东方电气：战略机遇-北美市场燃气轮机发电机组新订单潜力

Ac t i o n | 03 Mar 2026 08:15:03 ET │ 20 pages Dongfang Electric (1072.HK/600875.SS) Strategic Potential New Orders for Gas Turbine Power Generators from North America Market* CITI'S TAKE We reiterate our Buy rating on Dongfang Electric ("DFE") given the potential new orders for gas turbine power generators from North America Market. This anticipated order may include 20 units of 50MW gas turbine power generators from a Canadian customer, priced at Rmb200m/unit with a GP margin of 40-50%. We are increasing ...