证券代码：601727 证券简称：上海电气 编号：临 2025-031 上海电气集团股份有限公司 关于土地收储的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、交易概述 2025 年 5 月 28 日，公司董事会五届一百一十一次会议审议通过 《关于公司所属上海市光星路 8 号土地收储的议案》，同意公司将持 有的上海市光星路 8 号土地使用权由上海市松江区人民政府中山街 道办事处实施收储，收储总价为人民币 239,979,273.9 元。表决结果： 9 票同意，0 票反对，0 票弃权。 本次交易不构成《上市公司重大资产重组管理办法》规定的重大 1 2025 年 5 月 28 日，上海电气集团股份有限公司（以下简称"公 司"）董事会五届一百一十一次会议审议通过《关于公司所属 上海市光星路 8 号土地收储的议案》，同意公司将持有的上海 市光星路 8 号土地使用权由上海市松江区人民政府中山街道 办事处实施收储，收储总价为人民币 239,979,273.9 元。 本次交易不构成《上市公司重大资产重组管理办法》规 ...

证券代码：601727 证券简称：上海电气 编号：临 2025-030 上海电气集团股份有限公司 董事会五届一百一十一次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 上海电气集团股份有限公司（以下简称"公司"）于 2025 年 5 月 28 日以通讯方式召开了公司董事会五届一百一十一次会议。应参加 本次会议的董事 9 人，实际参加会议的董事 9 人。会议符合《公司法》 和公司章程的有关规定。会议审议并通过以下决议： 一、关于公司提名委员会委员变动的议案 同意选举刘运宏先生、王晨皓先生、陆雯女士担任上海电气集团 股份有限公司提名委员会委员，任期自董事会审议通过之日起至第五 届董事会履职届满之日止。 表决结果：9 票同意，0 票反对，0 票弃权。 二、关于公司 ESG 管理委员会委员变动的议案 同意选举王晨皓先生担任上海电气集团股份有限公司 ESG 管理 委员会委员，任期自董事会审议通过之日起至本届高级管理人员履职 届满之日止。 表决结果：9 票同意，0 票反对，0 票弃权。 三、关于公司所属上海市光星路 8 号土 ...

沪指5月27日下跌0.18%，申万所属行业中，今日上涨的有13个，涨幅居前的行业为纺织服饰、医药生 物，涨幅分别为1.30%、0.97%。跌幅居前的行业为有色金属、电子，跌幅分别为2.07%、1.28%。电力 设备行业今日下跌0.54%。 资金面上看，两市主力资金全天净流出195.19亿元，今日有8个行业主力资金净流入，食品饮料行业主 力资金净流入规模居首，该行业今日上涨0.17%，全天净流入资金10.06亿元，其次是医药生物行业，日 涨幅为0.97%，净流入资金为6.50亿元。 主力资金净流出的行业有23个，电子行业主力资金净流出规模居首，全天净流出资金44.50亿元，其次 是机械设备行业，净流出资金为34.01亿元，净流出资金较多的还有电力设备、通信、汽车等行业。 电力设备行业今日下跌0.54%，全天主力资金净流出26.88亿元，该行业所属的个股共356只，今日上涨 的有172只，涨停的有8只；下跌的有170只，跌停的有1只。以资金流向数据进行统计，该行业资金净流 入的个股有121只，其中，净流入资金超3000万元的有6只，净流入资金居首的是金龙羽，今日净流入资 金1.22亿元，紧随其后的是融发核电、国轩 ...

证券代码：601727 证券简称：上海电气 编号：临 2025-029 上海电气集团股份有限公司 关于回购A股股份事项前十大股东和前十大无限售条 件股东持股情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 | 7 | 新昌渊薮投资有限公司 | 133,615,217 | 0.86% | 股 A | | --- | --- | --- | --- | --- | | 8 | 浙江中财型材有限责任公司 | 94,711,719 | 0.61% | A 股 | | 9 | 六安中财管道科技有限公司 | 84,199,535 | 0.54% | 股 A | | 10 | 上海城投兴港投资建设（集 | 40,937,826 | 0.26% | A 股 | | | 团）有限公司 | | | | 注： 上海电气集团股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日召开董事会五届一百零九次会议，审议通过《关于以集中竞价方式 回购 A 股股份方案的议案》，具体内容详见公司于 2025 年 4 月 11 日 在上海证券交易 ...

主力资金监控：电子板块净流出超47亿 | 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | ー | 电子 | -47.69 | -5.93 | | 2 | 机械设备 | -43.08 | -5.23 | | 3 | 交运设备 | -27.45 | -4.05 | | ব | 计算机 | -25.35 | -3.82 | | 5 | 通信 | -23.79 | -8.04 | 星矿主力资金监控: 午后买入前十榜 (截止时间: 14时 15 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 中国长城 | 5.66 | 17.11 | | 2 | 青岛金王 | 5.03 | 26.31 | | 3 | 烽火电子 | 3.81 | 29.85 | | র্ব | 乐山电力 | 2.82 | 15.99 | | 5 | 中马传动 | 2.17 | 41.61 | | 6 | 广博股份 | 2.10 | 26.23 | | 7 | ...

主力资金监控：医药板块净流出超15亿 | 排名 | 板块名称 | 主力资金净流出(亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 矢药 | -15.78 | -3.26 | | 2 | 交运设备 | -12.19 | -2.58 | | 3 | 汽车整车 | -8.26 | -4.66 | | ব | 机械设备 | -8.25 | -1.54 | | 5 | 化学制药 | -8.06 | -3.80 | 星矿主力资金监控：早盘买入前十榜（截止时间： 10 时 50 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 武汉凡谷 | 4.62 | 40.88 | | 2 | 保变电气 | 3.22 | 26.83 | | 3 | 上海电气 | 2.97 | 9.03 | | র | 凯美特气 | 2.95 | 30.69 | | 5 | 中科信息 | 2.24 | 22.30 | | 6 | 云内动力 | 1.83 | 61.65 | | 1 | 百利电气 ...

Core Viewpoint - The AI-themed advanced training course organized by the Unknown AI Research Institute and Shanghai Electric focused on cutting-edge AI technologies and their industrial applications, aiming to equip the management and technical staff of Shanghai Electric with in-depth AI knowledge to seize digital transformation opportunities [1][20]. Group 1: AI Training Course Overview - The training course was successfully held in Shanghai, emphasizing the importance of AI in the context of digital transformation for enterprises [1]. - Dr. Du Yu, a renowned expert in AI, delivered the course, providing insights into AI's core principles, innovative trends, and practical applications across various industries [3][4]. Group 2: AI Applications in the Electrical Industry - Dr. Du analyzed the current application status and development trends of AI technology in the electrical industry, highlighting unprecedented transformation opportunities due to the rise of generative AI [6]. - Several AI application cases in the electrical sector were presented, such as: - Shenzhen Power Supply Bureau's "Zhurong 2.0" model, which enhances inspection efficiency and safety [10]. - State Grid's "Bright Power Model," which significantly reduces the time for large power supply plan preparation from 10 hours to 10 minutes [10]. - Southern Power Grid's "Big Watt" AI model, capable of processing 100 images per minute and identifying 20 types of defects, achieving ten times the efficiency of traditional algorithms [10]. Group 3: Collaboration and Future Prospects - The collaboration between Shanghai Electric and the Unknown AI Research Institute reflects Shanghai Electric's commitment to embracing AI technology and exploring innovative development paths [20]. - The training provided participants with a deeper understanding of AI technology and its practical applications, enhancing the company's competitiveness and innovation capabilities [20][22]. - The Unknown AI Research Institute aims to continue promoting AI technology's popularization and application, collaborating with more enterprises to explore the limitless possibilities of AI [24].

Macro Insights - The macro team believes that the financial data for April 2025 reflects continued policy efforts to stabilize growth, including accelerated issuance and utilization of government bonds, while also indicating that domestic demand, particularly in the household sector, still needs to be boosted [2][4][13] - In April, new social financing amounted to 1.2 trillion yuan, a year-on-year increase of 1.2 trillion yuan, raising the stock growth rate of social financing to 8.7%, the highest since March 2024 [3][13] - New loans in April were 280 billion yuan, a year-on-year decrease of 450 billion yuan, with corporate bill financing being the main support for credit in April [3][13] Retail Sector - The retail team notes that substantial progress has been made in China-US trade negotiations, benefiting companies with high exposure to the US market, which are expected to see valuation recovery [2][6] - Companies with strong brand momentum and expected marginal performance improvements are favored [2][6] Machinery Industry - The machinery team highlights that Hangzhou Steam Turbine's successful ignition of its self-developed 50MW heavy gas turbine represents a significant advancement for China's independent gas turbine industry, potentially accelerating the domestic industrial chain's localization [2][6][19] - The global gas turbine market is expected to see a definite upward trend due to demand from data center construction and other factors [6][19][20] Food and Beverage Sector - The food and beverage sector is experiencing a shift in public fund assessments, with an emphasis on optimizing allocations towards high-value segments [2][31] - The sector is characterized by a high weight in benchmark indices but is currently underrepresented in active fund holdings, indicating potential for increased investment [16][31] - The white liquor segment is undergoing a phase of differentiation, while beverage and snack categories are expected to benefit from seasonal demand [18][31] Communication Equipment and Services - The communication industry is rated as "overweight," with significant growth expected in AI-related capital expenditures, particularly in the domestic market [35] - The industry is poised to benefit from the acceleration of AI applications and infrastructure investments, with major players like Alibaba and Tencent significantly increasing their capital expenditures [35]

"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 势银研究： 势银产业研究服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 添加文末微信，加 绿氢 群 近期，上市公司陆续发布了2024年年报。势银（TrendBank）针对含电解水制氢装备业务的 15家企 业年报 进行了梳理。被梳理的企业大致分为两类：一类是来自传统能源装备/光伏/汽车零部件等领 域的企业，一共11家；一类是以氢能为主营的企业，共计4家。 中国中车、阳光电源、威孚高科、林洋能源、上海电气、华光环能、兰石重装、华电科工、双良节 能、天合光能、隆基绿能 等11家来自传统能源装备/光伏/汽车零部件等领域的企业通过技术复用、 资源整合或政策导向切入氢能赛道。如下表所示，跨界入局电解水制氢装备的企业体量较大，单看 营收尚可。但从归属于上市公司股东的净利润来看，多家企业都遭受近几年来的最差业绩，业绩下 行主要原因来自行业供需失衡，开工率不足，光伏产品价格持续下跌。 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 | 含电解水制氢装备业务上市公司2024年年报情况 | | Tr ...

Group 1: Industry Overview - China has released the "General User Requirements Document for Small Modular Reactors," establishing its technical authority in small reactor development and international cooperation, which will aid in promoting small reactors globally and contribute to achieving "zero carbon" goals [1] - Nuclear power is recognized for its cleanliness, stability, and high utilization hours, making it strategically significant for China's energy security [1] - The Chinese government has emphasized the need for nuclear power development, with projections indicating that by 2035, nuclear energy will account for 10% of total electricity generation, doubling from 2022 levels [1] Group 2: Key Companies in Nuclear Power - Dongfang Electric (01072) has established a diversified energy equipment manufacturing structure and completed a capital increase of 4.123 billion yuan, reinforcing its leading position in the energy equipment sector. The company has received approval for the only nuclear steam supply system manufacturing license in China and expects new orders to exceed 100 billion yuan in 2024, with a 36% year-on-year growth in Q1 2025 [2] - Harbin Electric (01133) has successfully delivered all four nuclear main pumps for the "Linglong One" project, which are critical components of the reactor cooling system. These pumps are designed for high safety and longevity, playing a vital role in driving the cooling agent circulation [2] - Shanghai Electric (02727) focuses on high-end energy technology research and development, reporting a revenue of 22.1 billion yuan in Q1 2025, an 8.1% increase year-on-year. The company achieved a net profit of 292 million yuan, a significant increase of 813.2%, and turned around from a loss in the previous year [3]