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燃料电池
4,653.494
-60.001
-1.27%
手动刷新
涨家数:
5
跌家数:
2
平家数:
1
市盈率:
- -
高:
4,753.491
开:
4,714.316
低:
4,562.964
收:
4,713.495
数据加载中...
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新闻
锂电池股走高 赣锋锂业(01772)涨5.21% 机构料短期锂价有上行风险
金吾财讯
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06-04
汽车股普升 吉利汽车(00175)涨逾3% 竞争加剧但订单回暖 机构指行业整合与出海是根本之道
金吾财讯
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06-04
上海电气(02727)出现大手卖出77.8万股,成交价$2.71,涉资210.838万
阿斯达克财经
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06-04
比亚迪股份(01211)出现大手卖出1.6万股,成交价$410.8,涉资657.28万
阿斯达克财经
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06-04
6月3日杠杆资金净买入前十:格力电器(2.99亿元)、比亚迪(2.76亿元)
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潍柴资讯
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赣锋锂业(01772)涨5.21% 机构料短期锂价有上行风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2540036330","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540036330?lang=zh_cn&edition=fundamental","pubTime":"2025-06-04 13:58","pubTimestamp":1749016710,"startTime":"0","endTime":"0","summary":"金吾财讯 | 锂电池股走高,赣锋锂业 涨5.21%,天齐锂业涨4.56%,洪桥集团涨4.55%,中创新航涨2.09%,比亚迪股份涨1.5%。花旗表示,锂价在过去数周加速下跌,估计未来三个月应会削减更多供应,令锂市场由供过于求转为勉强达致平衡的状态,短期锂价有上行风险。五矿证券提到,2024年锂电及材料全行业归母净利润合计615.2亿元,其中电池环节为590.9亿元,电池环节净利润占全行业比例96%;2025Q1锂电及材料全行业归母净利润同比增速32%,是2023年以来首次出现转正。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1959852","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":["BK0233","81211","LU2360107325.USD","LU1251922891.USD","002460","BK1610","SG9999015945.SGD","LU1868837722.USD","LU1808992512.USD","BK1522","LU1770034418.SGD","BK1539","01772","LU2294711713.HKD","SG9999015986.USD","LU2097828557.USD","LU0516422952.EUR","LU0244354667.USD","LU1880383366.USD","03931","002594","LU0327786744.USD","BK1129","LU0823038988.USD","BYDDY","LU0823039010.USD","LU0417516738.SGD","LU0348825331.USD","HYDD.SI","LU2778985437.USD","LU0572944931.SGD","LU1328277881.USD","LU1188198961.HKD","LU0164865239.USD","LU2097828474.EUR","LU0588545490.SGD","LU2153592121.USD","09696","SG9999006514.SGD","EVS.SI","LU0417516902.SGD","LU0348827113.USD","LU0326950275.SGD","LU2097828805.USD","LU2476274720.SGD","SG9999015978.USD","LU1720050803.USD","08137","BK1116"],"gpt_icon":1},{"id":"2540081231","title":"汽车股普升 吉利汽车(00175)涨逾3% 竞争加剧但订单回暖 机构指行业整合与出海是根本之道","url":"https://stock-news.laohu8.com/highlight/detail?id=2540081231","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540081231?lang=zh_cn&edition=fundamental","pubTime":"2025-06-04 09:59","pubTimestamp":1749002386,"startTime":"0","endTime":"0","summary":"金吾财讯 | 汽车股普升,吉利汽车 、蔚来均涨3.27%,比亚迪涨2.55%,小鹏汽车、理想汽车涨近2%。央媒、工信部、中汽协再次发声反对“内卷式”降价竞争。汽车行业竞争剧烈程度显著增强。未来相关领域问题的解决,仍需行业整合与出海寻求新市场来解决。建议关注行业领先企业的稳固地位,以及并购整合和出海机会。花旗指出,多数新能源汽车品牌上周起开始出现周环比订单回暖,加上近期多家车企推出促销活动,6月存在更多上行可能。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210625/ZjY2YjQxYzhiZWM4YjljOTY5ZWUyMTU0MTAyMDMwNzUxNzY3MzQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/ZjY2YjQxYzhiZWM4YjljOTY5ZWUyMTU0MTAyMDMwNzUxNzY3MzQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1f715dce600bdd5e2b9d27deea1e6fa2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1959831","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":["LU0417516738.SGD","LU0531971595.HKD","LU2294711713.HKD","LU0516423091.SGD","LU0348827113.USD","00175","LU2476274308.USD","80175","LU0259732245.USD","LU0540923850.HKD","LU1282651121.HKD","BYDDY","LU0326950275.SGD","LU0588545730.USD","LU0823426480.USD","LU1868838027.USD","002594","LU1251922891.USD","LU0359201885.HKD","GELYY","LU0819121731.USD","LU1303224171.USD","LU0165289439.USD","LU0211977185.USD","LU0052750758.USD","LU0348735423.USD","SG9999002463.SGD","LU0594300179.USD","LU0315179316.USD","EVS.SI","LU0511384066.AUD","LU1719994722.HKD","LU0314109678.HKD","BK1119","LU1282651048.USD","HYDD.SI","SG9999006597.SGD","LU0039217434.USD","SG9999015986.USD","BK1522","SG9999014674.SGD","LU0865486749.SGD","IE00BZ08YT58.USD","81211","LU0289960550.SGD","LU0593848301.USD"],"gpt_icon":1},{"id":"2540084965","title":"上海电气(02727)出现大手卖出77.8万股,成交价$2.71,涉资210.838万","url":"https://stock-news.laohu8.com/highlight/detail?id=2540084965","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540084965?lang=zh_cn&edition=fundamental","pubTime":"2025-06-04 09:54","pubTimestamp":1749002040,"startTime":"0","endTime":"0","summary":"[大手成交]上海电气(02727)在上午09:54出现大手卖出,成交量为77.8万,成交价为港币$2.71,涉资210.838万。至目前为止,股价升0.37%,今日最高价为$2.73,而最低价为$2.71,总成交量为362.399万股,总成交金额港币$984.33万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2506045102/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":["BK0196","BK0028","BK1546","BK0005","BK0188","02727","BK0012","BK1205","BK0184","BK0259","BK0201","BK1522","601727","BK1594","BK0035"],"gpt_icon":0},{"id":"2540817510","title":"比亚迪股份(01211)出现大手卖出1.6万股,成交价$410.8,涉资657.28万","url":"https://stock-news.laohu8.com/highlight/detail?id=2540817510","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540817510?lang=zh_cn&edition=fundamental","pubTime":"2025-06-04 09:45","pubTimestamp":1749001500,"startTime":"0","endTime":"0","summary":"[大手成交]比亚迪股份(01211)在上午09:45出现大手卖出,成交量为1.6万,成交价为港币$410.8,涉资657.28万。至目前为止,股价升2.646%,今日最高价为$411.2,而最低价为$404.0,总成交量为307.087万股,总成交金额港币$12.513亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550868_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2506042166/aamm-all-category","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":"aastocks_highlight","symbols":["LU0165289439.USD","LU1868838027.USD","BK1522","LU0708995583.HKD","LU0865486749.SGD","LU0516422952.EUR","LU2476274308.USD","LU1880383440.USD","LU0320764599.SGD","BK1582","LU0594300179.USD","LU1719994722.HKD","LU0856984785.SGD","LU0588545904.SGD","LU0417516902.SGD","BYDDY","SG9999015952.SGD","002594","81211","LU2778985437.USD","LU1303224171.USD","LU0164865239.USD","LU1861214812.USD","LU0505663152.USD","LU0823414551.USD","LU1328277881.USD","LU0531970944.HKD","HYDD.SI","LU0315178854.USD","LU0588546209.SGD","LU1880383366.USD","LU0516423174.USD","LU2399975544.HKD","01211","LU0516422366.SGD","SG9999015978.USD","LU0359201612.USD","LU1770034418.SGD","BK1594","LU0054450605.USD","LU2449936058.SGD","LU0593848301.USD","LU0819121731.USD","LU0327786744.USD","LU0871576103.HKD","SG9999015986.USD","LU2097828805.USD","LU0143863784.USD","BK1540","LU2357125470.USD"],"gpt_icon":0},{"id":"2540381089","title":"6月3日杠杆资金净买入前十:格力电器(2.99亿元)、比亚迪(2.76亿元)","url":"https://stock-news.laohu8.com/highlight/detail?id=2540381089","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540381089?lang=zh_cn&edition=fundamental","pubTime":"2025-06-04 09:07","pubTimestamp":1748999225,"startTime":"0","endTime":"0","summary":"沪深两市数据显示,6月3日,融资净买入前十的股票分别为: 格力电器(2.99亿元)、 比亚迪(2.76亿元)、 光启技术(2.39亿元)、 美的集团(1.81亿元)、 五粮液(1.57亿元)、 国电南瑞(1.57亿元)、 赛力斯(1.37亿元)、 贝达药业(1.26亿元)、 贵州茅台(1.20亿元)、 天阳科技(1.20亿元)。","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=nesSN20250604090915950dafca&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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22:35","pubTimestamp":1748961335,"startTime":"0","endTime":"0","summary":"金融界6月3日消息,上证指数低开高走,中证A100动态指数 报2413.45点。数据统计显示,中证A100动态指数近一个月下跌0.26%,近三个月下跌7.73%,年至今下跌4.82%。该指数以2004年12月31日为基日,以1000.0点为基点。从中证A100动态指数持仓的市场板块来看,上海证券交易所占比50.16%、深圳证券交易所占比49.84%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/06/03223550840197.shtml","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":"jinrongjie_stock","symbols":["LU0572944931.SGD","81211","00285","LU0348825331.USD","LU2148510915.USD","LU0359202008.SGD","01211","SG9999001226.SGD","LU1880383366.USD","LU0561508036.HKD","LU0516423174.USD","LU0633140727.USD","EVS.SI","LU1719994722.HKD","HYDD.SI","LU2399975544.HKD","LU0588545904.SGD","LU0593848301.USD","LU2294711713.HKD","LU0605514214.HKD","LU0823414551.USD","LU0274383008.USD","LU0359201885.HKD","LU0531970944.HKD","002594","BK1522","LU0469268626.HKD","LU0633140560.USD","LU2449936058.SGD","LU0650527681.SGD","LU2153592121.USD","LU1997245094.SGD","LU0214875030.USD","LU2476274720.SGD","SG9999015952.SGD","BYDDY","BK1610","LU0509642566.USD","BK0072","SG9999015986.USD","LU2360107325.USD","000903.SH","LU1861214812.USD","BK1539","LU1868838027.USD","159631","LU1064130708.USD","LU2580892789.USD","LU0043850808.USD","LU1720050803.USD"],"gpt_icon":1},{"id":"2540083927","title":"不存在“车圈恒大”、唱衰新能源汽车不可取!李云飞“五连问”详解比亚迪负债","url":"https://stock-news.laohu8.com/highlight/detail?id=2540083927","media":"搜狐财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540083927?lang=zh_cn&edition=fundamental","pubTime":"2025-06-03 22:12","pubTimestamp":1748959920,"startTime":"0","endTime":"0","summary":"魏建军“车圈恒大论”的持续发酵,彻底激怒了比亚迪高管。“中国主流车企根本不存在所谓的‘车圈恒大’,任何唱衰中国新能源汽车的言论都是不可取的!”以此来看,比亚迪并无偿债风险。正如李云飞所说,比亚迪的有息负债主要来自于应付款,截至2024年底高达2416亿元。","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":"https://finance.sina.com.cn/stock/relnews/cn/2025-06-03/doc-ineyvkuw5173559.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":["SG9999015986.USD","HYDD.SI","LU0289739343.SGD","SG9999015952.SGD","LU0269904917.USD","BK1119","LU0540923850.HKD","SG9999001226.SGD","LU1064131003.USD","LU0359201612.USD","LU0823414551.USD","LU2039709279.SGD","LU2153592121.USD","LU2097828805.USD","LU0633140727.USD","LU0979878070.USD","BK1598","LU1242518857.USD","BK1240","01211","LU0417516738.SGD","LU1997245094.SGD","LU2580892862.HKD","LU0289961442.SGD","LU0164872284.USD","81211","00285","BYDDY","BK1539","LU0509642566.USD","LU0348825331.USD","LU1794554557.SGD","LU0823038988.USD","EVS.SI","LU0865486749.SGD","BK0183","LU2294711713.HKD","002594","LU0043850808.USD","03333","BK0014","LU1023057109.AUD","LU1720050803.USD","LU0572944931.SGD","LU0165289439.USD","BK0169","LU0244354667.USD","BK1522","LU2328871848.SGD","LU1861214812.USD"],"gpt_icon":1},{"id":"2540776861","title":"比亚迪电驱电机双厂落地济南!","url":"https://stock-news.laohu8.com/highlight/detail?id=2540776861","media":"连线新能源","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540776861?lang=zh_cn&edition=fundamental","pubTime":"2025-06-03 18:37","pubTimestamp":1748947079,"startTime":"0","endTime":"0","summary":"近日,济南起步区公示了《济南比亚迪新能源汽车电机、电驱生产项目(一标)建设工程规划许可批前公示》引发业界关注。全面投产后,除电驱电机外,还可年产高压线束120万套、电源电控96万套,成为比亚迪北方地区核心零部件供应中枢。比亚迪在山东的版图远不止济南。比亚迪此次加码济南,既是技术闭环的关键落子,亦是对山东营商环境的“信任票”。","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=nesSN20250603190519a6f8895b&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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18:26","pubTimestamp":1748946362,"startTime":"0","endTime":"0","summary":"天眼查App显示,2025年6月3日,“篷布装置控制系统和车辆”正式进入专利公布阶段。申请人为比亚迪股份有限公司,该项车辆技术专利涉及提高篷布装置开闭过程中压力稳定性的问题。据专利信息显示,该系统显著优化了篷布装置在不同行驶状态下的阻力控制性能。","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=nesSN20250603182723950cc99b&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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17:58","pubTimestamp":1748944719,"startTime":"0","endTime":"0","summary":"近日,国家标准化管理委员会、工业和信息化部下达第二批76个智能制造标准应用试点项目名单,山东重工集团旗下潍柴动力高端发动机智能工厂建设标准应用试点项目入选,彰显了潍柴在智能制造技术领域硬核实力。据介绍,开展智能制造标准应用试点项目征集,旨在发挥标准支撑引领作用,推动制造业企业运用标准化方式组织生产、经营、管理和服务,形成一批标准化、高水平的系统解决方案,推动制造业高端化、智能化、绿色化发展。","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=nesSN20250603180931a6f87458&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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中集安瑞科股价涨0.50%,报收6.08元,成交金额1012.4万元,换手率0.08%,振幅1.49%,量比1.01。中集安瑞科今日主力资金净流入60.6万元,上一交易日主力净流出0万元。该股近5个交易日下跌0.49%,主力资金累计净流入53.1万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流入1124.0万元,其中净流入天数为7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=nesSN20250603173641a6f867d6&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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东方电气股价涨2.20%,报收12.10元,成交金额4440.8万元,换手率1.10%,振幅4.39%,量比2.13。东方电气今日主力资金净流入197.5万元,连续3日净流入,上一交易日主力净流入159.9万元。该股近5个交易日下跌0.17%,主力资金累计净流入172.4万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出2777.3万元,其中净流出天数为12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=nesSN20250603172557a4980424&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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16:15","pubTimestamp":1748938507,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,截止6月3日收盘,东北电气、安德利果汁、晨鸣纸业分列AH溢价率前三位,溢价率分别为1020.33%、341.81%、263.08%;宁德时代、招商银行、比亚迪股份分列AH溢价率末三位,溢价率分别为-1.48%、6.19%、6.45%。","market":"us","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/1300644.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":["00300","03750","BK1522","01812","00168","HYDD.SI","03866","399300","01456","02899","06127","IE0008369823.USD","02338","03968","81211","002594","02238","02727","00568","01033","00956","03606","01211","159982","BK1564","02218","00042","02202","00317","06869","01108","BK1560","00187","LU0348827113.USD","01349","BYDDY","00895","02208","02359","03143","02009","03678","01877","01057","06655","000002"],"gpt_icon":1},{"id":"2540474625","title":"比亚迪计划明年在日本推出一款微型电动车","url":"https://stock-news.laohu8.com/highlight/detail?id=2540474625","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540474625?lang=zh_cn&edition=fundamental","pubTime":"2025-06-03 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电力新周期下的变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2540746184","media":"华泰证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2540746184?lang=zh_cn&edition=fundamental","pubTime":"2025-06-03 11:53","pubTimestamp":1748922813,"startTime":"0","endTime":"0","summary":"推荐东方电气A/H,发电设备制造业相关标的还包含哈尔滨电气H 与上海电气A/H。考虑到1)核电业务景气度高,订单执行周期至少3-5年;2)抽蓄业务空间广阔,订单执行周期通常超过5 年;3)存量煤电的后市场服务业务规模或随在役机组装机容量增加而持续扩大,且利润率是新建订单的2 倍以上——我们认为前述弱周期业务利润贡献的持续提升,或能有效降低发电设备制造业收入与利润的周期波动,盈利的稳定性有望提升。","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=nesSN20250603115337976f4500&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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