消息面上，美股电力设备龙头GE Vernova首席执行官Scott Strazik近期表示，随着大型数据中心建设推 动电力需求上升，公司预计到年底将签署80吉瓦的联合循环燃气轮机合同。公司的燃气轮机已经卖光了 截至2028年的产能，2029年的产能也已经卖到只剩10%。另据报道称，英伟达计划于下周举办一场私人 峰会，邀请专注于解决数据中心电力问题的初创公司参加，这些问题可能会阻碍人工智能的发展。 华西证券指出，随着AI快速发展以及海外能源政策变化，全球气电景气度高企，燃气轮机需求旺盛， 国内燃气轮机技术布局领先企业有望充分受益于此轮海外需求外溢，订单或持续兑现，看好哈尔滨电 气、上海电气、东方电气等核心整机供应商。瑞银此前指，对中国电力市场需求更为乐观，预计2028年 至2030年中国电力需求将增长8%，为早前预测两倍。 智通财经APP获悉，电力设备股早盘走强，截至发稿，哈尔滨电气(01133)涨7.58%，报15.33港元；东方 电气(01072)涨6.39%，报23.32港元；上海电气(02727)涨4.71%，报4.22港元。 ...

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 01133 | 哈尔滨电气 | 6.67% | 15.200 | 339.91亿 | 565.50% | | 01072 | 东方电气 | 6.39% | 23.320 | 806.49亿 | 151.86% | | 00042 | 东北电气 | 5.88% | 0.270 | 2.36亿 | 3.85% | | 02727 | 上海电气 | 3.72% | 4.180 | 649.58亿 | 47.70% | | 00951 | 超威动力 | 2.21% | 1.390 | 15.35亿 | -3.27% | | 02402 | 亿华通 | 2.05% | 25.860 | 59.91亿 | 25.84% | | 00819 | 天能动力 | 1.10% | 7.340 | 82.66亿 | -9.05% | 格隆汇12月12日｜港股市场电力设备股走强，其中，哈尔滨电气、东方电气涨超6%，东北电气涨近6%，上 ...

港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 12月12日，港股市场电力设备股走强，其中，哈尔滨电气、东方电气涨超6%，东北电气涨近6%，上海电气涨近 4%，超威动力、亿华通涨超2%。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 01133 | 哈尔滨电气 | 6.67% | 15.200 | 339.91亿 | 565.50% | | 01072 | 东方电气 | 6.39% | 23.320 | 806.49亿 | 151.86% | | 00042 | 东北电气 | 5.88% | 0.270 | 2.36亿 | 3.85% | | 02727 | 上海电气 | 3.72% | 4.180 | 649.58亿 | 47.70% | | 00951 | 超威动力 | 2.21% | 1.390 | 15.35亿 | -3.27% | | 02402 | 亿华通 | 2.05% | 25.860 | 59.91亿 | 25.84% | | 00819 | 天能动力 | 1.10 ...

港股电力设备股走强，哈尔滨电气涨超6%，东方电气、东北电气、上海电气跟涨。 ...

每经AI快讯，12月12日，港股市场电力设备股走强，其中，哈尔滨电气、东方电气涨超6%，东北电气 涨近6%，上海电气涨近4%，超威动力、亿华通涨超2%。 ...

Investment Rating - The report provides a positive investment outlook for various sectors within the energy industry, particularly highlighting opportunities in hydropower, thermal power, nuclear power, green energy, and gas companies [11][13]. Core Insights - The mechanism electricity pricing results across multiple regions are approaching their upper limits, indicating strong demand and government support for renewable energy projects [4][7]. - Natural gas prices in Europe are declining, while U.S. gas prices have reached a new high for 2023, driven by increased heating demand due to cold weather [13][20]. - The report emphasizes the importance of operational efficiency in renewable energy projects, as profitability varies significantly across different regions [10][11]. Summary by Sections 1. Electricity Pricing - Recent mechanism electricity pricing results show that several regions, including Hebei and Ningxia, have prices close to the upper limits, reflecting strong demand and sufficient mechanism electricity indicators [4][8]. - The competitive pricing results indicate a disparity based on local consumption capacity and policy direction, with some provinces achieving significantly lower prices due to weaker demand [9][10]. 2. Natural Gas Market - U.S. Henry Hub spot prices reached $5.19/mmBtu, marking a 12.91% increase week-on-week, while European gas prices, such as the TTF, have seen a decline [13][20]. - The report notes a 1.3% year-on-year decrease in China's natural gas consumption in October, with expectations for growth in the upcoming winter months due to heating demand [30][32]. 3. Investment Recommendations - Hydropower: Favorable conditions for winter and spring generation, with recommendations for companies like Yangtze Power and Guodian Power [11]. - Thermal Power: Companies with diversified income sources are recommended, including Guodian Power and Inner Mongolia Huadian [11]. - Nuclear Power: Continued growth expected with new approvals, suggesting a focus on China Nuclear Power and China General Nuclear Power [11]. - Green Energy: Increased stability in project returns with recommendations for companies like Xintian Green Energy and Longyuan Power [11]. - Gas Companies: Recommendations include Kunlun Energy and New Hope Energy, benefiting from cost reductions and improved profitability [32].

Investment Rating - The report maintains a positive outlook on the public utility and environmental sectors, particularly in electricity and natural gas [3][4]. Core Insights - The report highlights significant regional differences in mechanism electricity pricing, with recent auction results approaching upper limits across multiple provinces, indicating strong demand and government support for renewable energy projects [4][10]. - Natural gas prices in Europe continue to decline, while U.S. prices have reached a new high for 2023, driven by increased heating demand due to cold weather [14][21]. - The report emphasizes the importance of refined operational strategies for power stations, as profitability varies significantly across regions and projects [11][12]. Summary by Sections 1. Electricity - Recent mechanism electricity auction results show prices close to upper limits in regions like Hebei and Ningxia, with significant volumes of wind and solar energy being auctioned [8][9]. - The report notes that the differences in mechanism electricity pricing reflect local consumption capabilities and policy directions [10][11]. 2. Natural Gas - U.S. Henry Hub spot prices reached $5.19/mmBtu, a 12.91% increase week-on-week, while European gas prices, such as TTF and NBP, have seen declines of 5.57% and 9.96% respectively [14][15]. - The report indicates a 1.3% year-on-year decline in China's apparent natural gas consumption in October, with expectations for growth in Q4 due to seasonal heating demands [31][33]. 3. Investment Recommendations - Recommendations include investing in hydropower companies like Yangtze Power and Guodian Power, as well as coal-fired power companies such as Guodian Power and Inner Mongolia Huadian [12]. - For natural gas, the report suggests focusing on integrated companies like Kunlun Energy and New Hope Energy, which are expected to benefit from cost reductions and improved profitability [33][34].

根据本公司2024年度股东周年大会授权，于2025年12月2日，本公司召开董事会会议，议决委任李谢华 先生为本公司独立非执行董事以及本公司审核委员会、薪酬委员会、战略发展委员会及提名委员会各自 的委员，有关任职自本公告发布的日起正式生效，任期至本公司下一次股东周年大会完结时为止。 哈尔滨电气(01133)发布公告，潘启龙先生因工作调动，已辞去本公司独立非执行董事以及本公司审核 委员会、薪酬委员会、战略发展委员会及提名委员会各自的委员职务，该辞呈自本公告发布的日起生 效。 ...

Core Viewpoint - Harbin Electric (01133) announced the resignation of Mr. Pan Qilong as an independent non-executive director and from various committee positions due to job relocation, effective immediately upon the announcement [1] Group 1 - Mr. Pan Qilong has resigned from his roles in the audit committee, remuneration committee, strategic development committee, and nomination committee [1] - The company will hold a board meeting on December 2, 2025, authorized by the 2024 annual general meeting of shareholders, to appoint Mr. Li Xiehua as an independent non-executive director and as a member of the aforementioned committees [1] - Mr. Li Xiehua's appointment will take effect immediately upon the announcement and will last until the conclusion of the next annual general meeting of shareholders [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 董 事 會 謹 此 宣 佈，自 本 公 告 發 佈 之 日 起： 獨立非執行董事辭任 哈 爾 濱 電 氣 股 份 有 限 公 司（「本公司」）董 事（「董 事」）會（「董事會」）謹 此 公 告， 潘 啟 龍 先 生（「潘先生」）因 工 作 調 動，已 辭 去 本 公 司 獨 立 非 執 行 董 事 以 及 本 公 司 審 核 委 員 會、薪 酬 委 員 會、戰 略 發 展 委 員 會 及 提 名 委 員 會 各 自 之 委 員 職 務，該 辭 呈 自 本 公 告 發 佈 之 日 起 生 效。 潘 先 生 確 認 其 與 董 事 會、本 公 司 監 事 會 並 無 任 何 意 見 分 歧，亦 無 與 其 辭 任 有 關 之 其 他 事 宜 須 知 會 本 公 司 股 東。 潘 先 生 在 任 職 期 間，勤 勉 敬 業、恪 盡 職 守，為 ...