Market Brief

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Author

余家訓先生(Kelvin Yu)
助理經理

現任職輝立助理經理,2011年完成ERP(Energy Risk Professional)考試。對投資股票、期權經驗豐富。 本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
Phone:
2277 6669

東方電氣股份有限公司 - H股 (1072)

Tuesday, November 29, 2022 Views4785

公司介紹

東方電氣股份有限公司(東方電氣),總部位 於四川省成都市,是中國東方電氣集團有限公司控股企業。

東方電氣具備風電、 太陽能、水電、核電、氣電、火電等發電設備的開發、設計、 製造、銷售、設備供應及電站工程總承包能力。可批量 研製 1,000 兆瓦等級水輪發電機組、1,000 兆瓦 -1,750 兆 瓦等級核電機組、1,350 兆瓦等級超超臨界火電機組、重型燃氣輪機設備、直驅、半直驅和雙饋全系列風力發電機組、高效太陽能電站設備、氫能全產業鏈產品、大型環保及水處理設備、電力電子與控制系統、新能源電池 及儲能系統、智能裝備等產品。

 

截至二零二一年十二月三十一日全年:

 

 

行業表現

從電力行業總體情況來看,根據中電聯相關統計數據,近年中國電源工程投資規模呈平穩波動的態勢;發電裝機容量 逐年上升,同時發電產業結構調整,可再生能源裝機規模逐年上升;發電量波動提升,全社會用電量逐年遞增,電力行業需求較為活躍。

 

2021年,全國新增發電裝機容量1.8億千瓦,同比下降7.9%,其中可再生能源新增裝機1.3億千瓦,佔全國新增發電裝 機的76.1%。其中,水電新增2,349萬千瓦、風電新增4,757萬千瓦、光伏發電新增5,488萬千瓦、生物質發電新增808 萬千瓦,分別佔全國新增裝機的13.3%、27%、31.1%和4.6%。

 

 

公司前景

東方電氣持續加大研發投入,健全科技創新體制機制,不斷激發科技創新內生動力。 2021 年,公司研發投入 27.22 億元,研發人員 4,122 人,主持制定或修訂 3 項國 家標準,參與制定或修訂國家標準 35 項,主持制定或修訂行業標準 6 項,參與制定或 修訂行業標準 48 項。

 

●東方汽輪機中標工信部國家新材料示範平臺。

●能源裝備工控網絡安全四川省重點實驗室獲批。

 

《經濟通通訊社4日專訊》東方電氣集團與中國船舶集團11月3日在滬簽署戰略合作協議。根據協議,雙方將在清潔能源、動力機電、科技預研、智能製造等領域開展全方位合作。加強戰略對接,積極探索在產業鏈各領域合作,共同為國家重大戰略的實施作出新的更大貢獻。(ct)

 

東方電氣 (01072)-股權變動紀錄

 

估值

 

東方電氣受惠於可再生能源的剛性需求(由電動車的增加而帶動的清潔電力需求)和有儲能, 氫能概念,可期待業務於2022年繼續增長。

東方電氣於今年10月11日有個短期低位,HKD10.20,之後跟隨大市於10/24日後升, 短期高位HKD15,可於HKD13買入,目標價為15元,止蝕價為11.7元。

 

 

資料來源:

  1. 2021年年度業績公告

  2. 經濟通新聞

 

 

註:本人余家訓為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。」;

 

Or

" I, Yu Ka Fan, am a licensed person under the Securities and Futures Commission.
Until the date this commentary was published, neither I and/or my affiliates are the beneficiary of the securities mentioned herein or are entitled to any financial interests in relation thereto."


 

 

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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