Core Viewpoint - China Dongfang Electric Corporation (东方电气) is committed to the "Two Mountains" concept, focusing on technological innovation and practical exploration to promote green development in the energy equipment sector [1][10]. Group 1: Wind Power Innovations - The 18 MW offshore wind turbine developed by Dongfang Electric has achieved 100% localization of core components, generating an annual output of 72 million kWh, and has been recognized as one of the "Top Ten National Key Equipment" in 2023 [2]. - The 18 MW offshore wind turbine reduces carbon dioxide emissions by 59,000 tons annually, equivalent to the carbon absorption of 3.22 million trees [3]. - The company is also developing a 26 MW offshore wind turbine, which has been selected for recognition in 2024 [2]. Group 2: Hydropower Achievements - The Baihetan Hydropower Station, equipped with Dongfang Electric's turbine generators, reduces carbon emissions by approximately 52 million tons annually, showcasing a dual benefit of power generation and ecological protection [4]. - Dongfang Electric's turbine generators have set a world record for single-unit capacity at the million-kilowatt level and have overcome over 40 technical challenges in hydropower development [3]. Group 3: Nuclear Power Contributions - Dongfang Electric's nuclear turbine generator at the "Hualong One" nuclear power plant has supported over 150 billion kWh of clean electricity generation while preserving a nearby 120-acre mangrove forest [5][6]. - The project has replaced approximately 45 million tons of standard coal with clean energy, demonstrating a commitment to ecological preservation [6]. Group 4: Solar and Hydrogen Energy Projects - The 50 MW solar thermal power demonstration project in Qinghai, developed by Dongfang Electric, can generate nearly 200 million kWh annually, saving 60,000 tons of standard coal and reducing CO2 emissions by 100,000 tons [7]. - In Tibet, Dongfang Electric has tested a 200 kW fuel cell system for heavy-duty vehicles in extreme conditions, validating its reliability and performance [8]. Group 5: Energy Storage Solutions - Dongfang Electric's energy storage technology has been implemented in a 1 million kW mountain wind power project in Xinjiang, enhancing the local renewable energy consumption capacity [8]. - The project includes a complete lithium iron phosphate battery storage system, which has successfully passed rigorous testing [8]. Group 6: International Initiatives - Dongfang Electric's first overseas BOT project, the Nam Ou River 1 Hydropower Station in Laos, has improved local living conditions through ecological restoration and community services [9]. - The company emphasizes the integration of ecological protection and social development in its international projects, reflecting the global significance of the "Two Mountains" concept [9][10].

8月15日，沪深两融数据显示，东方电气获融资买入额0.89亿元，居两市第305位，当日融资偿还额1.38 亿元，净卖出4935.85万元。 最近三个交易日，13日-15日，东方电气分别获融资买入0.96亿元、1.36亿元、0.89亿元。 融券方面，当日融券卖出0.85万股，净买入12.65万股。 ...

Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Increased Holdings - The companies with the largest increases in Hong Kong Stock Connect holdings include: - Hang Seng China Enterprises (02828) with an increase of 6.65%, bringing the total holding to 8.92% [2]. - Tracker Fund of Hong Kong (02800) with an increase of 2.53%, now at 4.89% [2]. - Southern Hang Seng Technology (03033) with an increase of 1.68%, totaling 60.17% [2]. - In the recent five trading days, the largest increases were seen in: - Derun Holdings (01709) with a 7.99% increase, now at 26.35% [3]. - Changfei Optical Fiber (06869) with a 5.86% increase, now at 55.28% [3]. - Chifeng Jilong Gold Mining (06693) with a 3.43% increase, now at 41.14% [3]. Group 2: Decreased Holdings - The companies with the largest decreases in Hong Kong Stock Connect holdings include: - Nanjing Panda Electronics (00553) with a decrease of 1.40%, now at 42.68% [2]. - Dongfang Electric (01072) with a decrease of 1.07%, now at 39.13% [2]. - Dongyang Sunshine Pharmaceutical (06887) with a decrease of 0.99%, now at 49.32% [2]. - In the recent five trading days, the largest decreases were noted in: - Kailai Pharmaceutical (06821) with a decrease of 5.31%, now at 46.07% [3]. - Dongyang Sunshine Pharmaceutical (06887) with a decrease of 3.72%, now at 49.32% [3]. - Ganfeng Lithium (01772) with a decrease of 2.58%, now at 33.34% [3]. Group 3: Long-term Trends - Over the past 20 days, the largest increases in holdings were observed in: - Changfei Optical Fiber (06869) with a 25.54% increase, now at 55.28% [4]. - Dongfang Electric (01072) with an 11.80% increase, now at 39.13% [4]. - The largest decreases over the same period were in: - Marco Digital Technology (01942) with a decrease of 9.72%, now at 42.63% [4]. - Longpan Technology (02465) with a decrease of 6.79%, now at 44.90% [4].

Distribution Plan - The profit distribution plan was approved at the company's annual general meeting on June 24, 2025, for the fiscal year 2024 [1] - The total share capital before the distribution is 3,390,360,326 shares, with a cash dividend of 0.403 yuan per share (including tax), totaling 1,366,315,211.38 yuan [2] Implementation Method - The cash dividends for unrestricted circulating shares will be distributed through the China Securities Depository and Clearing Corporation Limited Shanghai Branch, with shareholders able to collect their dividends on the payment date if they have completed designated transactions [2] - The cash dividends for shares held by China Dongfang Electric Corporation Limited will be distributed directly by the company [2] Taxation Information - For individual shareholders holding A-shares, the tax treatment varies based on the holding period, with dividends exempt from personal income tax for holdings over one year [3] - For qualified foreign institutional investors (QFIIs), a 10% corporate income tax will be withheld, resulting in a net cash dividend of 0.3627 yuan per share [4] - Other institutional investors and corporate shareholders are responsible for their own tax payments, with a pre-tax cash dividend of 0.403 yuan per share [4] Contact Information - For inquiries, shareholders can contact the Board Office of Dongfang Electric Corporation at 028-87583666 [5]

Group 1 - The AMAC General Equipment Index (AMAC General, H30061) experienced a decline of 1.38%, closing at 2359.98 points, with a trading volume of 86.789 billion yuan [1] - Over the past month, the AMAC General Equipment Index has increased by 13.71%, by 13.10% over the last three months, and has risen by 30.93% year-to-date [1] - The index is based on the classification guidelines from the China Securities Association and includes 43 industry classification indices [1] Group 2 - The top ten holdings of the AMAC General Equipment Index include: Sanhua Intelligent Control (5.93%), Shanghai Electric (5.1%), Hengli Hydraulic (3.96%), Robot (2.48%), Dongfang Electric (2.36%), Goldwind Technology (2.06%), Mingyang Smart Energy (2.06%), Zongshen Power (1.63%), Plutotech (1.55%), and Green Harmonic (1.48%) [1] - The market share of the AMAC General Equipment Index holdings is 56.21% from the Shenzhen Stock Exchange and 43.79% from the Shanghai Stock Exchange [1] Group 3 - In terms of industry composition, the AMAC General Equipment Index is comprised of 89.43% industrial sector, 9.08% consumer discretionary, and 1.49% information technology [2]

金融界消息 截至2025年8月14日收盘，东方电气（600875）报收于19.82元，上涨0.05%，换手率 2.14%，成交量43.32万手，成交金额8.62亿元。 天眼查商业履历信息显示，东方电气股份有限公司，成立于1993年，位于成都市，是一家以从事通用设 备制造业为主的企业。企业注册资本311879.213万人民币，实缴资本311749.9457万人民币。公司法定代 表人为罗乾宜。 通过天眼查大数据分析，东方电气股份有限公司共对外投资了23家企业，参与招投标项目3414次，专利 信息505条，此外企业还拥有行政许可17个。 来源：金融界 资金流向方面，今日主力资金净流入2171.73万元，占比成交额2.52%。其中，超大单净流入4886.32万 元、占成交额5.67%，大单净流出2714.59万元、占成交额3.15%，中单净流出流出4184.62万元、占成交 额4.85%，小单净流入2012.89万元、占成交额2.33%。 东方电气最新一期业绩显示，截至2025一季报，公司营业总收入165.48亿元、同比增长9.93%，归属净 利润11.54亿元，同比增长27.39%，扣非净利润10.58亿元，同比增 ...

Group 1 - The core point of the article is that Dongfang Electric announced its annual equity distribution plan for 2024, which includes a cash dividend of 0.403 yuan per share (tax included) for A-shares [1] - The record date for the dividend is set for August 21, 2025, while the ex-dividend date and the date of cash dividend distribution are both scheduled for August 22, 2025 [1]

Core Points - The company announced a cash dividend distribution of 0.403 CNY per share for the fiscal year 2024, approved at the shareholders' meeting on June 24, 2025 [2][4] - The total cash dividend to be distributed amounts to approximately 1.366 billion CNY based on the total share capital of 3,390,360,326 shares [4] - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on the registration date [3] Distribution Details - The cash dividend will be distributed through the clearing system of the China Securities Depository and Clearing Corporation, with shareholders who have completed designated transactions able to receive their dividends on the payment date [5] - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax, while different tax treatments apply based on the holding period for other shareholders [9][10] - The actual cash dividend received by qualified foreign institutional investors (QFIIs) will be 0.3627 CNY per share after a 10% withholding tax [10]

证券代码：600875 证券简称：东方电气 公告编号：2025-039 东方电气股份有限公司 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法律责任。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.403元 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 6 月 24 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本3,390,360,326股为基数，每股派发现金红利 三、 相关日期 四、 分配实施办法 （1）无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权登记 日上海证券交易所收市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。 已办理指定交易的投资者可于红利发放日在其指定的证券营业部领取现金红利，未办理指定 交易的股东红利暂由中国结算上海分公司保管，待办理指定交易后再进行派发。 （ ...

Core Points - The AMAC General Equipment Index increased by 1.13%, reaching 2393.15 points with a trading volume of 81.218 billion [1] - The index has risen by 12.44% over the past month, 11.08% over the past three months, and 29.47% year-to-date [1] Index Composition - The AMAC General Equipment Index is composed of 43 industry classification indices, including 16 categories (excluding manufacturing) and 27 subcategories within manufacturing [1] - The top ten weighted stocks in the index are: Sanhua Intelligent Control (5.95%), Shanghai Electric (5.13%), Hengli Hydraulic (3.93%), Dongfang Electric (2.33%), Robot (2.28%), Goldwind Technology (2.07%), Mingyang Smart Energy (1.98%), Zongshen Power (1.66%), Green Harmonic (1.47%), and Plutotech (1.46%) [1] - The market share of the index's holdings is 56.26% from Shenzhen Stock Exchange and 43.74% from Shanghai Stock Exchange [1] Industry Breakdown - The industry composition of the AMAC General Equipment Index shows that 89.30% is in the industrial sector, 9.19% in consumer discretionary, and 1.52% in information technology [2]