BI-DFEC@EC2611A

Artemis Investment Increases Holdings in Dongfang Electric to 7.10%

East China Electric Power Co. Ltd. Reports Steady Growth in Q1 2026

China's Dongfang Electric Corporation Successfully Signs Contract for 20 G50 Heavy Gas Turbines

DONGFANG ELEC released FY2026 Q1 earnings on April 29 Pre-Market (BJT), actual revenue HKD 19.81 B (forecast HKD 21.17 B), actual EPS HKD 0

Citi Raises Forecast and Target Price for Dongfang Electric

DONGFANG ELEC to Release FY2026 Q1 Earnings on April 29 Pre-Market (BJT), Forecast Revenue HKD 20.54 B

Morgan Stanley Increases Holdings in Dongfang Electric to 5.01%

Sinoeast Electric Group Deepens Energy Equipment Cooperation with Tongling City

Artemis Increases Stake in Dongfang Electric to 6.16%

HSBC Global Research Analyzes Dongfang Electric's 2025 Performance and Provides Rating

 Dongfang Electric reports 31.11% YoY Net Profit Growth in 2025 and Declares Dividend

DONGFANG ELEC released FY2025 earnings on March 31 Pre-Market (BJT), actual revenue HKD 85.92 B (forecast HKD 89.16 B), actual EPS HKD 1.2569 (forecast HKD 1.2929)

DONGFANG ELEC released FY2025 Q4 earnings on March 31 Pre-Market (BJT), actual revenue HKD 25.4 B (forecast HKD 28.65 B), actual EPS HKD 0.2772 (forecast HKD 0.4788)

DONGFANG ELEC to release FY2025 earnings on March 31 Pre-Market (BJT), forecast revenue HKD 91.35 B, EPS HKD 1.2929

Goldman Sachs Increases Holdings in Dongfang Electric to 6.05%

Dongfang Electric Completes Domestication Renovation of Yunnan Dachangshan Unit

BOA Upgrades Dongfang Electric's Performance Forecast and Target Price

Citi Reiterates Buy Rating on Dongfang Electric, Raises Earnings Forecast

Dongfang Electric Machinery and Dongfang Turbine Successfully Bid on Qanhui Petrochemical Industrial Park Combined Heat and Power Phase II Project

Dongfang Electric Sees Optimistic Prospects for Gas Turbine Exports to Southeast Asia

UBOT HOLDING

GOLDENPOWER

DEEPEXI TECH

COSMOS MACH

ASIA PIONEER

POLYFAIR HLDGS

ENTERPRISE DEV

INVESTECH HLDGS

HAO WEN HLDGS

RICH GOLDMAN

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Hong Kong's wind power stocks experienced significant declines, with Dongfang Electricdropping over 7.7%, Harbin Electricfalling more than 6%, and both Weichai Powerand Yihuatongdeclining by over 5%.

CoinLive

DONGFANG ELEC

HARBIN ELECTRIC

WEICHAI POWER

SINOHYTEC

DEC.LTD

Weichai Power

STOCKS | Hong Kong Wind Power Stocks Experience Volatile Decline

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HSBC Research reported that DONGFANG ELECachieved a net profit of RMB1.585 billion in 1Q25, a 37% YoY increase, driven by core business growth and fair value gains from CHUAN ENERGY POWER. The recurring profit met expectations, with a gross profit margin rise to 18.3%. New orders totaled RMB36.6 billion, up 2% YoY, while coal power orders fell 11%. HSBC maintains a Buy rating for DONGFANG ELEC with a target price of HKD45 and a Hold rating for its A shares with a target price of RMB39.

AASTOCKS News

Bosera CSI All Share Electric Utilities ETF

ChinaAMC Green Electricity ETF

E Fund CSI Green Power ETF

GF CSI All Share Power Public Service ETF

ChinaAMC CSI Grid Equipment Thematic ETF

HSBC HOLDINGS

HSBC

CNDL

HSBC 5xShortSG241213

HSBC Holdings Plc

HSBC Research: DONGFANG ELEC  1Q25 Core Results In Line; Rated Buy

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02015

HUA HONG SEMI(01347) rose 15.18%, with a trading turnover 8.5 Billion HKD, and a year-to-date rose 45.5%. SMIC(00981) rose 10.01%, with a trading turnover 12.4 Billion HKD, and a year-to-date fell 10%. MINIMAX-W(00100) fell 9.44%, with a trading turnover 2.0 Billion HKD, and a year-to-date rose 371.2%. KNOWLEDGE ATLAS(02513) fell 9.05%, with a trading turnover 3.0 Billion HKD, and a year-to-date rose 704.6%.

- The Hang Seng Index rose by 0.24%, with a year-to-date gain of 1.4%, while the Hang Seng Tech Index increased by 0.75%, but is down 11.1% for the year.  
- Hua Hong Semiconductor (01347) saw a significant increase of 15.18%, with a trading volume of HKD 84.7 billion and a year-to-date gain of 45.5%.  
- In contrast, MINIMAX-W (00100) fell by 9.44% despite a remarkable year-to-date gain of 371.2%, while SMIC (00981) dropped by 10% year-to-date, marking a 10.01% increase today.

Top Gainers&Losers

HUA HONG SEMI

SMIC

ILUVATAR COREX

GANFENGLITHIUM

OMNIVISION

MINIMAX-W

KNOWLEDGE ATLAS

YOFC

LI AUTO-W

Top 5 HK Stock Gainers/Losers (>100B) (4.24)

Bank of America Securities has maintained a Buy rating on Dongfang Electric (DNGFF) as of April 21, setting a price target of HK$55.00. The stock closed at HK$41.54, indicating a potential upside of 31.20% based on the average price target of HK$54.50 from analysts. Citi also supports a Buy rating with a target of HK$54.00.

Tip Ranks

Bank of America

Citigroup

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Dongfang Electric (DNGFF) Gets a Buy from Bank of America Securities

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The 'China Nuclear Energy Development Report 2026' indicates that China now possesses the capability to simultaneously construct 50 nuclear power units, making it a global leader. Investment in nuclear power engineering construction is projected to reach 161 billion yuan in 2025, an increase of 14.1 billion yuan compared to the previous year. With advancing technological autonomy and localization, China's nuclear power projects are transitioning from single-unit construction to multi-unit simultaneous construction, establishing comprehensive lifecycle construction and operational capabilities

Wallstreetcn

CGN Power

CNE TECH CORP

CNNP

SH ELECTRIC

Shanghai Electric

Global Leader! China Capable of Simultaneously Constructing 50 Nuclear Power Units

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BIREN TECH(06082) rose 26.65%, with a trading turnover 1.6 Billion HKD, and a year-to-date rose 149.3%. ILUVATAR COREX(09903) rose 17.47%, with a trading turnover 863.6 Million HKD, and a year-to-date rose 201.4%. LAOPU GOLD(06181) fell 2.67%, with a trading turnover 526.2 Million HKD, and a year-to-date rose 6%. ZTE(00763) fell 2.34%, with a trading turnover 715.4 Million HKD, and a year-to-date fell 13.8%.

BIREN TECH

GIGADEVICE

XUNCE

LAOPU GOLD

CONCH CEMENT

COSCO SHIP HOLD

TECHTRONIC IND

Top 5 HK Stock Gainers/Losers (>100B) (4.16)

Dongfang Electric (SEHK:1072) reported strong full year 2025 results, declaring a final dividend of RMB 5.3 per 10 shares. The company has seen a 90-day share price return of 60.83% and a net income of CN¥3,831.3m. However, its P/E ratio of 31.7x is above industry averages, suggesting it may be overvalued. While cash flow analysis indicates a fair value of HK$20.13, the stock is trading at HK$40.24, raising questions about its growth expectations. Investors should consider both earnings and cash flows when evaluating the stock.

Simplywall

A Look At Dongfang Electric (SEHK:1072) Valuation After Strong Results And Higher Dividend

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YOFC(06869) rose 18.94%, with a trading turnover 6.8 Billion HKD, and a year-to-date rose 334.8%. HUA HONG SEMI(01347) rose 14.68%, with a trading turnover 3.2 Billion HKD, and a year-to-date rose 22.5%. SBP GROUP(01177) fell 4.58%, with a trading turnover 848.3 Million HKD, and a year-to-date fell 2.3%. CSPC PHARMA(01093) fell 4.12%, with a trading turnover 857.3 Million HKD, and a year-to-date rose 10.4%.

BI-DFEC@EC2611A(28864.HK)