Core Viewpoint - The 2025 Mid-Autumn Festival Gala, hosted by China Central Television, showcased the industrial beauty of Dongfang Electric Group, highlighting its technological advancements and artistic integration in a global presentation [1] Group 1: Company Highlights - Dongfang Electric Group, recognized as a "national team" in equipment manufacturing, presented a unique perspective at the gala, emphasizing the fusion of technology and art [1] - The company has established rigorous production standards in high-precision turbine component manufacturing, ensuring reliability and precision in every dimension [3] - The transformation from the old Hanwang factory site to modern facilities in Deyang illustrates the company's resilience and leadership in the industry [5] Group 2: Technological Innovations - Dongfang Electric has implemented digital twin technology in its heavy machinery manufacturing, achieving real-time visibility and efficient scheduling, which significantly enhances production capabilities [7] - The introduction of a green and efficient welding digital workshop has led to a 300% increase in per capita efficiency, with a focus on zero defects, emissions, and deformations [8] - The first unmanned workshop for blade processing and dark production lines has resulted in a 650% increase in per capita efficiency and a 100% quality pass rate, showcasing the company's commitment to innovation and smart manufacturing [8]

证券代码：600875 证券简称：东方电气 公告编号：2025-048 东方电气股份有限公司 关于向特定对象发行A股部分限售股上市流通的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为非公开发行股份；股票认购方式为网下，上市股数为 239,787,535股。 本次股票上市流通总数为239,787,535股。 本次股票上市流通日期为2025 年 10 月 15 日。 一、本次向特定对象发行限售股上市类型、发行及锁定情况 （一）本次向特定对象发行限售股上市类型 （三）向特定对象发行限售股锁定情况 本次向特定对象发行对应新增股份登记手续完成后，股份认购对象及其认购 数量、锁定期情况如下表所示： | 序号 | 认购对象名称 | 认购股数 （股） | 限售期 （月） | | --- | --- | --- | --- | | 1 | 中国东方电气集团有限公司 | 33,090,668 | 18 | | 2 | 华建国际实业（深圳）有限公司 | 111,131,700 | 6 | | 3 | 中 ...

中信证券股份有限公司 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为东方电气 股份有限公司（以下简称"东方电气"或"公司"）2023 年向特定对象发行 A 股 股票（以下简称"本次向特定对象发行"）的保荐人，根据《上市公司证券发行 注册管理办法》《上海证券交易所股票上市规则》《上海证券交易所上市公司自律 监管指引第 11 号——持续督导》等有关规定，针对东方电气本次限售股上市流 通事项进行了审慎核查，发表如下核查意见： 一、本次向特定对象发行限售股上市类型、发行及锁定情况 （一）本次向特定对象发行限售股上市类型 公司本次向特定对象发行 A 股股票中募集资金所对应的新增限售股。 （二）向特定对象发行限售股发行情况 关于东方电气股份有限公司 向特定对象发行 A 股限售股上市流通的核查意见 2024 年 11 月 26 日，公司收到中国证券监督管理委员会（以下简称"中国 证监会"）《关于同意东方电气股份有限公司向特定对象发行股票注册的批复》（证 监许可〔2024〕1610 号）。 2025 年 4 月 14 日，本次向特定对象发行股票对应的 272,878,203 股新增股 份已在中国证券登记结算有限 ...

（责任编辑：康博） 中国经济网北京10月9日讯 东方电气(SH:600875)今日股价涨停，截至收盘报21.22元，涨幅 10.01%。 ...

Group 1 - The green power concept in the Hong Kong stock market is experiencing significant strength, with Shanghai Electric rising nearly 14% [1] - Goldwind Technology increased by over 7%, while Dongfang Electric and Flat Glass both rose by over 5% [1] - China Power, China General Nuclear Power, and New Energy Technology saw an increase of 4% [1]

Core Viewpoint - The Hong Kong wind power stocks continue to rise, reflecting the strong growth and leadership of China's wind power industry in the global energy transition towards clean and low-carbon sources [1]. Industry Summary - In the context of accelerating global energy structure transformation, China's wind power industry is demonstrating comprehensive leadership, contributing significantly to the global energy transition [1]. - According to the National Energy Administration, the newly installed wind power capacity in China reached 51.39 million kilowatts in the first half of this year. By June 2025, the cumulative installed capacity is expected to reach 573 million kilowatts, representing a year-on-year growth of 22.7% [1]. - Morgan Stanley has recently upgraded the rating for China's wind power industry, forecasting that the average annual new installed capacity during the 14th Five-Year Plan period will exceed 110 gigawatts, potentially reaching around 120 gigawatts between 2028 and 2030 [1]. Company Summary - Goldwind Technology (金风科技) saw its stock price increase by over 6%, reaching 15.230, marking a new high for the phase [1]. - Dongfang Electric (东方电气) experienced a stock price rise of over 4%, reaching 19.100 [1]. - Datang New Energy (大唐新能源) reported a stock price increase of 2%, reaching 2.650 [1]. - Xin Tian Green Energy (新天绿色能源) saw a stock price rise of approximately 1%, reaching 4.230 [1].

呈交日期: 2025年10月8日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01072 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 340,000,000 | RMB | | 1 | RMB | | 340,000,000 | | 增加 / 減少 (-) | | | 68,000,000 | | | | RMB | | 68,000,000 | | 本月底結存 | | | 408,000,000 | RMB | | 1 | RMB | | 408,000,000 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | - ...

Core Viewpoint - The recent advancements in China's nuclear fusion sector, particularly the successful installation of the Dewar base for the BEST project, have led to a surge in related nuclear energy stocks, indicating a positive outlook for the industry [2][10]. Group 1: Project Developments - The BEST project in Hefei, Anhui, has entered a new phase with the successful installation of its core component, the Dewar base, marking a significant milestone in its construction [2][6]. - The total assembly of the BEST project is set to commence on May 1, 2025, which is a critical phase involving the precise installation of various fusion reactor components [3]. - The installation process utilized a space-grade attitude control system, achieving millimeter-level precision for a 400-ton component, which sets a new record in the installation of large components [3][4]. Group 2: Industry Growth and Achievements - The global fusion industry has seen explosive growth over the past five years, with total investments nearing $10 billion [3]. - China's three major fusion devices have achieved significant milestones, including the EAST device operating plasma at 100 million degrees Celsius for 1066 seconds, and the "Chinese Circulation No. 3" reaching dual billion-degree temperatures [4]. - The BEST project aims to demonstrate fusion power generation by 2027, with a broader goal of commercializing fusion energy by 2030 [5][10]. Group 3: Investment and Market Response - The nuclear energy sector has seen a collective surge in stock prices, with companies like China Nuclear International rising by 21.30% and Shanghai Electric by 14.19% following the recent project developments [10][11]. - The investment landscape for fusion energy is evolving, with a structure emerging that combines national strategic capital, local industrial capital, and private innovation capital [5][10]. - The supply chain for the BEST project includes 16 A-share listed companies, indicating a robust industrial ecosystem supporting fusion energy development [10].

每经AI快讯，10月3日，港股部分电力设备股走强，哈尔滨电气、东方电气、上海电气涨超5%，亿华通 涨超1%。 ...

Core Insights - Citigroup's long position in the H-shares of Dongfang Electric Corporation has decreased from 5.18% to 4.63% as of September 25 [1] Company Summary - Citigroup's stake reduction indicates a shift in investment strategy or market sentiment towards Dongfang Electric Corporation [1]