Heavy Electrical Equipment

DEC.LTD

Haixi Prefecture Secretary Visits Dongfang Electric, Discusses Energy Equipment and New Energy Cooperation

Eastern Electric Secures Super Order of 20 Heavy Duty Gas Turbine Generating Units from Canada

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

DEC.LTD released FY2026 Q1 earnings on April 29 Pre-Market (BJT), actual revenue CNY 17.47 B (forecast CNY 18.67 B), actual EPS CNY 0

DEC.LTD to Release FY2026 Q1 Earnings on April 29 Pre-Market (BJT), Forecast Revenue CNY 18.67 B

Citi Raises Forecast and Target Price for Dongfang Electric

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

DEC.LTD released FY2025 Q4 earnings on March 31 Pre-Market (BJT), actual revenue CNY 22.84 B (forecast CNY 25.76 B), actual EPS CNY 0.2493 (forecast CNY 0.4202)

DEC.LTD released FY2025 annual earnings on March 31 Pre-Market (BJT), actual revenue CNY 78.62 B (forecast CNY 80.17 B), actual EPS CNY 1.15 (forecast CNY 1.177)

DEC.LTD to release FY2025 earnings report on March 31 Pre-Market (BJT), forecast revenue CNY 80.17 B, EPS CNY 1.177

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

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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

DONGFANG ELEC

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

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.

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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

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

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China's State Grid plans to invest 31 billion yuan in pumped storage projects, expecting that by 2030, the installed capacity will exceed 78 million kilowatts, providing over 150 million kilowatts of power regulation capacity. This investment will promote the coordinated development of power supply, electrical equipment, and other enterprises, driving upstream and downstream investments in the industrial chain to exceed 60 billion yuan

AASTOCKS

POWERCHINA Ltd

GCEG

CYPC

NARI-TECH

GDPD

YNHC

HEGC

Zhe jiang Provincial New Energy

ZHEFU

Wenergy Co.,Ltd.

Shenergy

XJEC

NBEG

HPEC

The State Grid plans to invest 31 billion RMB in pumped storage projects this year

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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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

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

YINGLIU

Far East Co.,Ltd

ETERN

Shenling

OTIC

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Northeast Electric announced its full-year results for the year ended December last year, with a revenue of RMB 164 million, an increase of 4.9% year-on-year. The loss widened to RMB 82.696 million, compared to a loss of RMB 10.111 million in the same period last year; the loss per share was 9.47 cents. No final dividend will be distributed

NE ELECTRIC

"Performance" NE ELECTRIC's losses widened to RMB 82.7 million last year

DEC.LTD(600875.SH)

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