该机构提到，全国统一电力市场建设加速推进，该机构预计"十五五"期间电网投资有望达到4万亿元以 上，相比于"十四五"期间电网投资2.8万亿元显着提升。其中，主网建设助力全国电网网架实现互联互 通，是全国统一电力大市场搭建的重要支撑，该机构认为仍将是重点建设方向。 金吾财讯 | 电力设备股震荡走强，截至发稿，哈尔滨电气(01133)涨7.16%，东方电气(01072)涨6.02%， 超威动力(00951)涨2.94%，上海电气(02727)涨2.48%，亿华通(02402)涨2.05%。 金吾财讯 | 电力设备股震荡走强，截至发稿，哈尔滨电气(01133)涨7.16%，东方电气(01072)涨6.02%， 超威动力(00951)涨2.94%，上海电气(02727)涨2.48%，亿华通(02402)涨2.05%。 华泰证券表示，根据浙江日报，浙江特高压交流环网工程正式获国家发展和改革委核准批复，预计在 2029建成投运，总投资约293亿元，是迄今为止国内投资最高、单体工程量最大的特高压交流工程。该 机构看好全国统一电力市场建设加速推进下，十五五期间电网投资保持稳步增长态势，跨省输电通道建 设与西部薄弱电网补强需求明 ...

Market Overview - The Hang Seng Index rose by 1.36%, gaining 347 points to close at 25,878 points, while the Hang Seng Tech Index increased by 1.45%. The early trading volume in Hong Kong reached HKD 106.5 billion [1]. Electric Equipment Sector - Electric equipment stocks showed strength in early trading, with optimism regarding power market demand due to potential benefits from overseas AIDC construction. Harbin Electric (01133) surged over 10%, Dongfang Electric (01072) rose by 7.76%, and Shanghai Electric (02727) increased by 7.44% [1]. Technology and Expansion - Cambridge Technology (06166) saw a rise of over 8% as it plans to invest approximately USD 100 million to expand its U.S. subsidiary CIG [2]. - SUTENG (02498) increased by over 6% ahead of CES 2026, marking its tenth consecutive year of participation [3]. Consumer Sector - Consumer concept stocks experienced gains following favorable signals from the Central Economic Work Conference. Jiumaojiu (09922) rose over 4%, Haidilao (06862) increased by 2.7%, and Chabaidao (02555) gained 4.5% [3]. - Guoquan (02517) rose over 3%, with long-term market expansion in the "home meal" sector being a significant catalyst [4]. Biopharmaceutical Sector - Xuan Bamboo Bio-B (02575) surged over 21%, reaching a new high as its product Xuan Yuening was included in the medical insurance directory, with two tumor products expected to receive approval within the year [5]. - Zhaoyan New Drug (06127) increased by over 14%, benefiting from rising prices and shortages of experimental monkeys, indicating potential marginal improvements for CROs [6]. Agricultural Sector - Yituo Co., Ltd. (00038) rose over 8%, with a cumulative increase of over 20% in the past three days, indicating significant potential for growth in overseas revenue [7]. Entertainment Sector - Ocean Park (02255) rebounded over 4%, clarifying that it does not bear any repayment or guarantee obligations related to financial products associated with shareholders [8]. Other Notable Movements - Jinjie Holdings (03918) declined by 0.59%, with the Chinese embassy in Cambodia advising citizens to enhance safety precautions at the Cambodia-Thailand border [9].

Core Viewpoint - The power equipment sector is experiencing a strong upward trend, driven by increasing electricity demand from large data center constructions and favorable market conditions for gas turbines [1]. Group 1: Company Performance - Harbin Electric (01133) shares rose by 7.58% to HKD 15.33, Dongfang Electric (01072) increased by 6.39% to HKD 23.32, and Shanghai Electric (02727) gained 4.71% to HKD 4.22 [1]. Group 2: Market Insights - GE Vernova's CEO Scott Strazik announced expectations to sign contracts for 80 gigawatts of combined cycle gas turbines by the end of the year, indicating strong demand as their gas turbine capacity is sold out until 2028, with only 10% remaining for 2029 [1]. - Nvidia is planning a private summit to address electricity issues related to data centers, which could hinder AI development [1]. Group 3: Industry Outlook - Huaxi Securities highlighted that the rapid development of AI and changes in overseas energy policies are driving high demand for gas turbines globally, benefiting leading domestic companies like Harbin Electric, Shanghai Electric, and Dongfang Electric [1]. - UBS expressed a more optimistic outlook for China's electricity market, predicting an 8% growth in electricity demand from 2028 to 2030, double the previous forecast [1].

上海电气（02727）早盘股价上涨5.46%，现报4.25港元，成交额1.19亿港元。 客户端 上海电气（02727）早盘股价上涨5.46%，现报4.25港元，成交额1.19亿港元。 据上海电气官微消息，近日，由上海电气集团股份有限公司、上海市机电设计研究院有限公司与哈萨克 斯坦GCD Partners LLP组成的联合体，成功斩获哈萨克斯坦1吉瓦米尔内风电项目EPC合同，标志着上海 电气在中亚能源市场实现重大突破。 据介绍，该项目是哈萨克斯坦迄今规模最大的风电项目，由法国能源巨头道达尔能源公司、哈萨克斯坦 萨姆鲁克能源股份公司与哈萨克斯坦国家油气公司共同组建的合资公司Aktas Energy开发，以"中-法- 哈"三方深度协作模式为项目落地提供核心支撑。项目预计2026年开工，建成后将实现规模化风电产能 与配套电池储能系统，显著提升哈萨克斯坦电网稳定性，助力当地优化能源结构，降低化石能源依赖。 责任编辑：卢昱君 据上海电气官微消息，近日，由上海电气集团股份有限公司、上海市机电设计研究院有限公司与哈萨克 斯坦GCD Partners LLP组成的联合体，成功斩获哈萨克斯坦1吉瓦米尔内风电项目EPC合同，标志着 ...

每经AI快讯，上海电气(02727.HK)涨超3%，截至发稿，涨3.47%，报4.17港元，成交额7453.81万港元。 ...

Core Viewpoint - The power equipment sector is experiencing a strong upward trend, driven by increasing electricity demand from large data center constructions and favorable market conditions for gas turbines [1] Group 1: Company Performance - Harbin Electric (01133) saw a rise of 7.58%, trading at 15.33 HKD [1] - Dongfang Electric (600875) increased by 6.39%, reaching 23.32 HKD [1] - Shanghai Electric (601727) rose by 4.71%, priced at 4.22 HKD [1] Group 2: Market Insights - GE Vernova's CEO Scott Strazik announced expectations to sign contracts for 80 GW of combined cycle gas turbines by year-end, indicating strong demand [1] - The company's gas turbine capacity is sold out until 2028, with only 10% remaining for 2029 [1] - Nvidia plans to host a private summit to address power issues in data centers, which may hinder AI development [1] Group 3: Industry Outlook - Huaxi Securities highlighted that the rapid development of AI and changes in overseas energy policies are driving high demand for gas turbines globally [1] - Domestic companies with advanced gas turbine technology are expected to benefit from this overseas demand surge, with ongoing order fulfillment anticipated for Harbin Electric, Shanghai Electric, and Dongfang Electric [1] - UBS expressed optimism about China's electricity market, predicting an 8% growth in electricity demand from 2028 to 2030, double previous forecasts [1]

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。 ...

上海电气（601727）(02727)涨超3%，截至发稿，涨3.47%，报4.17港元，成交额7453.81万港元。 据介绍，该项目是哈萨克斯坦迄今规模最大的风电项目，由法国能源巨头道达尔能源公司、哈萨克斯坦 萨姆鲁克能源股份公司与哈萨克斯坦国家油气公司共同组建的合资公司Aktas Energy开发，以"中-法- 哈"三方深度协作模式为项目落地提供核心支撑。项目预计2026年开工，建成后将实现规模化风电产能 与配套电池储能系统，显著提升哈萨克斯坦电网稳定性，助力当地优化能源结构，降低化石能源依赖。 消息面上，据上海电气官微消息，近日，由上海电气集团股份有限公司、上海市机电设计研究院有限公 司与哈萨克斯坦GCD Partners LLP组成的联合体，成功斩获哈萨克斯坦1吉瓦米尔内风电项目EPC合同， 标志着上海电气在中亚能源市场实现重大突破。 ...

据介绍，该项目是哈萨克斯坦迄今规模最大的风电项目，由法国能源巨头道达尔能源公司、哈萨克斯坦 萨姆鲁克能源股份公司与哈萨克斯坦国家油气公司共同组建的合资公司Aktas Energy开发，以"中-法- 哈"三方深度协作模式为项目落地提供核心支撑。项目预计2026年开工，建成后将实现规模化风电产能 与配套电池储能系统，显著提升哈萨克斯坦电网稳定性，助力当地优化能源结构，降低化石能源依赖。 智通财经APP获悉，上海电气(02727)涨超3%，截至发稿，涨3.47%，报4.17港元，成交额7453.81万港 元。 消息面上，据上海电气官微消息，近日，由上海电气集团股份有限公司、上海市机电设计研究院有限公 司与哈萨克斯坦GCD Partners LLP组成的联合体，成功斩获哈萨克斯坦1吉瓦米尔内风电项目EPC合同， 标志着上海电气在中亚能源市场实现重大突破。 ...

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 ...