港股詳情

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電力設備股

835.834

0.000

漲家數：1

跌家數：- -

平家數：5

市盈率：- -

高：835.834

開：835.834

低：835.834

收：835.834

成交量：- -

成交額：- -

市值：1,989.34億

流通市值：373.90億

資料載入中...

總覽新聞資訊

達飛集團、上港能源與上海電氣攜手，在上海港刷新單次生物質甲醇加註量世界紀錄

全球單次最高！上海電氣助力刷新綠色甲醇加註紀錄

Artemis Investment Management LLP增持東方電氣(01072)54.64萬股每股作價約23.43港元

港股異動 | 金風科技(02208)反彈近4% 朱雀三號遙二火箭發射窗口敲定公司風機盈利能力有望修復

【券商聚焦】華泰證券：AI缺電鏈條投資出現「縮圈」

中國高速傳動(00658.HK)委聘立信為內部控制顧問

拿下「兩個首單」上海電氣自貿離岸債在港交所上市認購超12倍

上海電氣集團股份有限公司成功發行全球首單企業類自貿離岸債

東方電氣中標「中廣核格爾木350兆瓦光熱示範（試點）項目」汽輪發電機組標段

南方财经网

【券商聚焦】中金公司：電力設備行業2026年整體表現穩健向上

港股概念追蹤|AI算力供應仍嚴重不足電力缺口或持續數年（附概念股）

電力設備股普升協鑫科技（03800）漲3.47%、金風科技（02208）漲2.34%

【券商聚焦】招商證券：全球電網投資處上行周期，AIDC加大需求斜率

金風科技：公司不存在逾期擔保

证券日报网

東方電氣：公司同軸電動機-發電機同步併網裝備技術，為新型電力系統提供物理慣量與無功支撐

证券日报网

發電設備板塊走弱金風科技跌超7%

南方财经网

中星4B衞星發射失利商業航天板塊深度回調金風科技（02208）跌8.62%

港股異動 | 商業航天概念股跌幅居前中星4B衞星發射失利網傳朱雀三號遙二延期

【券商聚焦】光大證券：新能源發電關注焦點逐步轉向提升消納水平、注重發電盈利性

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08:59","pubTimestamp":1786928341,"startTime":"0","endTime":"0","summary":"在上述背景下，市场更加需要企业订单和收入能在一定能见度内确认来自北美缺电的收益，而不再买入远期叙事，导致AI缺电链条投资出现“缩圈”。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988317","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":["LU0320764599.SGD","BK0276","VTHR","LU0708995583.HKD","LU1064130708.USD","CHAT","LU0531971595.HKD","IE00BZ08YR35.GBP","BK1522","BK1546","BK0028","BK0183","00042","BK0188","LU2148510915.USD","LU1064131003.USD","01133","ARTY","01072","IE00BZ08YS42.EUR","BK1513","LU1934453819.USD","BK1116","02727","LU1983299162.USD","BK1526","LU0052750758.USD","LU1781817850.SGD","AIPO","QTOC","LU1328615791.USD","LU0871576103.HKD","BK1554","LU0039217434.USD","KCE","BK1589","IE00BZ08YT58.USD","LU1979443071.USD","LU1808992512.USD","BK1169","BK1205","BK1558","BK1594","LU0164865239.USD","00968","02208","AGIX","LU1580142542.USD","601688","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659110234","title":"中國高速傳動(00658.HK)委聘立信為內部控制顧問","url":"https://stock-news.laohu8.com/highlight/detail?id=2659110234","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659110234?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 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22:25","pubTimestamp":1786631145,"startTime":"0","endTime":"0","summary":"借助自贸离岸债这一制度创新，上海企业优质资产登陆国际市场并受到热捧。8月13日，上海电气在香港交易所举行绿色自贸离岸债敲锣仪式。这次债券发行创造了“两个首单”里程碑：全球首单企业自贸离岸债、首单于香港交易所上市的自贸离岸债，同时还创下自贸离岸债市场单笔发行规模最大纪录，受到市场广泛关注。本次债券发行规模为15亿元人民币，期限3年。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608133840784732.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608133840784732.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_eastmoney","symbols":["BK0188","02727","BK0005","BK1205","BK0028","601727","BK1522","BK0201","BK1594","BK0184","BK0259","BK0196","IPOS","BK1546","BK0012","BK0035"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659215460","title":"上海電氣集團股份有限公司成功發行全球首單企業類自貿離岸債","url":"https://stock-news.laohu8.com/highlight/detail?id=2659215460","media":"上观新闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659215460?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 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中金公司表示，该机构认为电力设备行业2026年整体表现稳健向上，提示投资者重点关注结构性机遇。该机构仍认为全球电力大周期开启端倪初现，新型电力系统发展是一个长期、持续的过程，景气度或可持续至2030年，而主要上市公司订单、收入、盈利仍然在扎实的上升通道，历经调整后当前估值已进入历史低估区间，板块具备长期投资价值。投资主线1：碳达峰目标下新能源仍将持续发展，看好特高压超预期核准与配电网投资提速。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988060","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":["BK1546","601995","LU1580142542.USD","BK1147","BK1554","BK1205","LU0359201612.USD","00968","IE00BZ08YT58.USD","02727","02208","BK1589","BK1558","LU1781817850.SGD","BK1516","LU1023057109.AUD","KCE","00042","03908","BK1526","BK1522","IE00BZ08YR35.GBP","BK1116","IE00BZ08YS42.EUR","LU0359202008.SGD","ACES","LU0052750758.USD","BK1169","LU1508157978.USD","BK1594","LU0359201885.HKD","LU1983299162.USD","LU0708995583.HKD","BK1501","SG9999002828.SGD","01072","BK0276","BK1513","BK1564","LU2663582299.SGD","01133","LU0320764599.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659189434","title":"港股概念追蹤|AI算力供應仍嚴重不足 電力缺口或持續數年（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2659189434","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659189434?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 07:49","pubTimestamp":1786578578,"startTime":"0","endTime":"0","summary":"不过，摩根士丹利认为，算力供应不足正在成为限制AI产业进一步扩张的关键瓶颈，而电力、劳动力以及政治层面的约束可能使这一问题在未来数年持续存在。AI液冷快拆接头需求维持强劲，管理层表示2026财年年订单已达到约1,000台，预计2027财年有望翻倍，主要受Nvidia GB300相关部署推动。华源证券认为，截至25年底参股重庆康明斯50%及重庆日立能源38%，公司有望深度受益AI数据中心建设及全球能源结构转型。该行称公司盈利能力有望进入释放期。","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/1479248.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":["BK4588","KCAI","SGXZ86797644.SGD","01072","IE0008369823.USD","VXUS","BK1205","LU0082770016.SGD","BK1179","SGXZ62798434.SGD","AIO","159146","BK1546","LU1808992512.USD","LU0708995583.HKD","WDAI","BK1522","LU0164939612.USD","LU0320764599.SGD","LU0082770016.USD","LU0620787316.HKD","BK4585","IE0008368742.USD","IE00B031HY20.USD","LU0052750758.USD","03393","WISE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658926811","title":"電力設備股普升 協鑫科技（03800）漲3.47%、金風科技（02208）漲2.34%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658926811","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658926811?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 13:27","pubTimestamp":1786512423,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股电力设备股普升，截至发稿，协鑫科技 涨3.47%，金风科技涨2.34%，潍柴动力涨2.02%，亿华通涨1.31%，福莱特玻璃涨1.15%。消息面上，国信证券研究指，二季度以来，受多重因素影响电网设备板块明显回调。上半年特高压招标规模超292亿，下半年重点项目预计陆续交付。配网方面，今年第一批集采结果6月出炉，价格触底修复，配网设备集中度稳步提升。海外各区域户储与工商储持续增长。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988032","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":["BK0034","LU0164880469.USD","02338","LU0214875030.USD","LU1808992512.USD","LU1481107354.HKD","BK1610","BK1558","BK1522","LU1244550221.USD","LU0029875118.USD","BK0183","LU0254981946.USD","SG9999014674.SGD","002202","BK0136","LU0607220059.USD","02402","BK1169","LU1244550494.USD","02208","IE00BZ08YT58.USD","BK0259","BK0187","LU0128522157.USD","IE00BZ08YR35.GBP","BK1513","BK1205","SG9999006597.SGD","LU0469268626.HKD","LU0531970944.HKD","LU0320764755.SGD","ACES","LU0672654166.SGD","BK1171","LU0149721374.USD","BK1546","IE0034224299.USD","LU0327786744.USD","LU0449509016.USD","LU0572944931.SGD","BK1526","BK0188","SG9999004220.SGD","LU0149534421.HKD","SG9999011746.SGD","LU0543330483.HKD","03800","IE00BZ08YS42.EUR","06865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658494758","title":"【券商聚焦】招商證券：全球電網投資處上行周期，AIDC加大需求斜率","url":"https://stock-news.laohu8.com/highlight/detail?id=2658494758","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658494758?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 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商业航天板块深度回调，金风科技（02208）跌8.62%，钧达股份（02865）跌6.16%，亚太卫星（01045）跌3.54%，拓璞数控（07688）跌2.99%，中航科工（02357）跌2.11%，航天控股（00031）跌1.90%，蓝思科技（06613）跌1.22%。据新华社报道，8月10日20时02分，我国在文昌航天发射场使用长征七号改运载火箭发射中星4B卫星，火箭飞行异常，发射任务失利。具体原因正在进一步分析排查。据悉，中星4B卫星属于中国“中星”系列通信卫星，该系列卫星主要用于电视广播及数据传输，服务范围覆盖中国全境及亚太地区。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987885","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":["SPCI","WARP","XSHP","ASTY","SSPC","07688","SPAX","SPAL","BK1211","LOFF","FSPC","02865","GALX","02357","002202","WSPC","SNK","LOFD","SPCM","UFO","BK0136","WAR","BK0259","XSPC","SPCG","ASUP","BK1170","MARS","02208","BK0183","01045","BK0187","SPCH","00031","RKX","DIPR","BK1179","SPCQ","BK1108","BK1546","SPCU","BK0086","06613","BK1205","ORBX","BK1513","ELOL","ROKT","SPCF","ASTG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658319965","title":"港股異動 | 商業航天概念股跌幅居前 中星4B衞星發射失利 網傳朱雀三號遙二延期","url":"https://stock-news.laohu8.com/highlight/detail?id=2658319965","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658319965?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 09:31","pubTimestamp":1786411904,"startTime":"0","endTime":"0","summary":"消息面上，据新华社消息，8月10日20时02分，我国在文昌航天发射场使用长征七号改运载火箭发射中星4B卫星，火箭飞行异常，发射任务失利。具体原因正在进一步分析排查。此外，据网传信息，原定于8月11日晨发射的蓝箭航天朱雀三号遥二窗口调整，或延迟至8月31日。市场此前预计，此次发射如若成功，蓝箭航天将成为中国第一家掌握火箭可回收技术的商业火箭公司。","market":"fut","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/1478313.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":["SPCI","WARP","XSHP","ASTY","SSPC","SPAX","SPAL","BK4588","LOFF","FSPC","BK1163","02865","GALX","BK1526","WSPC","BK1558","SNK","LOFD","SPCM","UFO","VXUS","WAR","XSPC","SPCG","ASUP","BK1594","MARS","KCAI","BK4585","02208","01045","SPCH","BK4564","00031","RKX","DIPR","BK1179","SPCQ","BK1108","BK1546","SPCU","BK1205","ORBX","BK1513","ELOL","ROKT","SPCF","ASTG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658188963","title":"【券商聚焦】光大證券：新能源發電關注焦點逐步轉向提升消納水平、注重發電盈利性","url":"https://stock-news.laohu8.com/highlight/detail?id=2658188963","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658188963?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 09:03","pubTimestamp":1786410192,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光大证券研究指，《新型电力系统建设“十五五”规划》提出明确2030年初步建成清洁低碳、安全高效新型能源体系；其中对于火电而言，明确“十五五”正式切换为系统调节、兜底保供、应急备用定位，该机构认为火电收益模式由发电量盈利转向容量补偿、调峰辅助服务、电量收入三元结构趋势明确；新能源发电从以往的重点关注装机增量，逐渐向提升消纳水平、注重其发电盈利性转向。水、核井然有序持续发展；2030年常规水电、核电装机达到4.1亿千瓦、1.1亿千瓦左右。风险分析：权益市场系统性风险；上网电价超预期下行，煤价超预期上涨，用电需求下滑，水电来水不及预期；行业改革进度低于预期等。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987874","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":["BK1147","LU1051768304.USD","01071","HK0000500386.USD","SG9999014674.SGD","LU0651946864.USD","BK1546","BK1526","00836","BK1221","BK1205","LU1981816686.USD","BK1166","00182","BK1530","01072","LU0877626530.USD","BK1554","LU0531970944.HKD","00527","00956","BK1566","02380","02208","KCE","00991","BK1125","BK1154","03868","LU0254981946.USD","BK1524","BK1169","LU1048596156.SGD","601788","06178","BK0183","HK0000252160.HKD","LU2048586759.USD","BK0188","01811","00902","02688","06865","PBD","LU0173614495.USD","01798","LU0821914370.USD","00916","BK1148","01799"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":2,"pageCount":2,"totalSize":39,"code":"91000000","status":"200"}]}}