每经AI快讯，东方电气(01072.HK)涨超6%，截至发稿，涨6.06%，报30.44港元，成交额3.45亿港元。 ...

东方电气(01072)再涨超6%，截至发稿，涨6.06%，报30.44港元，成交额3.45亿港元。 消息面上，美国数据中心建设热潮引发用电荒。全球能源监测机构的全球油气工厂追踪数据显示，截至 2026年1月，美国在建天然气发电装机容量超过29吉瓦，一年内翻了一番还多。中泰证券认为，当前燃 气轮机行业需求处于快速增长期，高端供给存在瓶颈、且国产替代政策全面发力，建议重点关注在关键 环节占据卡位优势，且具备持续技术护城河的头部厂商。 华鑫证券此前指出，中国燃气轮机制造企业依托技术积累、成本优势及产业链协同能力，有望迎来海外 市场战略窗口期。公司凭借自主研制的F级重型燃气轮机G50成功实现海外突破，已获取哈萨克斯坦江 布尔州50兆瓦联合循环发电项目核心设备订单，标志着国产重型燃机首次实现整机出口。 智通财经APP获悉，东方电气(01072)再涨超6%，截至发稿，涨6.06%，报30.44港元，成交额3.45亿港 元。 ...

南方财经2月10日电，港股电力设备股午后拉升，东方电气涨超8%，哈尔滨电气、上海电气、亿华通跟 涨。 ...

Group 1 - Dongfang Electric (01072) saw a stock price increase of over 6%, reaching HKD 30.44 with a trading volume of HKD 345 million [1] - The construction boom of data centers in the United States has led to an electricity shortage, with over 29 GW of natural gas power generation capacity under construction in the U.S. as of January 2026, more than doubling within a year [1] - Zhongtai Securities indicates that the demand for gas turbine industry is in a rapid growth phase, with high-end supply bottlenecks and comprehensive domestic substitution policies in effect, suggesting a focus on leading manufacturers with competitive advantages in key areas and sustainable technological moats [1] Group 2 - Huaxin Securities previously noted that Chinese gas turbine manufacturers, leveraging technological accumulation, cost advantages, and industrial chain synergy, are expected to encounter a strategic window in overseas markets [1] - The company has successfully achieved an overseas breakthrough with its self-developed F-class heavy gas turbine G50, securing a core equipment order for a 50 MW combined cycle power generation project in Kazakhstan, marking the first complete machine export of domestic heavy gas turbines [1]

东方电气（600875）(01072)再涨超6%，截至发稿，涨6.06%，报30.44港元，成交额3.45亿港元。 消息面上，美国数据中心建设热潮引发用电荒。全球能源监测机构的全球油气工厂追踪数据显示，截至 2026年1月，美国在建天然气发电装机容量超过29吉瓦，一年内翻了一番还多。中泰证券（600918）认 为，当前燃气轮机行业需求处于快速增长期，高端供给存在瓶颈、且国产替代政策全面发力，建议重点 关注在关键环节占据卡位优势，且具备持续技术护城河的头部厂商。 华鑫证券此前指出，中国燃气轮机制造企业依托技术积累、成本优势及产业链协同能力，有望迎来海外 市场战略窗口期。公司凭借自主研制的F级重型燃气轮机G50成功实现海外突破，已获取哈萨克斯坦江 布尔州50兆瓦联合循环发电项目核心设备订单，标志着国产重型燃机首次实现整机出口。 ...

2月10日，东方电气涨5.14%，截至发稿，报30.25元/股，成交30.18亿元，换手率4.49%，总市值1046.15 亿元。 责任编辑：小浪快报 德邦新兴产业混合发起式A（023674）成立日期2025年3月25日，最新规模1392.41万。今年以来收益 21.35%，同类排名99/8880；成立以来收益24.49%。 德邦新兴产业混合发起式A（023674）基金经理为袁之渿。 截至发稿，袁之渿累计任职时间323天，现任基金资产总规模6485.47万元，任职期间最佳基金回报 14.69%， 任职期间最差基金回报-11.47%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 资料显示，东方电气股份有限公司位于四川省成都市高新西区西芯大道18号，成立日期1993年12月28 日，上市日期1995年10月10日，公司主营业务涉及火力发电设备、水力发电设备、风力发电设备、核能 发电设备、燃气发电设备等的研发、制造、销售、服务,以及电 ...

Summary of Conference Call Notes Industry Overview - The report focuses on the North American electricity shortage, driven by the non-linear growth of AI power demand and aging power grid infrastructure [1] - The demand side sees a surge in AIDC projects in the U.S., leading to a significant increase in electricity demand [1] - On the supply side, while total supply is expected to meet short-term demand by 2025, long-term challenges include a decline in stable supply and regional electricity shortages [1] Key Points Supply Challenges - **Decline in Stable Supply**: The aging power grid leads to frequent outages, failing to meet AIDC's requirement for 100% reliable power. The upcoming retirement peak of coal power plants and the instability of wind and solar energy further exacerbate the situation. Only natural gas can currently fill the gap [1][2] - **Regional Electricity Shortages**: By 2024, over 50% of data centers are expected to be located in Texas, California, and Virginia, putting significant pressure on regional power supplies. The fragmented nature of the U.S. power grid and poor interconnections have led to emergency controls due to power imbalances [1] Future Projections - NERC forecasts an average peak gap of over 20 GW in the U.S. from 2027 to 2030, with Texas, the Mid-Atlantic, the Midwest, and California facing significant risks. The DOE predicts an average peak gap of 20-40 GW by 2030 [1] Technology Solutions - **Gas Turbines**: Considered the optimal solution for AIDC self-built power, with efficiency exceeding 60% and the lowest cost per kWh. The global installation of gas turbines is accelerating, with major manufacturers like GE, Siemens, and Mitsubishi Heavy Industries having orders scheduled until 2029 [2] - **Gas Internal Combustion Engines**: Slightly lower efficiency than gas turbines but offer rapid deployment. Leading company Wärtsilä saw a 111% year-on-year increase in new orders for Q1-Q3 2025, with deliveries extending to 2028 [2] - **Solid Oxide Fuel Cells (SOFC)**: High efficiency but currently in early commercialization stages, making it less viable in the short term due to cost and capacity constraints [2] - **Diesel Generators**: Optimal for backup power due to quick start-up capabilities, with Cummins reporting a revenue growth of approximately 20% year-on-year for related products in Q1-Q3 2025 [2] Investment Recommendations - Investment opportunities are expanding from gas turbines to gas internal combustion engines and SOFCs, as the current electricity shortage in North America exceeds the total production capacity of various technologies [3] - **Gas Turbines**: Recommended companies include Jerry Holdings, Yingliu Co., Dongfang Electric, Linde Co., and Haomai Technology [3] - **Gas Internal Combustion Engines**: Focus on Linde Co., with additional attention to Weichai Power and Eagle Precision [3] - **SOFC**: Suggested to monitor Weichai Power [3] - **Diesel Generators**: Recommended companies include Linde Co., with additional focus on KOTAI Power, Weichai Power, and Eagle Precision [3] Risk Factors - Potential risks include lower-than-expected investment in AI data centers, international trade tensions, and slower-than-anticipated capacity ramp-up [4]

Core Viewpoint - The report from Dongwu Securities highlights significant regional power supply pressures in the U.S. due to the increasing establishment of data centers, particularly in Texas, California, and Virginia, with projections indicating a substantial power gap by 2030 [1][2]. Group 1: Supply and Demand Dynamics - Over 50% of data centers are projected to be built in Texas, California, and Virginia by 2024, leading to considerable regional power supply stress [1][2]. - The North American Electric Reliability Corporation (NERC) anticipates an average peak power gap of over 20 GW from 2027 to 2030, with Texas, the Mid-Atlantic, the Midwest, and California facing significant risks [1][2]. - The U.S. Department of Energy (DOE) forecasts an average peak power gap of 20-40 GW by 2030 [1][2]. Group 2: Supply Challenges - The U.S. power supply is facing long-term challenges, including a decline in stable supply due to aging infrastructure and frequent outages, which cannot meet the 100% reliability demands of AI data centers [2]. - The upcoming retirement of coal power plants and the instability of wind and solar energy further exacerbate the supply issues, necessitating reliance on natural gas for current gaps [2]. Group 3: Technology Solutions - Gas turbines are identified as the optimal solution for self-built power generation in AIDC, with combined cycle gas turbines achieving over 60% efficiency and the lowest cost per kilowatt-hour [3]. - Gas internal combustion engines, while slightly less efficient, offer rapid deployment capabilities, with a significant increase in orders reported by leading companies [3]. - Solid Oxide Fuel Cells (SOFC) have high efficiency but are still in early commercialization stages, making them less viable in the short term [3]. - Diesel generators are noted for their quick start-up advantages, serving as optimal backup power solutions [3]. Group 4: Investment Recommendations - Investment opportunities are shifting from gas turbines to gas internal combustion engines and SOFCs, as the current power deficit in North America exceeds the total production capacity of various technologies [4]. - Recommended companies for gas turbines include Jerry Holdings, Yingliu Co., Dongfang Electric, Linde Co., and Haomai Technology [4]. - For gas internal combustion engines, Linde Co. is recommended, with additional attention to Weichai Power and Weichai Heavy Machinery [4]. - SOFC investments should focus on Weichai Power, while diesel generator investments recommend Linde Co. and other related companies [4].

证券代码：600875 证券简称：东方电气 公告编号：2026-002 东方电气股份有限公司 高级管理人员减持股份结果公告 本公司董事会、全体董事及相关股东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法律责任。 ■ 上述减持主体无一致行动人。 二、减持计划的实施结果 (一)高级管理人员因以下事项披露减持计划实施结果： 重要内容提示： ● 高级管理人员持股的基本情况 东方电气股份有限公司（以下简称"公司）于2025年12月4日披露了《高级管理人员减持股份计划公告》 （以下简称《减持计划公告》（公告编号：2025-058）。公司高级副总裁王军先生、副总裁胡修奎先 生、副总裁但军先生因个人资金需求，自减持计划公告披露之日起15个交易日后的3个月内（有关法 律、行政法规、规范性文件规定的不得减持股份的期间除外），通过上海证券交易所证券交易系统以集 中竞价交易方式减持公司股份。王军先生减持不超过6250股、胡修奎先生减持不超过16250股、但军先 生减持不超过7500股。以上人士减持股数均不超过其本人上年末持股总数的25%，减持价格将按照减持 实施时的市场价格确定。 ...

（文章来源：证券日报） 证券日报网讯 2月9日，东方电气发布公告称，公司高级副总裁王军、副总裁胡修奎、副总裁但军减持 计划已实施完毕，三人分别减持6200股、16200股、7500股，合计占公司总股本的0.00087%，减持价格 区间为24.18元/股至27.07元/股。 ...