人民财讯11月5日电，企查查APP显示，近日，上海绿创纪元科技有限公司成立，法定代表人为孙宇， 经营范围包含新兴能源技术研发；生物质燃料加工；生物质成型燃料销售；站用加氢及储氢设施销售 等。企查查股权穿透显示，该公司由上海电气（601727）旗下上海电气集团能源有限公司、上海电气新 能源发展有限公司共同持股。 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 年会总冠名： 三一氢能 年会 联合冠名： 天荣科技 年会 专场冠名： 中集氢能、中科氢易 年会 晚宴联合冠名： 东拓新能源 添加文末微信，加 绿氢 群 2025年前三季度（1~9月）， 25家企业发布32款电解水制氢装备新品 。从技术路线来看， AEM新 品数量最多，为12款 ；ALK数量第二，为10款；PEM数量直追前二，为9款；只有SOEC制氢新品 仅1款发布。 ALK新品涉及企业包括： 华电科工、蓝星北化机、中车株洲所、天合元氢、际腾氢能、上海 电气、天合元氢、中石化氢能机械、三一氢能、力源科技。 PEM新品涉及企业包括： 华电科工、氢海科技、中国中车集团、中石化氢能机械、蓝星北化 机、 天合元氢、威孚高科、国氢科技、氢羿能源。 AEM新品涉及企业包括： 未来氢能、江苏氢港、氢辉能源、大陆制氢、宿迁绿能氢创、氢 鸾科技、亿纬氢能、几何未来、绿波氢能、氢羿能源、卧龙英耐德。 SOEC新品涉及企业 仅陕西氢能1家。 其中， 中石化氢能机械、 蓝星北化机、华电科 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 上海電氣集團股份有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02727 | 說明 | 不適用 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,924,482,000 | RMB | | | 1 RMB | | 2,924,482,000 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 2,924,482,000 | RMB | | | 1 RMB | | 2,924,482,000 | ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 上海電氣集團股份有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02727 | 說明 | 不適用 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,924,482,000 | RMB | | | 1 RMB | | 2,924,482,000 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 2,924,482,000 | RMB | | | 1 RMB | | 2,924,482,000 | ...

消息面上，由中国科学院上海应用物理研究所牵头建成的2兆瓦液态燃料钍基熔盐实验堆近日首次实现 钍铀核燃料转换，在国际上首次获取钍入熔盐堆运行后实验数据，成为目前全球唯一运行并实现钍燃料 入堆的熔盐堆，初步证明了熔盐堆核能系统利用钍资源的技术可行性。 据悉，在相关年报资料中，分析公司能源装备核心竞争力时明确提到，公司布局了包括钍基熔盐堆、高 温气冷堆在内的四代核电技术与核聚变大科学装置，已全面覆盖国内现有核电技术路线，核岛主设备国 内综合市场占有率也持续稳居行业第一。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 上海电气（02727）早盘一度涨超9%，截至发稿，股价上涨7.06%，现报4.85港元，成交额4.05亿港元。 ...

据悉，在相关年报资料中，上海电气分析公司能源装备核心竞争力时明确提到，公司布局了包括钍基熔 盐堆、高温气冷堆在内的四代核电技术与核聚变大科学装置，已全面覆盖国内现有核电技术路线，核岛 主设备国内综合市场占有率也持续稳居行业第一。 消息面上，由中国科学院上海应用物理研究所牵头建成的2兆瓦液态燃料钍基熔盐实验堆近日首次实现 钍铀核燃料转换，在国际上首次获取钍入熔盐堆运行后实验数据，成为目前全球唯一运行并实现钍燃料 入堆的熔盐堆，初步证明了熔盐堆核能系统利用钍资源的技术可行性。 上海电气(02727)一度涨超9%，截至发稿，涨5.08%，报4.76港元，成交额2.61亿港元。 ...

每经AI快讯，上海电气(02727.HK)一度涨超9%，截至发稿，涨5.08%，报4.76港元，成交额2.61亿港 元。 ...

每经AI快讯，11月3日，浙富控股、海陆重工竞价涨停，常辅股份涨超10%，兰石重装、天力复合、上 海电气、久立特材、国机通用跟涨。 （文章来源：每日经济新闻） ...

Core Viewpoint - The robot rental market is rapidly developing as a new business model to alleviate high hardware costs, with significant growth potential in the overall robotics industry [3][6]. Industry Growth - The robotics industry in China is experiencing explosive growth, with a projected 27.8% year-on-year increase in revenue in the first half of 2025, and industrial robot production reaching 370,000 units, while service robots are expected to reach 8.824 million units, marking increases of 35.6% and 25.5% respectively [2]. - By 2045, the number of humanoid robots in use in China is expected to exceed 100 million, with the overall market size potentially reaching approximately 10 trillion yuan [2]. Market Challenges - The industry faces fragmentation, making it difficult for users to effectively connect with rental services and manufacturers. This lack of communication leads to a highly dispersed service and resource environment [4][5]. - Current robot performances are often limited to basic functions, resulting in a homogenized experience that can lead to audience fatigue [4]. Future Outlook - Despite existing challenges, industry experts remain optimistic about the market's future, predicting that robots will become a major terminal market following smartphones and automobiles [6]. - The demand for robot rentals is currently driven by entertainment, but it is expected to expand into broader applications such as home companionship and factory production as robot capabilities diversify [6]. Business Model Innovations - Subscription models are gaining traction, allowing for flexible payment options similar to rental agreements. This approach is expected to lower user cost barriers in the short term while providing long-term value through enhanced user experience and services [8][10]. - The price range for robots varies significantly, with mini robots priced under 1 million yuan, medium robots between 1 million and 3 million yuan, and large robots ranging from 3 million to 5 million yuan, reflecting different functionalities and capabilities [8]. Collaborative Efforts - To address industry pain points, a coalition called the Intelligent Robot Rental Ecosystem Alliance has been established, combining product, operation, and financial services [11]. - The alliance aims to create a comprehensive ecosystem that includes a content creation platform and flexible financing solutions to support rental services [11][12]. Operational Efficiency - The alliance plans to centralize robot deployment and maintenance to reduce costs and improve service efficiency, while also establishing a nationwide service network to enhance customer support [15]. - Safety measures will be implemented, including on-site personnel during events to ensure security and facilitate future delivery models [15]. Market Potential - Reports indicate a strong market potential for robotic applications, with flexible leasing and subscription models expected to enhance procurement willingness among small and medium enterprises [15]. - The rise of the RaaS (Robots as a Service) concept is anticipated to lead to increased adoption of robotic products through rental or subscription methods [16]. Technological Advancements - Ongoing technological breakthroughs are expected to expand the application scenarios for robots, with predictions that 2026 will mark a significant year for cognitive technology adoption in the industry [17].

Core Viewpoint - The company reported a significant impairment provision for the first three quarters of 2025, totaling RMB 150,052 million, impacting its pre-tax profit negatively [8][14][15]. Financial Data - The company recorded a credit impairment loss of RMB 122,037 million and an asset impairment loss of RMB 28,015 million for the first three quarters of 2025 [8][14]. - The net profit impact from credit impairment losses included a reduction of RMB 67,742 million from accounts receivable and RMB 60,545 million from other receivables [14][15]. - The asset impairment losses primarily stemmed from inventory write-downs amounting to RMB 19,497 million and contract asset impairments of RMB 5,863 million [15]. Corporate Governance - The board of directors confirmed the authenticity and completeness of the quarterly report, ensuring no false records or misleading statements [2][24]. - The company announced the resignation of independent director Xu Jianxin and the nomination of Chen Xinyuan as his successor [24][48]. Investor Relations - The company plans to hold an investor briefing on November 11, 2025, to discuss the third-quarter results and address investor concerns [18][19]. - Investors can participate in the briefing through the Shanghai Stock Exchange's online platform [21][22]. Related Party Transactions - The company approved daily related party transactions with its controlling shareholder, Shanghai Electric Holdings Group, for the years 2026-2028, including procurement and financial services [31][61]. - The expected transaction limits include RMB 7 billion for sales and RMB 9 billion for purchases annually [31][61].