格隆汇9月11日｜据澎湃，上海市"AI+制造"工作推进会暨国家人工智能应用中试基地（制造领域）启动 仪式在上海电气培训基地召开。会上，上海市"AI+制造"产业联盟发布成立。联盟由上海电气集团、市 工业互联网协会会同相关单位发起成立，旨在支撑应用中试基地建设、推动人工智能与制造业深度融 合。联盟集聚了人工智能企业、制造企业、专业服务商和科研机构等30多家生态伙伴，重点围绕技术创 新与协同攻关、应用落地与价值实现、生态融合与标准共建以及制造升级支撑体系建设等方面开展工 作，着力打造协同创新的产业生态。 ...

9月9日，工业和信息化部党组书记、部长李乐成主持召开工业和信息化"十五五"规划企业座谈会，中国 石化、鞍钢集团、中国稀土集团、国机集团、中国中车集团、东软医疗、上海电气、美的集团、小米集 团、用友网络、智元机器人、武汉锐科激光等企业负责人参会。 李乐成认为，编制实施好工业和信息化"十五五"规划，离不开广大企业的大力支持与企业家的积极贡 献。要牢牢把握保持制造业合理比重目标，以优质优价实现价值创造，推动中国产品高端化，为筑牢制 造业基本盘多做贡献。要持续增强企业科技创新主体地位，鼓励企业加大科技创新投入，牵头组建创新 联合体，更多承担国家科技攻关任务。 与会企业负责人一致表示，"十四五"以来，企业整体生产经营状况良好，科技创新能力稳步提升，数字 化绿色化转型成效显著，国际竞争力持续增强，为推动制造强国、网络强国建设奠定了坚实基础。 展望"十五五"，与会企业代表认为，"十五五"时期是加快推进新型工业化的关键阶段，工业和信息化产 业发展仍面临一系列新形势新挑战，需要在"十五五"时期加力解决。 此外，参与座谈会的企业负责人还就加强关键核心技术攻关、提升产业链供应链韧性和产业基础能力、 加快高端化智能化绿色化发展、稳妥 ...

聚焦 "十五五" 工信规划编制。 9月10日，工业和信息化部发布消息，已于9月9日召开工业和信息化"十五五"规划企业座谈会，中国石化、鞍钢集团、中国稀土集团、国机集团、中国中车集 团、东软医疗、上海电气、美的集团、小米集团、用友网络、智元机器人、武汉锐科激光等企业负责人参会。 与会企业负责人一致表示，"十四五"以来，企业整体生产经营状况良好，科技创新能力稳步提升，数字化绿色化转型成效显著，国际竞争力持续增强，为推动 制造强国、网络强国建设奠定了坚实基础。 展望"十五五"，与会企业代表认为，"十五五"时期是加快推进新型工业化的关键阶段，工业和信息化产业发展仍面临一系列新形势新挑战，需要在"十五五"时 期加力解决。 此外，参与座谈会的企业负责人还就加强关键核心技术攻关、提升产业链供应链韧性和产业基础能力、加快高端化智能化绿色化发展、稳妥有序推动产业海 外布局、破除非理性竞争等方面提出意见建议。 而在此次座谈会上，李乐成再度表示，"十五五"时期工业和信息化发展战略机遇和风险挑战并存，任务艰巨繁重。要积极适应形势变化，把握战略重点，抓住 新一轮科技革命和产业变革带来的战略机遇，充分发挥社会主义市场经济的体制优势、超大 ...

9月9日，上海电气盘中下跌2.08%，截至13:24，报8.00元/股，成交7.97亿元，换手率0.78%，总市值 1243.21亿元。 截至6月30日，上海电气股东户数70.44万，较上期减少6.70%；人均流通股0股，较上期增加0.00%。 2025年1月-6月，上海电气实现营业收入543.03亿元，同比增长8.89%；归母净利润8.21亿元，同比增长 36.40%。 分红方面，上海电气A股上市后累计派现99.73亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，上海电气十大流通股东中，中国证券金融股份有限公司位居第五 大流通股东，持股2.12亿股，相比上期减少2039.46万股。香港中央结算有限公司位居第六大流通股东， 持股1.38亿股，相比上期增加699.12万股。中证上海国企ETF（510810）位居第十大流通股东，持股 4204.43万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流出1.27亿元，特大单买入5187.83万元，占比6.51%，卖出1.30亿元，占比 16.31%；大单买入1.47亿元，占比18.44%，卖出1.96亿元，占比24.62%。 ...

证券日报网讯9月8日晚间，电气风电发布公告称，因自身内部业务安排需要，控股股东上海电气 （601727）拟通过集中竞价交易的方式减持公司股份数量不超过13，333，334股，减持比例不超过公司 总股本的1.00%。减持期间为自本减持计划公告披露之日起15个交易日后的3个月内。 ...

每经AI快讯，9月8日，电气风电(688660.SH)公告称，公司控股股东上海电气（601727）因内部业务安 排需要，计划通过集中竞价交易的方式减持公司股份数量不超过13,333,334股，减持比例不超过公司总 股本的1.00%。 ...

Core Points - Shanghai Electric's stock price closed at 8.22 yuan on September 5, 2025, down 7.33% from the previous week [1] - The company has a total market capitalization of 127.74 billion yuan, ranking 1st in the power equipment sector and 122nd among all A-shares [1] - The company plans to provide a loan guarantee of up to 90 million euros for its subsidiary, Shanghai Jiyou (Hong Kong) Investment Management Co., Ltd., with a debt ratio of 80% [1] - Shanghai Electric intends to register and issue debt financing instruments worth 10 billion yuan, with a term of no more than ten years [1][4] Company Announcements - The company will hold its second extraordinary general meeting of 2025 on September 22, 2025, to discuss two non-cumulative voting proposals [2] - The proposals include the loan guarantee for Shanghai Jiyou (Hong Kong) and the registration of debt financing instruments [2] - Shareholders can register to attend the meeting until September 17, 2025 [2] Share Capital Changes - Shanghai Electric's A-shares decreased by 39,687,456 shares due to buybacks, resulting in a total of 12,615,639,636 shares outstanding [3][4] - The total registered capital is now 15,540,121,636 yuan [3]

Group 1 - Shanghai Electric's stock price fell by 2.93% on September 4, closing at 7.96 yuan per share, with a trading volume of 2.16 billion yuan and a turnover rate of 2.13%, resulting in a total market capitalization of 123.699 billion yuan [1] - The stock has experienced a continuous decline for five consecutive days, with a cumulative drop of 11.46% during this period [1] - Shanghai Electric Group Co., Ltd. was established on March 1, 2004, and listed on December 5, 2008, with its main business involving renewable energy and environmental protection equipment, efficient clean energy equipment, industrial equipment, and modern services [1] Group 2 - Among the top ten circulating shareholders of Shanghai Electric, a fund under Huatai-PineBridge holds a significant position, with the China Securities Shanghai State-Owned Enterprise ETF (510810) newly entering the top ten in the second quarter, holding 42.0443 million shares, accounting for 0.27% of circulating shares [2] - The ETF has incurred a floating loss of approximately 10.0906 million yuan today, with a total floating loss of 43.3056 million yuan over the five-day decline [2] - The China Securities Shanghai State-Owned Enterprise ETF (510810) was established on July 28, 2016, with a latest scale of 7.942 billion yuan, and has achieved a return of 5.51% this year, ranking 3825 out of 4222 in its category [2] Group 3 - The Huatai-PineBridge fund has a significant position in Shanghai Electric, having increased its holdings by 8.4065 million shares in the second quarter, bringing its total to 42.0443 million shares, which represents 3.91% of the fund's net value [3] - The fund has also faced a floating loss of approximately 10.0906 million yuan today, with a total floating loss of 43.3056 million yuan during the five-day decline [3]

Core Insights - China Eastern Airlines and Shanghai Electric held discussions to deepen cooperation and promote green collaborative development [1] - China Eastern Airlines aims to leverage its market application advantages to integrate with Shanghai Electric's technological capabilities for the commercialization of green fuels in aviation [1] - Shanghai Electric has developed core technologies and key equipment for green hydrogen-based fuels, providing clean and sustainable fuel supply solutions for the aviation industry [1] Company Collaboration - The meeting was attended by Wang Zhiqing, Chairman of China Eastern Airlines, and Wu Lei, Chairman of Shanghai Electric [1] - Both companies expressed a desire to enhance communication and collaboration, focusing on technological innovation to drive high-quality development in the aviation sector [1]

Group 1 - The registered capital of Shanghai Electric Heavy Forging Co., Ltd. has increased from 450 million to 850 million RMB, representing an increase of approximately 89% [1] - The company was established in October 2015 and is wholly owned by Shanghai Electric (601727) [1] - The business scope of the company includes metal products, black metal rolling processing, and non-ferrous metal rolling processing [1]