MB-DFEC@EC2607A

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

Macquarie downgrades Dongfang Electric to underperform with a target price of 18.50 CNY

Chinese Dongfang Electric Corporation's Aysa Wind Power Project in Ethiopia Commences Power Generation

Eastern Electric's subsidiary invests no more than RMB 2.26 billion in onshore wind power demonstration project

Eastern Boiler Demonstrates Outstanding Technical Levels in High Altitude Solar Thermal Projects in Tibet

BofA initiates coverage of Dongfang Electric with a buy rating and target price of HKD33

东方 Electrical Signs Contract to Build Uzbekistan's PV and Energy Storage Project

Eastern Wind Power Signs Wind Turbine Equipment Supply Contract for Viteo Wind Project in Serbia

Eastern Electric Signs Contract for Bosnia's First Large-Scale Energy Storage Project

Dongfang Electric Group Completes Acquisition of 4.3704 Million Shares in Dongfang Electric

Eastern Electric and Academician Xie Heping's Team Achieve a Major Breakthrough in Seawater Direct Electrolysis Hydrogen Production Technology

Eastern Research Institute and Changsha Innovation Institute Discuss Energy Storage Battery Recycling Technology

Huaxin Securities Sees Positive Prospects for Dongfang Electric's Performance and Overseas Gas Turbine Market

Yi Fa Securities Recommends Buying Dongfang Electric Stock

SDEE Establishes Petrochemical Hydrogen Energy Company

Citi Gives Dongfang Electric a Buy Rating, Negotiates Gas Turbine Sales

Dongfang Electric Digital Technology Co., Ltd. Established

Goldman Sachs Increases Its Stake in Dongfang Electric to 8.05%

Senior Executives of Dongfang Electric Plan to Reduce Shares

Huayuan Securities Research Report Gives 'Buy' Rating to Dongfang Electric

HKC INT'L RTS

TIANBAO ENERGY

SUMMI

HANG YICK RTS

UNI PRINTSHOP

CHERISH SUN

NE ELECTRIC

SINO GAS HLDGS

MANY IDEA CLOUD

CREATIVE CHINA

02513

03986

02338

01072

06809

01880

02050

01177

06181

03692

KNOWLEDGE ATLAS(02513) rose 12.14%, with a trading turnover 3.2 Billion HKD, and a year-to-date rose 440.4%. GIGADEVICE(03986) rose 11.91%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 166.8%. CTG DUTY-FREE(01880) fell 10.51%, with a trading turnover 837.2 Million HKD, and a year-to-date rose 4.2%. SANHUA(02050) fell 6.62%, with a trading turnover 947.8 Million HKD, and a year-to-date fell 6.6%.

Top Gainers & Losers

KNOWLEDGE ATLAS

GIGADEVICE

WEICHAI POWER

DONGFANG ELEC

MONTAGE TECH

CTG DUTY-FREE

SANHUA

SINO BIOPHARM

LAOPU GOLD

HANSOH PHARMA

Top 5 HK Stock Gainers/Losers (>100B) (2.24)

00100

00020

01876

00992

03690

09999

09961

KNOWLEDGE ATLAS(02513) rose 28.68%, with a trading turnover 2.6 Billion HKD, and a year-to-date rose 246%. GIGADEVICE(03986) rose 20.95%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 121%. BUD APAC(01876) fell 5.21%, with a trading turnover 245.6 Million HKD, and a year-to-date rose 3.2%. LENOVO GROUP(00992) fell 4.56%, with a trading turnover 2.3 Billion HKD, and a year-to-date fell 2.8%.

MINIMAX-WP

SENSETIME-W

BUD APAC

LENOVO GROUP

MEITUAN

NTES-S

TRIP.COM-S

Top 5 HK Stock Gainers/Losers (>100B) (2.12)

DONGFANG ELEC rose 14.69%; Harbin Electric rose 14.20%, with a transaction volume of HKD 270 million; Shanghai Electric rose 4.86%, with a transaction volume of HKD 176 million; Goldwind fell 0.29%, with a transaction volume of HKD 147 million; Guoxia Technology fell 0.79%, with a market value of HKD 29.3 billion

HK Stock Movers Tracker

Hong Kong Stock Movement: DONGFANG ELEC rises 14.69%, driven by dual benefits of overseas sales expectations and new energy expansion boosting stock price surge

01718

06869

09903

In the past hour, the Hong Kong stock market has shown a strong upward trend overall, particularly with notable performances in the technology and optoelectronics sectors. Funds seem to be actively chasing small-cap stocks, with short-term enthusiasm clearly rising, leading to a strong rebound in several individual stocks. Meanwhile, market volatility has increased, investor sentiment is high, and frequent capital inflows and outflows have concentrated gains on a few popular stocks, creating a clear divergence between strong and weak performers. The stock with the largest movement in the past hour, WAN KEI GROUP, saw an increase of 18.18%. Driven by the market's strength, short-term funds quickly flowed in, pushing the stock price up rapidly, indicating strong buying sentiment. The active performance of this stock has attracted the attention of many investors, making it the market's focus. Strong stocks include: 1. MINIMAX-WP: up 15.01%, with recent optimistic expectations for its prospects driving a rapid increase in stock price and noticeable short-term fund inflows. 2. YOFC: up 12.37%, performing well amid the overall recovery of the optoelectronics industry, attracting significant capital attention. 3. DONGFANG ELEC: up 11.25%, with the company's layout in the new energy sector sparking heated discussions in the market and accelerating capital inflows. 4. ILUVATAR COREX: up 10.78%, as technology stocks recover, this stock has also seen a surge in capital interest and high short-term sentiment. 5. GIGADEVICE: up 10.07%, benefiting from strong performance in the semiconductor industry, this stock has also gained favor with investors, with continuous capital inflows

WAN KEI GROUP

YOFC

ILUVATAR COREX

Hong Kong Stock Movement Quick Report: The optical fiber and cable sector rebounded strongly, with WAN KEI GROUP rising by 18.18%

DONGFANG ELEC rose 10.79%; Harbin Electric rose 7.67%, with a transaction volume of HKD 123 million; Goldwind Technology rose 1.47%, with a transaction volume of HKD 86.69 million; Shanghai Electric rose 3.47%, with a transaction volume of HKD 72.15 million; Guoxia Technology fell 1.76%, with a market value of HKD 29 billion

Hong Kong Stock Movement: DONGFANG ELEC rises 10.79%, driven by dual benefits of overseas sales expectations and new energy expansion boosting stock price surge

600875

Citigroup released a research report, stating that DONGFANG ELEC may receive new orders from data centers or public customers in Southeast Asia, with a rating of "Buy." The stock has risen about 65% in the past six months, mainly due to investor expectations of its overseas sales of gas turbines. It is expected to export equipment to Kazakhstan and Middle Eastern customers in 2025, with a price below 100 million RMB and a gross profit margin of 10%-15%. The company plans to add new production lines, with an annual capacity of up to 10 units of 50MW gas turbines, targeting a price of HKD 22

AASTOCKS

DEC.LTD

According to Citigroup, DONGFANG ELEC is likely to obtain new orders from Southeast Asian data centers or public utility customers, with a rating of "Buy."

01093

01801

09992

01818

09980

KNOWLEDGE ATLAS(02513) rose 14.81%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 173.5%. DONGFANG ELEC(01072) rose 7.11%, with a trading turnover 810.9 Million HKD, and a year-to-date rose 23%. ZHAOJIN MINING(01818) fell 5.83%, with a trading turnover 1.7 Billion HKD, and a year-to-date rose 6.1%. GIGADEVICE(03986) fell 3.82%, with a trading turnover 252.3 Million HKD, and a year-to-date rose 86.4%.

- The Hang Seng Index increased by 0.58%, with a year-to-date rise of 6.1%.  
- The Hang Seng Tech Index rose 0.62%, but has declined 1.2% for the year.  
- Stocks like Zhihua (02513) surged by 14.81% and recorded a significant yearly gain of 173.5%, while stocks like Zhaojin Mining (01818) dropped by 5.83% despite a yearly increase of 6.1%.

CSPC PHARMA

INNOVENT BIO

POP MART

ZHAOJIN MINING

EASTROC

Top 5 HK Stock Gainers/Losers (>100B) (2.10)

02722

02659

03317

06088

00667

06600

KNOWLEDGE ATLAS(02513) rose 36.22%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 138.2%. CHONGQING M&amp;E(02722) rose 17.41%, with a trading turnover 160.4 Million HKD, and a year-to-date rose 44.5%. BAO PHARMA-B(02659) rose 16.76%, with a trading turnover 125.7 Million HKD, and a year-to-date rose 67.1%.

CHONGQING M&E

BAO PHARMA-B

XUNCE

FIT HON TENG

CHINA EAST EDU

ONEROBOTICS

Top 10 HK Stock Gainers (2.9)

DONGFANG ELEC (1072.HK) has recently maintained a high-level contraction and oscillation pattern. The closing price yesterday stabilized above the main moving average system, with the 5-day moving average showing significant support in the short term. From the details of the market, trading volume continues to remain relatively low, with funds tentatively entering while the wait-and-see sentiment remains strong. The MACD indicator is dominated by the bulls at the daily level, but the momentum appears slightly dull, indicating that the short-term trend has entered a cautious game phase. On the news front, the favorable cycle for the nuclear power sector is still fermenting, and DONGFANG ELEC, as an industry leader, has gained favor from funds. Coupled with recent institutional research and expectations for business expansion, divergences are intensifying. Overall, the market is forming a clear tug-of-war between long and short funds, and the probability of short-term movements by the main force is gradually increasing. If there is a subsequent volume increase accompanied by key positive news, the high-level oscillation may turn into a new round of breakthroughs. From a technical perspective, the short-term 5-day and 10-day moving averages are forming upward traction, and the current oscillation platform shows strong support. If the main funds show concentrated inflows and break through previous highs with increased volume, the target may shift closer to previous high points. Conversely, if trading volume continues to shrink, caution is needed for a potential pullback to the support of the 5-day and 10-day moving averages followed by repeated consolidation. In terms of fund flow, northbound funds and the structure of some public funds remain relatively stable, but the activity of short-term speculative funds is increasing. During the trading session, it is important to closely track intraday movements and be alert for sudden volume spikes and rapid weakening of indicators. Overall, the recommendation emphasizes a defensive approach, with reasonable control of positions

Technical Forecast

Morning Trend | DONGFANG ELEC experiences high-level volume contraction and fluctuations, with potential major movements approaching

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00763

S&P Global Market Intelligence listed the top ten shorted stocks in Hong Kong as of January 16, including CHINA VANKE, ZTE, and DONGFANG ELEC. The short interest ratio is the percentage of borrowed shares relative to the total number of shares outstanding. The short interest ratio for CHINA VANKE is 18.59%, ZTE is 14.40%, and DONGFANG ELEC is 13.85%. The data also shows the price changes of each stock over the past 7 days

CHINA VANKE

VANKE OVERSEAS

S&P Global Market Intelligence lists the top ten shorted Hong Kong stocks recently

01133

The Hong Kong Hang Seng Index fell by 281 points or 1.05% for the day, closing at 26,563 points, influenced by external markets. Technology stocks generally declined, with smartphone manufacturers such as Xiaomi and OPPO lowering their shipment forecasts, leading to a drop in related stocks. Power equipment stocks rose against the trend, with Dongfang Electric and HARBIN ELECTRIC increasing by 6.4% and 5.5%, respectively. The total market turnover was HKD 225.689 billion

HARBIN ELECTRIC

In the Hong Kong stock market, the Hang Seng Index fell by 281 points or 1% throughout the day, with AI and pharmaceutical stocks retreating while electric equipment stocks rose

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03898

601727

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The State Grid released its "14th Five-Year" investment plan, expecting fixed asset investment to reach 4 trillion yuan, a 40% increase compared to the "13th Five-Year" period. This news has driven a general rise in stocks related to power grids and electrical equipment, with Dongfang Electric rising 10.8% to 27.46 yuan, currently reported at 25.86 yuan; Harbin Electric rising 7.7% to 19.2 yuan, currently reported at 18.66 yuan; China Energy Engineering rising 5.45% to 1.16 yuan; Shanghai Electric rising 2.5% to 4.51 yuan; Times Electric rising 2.4% to 39.64 yuan

Times Electric

TIMES ELECTRIC

Shanghai Electric

SH ELECTRIC

The State Grid's "14th Five-Year Plan" has been released, and stocks related to the power grid are being speculated. Dongfang Electric once rose by 10%, and Harbin Electric has hit a new high

300346

688037

06693

SOXL

36Kr learned that the three major indices of A-shares collectively closed higher, with the Shanghai Composite Index up 0.05%, the Shenzhen Component Index up 0.06%, and the ChiNext Index up 0.31%; the semiconductor, biotechnology, and power generation equipment sectors led the gains, with KINGSEMI, NATA OPTO-ELECT, and YinuoSi hitting the daily limit, and DONGFANG ELEC rising over 3%; the energy, precious metals, and brokerage sectors saw the largest declines, with China National Offshore Oil Corporation down over 4%, CHIFENG GOLD down over 3%, and GF Securities down over 2%

36Kr

NATA OPTO-ELECT

KINGSEMI

CHIFENG GOLD

Direxion Semicon Bull 3X

The three major A-share indices closed higher collectively, with the semiconductor sector leading the gains

On July 19, the Yarlung Tsangpo super hydropower project (with an investment of 1.2 trillion yuan!) officially kicked off, with five giant power stations under construction, generating electricity equ...

LONKING

CHINA POWER

CHINA RES POWER

CR BLDG MAT TEC

SANY INT'L

HX BLDG MAT

Huaxin Building Materials

CNBM

CHINA NATIONAL BUILDING MATERIAL CO UNSP ADR EACH REPR 50 ORD

ZOOMLION

Zoomlion

DATANG POWER

Datang Power

雅江水电工程 1.2 万亿投资引爆市场！哪些港股接住 “万亿订单”？

MB-DFEC@EC2607A(24771.HK)

Top 5 HK Stock Gainers/Losers (>100B) (2.24)

Top 5 HK Stock Gainers/Losers (>100B) (2.12)

Hong Kong Stock Movement: DONGFANG ELEC rises 14.69%, driven by dual benefits of overseas sales expectations and new energy expansion boosting stock price surge

Hong Kong Stock Movement Quick Report: The optical fiber and cable sector rebounded strongly, with WAN KEI GROUP rising by 18.18%

Hong Kong Stock Movement: DONGFANG ELEC rises 10.79%, driven by dual benefits of overseas sales expectations and new energy expansion boosting stock price surge