JP-DFEC@EC2609A

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

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

QINGDAO HLDGS

QIANHAI HEALTH

GUOXIA TECH

BITSTRAT HLDGS

KIN SHING HLDGS

AV CONCEPT HOLD

DATRONIX HOLD

HAITIAN ANTENNA

PRODUCTIVE TECH

INVESTECH HLDGS

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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 increased by 0.24%, with a year-to-date gain of 1.4%, while the Hang Seng Tech Index rose by 0.75% but has seen an 11.1% decline this year.  
- Hua Hong Semiconductor (01347) surged by 15.18% with a trading volume of HKD 8.47 billion, marking a 45.5% increase year-to-date, while SMIC (00981) rose by 10.01% with a volume of HKD 12.41 billion, resulting in a 10% decline for the year.  
- Conversely, MINIMAX-W (00100) fell by 9.44%, trading at HKD 2.03 billion, but has increased 371.2% year-to-date, and Zhipu (02513) decreased by 9.05% with a volume of HKD 2.96 billion, despite a remarkable 704.6% gain this year.

Top Gainers & Losers

HUA HONG SEMI

SMIC

ILUVATAR COREX

GANFENGLITHIUM

OMNIVISION

MINIMAX-W

KNOWLEDGE ATLAS

YOFC

LI AUTO-W

DONGFANG ELEC

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

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159611

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

DEC.LTD

GF CSI All Share Power Public Service ETF

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

HARBIN ELECTRIC

Shanghai Electric

ChinaAMC Green Electricity ETF

Bosera CSI All Share Electric Utilities ETF

E Fund CSI Green Power ETF

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%.

MONTAGE TECH

SBP GROUP

CSPC PHARMA

YANKUANG ENERGY

CNOOC

SKB BIO

Top 5 HK Stock Gainers/Losers (>100B) (4.8)

588830

HSBC Research has lowered the target price for DONGFANG ELEC to 45 yuan, maintaining a "Buy" rating. The report indicates that the 2025 performance is in line with expectations, with net profit expected to grow by 31% to 3.831 billion yuan, and gross margin rising by 1.5 percentage points to 17%. The company plans to declare a final dividend of 0.53 yuan per share, with the payout ratio increasing to 48%. New total orders increased by 16% to 117 billion yuan, but new orders for coal power equipment face a risk of decline. The 2027 earnings forecast has been lowered by 3%, and a forecast for 2028 has been introduced

AASTOCKS

Penghua SSE STAR New Energy ETF

HSBC Research lowers the target price of Dongfang Electric to 45 yuan and gives it a "Buy" rating

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A-share controlled nuclear fusion concept stocks continued to rise in the afternoon, with ETERN hitting a new intraday high. DONGFANG ELEC, OTIC, and YINGLIU hit the daily limit, while Goaland and Shenling rose by more than 10%. JHCC, PAIKE, Far East Co.,Ltd, and Pan Asian Microvent followed suit

PAIKE

Pan Asian Microvent

Goaland

JHCC

ChinaAMC CSI Grid Equipment Thematic ETF

YINGLIU

Far East Co.,Ltd

ETERN

Shenling

OTIC

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The market overview of Hong Kong stocks in the past hour shows significant fluctuations in market sentiment, with a clear divergence in capital flows. Technology and pharmaceutical stocks have become hotspots for capital chasing, especially the strong rise of STARCOIN GROUP, which has attracted a lot of short-term capital attention. Meanwhile, some individual stocks like CREATIVE CHINA have encountered sharp declines, indicating a strong differentiation in the market. Overall, short-term enthusiasm is high, with increased volatility, and investor sentiment seems to be continuously adjusting. 

In the past hour, the stock with the most significant movement is STARCOIN GROUP, which performed impressively, with an increase of 24.76%, repeatedly hitting the upper limit during the session, showing strong buying sentiment. The rapid inflow of funds has attracted numerous investors' attention to this stock in a short period, boosting the activity of related sectors. 

Strong stocks:
1. BAYZED HEALTH: up 16.75%, with recent market attention on its product line, short-term capital actively intervening.
2. JINXUN RESOURCE: up 15.78%, benefiting from rising resource prices, with market sentiment high and noticeable capital inflow.
3. MINIMAX-W: up 15.33%, with active short-term trading attracting participation from speculative funds.
4. INSILICO: up 12.05%, with a strengthening technical outlook and optimistic market sentiment regarding its future development prospects.
5. EPIWORLD: up 11.52%, with the company's recent earnings forecast sparking market discussions and rapid capital follow-up.
6. REMEGEN: up 11.17%, with the overall biotechnology sector strengthening, driving this stock's rise

HK Stock Movers Tracker

CREATIVE CHINA

STARCOIN GROUP

BAYZED HEALTH

JINXUN RESOURCE

INSILICO

EPIWORLD

REMEGEN

EXTREME VISION

Hong Kong Stock Movement Update: STARCOIN GROUP surges 24.76%, CREATIVE CHINA plummets 26.32%

DONGFANG ELEC rose 10.94%; Goldwind Technology fell 3.15%, with a transaction amount reaching HKD 159 million; Shanghai Electric rose 6.50%, with a transaction amount reaching HKD 101 million; Harbin Electric rose 5.87%, with a transaction amount reaching HKD 58.95 million; Guoxia Technology fell 0.93%, with a market value of HKD 23.2 billion

Hong Kong Stock Movement: DONGFANG ELEC rises over 10%! Strong financial report and international capital expansion boost market confidence

DONGFANG ELEC announced its performance for the year 2025, with operating revenue of RMB 78.615 billion, a year-on-year increase of 12.8%. The net profit attributable to shareholders was RMB 3.831 billion, an increase of 31.1%, with earnings per share of RMB 1.15. The final dividend is RMB 5.3 per 10 shares, an increase of RMB 0.92. The total new orders for the year were RMB 117.251 billion, an increase of 15.9%, with a backlog of orders amounting to RMB 140.31 billion

"Performance" DONGFANG ELEC's annual net profit is 3.831 billion RMB, an increase of 31%, with a dividend of 5.3 RMB per 10 shares

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Hong Kong stocks rose moderately during intraday trading, with the three major indices collectively in the green, and the Hang Seng TECH Index rising 0.67%. In terms of sectors, consumer retail performance diverged, with SUNART RETAIL up 3.18%. Meituan's 9.87% gain boosted market sentiment, while POP MART slumped over 20%. The market is focusing on the Federal Reserve's moves and economic data such as the Manufacturing PMI, maintaining an overall pattern of volatile consolidation

- As of March 25, Hong Kong stocks are moderately rising, with major indices showing gains; the Hang Seng Index is up 0.35% to 25,151.91, yet has not surpassed the March 20 peak.  
- Market sentiment remains cautious due to fluctuating local consumption and employment indicators, with investors monitoring key economic metrics and uncertainties from the Federal Reserve's policy direction.  
- Notable stocks include CSPC Pharmaceutical, rising 3.36% with a transaction volume of HKD 663 million, and Jiangxi Copper, increasing 4.35% with a volume of HKD 589 million.

Market Heartbeat

POP MART

SUNART RETAIL

TENCENT

BABA-W

MEITUAN

XIAOMI-W

BYD COMPANY

ZIJIN MINING

JIANGXI COPPER

WANGUO GOLD GP

Hang Seng TECH Index

Meituan

HSTECH ETF

Hang Seng Index

Hong Kong Stocks Intraday | Hang Seng Index Rises 0.35%, Retail Diverges, Meituan Rises 9.87%

The State Grid will accelerate the construction of pumped storage power stations during the "14th Five-Year Plan" period, planning to start new projects with an installed capacity of over 30 million kilowatts. By 2030, it is expected that the installed capacity of pumped storage in operation and under construction will exceed 120 million kilowatts, providing more than 150 million kilowatts of power regulation capacity, an increase of over 70% compared to the end of the "13th Five-Year Plan," to ensure the efficient absorption of new energy

36Kr

POWERCHINA Ltd

CH ENERGY ENG

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

GF Fund Hang Seng China A Power Grid Equipment ETF

During the "14th Five-Year Plan" period, the State Grid will start the construction of pumped storage capacity exceeding 30 million kilowatts

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...

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”？

JP-DFEC@EC2609A(28271.HK)

JP-DFEC@EC2609A Stock Performance Chart

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

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

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

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

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