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港股异动 | 东方电气(01072)尾盘涨近7% G50自主燃机实现出海 有望贡献利润弹性
Zhi Tong Cai Jing· 2025-11-28 07:59
消息面上,近日,哈萨克斯坦江布尔州50兆瓦联合循环发电项目举行开工仪式。东方汽轮机有限公司为 项目提供了3台自主研制的50兆瓦重型燃机(代号G50)作为项目核心设备。这标志着我国自主研制的F级 重型燃机正式迈出国门,实现F级重型燃机出海。 智通财经APP获悉,东方电气(01072)尾盘涨近7%,截至发稿,涨6.19%,报21.26港元,成交额2.37亿港 元。 华泰证券发布研报称,东方电气自主研发的G50重型燃气轮机已经实现了商运和出海;全球燃气轮机排 产紧张,东方电气有望充分受益。该行表示,看好未来自主可控的G50重型燃机出海贡献利润弹性, A/H股均维持"买入"评级。 ...
东方电气尾盘涨近7% G50自主燃机实现出海 有望贡献利润弹性
Zhi Tong Cai Jing· 2025-11-28 07:47
Core Viewpoint - Dongfang Electric (600875) has seen a significant stock price increase, rising nearly 7% at the close, with a current price of 21.26 HKD and a trading volume of 237 million HKD, following the commencement of a 50 MW combined cycle power project in Kazakhstan [1] Group 1: Project Development - The project in Kazakhstan's Zhambyl region features three domestically developed 50 MW heavy-duty gas turbines (G50) provided by Dongfang Steam Turbine Co., marking the first international deployment of China's self-developed F-class heavy-duty gas turbines [1] Group 2: Market Outlook - Huatai Securities has released a report indicating that Dongfang Electric's G50 heavy-duty gas turbine has achieved commercial operation and international deployment; the global gas turbine production is under pressure, suggesting that Dongfang Electric is poised to benefit significantly [1] - The report expresses optimism regarding the profit elasticity contributed by the G50 heavy-duty gas turbine's international sales, maintaining a "buy" rating for both A and H shares of Dongfang Electric [1]