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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
東方電氣
19.280
+0.360
1.90%
手動刷新
成交量：
109.70萬
成交額：
2,089.87萬
市值：
666.70億
市盈率：
14.34
高：
19.290
開：
18.920
低：
18.770
收：
18.920
52周最高：
45.485
52周最低：
15.253
股本：
34.58億
香港流通股本：
4.08億
量比：
1.04
換手率：
0.27%
股息：
0.61
股息率：
3.15%
每股收益(LYR):
1.344
淨資產收益率：
9.67%
總資產收益率：
1.16%
市淨率：
1.24
市盈率(LYR):
14.34
市銷率:
0.73
資料載入中...
總覽
公司
新聞資訊
公告
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异动解读
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標題
公告速递
·
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東方電氣(01072)將派發末期股息每10股5.3元
智通财经
·
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中金财经
·
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智通财经
·
05/08
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异动解读
·
05/08
東方電氣(01072)出現大手賣出21.66萬股，成交價$37.5，涉資812.25萬
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·
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公告速递
·
05/07
【券商聚焦】華泰證券：電網設備板塊業績明顯分化
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·
05/07
Artemis Investment Management LLP增持東方電氣(01072)114.84萬股 每股作價約39.02港元
智通财经
·
05/06
東方電氣(01072)出現大手賣出17.66萬股，成交價$39.54，涉資698.276萬
阿斯达克财经
·
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美股速递
·
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金吾财讯
·
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華泰證券維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2634268902","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634268902?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 11:23","pubTimestamp":1778556180,"startTime":"0","endTime":"0","summary":" 东方电气早盘一度涨超5%，截至发稿，股价上涨3.18%，现报38.24港元，成交额3.56亿港元。 4月30日，东方电气和某北美客户在东方汽轮机厂举行自主燃机出海正式签约仪式；签约体量为10台50MWG50自主燃机，为合作项目一期。 华泰证券认为，当前全球燃气轮机排产紧张的背景下，东方电气有望充分受益，看好未来海外订单逐渐落地贡献利润弹性。给予公司A/H 股维持“买入”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-12/doc-inhxqzkq1705976.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["01072","600875"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634268860","title":"風電板塊普遍走強 東方電氣(01072)漲3.72% 大摩預計數據中心電力缺口達55GW","url":"https://stock-news.laohu8.com/highlight/detail?id=2634268860","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634268860?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 11:11","pubTimestamp":1778555476,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股风电板块普遍走强，东方电气 涨3.72%，龙源电力涨3.35%，大唐新能源涨2.35%，瑞风新能源涨1.72%，京能清洁能源涨0.88%，新天绿色能源涨0.52%，金风科技涨0.24%。与此同时，AI算力快速发展使得数据中心电力需求激增，大摩预计数据中心将面临55GW的电力缺口。随着AI算力功率密度持续提升，电力设备升级成为必然趋势。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981136","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2264538146.SGD","00916","BK4585","BK4127","02208","LU0528227936.USD","SG9999001093.SGD","BK4504","01072","LU1720051108.HKD","LU1668664300.SGD","LU2023251221.USD","SGXZ49509284.SGD","BK0034","BK1166","BK0035","LU0795875169.SGD","LU0971096721.USD","159146","LU1732800096.USD","LU0225283273.USD","BK0188","LU0912757837.SGD","LU2089284900.SGD","BLOK","LU0234570918.USD","BK4516","LU0054450605.USD","BK0006","BK1594","00527","00579","BK1546","BK1205","BK1125","LU1074936037.SGD","DTCR","BK0028","LU0214875030.USD","00956","01798","LU0106831901.USD","LU0882574139.USD","600875","LU0254981946.USD","LU1363072403.SGD","BK0196","LU0320765646.SGD","BK1513","LU2089283258.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1128298218","title":"異動解讀 | 東方電氣盤中大漲5.07%，業績亮眼、訂單充沛及燃氣輪機出口催化股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1128298218","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1128298218?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 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機構看好G50自主燃機出海貢獻利潤彈性","url":"https://stock-news.laohu8.com/highlight/detail?id=2634506332","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634506332?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 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料大市觀望氣氛濃厚","url":"https://stock-news.laohu8.com/highlight/detail?id=2634254278","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634254278?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 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18:54","pubTimestamp":1778237680,"startTime":"0","endTime":"0","summary":"智通财经APP讯，东方电气(01072)发布公告，该公司将派发截至2025年12月31日止年度的末期股息每10股5.3元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1439674.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SGXZ81163826.USD","BK1546","BK0010","BK4585","VIG","BK0259","BK1522","BK1205","BK0006","01072","SG9999001093.SGD","BK0188","BK0034","BK0028","BK4588","BK0035","BK0196","600875","SGXZ49509284.SGD","BK0012","BK0136"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633435365","title":"東方電氣跌5.98% 華泰證券周二給予維持買入評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2633435365","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633435365?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 16:23","pubTimestamp":1778228584,"startTime":"0","endTime":"0","summary":"中国经济网北京5月8日讯 东方电气(600875.SH)今日收报37.72元，跌幅5.98%。\r\n\r\n 5月5日，华泰证券股份有限公司研究员王玮嘉、边文姣、黄波、李雅琳发布研报《东方电气(600875)：公允价值变动助力Q1业绩同比高增》，给予公司A/H 股维持“买入”评级。\r\n\r\n (责任编辑：魏京婷)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260508/32209922.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["01072","600875"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633438513","title":"港股異動 | 風電股跌幅居前 東方電氣(01072)跌超8% 金風科技(02208)跌近4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633438513","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633438513?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 15:28","pubTimestamp":1778225321,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，风电股跌幅居前，截至发稿，东方电气跌7.94%，报36.4港元；金风科技跌3.56%，报17.36港元；龙源电力跌2.76%，报6.7港元。今年2月，欧盟委员会宣布依据FSR针对金风科技在欧盟风电市场的业务活动启动深入调查。5月7日，金风科技在互动平台回答投资者提问时表示，目前公司在欧盟市场各项业务正常开展，运营有序进行，并将持续为客户与合作伙伴提供一贯的高质量的服务与支持。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1439489.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["002202","LU0054450605.USD","LU0214875030.USD","BK1513","BK4588","LU0449509016.USD","BK0012","BK0006","SG9999001093.SGD","SGXZ81163826.USD","BK1558","BK0086","SGXZ49509284.SGD","BK1526","HK0000500386.USD","BK0188","BK0136","BK0034","BK0035","BK0196","LU0531970944.HKD","01072","02208","600875","LU0449515922.USD","VXUS","BK0259","BK4585","00916","LU0254981946.USD","BK1522","LU0823040885.USD","BK0187","BK0028","BK1205","BK1546","HK0000252160.HKD","BK0010","HK0000252152.HKD","BK1594","BK0183","BK1154"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197957511","title":"異動解讀 | 東方電氣盤中大跌5.01%，一季報盈利質量存疑疊加板塊承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1197957511","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197957511?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 10:12","pubTimestamp":1778206324,"startTime":"0","endTime":"0","summary":"东方电气(01072)今日盘中大跌5.01%，引起了市场的广泛关注。消息面上，公司此前披露的一季报显示，虽然归母净利润同比增长37.41%至15.85亿元，但扣非净利润仅11.79亿元，同比增长11.49%，核心盈利增速与归母净利润增速差距显著，非经常性损益对利润增长贡献较大，市场对其盈利质量持续存疑。此外，重型电气设备板块整体承压，板块联动效应加剧了抛售压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633107650","title":"東方電氣(01072)出現大手賣出21.66萬股，成交價$37.5，涉資812.25萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2633107650","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633107650?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 10:00","pubTimestamp":1778205600,"startTime":"0","endTime":"0","summary":"[大手成交]东方电气(01072)在上午10:00出现大手卖出，成交量为21.66万，成交价为港币$37.5，涉资812.25万。至目前为止，股价跌5.109%，今日最高价为$39.5，而最低价为$37.5，总成交量为523.156万股，总成交金额港币$1.983亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2605083154/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2605083154/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK0006","BK0010","BK1205","BK1522","BK1546","SG9999001093.SGD","SGXZ49509284.SGD","BK0136","BK0196","BK0188","BK0028","01072","SGXZ81163826.USD","BK0034","BK0012","600875","BK0259","BK0035"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193315331","title":"東方電氣2026年4月無新增發行或股份變動","url":"https://stock-news.laohu8.com/highlight/detail?id=1193315331","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1193315331?lang=zh_tw&edition=fundamental","pubTime":"2026-05-07 17:55","pubTimestamp":1778147734,"startTime":"0","endTime":"0","summary":"东方电气股份有限公司于2026年5月7日披露截至2026年4月30日的月度股份变动情况。报告期内，公司注册股本合计人民币3,458,360,326元，其中包括已上市的H股普通股408,000,000股，A股普通股3,050,360,326股，均与上月保持一致。公司于当月并未进行任何新增发行、购回、注销或库藏股操作，各类已发行股份数量均保持不变。截至2026年4月末，H股与A股的发行总数和库存总数皆无增减变化。公司同时确认符合相关上市规则对于公众持股量的要求。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01072"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633164290","title":"【券商聚焦】華泰證券：電網設備板塊業績明顯分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2633164290","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633164290?lang=zh_tw&edition=fundamental","pubTime":"2026-05-07 09:12","pubTimestamp":1778116328,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，从Q1电网设备板块业绩来看，主配网公司业绩分化明显，出海板块依然强势。出海、国内二次、国内主网一次、国内配网一次、电表板块样本公司Q1归母净利润同比增速分别为16.6%、17.8%、15.8%、-62.6%、-57.4%。1）出海逻辑仍然表现较好，但是Q1净利润增速受到汇兑影响普遍较大。3）配电一次设备与电表板块整体表现为收入与毛利率的双重下滑，该机构认为业绩短期或仍承压。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980760","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1594","02727","LU2148510915.USD","BK0188","BK1513","01072","BK1554","LU0052750758.USD","LU0531971595.HKD","00042","BK1522","02208","LU1934453819.USD","LU1064130708.USD","IE00BZ08YR35.GBP","IE00BZ08YT58.USD","BK1526","BK1169","BK1546","LU0039217434.USD","BK1558","IE00BZ08YS42.EUR","BK0276","LU0164865239.USD","LU0320764599.SGD","LU1328615791.USD","LU1781817850.SGD","LU0871576103.HKD","LU1064131003.USD","LU1983299162.USD","LU1979443071.USD","00968","BK1205","BK1116","BK0183","01133","601688","BK0012","LU1808992512.USD","BK1589","LU1580142542.USD","BK0028","LU0708995583.HKD","159326"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633187383","title":"Artemis Investment Management LLP增持東方電氣(01072)114.84萬股 每股作價約39.02港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2633187383","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633187383?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 19:10","pubTimestamp":1778065827,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，4月30日，Artemis Investment Management LLP增持东方电气(01072)114.84万股，每股作价39.0218港元，总金额约为4481.26万港元。增持后最新持股数目为2898.38万股，最新持股比例为7.10%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1438673.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01072","BK0259","BK0006","BK1546","600875","BK0196","BK1522","BK0035","BK0188","SGXZ49509284.SGD","BK0034","BK0028","SGXZ81163826.USD","BK0136","BK0012","BK1205","SG9999001093.SGD","EWH","BK0010"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633909633","title":"東方電氣(01072)出現大手賣出17.66萬股，成交價$39.54，涉資698.276萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2633909633","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633909633?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 14:20","pubTimestamp":1778048400,"startTime":"0","endTime":"0","summary":"[大手成交]东方电气(01072)在下午02:20出现大手卖出，成交量为17.66万，成交价为港币$39.54，涉资698.276万。至目前为止，股价跌0.101%，今日最高价为$40.94，而最低价为$38.5，总成交量为1.63千万股，总成交金额港币$6.475亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2605066339/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2605066339/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["SG9999001093.SGD","SGXZ49509284.SGD","BK0028","01072","BK0010","600875","BK0035","BK1522","BK0188","BK0136","BK0196","BK0259","BK1205","BK1546","SGXZ81163826.USD","BK0034","BK0012","BK0006"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189322979","title":"花旗集團對東方電氣H股持股比例降至6.64% 較4月28日7.16%有所下降 - 港交所數據","url":"https://stock-news.laohu8.com/highlight/detail?id=1189322979","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189322979?lang=zh_tw&edition=fundamental","pubTime":"2026-05-05 18:03","pubTimestamp":1777975435,"startTime":"0","endTime":"0","summary":"根据香港交易所最新披露的数据显示，花旗集团在东方电气H股中的长仓持股比例出现变动。截至4月28日，该机构的持股比例已从先前的7.16%下降至6.64%，减持幅度达到0.52个百分点。\n此次持股变动反映了机构投资者对东方电气H股配置策略的调整。作为中国电力设备制造领域的重要企业，东方电气的股权结构变化备受市场关注。\n港交所数据显示，花旗集团此次持股比例调整后，仍保持其作为东方电气H股主要股东的地位。市场分析人士指出，此类机构持股比例的微调属于正常的投资组合再平衡操作。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["600875","SG9999001093.SGD","BK0035","BK0196","BK0259","BK1522","BK0188","SGXZ49509284.SGD","BK0034","BK1546","BK0136","BK0028","SGXZ81163826.USD","01072","BK0010","BK0012","BK0006","BK1205"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633399519","title":"風電股多股走低 金風科技(02208)跌4.78% 機構指Q2風電產業鏈排產出貨有望按月向上","url":"https://stock-news.laohu8.com/highlight/detail?id=2633399519","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633399519?lang=zh_tw&edition=fundamental","pubTime":"2026-05-05 11:15","pubTimestamp":1777950903,"startTime":"0","endTime":"0","summary":"金吾财讯 | 风电股多股走低，截止发稿，金风科技 跌4.78%，东方电气跌2.17%，瑞风新能源跌1.56%，龙源电力跌1.02%。价格端，1Q26风机投标均价为1652元/kW，同比+6%，环比持平，一季度风电行业整体呈现淡季不淡效应，统计风电产业链主流上市企业1Q26营收/归母净利同比+32%/+32%，其中出海敞口较高的企业表现更优。往后展望，随着二季度进入风电施工旺季，产业链排产出货有望环比向上，看好风机盈利修复、基础海缆两海发展、零部件结构性需求释放三条主线。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980568","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00527","BK0196","01072","002202","00916","BK0028","LU0054450605.USD","BK1546","HK0000252160.HKD","HK0000500386.USD","LU0531970944.HKD","BK1205","BK0259","LU0214875030.USD","BK1526","LU0254981946.USD","BK1594","BK0183","HK0000252152.HKD","BK0187","BK0034","02208","BK0086","BK0188","BK1558","LU0823040885.USD","BK1154","LU0449509016.USD","BK1513","BK1522","LU0449515922.USD","BK0136"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":9,"totalSize":200,"code":"91000000","status":"200"}]}}