Shanghai Electric(02727)
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港股异动丨上海电气大涨超18%,承接的罗马尼亚帕劳二期光伏项目正式落地
Ge Long Hui A P P· 2025-10-03 06:44
Core Viewpoint - Shanghai Electric (2727.HK) experienced a significant stock price increase of over 17%, reaching HKD 5.04, marking the highest price since July 2015 due to the signing of the Palau Phase II 342 MW photovoltaic EPC project in Romania [1] Company Summary - The signing ceremony for the Palau Phase II 342 MW photovoltaic total contracting project took place on October 1, indicating a strategic collaboration in the clean energy sector [1] - This partnership is expected to inject strong momentum into regional energy transformation [1] - Shanghai Electric has already undertaken four photovoltaic projects in Romania, including the completed Palau Phase I 91.4 MW project and the 56 MW Skultu project, with the 60 MW Ovidiu project currently under construction [1] - The Palau Phase II project represents the fourth photovoltaic project established by Shanghai Electric in Romania [1]
上海电气涨超13%
Mei Ri Jing Ji Xin Wen· 2025-10-03 03:02
Group 1 - Shanghai Electric (02727.HK) has seen its stock price increase by over 13% recently, with a cumulative rise of over 40% in the past month [1] - As of the latest update, the stock is trading at 4.86 HKD, with a trading volume of 206 million HKD [1]
港股异动 | 上海电气(02727)涨超13% 近一个月股价累涨超四成 市场追捧其多重概念
智通财经网· 2025-10-03 02:40
Group 1 - Shanghai Electric's stock price increased by over 13%, with a cumulative rise of over 40% in the past month, reaching HKD 4.86 and a trading volume of HKD 206 million [1] - A signing ceremony for the 342 MW photovoltaic EPC project in Romania took place on October 1, marking a new phase in strategic collaboration in the clean energy sector [1] - Shanghai Electric has undertaken four photovoltaic projects in Romania, with the Palau Phase I (91.4 MW) and Scuoltu (56 MW) projects completed, and the Ovidiu (60 MW) project under construction [1] Group 2 - The BEST project in Hefei, Anhui, achieved a key breakthrough in compact fusion energy experimental device construction [2] - Shanghai Electric successfully delivered the world's first ITER project magnet cold test Dewar and will deliver core components for several major projects, including the CRAFT project and the BEST project [2] - There are recent rumors regarding Shanghai Microelectronics "backdoor listing," with Shanghai Electric's parent company being the largest shareholder of Shanghai Microelectronics [2]
港股部分电力设备股走强,多股涨超5%
Mei Ri Jing Ji Xin Wen· 2025-10-03 02:28
每经AI快讯,10月3日,港股部分电力设备股走强,哈尔滨电气、东方电气、上海电气涨超5%,亿华通 涨超1%。 ...
上海电气承接的罗马尼亚帕劳二期光伏项目正式落地
Zheng Quan Shi Bao Wang· 2025-10-02 14:16
Core Viewpoint - The signing of the 342 MW photovoltaic EPC project in Romania marks a new phase of strategic collaboration in the clean energy sector between Shanghai Electric and local partners, contributing significantly to regional energy transition [1] Group 1: Project Details - The 342 MW photovoltaic project is the fourth solar project undertaken by Shanghai Electric in Romania [1] - Previous projects include the Palau Phase I (91.4 MW) and Skultu (56 MW), both of which have been completed, while the Ovidiu (60 MW) project is currently under construction [1] Group 2: Strategic Implications - This collaboration signifies a strong momentum for energy transition in the region, enhancing the strategic alignment in clean energy initiatives [1]
上海电气涨超5% 核聚变领域再迎催化 公司布局机器人、核聚变等新兴产业
Zhi Tong Cai Jing· 2025-10-02 07:38
Core Viewpoint - Shanghai Electric (601727)(02727) saw a significant increase of over 5%, currently up 5.64% at HKD 4.31, with a trading volume of HKD 171 million, driven by key breakthroughs in the BEST project for compact fusion energy in Hefei, Anhui [1] Group 1: Project Developments - The BEST project's main component, the Dewar base, has been successfully developed and delivered, marking a new phase in the main engineering construction [1] - The BEST device is set to demonstrate nuclear fusion power generation internationally for the first time, with the potential to light the first lamp through nuclear fusion by 2030 [1] Group 2: Industry Focus - Everbright Securities has highlighted the company's advancements in emerging industries such as robotics and nuclear fusion [1] - In the robotics sector, the company is implementing a dual strategy of "independent research and development + ecological cooperation," promoting commercialization through participation in the national and local humanoid robot innovation center [1] - The company has successfully delivered the world's first ITER project magnet cold test Dewar and will continue to deliver core components for major national scientific infrastructure projects, including the CRAFT project and the BEST project [1]
港股异动 | 上海电气(02727)涨超5% 核聚变领域再迎催化 公司布局机器人、核聚变等新兴产业
智通财经网· 2025-10-02 07:37
智通财经APP获悉,上海电气(02727)涨超5%,截至发稿,涨5.64%,报4.31港元,成交额1.71亿港元。 消息面上,位于安徽合肥的紧凑型聚变能实验装置BEST项目建设取得关键突破。BEST装置主机关键部 件——杜瓦底座研制成功并顺利完成交付,成功精准落位安装在BEST装置主机大厅内,标志着项目主 体工程建设步入新阶段。据悉,该装置将首次在国际上演示核聚变发电,到2030年,有望通过核聚变点 亮第一盏灯。 光大证券此前指出,重点关注公司在机器人、核聚变等新兴产业的突破进展。在机器人领域,公司实 施"自主研发+生态合作"双轮驱动,依托参与国家地方共建人形机器人创新中心,顺势推动商业化落 地,并已在核电工业场景中先行开展人形机器人应用测试。在核聚变领域,公司成功交付全球首台 ITER项目磁体冷态测试杜瓦,后续还将交付国家重大科技基础设施CRAFT项目、紧凑型聚变实验装置 BEST项目等多个主机系统核心部件。 ...
上海电气涨超5%


Mei Ri Jing Ji Xin Wen· 2025-09-30 08:07
每经AI快讯,上海电气(02727.HK)涨超5%,截至发稿,涨5.68%,报4.09港元,成交额4.35亿港元。 ...
港股异动 | 上海电气(02727)涨超5% 机构建议关注公司在机器人、核聚变等新兴产业的突破进展
智通财经网· 2025-09-30 07:48
Core Viewpoint - Shanghai Electric's stock has risen over 5%, currently at 4.09 HKD with a trading volume of 4.35 billion HKD, reflecting strong market interest in the company [1] Company Overview - Shanghai Electric is primarily engaged in the design, manufacturing, and sales of energy equipment, including nuclear power, energy storage, coal-fired power, gas power, wind power, hydrogen energy, photovoltaic equipment, and high-end chemical equipment [1] - The company also provides integrated services in energy, environmental protection, and automation engineering [1] Financial Performance - In the first half of the year, Shanghai Electric achieved new orders exceeding 100 billion, reaching 109.81 billion RMB, a year-on-year increase of 31.2% [1] - New orders for energy equipment grew by 23.9% year-on-year, totaling 60.04 billion RMB [1] Emerging Industries - The company is focusing on breakthroughs in emerging industries such as robotics and nuclear fusion [1] - In the robotics sector, Shanghai Electric is implementing a dual strategy of "independent research and development + ecological cooperation," participating in the national humanoid robot innovation center to promote commercialization [1] - In the nuclear fusion field, the company successfully delivered the world's first ITER project magnet cold test dewar and will deliver key components for major national scientific infrastructure projects [1]
上海电气涨超5% 机构建议关注公司在机器人、核聚变等新兴产业的突破进展
Zhi Tong Cai Jing· 2025-09-30 07:47
Core Viewpoint - Shanghai Electric's stock has increased by over 5%, currently trading at 4.09 HKD with a transaction volume of 4.35 billion HKD, reflecting strong market interest in the company [1] Group 1: Company Overview - Shanghai Electric primarily engages in the design, manufacturing, and sales of energy equipment, including nuclear power, energy storage, coal-fired power, gas power, wind power, hydrogen, photovoltaic equipment, and high-end chemical equipment [1] - The company also provides integrated services in energy, environmental protection, and automation engineering [1] Group 2: Financial Performance - In the first half of the year, Shanghai Electric achieved new orders exceeding 100 billion, reaching 109.81 billion RMB, a year-on-year increase of 31.2% [1] - New orders for energy equipment grew by 23.9% year-on-year, totaling 60.04 billion RMB [1] Group 3: Emerging Industries - The company is focusing on breakthroughs in emerging industries such as robotics and nuclear fusion [1] - In the robotics sector, Shanghai Electric is implementing a dual strategy of "independent research and development + ecological cooperation," participating in the establishment of a humanoid robot innovation center [1] - In the nuclear fusion field, the company successfully delivered the world's first ITER project magnet cold test dewar and will deliver key components for major national scientific infrastructure projects [1]