新华财经上海8月24日电（记者杜康）寻找人形机器人的大规模量化商用场景，是当前行业焦点所在。前不久，拥有深厚"工业基因"的装备制造龙头企业上 海电气推出了其首款自研人形机器人"溯元"。同时，上海电气内部已经首批开放了30余个场景，供人形机器人训练和学习。 记者专访上海电气自动化集团了解到，丰富的智能制造场景，正是上海电气布局人形机器人产业的最大优势所在。上海电气将通过"工具链"研发、原子技能 库的打造，为人形机器人落地工业场景打造更多的共性技术和标准。 行业量产初期，核心关键技术全部自研 目前，"溯元"已成功在箱体搬运场景中得到验证。通过视觉识别算法与多关节精密协同控制，"溯元"能够自主识别、精确定位并可靠搬运不同规格的箱体， 大幅提升了仓储作业的自动化水平与效率。 周军介绍，对于人形机器人场景落地"工具链"的研发，是上海电气的重要目标之一。"我们建设了虚实结合的具身技能训练平台，训练机器人执行多种任 务，并通过数据采集、训练、测试、场景应用验证，为人形机器人产品落地提供支撑。以大规模落地场景为牵引，我们打造了具有行业特色的原子技能库， 原子技能库对内赋能的同时，可以对外开放授权，拓展多元合作生态。" 记者获 ...

- The report does not contain any quantitative models or factors for analysis[3][4][5]

Group 1 - Shanghai Electric Nuclear Power Equipment Co., Ltd. applied for a patent titled "Welding Method for Narrow Strip Support Mechanism" with publication number CN120516247A, filed on May 2025 [1] - The patent describes a welding method that includes spot welding frame limit supports and frame limit seats to form a support mechanism, and uses deformation control sub-blocks to position the components, reducing deformation caused by traditional welding methods [1] - The method involves segmental welding of the frame limit supports and frame limit seats, which aims to minimize the shape changes post-welding [1] Group 2 - Shanghai Electric Nuclear Power Equipment Co., Ltd. was established in 2006, located in Shanghai, with a registered capital of 378,819.42 million RMB, and has participated in 310 bidding projects and holds 363 patents [2] - Shanghai Nuclear Engineering Research and Design Institute Co., Ltd. was founded in 1993, also located in Shanghai, with a registered capital of 168,360 million RMB, having invested in 29 companies and participated in 5,000 bidding projects, holding 3,466 patents [2]

Core Viewpoint - The collaboration between Guangzhou and Shanghai Electric aims to enhance the smart and green transformation of the manufacturing industry, fostering new momentum and advantages for high-quality development [2][3]. Group 1: Strategic Collaboration - Guangzhou's government emphasizes the importance of industrial development and aims to build a modern industrial system, referred to as "12218," to enhance new productive forces [2]. - Shanghai Electric is recognized as a leading enterprise in industrial manufacturing, with a strong alignment between its business layout and Guangzhou's industrial development direction [2][3]. - The two parties plan to strengthen cooperation in areas such as smart energy, intelligent manufacturing, and digital integration, leveraging technological and industry advantages to support Guangzhou's industrial transformation [2][3]. Group 2: Investment and Development - Shanghai Electric expresses gratitude for the support received from Guangzhou and highlights the positive outcomes of its investments in the region [3]. - Guangzhou is identified as a key base for advanced manufacturing and an important hub for international technological innovation, providing a favorable ecosystem for Shanghai Electric's business growth [3]. - The company aims to seize opportunities from the Guangdong-Hong Kong-Macao Greater Bay Area initiative and integrate further into Guangzhou's urban development strategy [3].

Group 1 - Shanghai Electric's stock price closed at 8.51 yuan on August 21, 2025, down 0.17 yuan, a decrease of 1.96% from the previous trading day [1] - The trading volume for the day was 2.823 million hands, with a transaction amount of 2.42 billion yuan [1] - Shanghai Electric is a large comprehensive equipment manufacturing group, with business covering energy equipment, industrial equipment, and integrated services [1] Group 2 - The company is a state-controlled listed company in Shanghai, holding a significant market position in power equipment, nuclear power equipment, and wind power equipment [1] - Recently, Shanghai Electric was included as a new member of the Yangtze River Delta Integration Demonstration Zone Developer Alliance, which now has 88 members and has invested over 100 billion yuan in projects within the demonstration zone [1] - The Shanghai Financial Court disclosed a case of securities false statements, mentioning that Shanghai Electric's 2020 annual report contained false records [1] Group 3 - On August 21, 2025, the net outflow of main funds for Shanghai Electric was 436 million yuan, accounting for 0.41% of its circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 738 million yuan, representing 0.69% of its circulating market value [1]

Core Viewpoint - The meeting between CATL and Shanghai Electric focused on collaboration in the new energy industry chain, zero-carbon park construction, comprehensive energy solutions, and international market expansion, highlighting a shared vision for innovation and sustainability [1] Group 1: Company Developments - CATL is transitioning from a leading battery manufacturer to a provider of comprehensive new energy solutions across multiple scenarios, emphasizing innovation in zero-carbon technology [1] - The company aims to integrate resources and collaborate on key technologies to establish a benchmark for green technology cooperation with national and global influence [1] Group 2: Strategic Goals - Both companies expressed a commitment to supporting national energy security and achieving carbon neutrality goals through their collaborative efforts [1] - The partnership is expected to enhance the development of high-end equipment and clean energy technologies, positioning China at the forefront of the global market [1]

从板块表现来看，液冷服务器、影视、CPO、稀土永磁等板块涨幅居前，煤炭、有色金属、钢铁等板块跌幅居前。 一、沪深股通前十大成交 今日沪股通总成交金额为1862.57亿，深股通总成交金额为1832.3亿。 从沪股通前十大成交个股来看，中国平安位居首位；寒武纪和中信证券分居二、三位。 从深股通前十大成交个股来看，东方财富位居首位；宁德时代和中际旭创分居二、三位。 二、板块个股主力大单资金 | 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 电子 | 45.93 | 1.05 | | 2 | 通信 | 37.80 | 2.64 | | 3 | 文化传媒 | 27.80 | 3.47 | | 4 | 银行 | 14.69 | 3.82 | | 5 | 影视院线 | 9.75 | 5.70 | | 排名 | 板块名称 | 主力资金净流出(亿元) | 主力资金净流出率 (%) | | --- | --- | --- | --- | | 1 | 非組金融 | -77.41 | -4.38 | | 2 | 证券 | -72.21 ...

Market Overview - On August 18, the Shanghai Composite Index rose by 0.85%, the Shenzhen Component Index increased by 1.73%, the ChiNext Index climbed by 2.84%, and the CSI 300 Index gained 0.88% [1] - Among the tradable A-shares, 4,037 stocks rose, accounting for 74.62%, while 1,222 stocks declined [1] Capital Flow - The main capital saw a net outflow of 16.057 billion yuan throughout the day [1] - The ChiNext experienced a net outflow of 5.591 billion yuan, and the STAR Market had a net outflow of 2.029 billion yuan [1] - Conversely, the CSI 300 constituent stocks had a net inflow of 5.273 billion yuan [1] Industry Performance - Out of the 29 first-level industries classified by Shenwan, 29 sectors saw an increase, with the top performers being Communication and Comprehensive, which rose by 4.46% and 3.43%, respectively [1] - The sectors with the largest declines were Real Estate and Oil & Petrochemicals, which fell by 0.46% and 0.10%, respectively [1] Industry Capital Inflow and Outflow - Eight industries had net inflows, with the Electronics sector leading at a net inflow of 5.040 billion yuan and a daily increase of 2.48% [1] - The Communication sector followed closely with a net inflow of 4.904 billion yuan and a daily increase of 4.46% [1] - Twenty-three industries experienced net outflows, with the Non-bank Financial sector seeing the largest outflow of 7.087 billion yuan, despite a daily increase of 0.81% [1] - The Electric Equipment sector had a net outflow of 5.090 billion yuan, with a daily increase of 1.32% [1] Individual Stock Performance - A total of 2,098 stocks had net inflows, with 995 stocks seeing inflows exceeding 10 million yuan, and 140 stocks with inflows over 100 million yuan [2] - The stock with the highest net inflow was ZTE Corporation, which rose by 8.80% with a net inflow of 2.899 billion yuan [2] - Other notable inflows included Northern Rare Earth and Liou Co., with net inflows of 2.173 billion yuan and 1.544 billion yuan, respectively [2] - Conversely, 154 stocks had net outflows exceeding 100 million yuan, with the largest outflows from Wolong Electric Drive, Tianfeng Securities, and Shanghai Electric, amounting to 1.913 billion yuan, 1.678 billion yuan, and 1.011 billion yuan, respectively [2]

格隆汇8月18日丨上海电气(02727.HK)宣布，将于2025年8月29日(星期五)召开董事会会议，藉以(其中包 括)考虑及批准公司及其附属公司截至2025年6月30日止六个月的中期业绩。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因公告全部或任何部分內容而產生或因倚賴該等內容而引 致的任何損失承擔任何責任。 SHANGHAI ELECTRIC GROUP COMPANY LIMITED 董事會會議通告 上海電氣集團股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，將於二零二五年八月二 十九日（星期五）召開董事會會議，藉以（其中包括）考慮及批准本公司及其附屬公司截至二零二五 年六月三十日止六個月之中期業績。 承董事會命 上海電氣集團股份有限公司 吳磊 董事會主席 中國上海，二零二五年八月十八日 於本公告日期，本公司執行董事為吳磊博士、朱兆開先生及王晨皓先生；本公司非執行董事為邵君先生 及陸雯女士；本公司獨立非執行董事為徐建新博士、劉運宏博士及杜朝輝博士。 * 上海電氣集團股份有限公司 （ 於中華人民共和國註冊成立的股份有限公司 ） （股份代號：02727） * 僅供識別 ...