港股详情

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东方电气

37.260

-1.820-4.66%

成交量：1,803.18万

成交额：6.87亿

市值：1,288.45亿

市盈率：39.76

高：39.660

开：39.400

低：37.060

收：39.080

52周最高：119.900

52周最低：8.636

股本：34.58亿

香港流通股本：4.08亿

量比：1.05

换手率：4.42%

股息：0.44

股息率：1.18%

每股收益(LYR):0.937

净资产收益率：8.07%

总资产收益率：0.81%

市净率：2.55

市盈率(LYR):39.76

市销率: 1.48

数据加载中...

总览公司新闻资讯公告

异动解读 | 沽空比例高达11.66%，东方电气盘中大跌5.02%

东方电气(01072)出现大手买入14.62万股，成交价$37.6，涉资549.712万

阿斯达克财经

标普全球市场财智列出近期十大沽空比例最高港股

阿斯达克财经

每日卖空追踪 | 东方电气 03月13日卖空量成交29.12万股，卖空比例为1.96%

东方电气03月13日主力净流出329.9万元散户资金买入

长虹第28位东方电气第39位四川两大“双跨”平台排名再提升

四川经济报

别错过！北美AI用电荒倒逼产业升级，国产发电设备出海抢单，A股核心标的梳理

《大行》瑞银列出中资最喜爱模拟组合股票名单(表)

阿斯达克财经

华能240MW风电项目，东方风电预中标！

华夏能源网

欧美排队疯抢燃气轮机，中国又笑了

东方电气集团研发提供三大主机的世界首台630℃火电机组完成单体调试

中国工业新闻网

【券商聚焦】华泰证券：2030年全球绿氢需求有望达830万吨，国内绿氢近15倍增长空间

2025年全球风电吊装排名发布

每日卖空追踪 | 东方电气 03月11日卖空量成交39.1万股，卖空比例为2.25%

东方电气盘中异动下午盘快速跳水3.04%报41.440港元

东方电气集团所属东方风电入选国家知识产权示范企业创建对象名单

东方电气03月10日主力净流出2215.2万元散户资金买入

金风、远景、明阳前三！2025年全球风电吊装排名公布

【东吴电新】CSP自主供电协议落地&北美特高压规划超预期，聚焦电网设备/燃机/高压直流电源三大主线

新兴产业汇

标普全球市场财智列出近期十大沽空比例最高港股

阿斯达克财经

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09:21","pubTimestamp":1773710460,"startTime":"0","endTime":"0","summary":"标普全球市场财智列出截至上周五在香港十大沽空比例最高港股。数据是根据来自标普全球市场财智的证券金融数据集计算得出。计算沽空的指标为借出股份占已发行股份总数的百分比。沽空资料截至 2026-03-16 16:25。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190627142633458_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190627142633458_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1509620/latest-news/AAFN","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/aafn-con/NOW.1509620/latest-news/AAFN","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":"aastocks_highlight","symbols":["LU0607220059.USD","LU0650527681.SGD","HK0000306701.USD","LU1720050803.USD","LU0831093199.SGD","LU0918141705.HKD","LU1303224171.USD","LU2476274720.SGD","LU1282649810.SGD","LU1152091168.USD","LU0084288322.USD","LU0630378692.HKD","LU0293314216.USD","LU0762541174.USD","LU0348788117.USD","LU1046422090.SGD","LU1880383366.USD","LU0488056044.USD","LU0359201612.USD","SG9999002828.SGD","LU0314109678.HKD","002050","01072","09660","LU0106959298.USD","LU2476274308.USD","PAImain","PNGAY","01919","LU0819123356.HKD","LU0254981946.USD","BK1506","LU1282649141.HKD","LU1655091459.SGD","LU1224444064.USD","LU0149721374.USD","LU0862451753.SGD","LU0051755006.USD","LU0561508036.HKD","LU0181495838.USD","SG9999004220.SGD","LU0871576103.HKD","LU0880133367.SGD","LU0862451837.USD","BK1507","LU1048588211.SGD","LU0865486749.SGD","LU0163747925.USD","BK1526","LU0831103253.SGD","LU0640798160.USD","LU0856984785.SGD","BK1116","LU0328353924.USD","LU1719994722.HKD","SG9999002562.SGD","LU0791591158.USD","LU1481107354.HKD","HK0000320223.HKD","LU0348784397.USD","HK0000320264.USD","IE0008369823.USD","LU0823426480.USD","LU0823426308.USD","LU1044875133.USD","LU0463099449.HKD","LU1152091754.HKD","LU2348773727.SGD","BK1205","LU0210527791.USD","LU0348816934.USD","LU0348814723.USD","LU0651946864.USD","LU1515016050.SGD","LU0918141887.USD","LU0211977185.USD","LU2399975544.HKD","LU1235295612.USD","LU1820825898.SGD","SG9999000459.SGD","LU0348783233.USD","02768","IE00BGHQDM52.EUR","LU1051768304.USD","IE00BF5LJ272.USD","LU0384037296.USD","LU0441854154.USD","LU1769817096.USD","LU0348827113.USD","LU0594300179.USD","LU1146622755.USD","02050","LU0235996351.USD","LU1328277881.USD","LU1960683339.HKD","LU0165289439.USD","LU2348774022.SGD","LU0164865239.USD","LU0370786039.SGD","LU0196878994.USD","BK1183","LU0326950275.SGD","LU0588546209.SGD","IE00BYV24P56.USD","LU2226246903.HKD","LU0828237940.HKD","LU0315179316.USD","LU1880383440.USD","LU0106252389.USD","SG9999002463.SGD","LU0821914370.USD","LU1048596156.SGD","LU0117844026.USD","IE0003895053.USD","LU0675040207.SGD","LU0054450605.USD","IE00BMCWC346.EUR","LU0630378429.USD","BK1191","IE0034224299.USD","BK1607","IE00BZ08YT58.USD","02318","LU0348735423.USD","LU0039217434.USD","LU0449515922.USD","BK1522","IE00BZ08YS42.EUR","LU1961090484.USD","600875","IE00BVYPNP33.GBP","LU0327786744.USD","LU0828237510.HKD","LU0164872284.USD","LU2152927971.USD","BK1521","LU0878005551.USD","SG9999011746.SGD","LU0417516571.SGD","LU0359202008.SGD","01276","LU2424517915.HKD","LU1282651121.HKD","BK1529","BK1535","LU1807302812.USD","SG9999001903.USD","00763","002768","LU0634319403.HKD","BK1550","LU0048580855.USD","LU0882747503.HKD","LU0898667661.SGD","BK1184","LU0648948544.HKD","BK1589","LU0540923850.HKD","LU0149534421.HKD","LU0572944931.SGD","BK1103","02013","LU0791590937.USD","BK1546","BK1610","LU0651947912.USD","LU0049112450.USD","LU0594300419.USD","LU1282651048.USD","LU0043850808.USD","LU1642822792.SGD","LU0011963245.USD","IE00B29SXG58.USD","LU1794554557.SGD","BK1110","LU0049853897.USD","LU1044874839.SGD","LU0456827905.SGD","LU2153592121.USD","LU0067412154.USD","LU0501845795.SGD","BK1109","LU0708995583.HKD","LU1282648689.USD","LU0878004406.USD","BK1518","LU0762540952.USD","BK1505","LU0244354667.USD","LU1188198961.HKD","LU0890818403.SGD","LU0588545490.SGD","LU0417516738.SGD","601919","LU1769817179.HKD","LU2153591404.USD","300750","LU1251922891.USD","LU0228659784.USD","LU0588545730.USD","LU0784639295.USD","LU1981816686.USD","LU0359201885.HKD","000063","BK1516","BK1590","IE00B031HY20.USD","LU0197773160.USD","LU0315178854.USD","LU0531971595.HKD","HPAD.SI","LU0605514214.HKD","LU1008478684.HKD","LU1105468828.SGD","LU0348783662.USD","82318","LU1115378108.SGD","IE0008368742.USD","03145","BK1149","LU0348805143.USD","LU1366334578.USD","600276","LU1051769294.HKD","BK1240","IE0032431581.USD","HK0001040168.HKD","LU1282649067.USD","LU1813983027.USD","LU2039709279.SGD","IE00BVYPNQ40.USD","LU0348825331.USD","LU0052750758.USD","LU0164880469.USD","SG9999001440.SGD","LU2778985437.USD","03750","LU1993786604.SGD","LU0072913022.USD","LU1226287529.USD","LU1770034418.SGD","LU1044876610.USD","LU0140636845.USD","LU1211504680.USD","IE00BZ08YR35.GBP","LU0762542818.HKD","LU2293587155.HKD","SG999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| 东方电气 03月13日卖空量成交29.12万股，卖空比例为1.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=2619198434","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619198434?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 16:30","pubTimestamp":1773390618,"startTime":"0","endTime":"0","summary":"东方电气北京时间03月13日，跌2.92%，卖空量成交29.12万股，较上一交易日减少90.19%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260313163217a4663d26&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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东方电气股价跌2.92%，报收39.30元，成交金额5.8亿元，换手率3.64%，振幅6.87%，量比0.59。东方电气今日主力资金净流出329.9万元，上一交易日主力净流入2103.4万元。该股近5个交易日下跌12.14%，主力资金累计净流入8470.0万元；近20日主力资金累计净流入3.0亿元，其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260313161834a6bd0ddc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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近日，工业和信息化部公布了2025年跨行业跨领域工业互联网平台动态评价结果。我省四川长虹电器股份有限公司的CHiM工业互联网平台、中国东方电气集团有限公司的东智同创Co-Plat工业互联网平台分别位列第28位、第39位，相较于2023年首次入选时，排名分别跃升17位、11位，提升位次分别位居全国第3位、第6位。“双跨”平台作为我国工业互联网发展的标杆力量，是推动制造业数智化转型的重要引擎。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260313074448a6bbdb51&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:24","pubTimestamp":1773303840,"startTime":"0","endTime":"0","summary":"瑞银发表报告表示，列出中资最喜爱模拟组合股票名单，全部均予“买入”评级，新纳入京东-SW和百度-SW，同时剔出阿里巴巴：股份│目标价宁德时代│500元人民币福耀玻璃│96港元华泰证券│30.49元人民币紫金矿业│47.4港元北方华创│570元人民币腾讯│780港元宇通客车│40元人民币万国数据│60美元生益科技│75元人民币东方电气│53.5港元英维克│160元人民币京东-SW※│187港元百度-SW※│175港元※：新纳入(港股报价延迟最少十五分钟。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180509171357285_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180509171357285_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1508669/latest-news/AAFN","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/aafn-con/NOW.1508669/latest-news/AAFN","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":"aastocks_highlight","symbols":["300750","LU0823039010.USD","MUCmain","LU2237443895.HKD","CYB","09618","HK0000914660.USD","LU1064131003.USD","02899","LU1226288170.HKD","LU1820825898.SGD","LU0979878070.USD","00700","MCNHmain","09888","BIDU","SG9999002828.SGD","HK0001040168.HKD","JD","SG9999001069.SGD","LU0029874905.USD","LU0287142896.SGD","LU0708995153.HKD","LU0261950983.USD","EVS.SI","LU2133065610.SGD","002371","600183","LU0261950470.USD","LU1146622755.USD","LU2348774022.SGD","HTCD.SI","600066","TCHmain","601688","002837","89888","SGXZ31699556.SGD","LU1831875114.USD","LU0128522744.USD","89618","CNHmain","BK1505","LU0856984785.SGD","03606","UCmain","LU0456842615.SGD","LU2294711713.HKD","01072","IE00B97KM107.HKD"],"gpt_icon":1},{"id":"2618618466","title":"华能240MW风电项目，东方风电预中标！","url":"https://stock-news.laohu8.com/highlight/detail?id=2618618466","media":"华夏能源网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618618466?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 15:49","pubTimestamp":1773301758,"startTime":"0","endTime":"0","summary":"根据此前招标公告，标段四共包含两个项目，分别为乐陵市风电项目和华能天城驭风行动乡村振兴40MW风电项目。华能天城驭风行动乡村振兴40MW风电项目位于山西省天镇县南高崖乡境内，装机容量为40MW，要求单机容量6.7MW，风机数量6台，叶轮直径220米及以上，轮毂高度不低于140米，叶片运行的最低点距离地面不低于15米。日前，彭博新能源财经发布的数据显示，在2025年全球风电整机商排名中，东方风电以13.5GW的新增装机容量位居第五位。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312155032a6ba2deb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:03","pubTimestamp":1773284612,"startTime":"0","endTime":"0","summary":"如今，东方电气已成为国内在重型燃气轮机领域绝对龙头，2026年数据显示其自主机型国内市占率已超35%，部分口径达70%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312110340a462b739&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:21","pubTimestamp":1773278460,"startTime":"0","endTime":"0","summary":"采用的带功率平衡发电机双机回热系统，通过显著提高回热抽汽能级利用效率，精准解决了高参数机组换热温差增大引发的换热不可逆损失问题，在提升机组整体效率的同时，进一步增强了运行的可靠性与经济性，代表当今火电机组技术前沿。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312092328954979b2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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华泰证券表示，十五五国内非电减排从0到1、欧洲船舶航空减排从1到10均意味着氢能需求的非线性增长，2030年全球绿氢需求剑指830万吨。该机构预计2030年国内绿氢需求达506万吨，相比24年32万吨增长近15倍，其中氢基重卡、氢冶金、氢化工、氢供热/用电对应100、138、182、86万吨。外需来看，2026年全球碳排管控持续加码。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976343","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0214875030.USD","LU1979443071.USD","LU2242644610.SGD","02727","01072","LU2148510915.USD","02688","BK0276","03899","LU1048596156.SGD","LU0417516902.SGD","LU0823426308.USD","LU0326950275.SGD","LU1580142542.USD","LU0181495838.USD","BK1594","03996","LU0463099449.HKD","LU0244354667.USD","LU2097828557.USD","IE00BVYPNQ40.USD","BK1205","LU1282651048.USD","01193","LU1515016050.SGD","00187","601688","BK1148","LU0287142896.SGD","LU0737861699.HKD","LU0449509016.USD","LU1064131003.USD","LU1808992512.USD","BK1562","LU1831875114.USD","LU0054450605.USD","LU0823426480.USD","LU0348735423.USD","LU0359201885.HKD","BK1528","LU1023057109.AUD","LU1328615791.USD","00386","LU0417516738.SGD","BK1566","SG9999004220.SGD","BK1221","LU0039217434.USD","IE0008368742.USD","LU0877626530.USD"],"gpt_icon":0},{"id":"2618928675","title":"2025年全球风电吊装排名发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2618928675","media":"风电之音","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618928675?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 17:47","pubTimestamp":1773222439,"startTime":"0","endTime":"0","summary":"“风电之音”获悉，3月10日，彭博新能源财经发布2025年全球风电机组市场份额年度报告。需要注意的是，中国企业在全球十大风电机组供应商中占据了八席，中国内地的风电新增装机容量创下新高，中国陆上风电成为首个单年新增超过100GW的市场。排名显示，中国整机商包揽前六。远景能源以20.9GW新增装机位居第二位，其中远景在国际市场新增装机较去年激增15倍，位列中国整机商榜首。这是自2013年BNEF开始发布排名以来，Vestas首次跌出前五名。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311212713a6b846cd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1773217818,"startTime":"0","endTime":"0","summary":"东方电气北京时间03月11日，跌2.34%，卖空量成交39.1万股，较上一交易日减少54.71%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311163203a6b79354&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:10","pubTimestamp":1773205815,"startTime":"0","endTime":"0","summary":"2026年03月11日下午盘13时10分，东方电气股票出现异动，股价急速下跌3.04%。截至发稿，该股报41.440港元/股，成交量1031.33万股，换手率2.53%，振幅4.02%。资金方面，该股资金流入1.99215亿港元，流出1.73644亿港元。机构评级方面，在所有8家参与评级的机构中，88%的券商给予买入建议，12%的券商给予卖出建议，无券商给予持有建议。东方电气股票所在的环保工程行业中，整体跌幅为0.01%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311131015a4603e6d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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东方电气股价跌0.97%，报收42.74元，成交金额9.1亿元，换手率5.18%，振幅6.39%，量比0.52。东方电气今日主力资金净流出2215.2万元，上一交易日主力净流入1475.1万元。该股近5个交易日上涨24.84%，主力资金累计净流入1716.8万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入2.9亿元，其中净流入天数为14日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310161705a6b4c5d3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:48","pubTimestamp":1773110884,"startTime":"0","endTime":"0","summary":"25年国内思源、白云等实现了北美变压器订单的快速增长，需求高景气+海外巨头产能释放缓慢，看好国内优质变压器公司北美市场订单的快速放量。2）电源侧：北美CSP数据中心选择“自带电源”，燃气轮机是最主要的发电设备，西门子、GEV的燃机订单已预定至2030年。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310123132a6b43c80&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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