FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 上海電氣集團股份有限公司 呈交日期： 2025年7月31日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 601727 | 說明 | 於上海證券交易所上市 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | 佔有關事件前的現有已發 | | 庫存股份 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688719 | 爱村景博 | 39.37 | 5.27% | 3.21万 | | 1.27亿 | | 002364 | 中恒电气 | 17.04 | 4.86% | 94.38万 | | 16.18亿 | | 002851 | 麦格米特 | 59.38 | 4.62% | 51.95万 | | 31.42 乙 | | 300491 | 通合科技 | 20.05 | 3.89% | - 19.42万 | | 3.90亿 | | 002335 | 科华数据 | 42.25 | 2.55% | 42.05万 | | 17.93亿 | | 300153 | 科泰电源 | 32.89 | 1.83% | 31.93万 | | 10.46亿 | | 300870 | 欧陆通 | 132.28 | 1.78% | 6.75万 | | 9.05亿 | | 002227 | 奥特迅 | 13.38 | 0.98% | 10.41万 | | 1.40 ...

Core Viewpoint - The article highlights the significance of three major green fuel projects in China, which are expected to drive the hydrogen energy industry towards commercialization and large-scale implementation, marking a pivotal milestone in the sector's development [3][11]. Group 1: Project Overview - The three projects include the State Power Investment Corporation's Jidian Daan wind-solar integrated green hydrogen ammonia demonstration project, Shanghai Electric's Taonan wind power coupled biomass green methanol project, and Envision's zero-carbon hydrogen ammonia project, with a total production capacity of 320,000 tons [3][4]. - The Daan project is noted for being the world's largest single production green ammonia project, while the Taonan project is the first large-scale commercial green methanol project in China, achieving an initial annual capacity of 50,000 tons [3][4]. Group 2: Impact on the Hydrogen Industry - These projects will serve as large-scale demonstration projects, validating the feasibility of renewable energy hydrogen production, storage, transportation, and application in a real commercial environment [4]. - The successful operation of these projects is expected to enhance investor confidence in large-scale green hydrogen projects, thereby reducing perceived risks [4]. Group 3: Cost Reduction and Infrastructure Development - Large-scale procurement of core equipment, such as electrolyzers, will stimulate manufacturers to expand capacity and optimize processes, leading to lower unit costs across the industry [6]. - The projects will necessitate the construction of substantial renewable energy generation bases, driving the development of green electricity infrastructure and hydrogen storage and transportation networks [7][8]. Group 4: Applications and Market Expansion - The green hydrogen produced will be utilized primarily for chemical raw materials, such as synthetic ammonia and methanol, providing a reliable source of green materials for the chemical industry [9]. - The projects are expected to initiate demand in emerging markets, particularly in sectors that are difficult to electrify directly, such as shipping and heavy-duty transportation [9][10]. Group 5: Industry Implications - The three projects are seen as accelerators for the hydrogen and green fuel industry, promoting technological maturity, cost reduction, and infrastructure improvement, thereby enhancing China's global competitiveness in the sector [12]. - The success or failure of these projects will significantly influence the future landscape of the green hydrogen and fuel industry, with successful outcomes potentially validating the large-scale green hydrogen economy [12].

风险提示：股市有风险，投资需谨慎。 截至2025年7月30日15时，上海电气股价报8.00元，较前一交易日下跌0.29元，跌幅3.50%。当日成交量 为377.5万手，成交金额达30.20亿元。 7月30日，上海电气实施了股份回购计划，回购数量300万股，回购金额2396万元。在电力设备板块整体 表现疲软的背景下，该板块当日主力资金净流出80.74亿元，其中上海电气主力资金净流出4.97亿元。 上海电气属于电力设备行业，是一家大型综合性装备制造集团，业务涵盖能源装备、工业装备、集成服 务三大领域。公司2025年一季度实现营业收入222.45亿元，净利润2.92亿元。 ...

Group 1: Central Enterprises in Shanghai - Shanghai is home to 7 central enterprises, including China Shipbuilding Group, China Baowu Steel Group, and China Ocean Shipping Group, which have significant contributions to their respective industries [3][4][7][9]. - China Shipbuilding Group has a registered capital of 110 billion yuan, employs 347,000 people, and has an annual revenue of 361.9 billion yuan [3]. - China Baowu Steel Group has a registered capital of 52.791 billion yuan, employs 260,000 people, and has an annual revenue of 1,087.7 billion yuan [4]. - China Ocean Shipping Group has a registered capital of 11 billion yuan, employs 130,000 people, and has an annual revenue of 651.7 billion yuan [7]. - China Eastern Airlines Group has a registered capital of 25.287 billion yuan, employs 75,000 people, and has an annual revenue of 84 billion yuan [9]. - Commercial Aircraft Corporation of China has a registered capital of 50.101 billion yuan, employs 10,000 people, and has an annual revenue of 10.5 billion yuan [11]. - China Electrical Equipment Group has a registered capital of 30 billion yuan, employs 15,000 people, and has an annual revenue of 100 billion yuan [13]. - Bank of Communications, the first state-owned commercial bank, has a registered capital of 74.2 billion yuan, employs 90,000 people, and has an annual revenue of 403.9 billion yuan [15]. Group 2: Other State-Owned Enterprises in Shanghai - Shanghai hosts 45 state-owned enterprises, with notable examples including Shanghai International Group, Shanghai Guosheng Group, and Shanghai Shentong Metro Group [17]. - Shanghai International Group has a registered capital of 30 billion yuan, employs 15,000 people, and has an annual revenue of 725 million yuan [17]. - Shanghai Guosheng Group has a registered capital of 20.066 billion yuan, employs 5,000 people, and has an annual revenue of 1 billion yuan [17]. - Shanghai Shentong Metro Group has a registered capital of 290 million yuan, employs 15,000 people, and has an annual revenue of 402 million yuan [17]. - China Pacific Insurance Group has a registered capital of 9.62 billion yuan, employs 110,000 people, and has an annual revenue of 455 billion yuan [17]. - Shanghai Pudong Development Bank has a registered capital of 29.352 billion yuan, employs 59,000 people, and has an annual revenue of 173.434 billion yuan [17]. - Guotai Junan Securities, one of China's largest securities firms, has a registered capital of 8.905 billion yuan, employs 14,000 people, and has an annual revenue of 35.471 billion yuan [17]. - Shanghai Automotive Industry Corporation has a registered capital of 11.575 billion yuan, employs 200,000 people, and has an annual revenue of 744 billion yuan [17]. - Shanghai Electric Group has a registered capital of 15.579 billion yuan, employs 29,000 people, and has an annual revenue of 117.6 billion yuan [17]. - Shanghai Huayi Group has a registered capital of 12.131 billion yuan, employs 11,600 people, and has an annual revenue of 38.937 billion yuan [17].

表格類別： 股票 狀態： 新提交 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 公司名稱： 上海電氣集團股份有限公司 呈交日期： 2025年7月30日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 601727 | 說明 | 於上海證券交易所上市 | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有 ...

智通财经APP讯，上海电气(02727)发布公告，于7月30日斥资2395.7万元回购300万股A股股份。 ...

格隆汇7月30日丨上海电气(02727.HK)发布公告，2025年7月30日耗资2395.7万元人民币回购300万股A 股，回购价格每股7.96-8.02元。 ...

FF305 第 1 頁 共 7 頁 v 1.3.0 | 1). | 購回A股股份 (股份購回擬註銷但尚未註銷) | 1,600,000 | 0.01 % | RMB | 7.36 | | --- | --- | --- | --- | --- | --- | | | 變動日期 2025年6月12日 | | | | | | 2). | 購回A股股份 (股份購回擬註銷但尚未註銷) | 600,000 | 0.005 % | RMB | 7.25 | | | 變動日期 2025年6月17日 | | | | | | 3). | 購回A股股份 (股份購回擬註銷但尚未註銷) | 6,004,300 | 0.05 % | RMB | 7.29 | | | 變動日期 2025年6月18日 | | | | | | 4). | 購回A股股份 (股份購回擬註銷但尚未註銷) | 1,400,000 | 0.01 % | RMB | 7.34 | | | 變動日期 2025年7月2日 | | | | | | 5). | 購回A股股份 (股份購回擬註銷但尚未註銷) | 2,900,000 | 0.02 % | RMB | 7.32 | ...

资料显示，上海电气集团股份有限公司是全球领先的工业级绿色智能系统解决方案提供商,始终坚持"服 务国家战略、发展新质生产力、实现高质量发展"的战略方向,专注于能源、工业两大主战场,从能源的生 产与传输,到智能化的工业生产与自动化系统,再到"海陆空网油"全产业链,让科技创新有为,赋能千行百 业,为人类美好生活创造绿色可持续价值。 *注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 上海电气AH溢价达163.35%，位居AH股溢价率第六位。当日收盘，上海电气A股报8.0元，跌幅3.5%， H股报3.32港元，下跌2.64%。 作者：行情君 本文源自：金融界 7月30日，上证指数涨0.17%，收报3615.72点，恒生指数跌1.36%，收报25176.93点。 ...