东方电气:毛利率阶段性承压,订单保持高增

研究报告 Research Report 6 Sep 2024 东方电气 Dongfang Electric (1072 HK) 毛利率阶段性承压,订单保持高增 GPM under Pressure Temporarily, Orders Maintain High Growth [Table_yemei1] 观点聚焦 Investment Focus | --- | --- | |---------------------------------------------------------------|------------------------| | | | | | | | [Table_Info] 维持优于大市 Maintain OUTPERFORM | | | 评级 | 优于大市 OUTPERFORM | | 现价 | HK8.26目标价HK8.26 | | 目标价 | HK11.24 | | HTI ESG | 3.3-2.0-3.5 | | E-S-G: 0-5, (Please refer to the Appendix for ESG comments) | | | 市值 | HK$42.93bn ...