1月28日，东方电气大宗交易成交7.64万股，成交额204.6万元，占当日总成交额的0.15%，成交价26.78 元，较市场收盘价26.41元溢价1.4%。 | belly of a "a villion should I box Charles | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 是否为专场 | | 026-01-28 | 东方电气 | 600875 | 26.78 204.6 | 7.64 | 公司主要在國品 | ко 觀體聯 | ...

格隆汇1月28日丨崇德科技(301548.SZ)在投资者互动平台表示，公司已成功向东方电气、上海电气、哈 汽、中国重燃等国内主要燃气轮机厂商供应燃机轴承，实现了燃机滑动轴承自主设计和制造，并开始与 世界头部燃机制造企业开始合作。随着募投项目的逐步投产，公司产能将不断提升。 ...

Core Viewpoint - Chongde Technology (301548.SZ) has successfully supplied gas turbine bearings to major domestic manufacturers, indicating a strong position in the gas turbine bearing market and the commencement of collaborations with leading global gas turbine manufacturers [1] Group 1: Company Achievements - The company has achieved independent design and manufacturing of gas turbine sliding bearings [1] - Successful supply of gas turbine bearings to major domestic manufacturers such as Dongfang Electric, Shanghai Electric, Harbin Turbine, and China Rebirth [1] - The company is beginning collaborations with top global gas turbine manufacturers [1] Group 2: Future Prospects - The gradual production of fundraising projects will lead to continuous capacity enhancement for the company [1]

Group 1 - The board of directors of Dongfang Electric Corporation held its 17th meeting of the 11th session on January 26, 2026, with all 7 directors present, including 5 in person and 2 by proxy [1][2] - The board approved the comprehensive budget plan for the year 2026 [2][3] - The board also approved the investment in the Shandong Guancounty onshore wind power demonstration project, with a total investment not exceeding 2.26041 billion yuan, and an additional capital injection of 443 million yuan from Dongfang Wind Power [4][5] Group 2 - The board approved the revision of the company's "Board of Directors Authorization Management Regulations" [5][6]

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份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。 海外監管公告 董事會十一屆十七次會議決議公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列東方電氣股份有限公司在上海證券交易所網站(www.sse.com.cn)刊 登 之《東 方 電 氣 股 份 有 限 公 司 董 事 會 十 一 屆 十 七 次 會 議 決 議 公 告》，僅 供 參 閱。 承董事會命 東方電氣股份有限公司 馮 勇 聯席公司秘書 中國‧四川省‧成都 2026年1月26日 於 本 公 告 刊 發 日 期，本 公 司 董 事 如 下： 非 執 行 董 事： 羅乾宜及張少峰 董 事： 張彥軍及孫國君 獨 立 非 執 行 董 事： 黃 峰、曾 道 榮 及 陳 宇 – 1 – 证券代码：600875 证券简称：东方电气 公告编号：2026-001 东方电气股份有限公司 董事会十一届十七次会议决议 ...

Group 1 - The core point of the article highlights that the international gold price has surpassed $5,000, marking a 280% increase over the past seven years, with experts suggesting that the future trajectory will depend significantly on the U.S. dollar and factors such as the international monetary system, interest rate cuts, and technological revolutions [1][1][1] Group 2 - The announcement from Dongfang Electric regarding its 11th Board of Directors meeting held on January 26, 2026, indicates ongoing corporate governance activities [1]

证券代码：600875 证券简称：东方电气 公告编号：2026-001 东方电气股份有限公司 董事会十一届十七次会议决议公告 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、准确性和完整性承担个别及连带责任。 一、董事会会议召开情况 1 东方电气股份有限公司（以下简称公司）董事会十一届十七次会议通知于 2026年1月19日发出，会议于2026年1月26日在本公司会议室召开。应出席本次董 事会的董事7人，实际出席董事7人，其中现场出席董事5人，委托出席董事2人， 董事张彦军因公无法出席会议，委托董事长罗乾宜代为出席并表决；董事孙国君 因公无法出席会议，委托董事张少峰代为出席并表决。董事长罗乾宜主持会议， 公司部分高管列席会议。本次董事会会议按照有关法律、行政法规及公司章程的 规定召开，会议及通过的决议合法有效。 二、董事会会议审议情况 本次董事会会议形成如下决议： （一）审议通过公司 2026 年度全面预算方案的议案 董事会同意公司 2026 年度全面预算方案。 本议案表决情况：有效票 7 票，同意 7 票，反对 0 票，弃权 0 票。 （二）审议通过东方风 ...

【文/观察者网专栏作者 镭射】 2026年1月16日，CCTV13"新闻直播间"栏目发布了一则短讯——中船重工第七〇三研究所（以下简 称"703所"）自主研制的CGT-3型3MW燃气轮机正式亮相。 镜头中，这款新型燃气轮机的紧凑构型与独特设计令人瞩目，而最值得玩味的细节是其采用的环管型燃 烧室。在燃气轮机领域，燃烧室类型往往直接指向产品的技术路线与应用场景，这一关键设计特征让笔 者产生了一个强烈的猜想：深耕燃气轮机领域数十年的703所，是否正在酝酿一场向重型燃气轮机市场 的战略进军？ 众所周知，重型燃气轮机作为"大国重器"，广泛应用于电力调峰、天然气发电、海洋平台动力等关键领 域，其技术复杂度堪比航空发动机，长期被美国GE、德国西门子、日本三菱等国际巨头垄断。我国 自"十四五"以来加速推进重型燃气轮机国产化，如今这一赛道或将迎来新的重量级玩家。 CGT-3型燃气轮机新闻图片。不难看出，它采用的是典型的环管型燃烧室构型 燃烧室构型背后的技术分野：环形与环管型的本质差异 要读懂CGT-3型燃气轮机背后的信号，首先需要厘清燃烧室设计的技术逻辑。 燃气轮机的核心工作原理是通过压气机压缩空气，在燃烧室与燃料混合燃烧产生 ...

Investment Rating - The report maintains a "Buy" rating for key companies in the electric power and new energy sectors, including Ningde Times, Mingyang Electric, and Sunshine Power [6]. Core Insights - The focus on affordability in the U.S. AI power sector is expected to influence the mid-term elections in 2026, with significant price increases in wholesale electricity driven by rising gas prices and capacity costs [2][15]. - The report highlights the potential for a significant increase in capacity prices due to the growing demand from data centers, which are projected to account for 95% of the incremental capacity [2][23]. - The "Energy as a Service" (EAAS) model is identified as a viable solution for data centers to achieve rapid power access while internalizing costs, with an estimated annual installation demand of 29-45 GW from 2026 to 2030 [4][31]. Summary by Sections Section 1: Price Increases and Capacity Demand - The PJM wholesale electricity price increased by 43.7% year-on-year, with gas prices contributing 66% and capacity price increases contributing 30% [2][15]. - The report estimates that capacity prices could rise by 100% to 300% from current levels due to the demand from data centers [2][15]. Section 2: Energy as a Service (EAAS) Model - The EAAS model is projected to maintain a demand of 29-45 GW per year from 2026 to 2030, with small gas turbines being economically advantageous [4][31]. - This model allows data centers to meet their urgent power needs while minimizing the impact on overall electricity costs [4][31]. Section 3: Electric Grid and Regulatory Changes - The report emphasizes the need for accelerated approval processes for electric grid and power sources to reduce electricity costs through economies of scale [3][31]. - Recent regulatory changes, including FERC's proposals, aim to streamline the approval process for large loads and enhance the capacity of the electric grid [31][40]. Section 4: Recommendations for Key Companies - The report recommends several companies for investment, including Ningde Times, Mingyang Electric, and Sunshine Power, all rated as "Buy" [9]. - Other recommended companies include Guodian NARI, Dongfang Electric, and Harbin Electric, which are positioned to benefit from the rising demand for electric power equipment [9]. Section 5: Market Dynamics and Future Outlook - The report anticipates a recovery in household solar storage demand driven by rising electricity prices, with potential for significant market growth [5][10]. - The overall electric power market is expected to experience a structural shift due to the increasing load from data centers, necessitating a reevaluation of investment strategies in the sector [31][35].

Investment Rating - The report maintains a positive outlook on the power and gas sectors, indicating a favorable investment environment for renewable energy and gas companies [2][3]. Core Insights - The report highlights a slight increase in overall power generation in 2025, primarily driven by wind and solar energy contributions, while traditional coal power generation shows a decline [8][9]. - The extreme cold weather in the U.S. has led to a significant spike in natural gas prices due to increased demand and supply constraints [18][22]. - The report suggests various investment opportunities across different segments of the energy sector, including coal power, hydropower, nuclear power, renewable energy, and gas companies [18][43]. Summary by Sections 1. Power Generation - In December 2025, total power generation was 858.6 billion kWh, a year-on-year increase of 0.1%. Coal power generation decreased by 3.2%, while renewable sources like wind and solar saw significant growth [10][11]. - For the entire year of 2025, total power generation reached 9715.9 billion kWh, up 2.2% from the previous year, with coal power down by 1.0% and solar power up by 24.4% [15][19]. 2. Natural Gas - As of January 23, 2026, the Henry Hub spot price surged to $30.72/mmBtu, reflecting a week-on-week increase of 903.53%. European gas prices also rose significantly due to low inventory levels and increased demand [20][28]. - The report notes that the extreme cold weather has tightened supply and demand dynamics, leading to higher global gas prices, particularly in Europe and Northeast Asia [22][37]. 3. Investment Recommendations - For coal power, companies like Guodian Power and Inner Mongolia Huadian are recommended due to their integrated coal and power operations [18]. - Hydropower companies such as Yangtze Power and State Power Investment Corporation are favored due to favorable conditions for energy storage and reduced capital expenditures [19]. - Nuclear power companies like China National Nuclear Power and China General Nuclear Power are highlighted for their stable cost structures and growth potential [18]. - Renewable energy operators such as Xinte Energy and Longyuan Power are recommended as new market rules enhance the stability of returns [18]. - Gas companies like Kunlun Energy and New Hope Liuhe are suggested for their potential recovery in profitability due to cost reductions and improved pricing mechanisms [43].