今日盘中，东方电气（01072.HK）股价大涨5.11%，引发市场关注。这一显著涨幅主要源于公司发布的2025年第一季度业绩预告。
根据东方电气发布的公告，公司预计2025年第一季度净利润将达到11.3亿元至12.3亿元人民币，同比增长15%-25%。公司表示，业绩增长主要得益于以下几个方面：一是公司在手订单充足，新增订单保持稳步增长；二是持续推进智能化改造和数字化转型，提升了生产效率，带动销售规模增长和产品毛利增加；三是进一步加强各类费用支出管控，不断提高精细化管理水平和成本管控能力，整体效益持续提升。
分析人士指出，东方电气此次业绩预告超出市场预期，显示公司在当前经济环境下仍保持良好的增长势头。这一积极信号提振了投资者信心，推动股价强劲上涨。随着公司数字化转型和成本管控措施的持续推进，预计未来业绩有望继续保持稳定增长。投资者将密切关注公司后续的经营表现和行业发展动向。
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