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]

Core Insights - The controllable nuclear fusion concept has seen a significant increase of 6.97%, leading the sector in gains, with 75 stocks rising, including Changfu Co., which hit a 30% limit up [1][2] Group 1: Market Performance - The controllable nuclear fusion sector attracted a net inflow of 6.055 billion yuan, with 56 stocks receiving net inflows, and 21 stocks exceeding 100 million yuan in net inflows [2] - Shanghai Electric led the net inflow with 1.180 billion yuan, followed by Rongfa Nuclear Power and Zhongzhou Special Materials with 626 million yuan and 449 million yuan respectively [2][3] Group 2: Stock Performance - Notable gainers in the controllable nuclear fusion sector include Shanghai Electric (9.96%), Rongfa Nuclear Power (10.07%), and Zhongzhou Special Materials (19.99%) [3][4] - Other significant performers include Aikesaibo (14.05%) and Jiusheng Electric (13.55%) [5][6] Group 3: Decliners - The stocks with the largest declines include Shenling Environment (-2.65%), Gaolan Co. (-0.80%), and Jingye Intelligent (-0.77%) [1][7]

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 ...

Core Insights - The other power equipment sector experienced a significant increase of 4.3% on October 9, with Yingjie Electric leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Sector Performance - Yingjie Electric (300820) saw a closing price of 62.26, with a remarkable increase of 20.01% and a trading volume of 162,100 shares, amounting to a transaction value of 932 million [1] - Aike Saibo (688719) closed at 44.80, up 14.05%, with a trading volume of 54,300 shares and a transaction value of 234 million [1] - Rongfa Nuclear Power (002366) closed at 8.31, up 10.07%, with a trading volume of 1,672,300 shares and a transaction value of 1.373 billion [1] - Other notable performers include Dongfang Electric (600875) with a 10.01% increase, closing at 21.22, and Shanghai Electric (601727) with a 9.96% increase, closing at 10.38 [1] Capital Flow - The other power equipment sector saw a net inflow of 2.194 billion in main funds, while retail funds experienced a net outflow of 990 million [3] - The overall capital flow indicates a mixed sentiment, with institutional investors showing interest while retail investors withdrew funds [3]

（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%。 ...

Core Insights - The industrial boiler production in China has shown a decline, with a reported output of 17,000 tons of evaporation in August 2025, representing a year-on-year decrease of 3.9% [1] - Cumulatively, from January to August 2025, the total industrial boiler production reached 117,000 tons of evaporation, marking an 11.1% decline compared to the previous year [1] Company and Industry Summary - Listed companies in the industrial boiler sector include Huaguang Huaneng (600475), Chuanrun Co., Ltd. (002272), Hailu Heavy Industry (002255), Huaxi Energy (002630), and Dongfang Electric (600875) [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, which specializes in industry research and consulting services [2]

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 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]

Group 1 - Morgan Stanley increased its long position in Dongfang Electric Corporation's H-shares from 4.40% to 5.61% as of September 24 [1]