Xin Lang Cai Jing·2026-02-12 03:49Group 1 - The core viewpoint of the news is that Dongfang Electric (SH600875) experienced a limit-up on February 12, 2026, reaching a price of 33.65 yuan, with a 10% increase, resulting in a total market capitalization of 116.374 billion yuan and a circulating market capitalization of 76.162 billion yuan, with a total transaction amount of 3.457 billion yuan [1][2] Group 2 - The reasons for the limit-up of Dongfang Electric include the acceleration of its renewable energy strategy, with a cumulative investment of 6.48 billion yuan in wind power projects, aligning with the national dual carbon strategy, which provides significant growth potential for future performance [2] - The controlling shareholder, Dongfang Electric Group, completed an increase in holdings of over 100 million yuan, raising its shareholding ratio to 51.37%, demonstrating confidence in the company's long-term development [2] - The company established a joint venture with Waneng Energy, receiving a cash injection of 949 million yuan, which improves cash flow and alleviates some investment pressure while optimizing the governance structure [2] - The renewable energy sector is currently a hot market segment, with the overall performance of the sector being active on February 12, leading to a linkage effect among related stocks [2] - From a technical perspective, if the MACD indicator forms a golden cross and the stock price breaks through key resistance levels, it may attract more technical investors [2] - There was likely a significant inflow of funds into Dongfang Electric on that day, contributing to the limit-up of the stock price [2]