind power stocks are experiencing significant activity, with notable increases in share prices for several companies, driven by positive industry outlook and government support for renewable energy growth [1][2]. Group 1: Market Performance - Goldwind Technology (金风科技) shares rose by 5.21% to 14.530 HKD [2] - Dongfang Electric (东方电气) shares increased by 3.59% to 24.840 HKD [2] - Ruifeng New Energy (瑞风新能源) shares climbed by 3.33% to 0.620 HKD [2] - Jingneng Clean Energy (京能清洁能源) shares went up by 1.29% to 2.360 HKD [2] - Longyuan Power (龙源电力) shares saw a 0.90% increase to 6.750 HKD [2] Group 2: Industry Outlook - The National Energy Administration's Deputy Director, Gui Xiaoyang, stated that China's wind and solar installed capacity needs to grow by approximately 200 million kilowatts annually over the next decade, maintaining a high growth rate from an already substantial base [1] - Zheshang Securities noted that domestic land wind bidding prices are continuously recovering, with bidding volumes remaining high [1] - Global long-term demand for wind power is expected to grow steadily, with traditional installation regions being China, Europe, and the Americas, while Latin America, the Middle East, India, and other Asia-Pacific regions are experiencing rapid growth [1] - The firm forecasts that global new wind power installations could reach 186.2 GW in 2026, representing a year-on-year growth of 14.0% [1]

Group 1 - Hong Kong power equipment stocks strengthened during trading, with Goldwind Technology (02208.HK) rising over 4% [1] - Other stocks such as Dongfang Electric (01072.HK) and Longyuan Power (00916.HK) also experienced gains [1]