BEIJING, March 27, 2026 (GLOBE NEWSWIRE) -- Against the backdrop of deepening financial cooperation in the Global South, and global push for renewable energy, a 950MW Concentrated Solar Power and Photovoltaic (CSP-PV) plant is erected in the Dubai emirate's desert interior, and becomes a landmark of China-UAE green cooperation. Spanning 4,300 hectares within Mohammed bin Rashid Al Maktoum Solar Park, the 950MW power plant stands as the world's largest single-site CSP-PV project. The photo shows the construc ...

"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 重要会议： 2026势银液氢产业大会|免费会议（4月15日，无锡） 点此报名 CIHC 2026中国氢能展在规模与能级上实现历史性突破，再次夯实氢能行业"风向标"的标杆地位以及承载中国氢能高质量发展的雄心与担当。 50000㎡恢弘展馆，全景覆盖"制、储、输、运、加、用"全产业链条，构建起一个集展示、交流、转化于一体的世界级氢能生态平台。 展会汇聚来自18个国家和地区的523家优质展商，携1000余项新技术、新产品、新方案集中亮相，既有国家能源集团、中国航天、华电科工、南 瑞集团、国氢科技、中国中车、中船派瑞氢能、北化机、上海电气、兰石集团、玉柴氢能、杭氧集团等产业中坚力量，也有阳光氢能、隆基氢 能、双良氢能、亿纬氢能、天合元氢、大陆制氢等产业创新力量，还有博世、TÜV 莱茵、必维国际、考克利尔竞立等海外领军企业，多方合力勾 勒出全球氢能产业协同发展的宏大生态，彰显中国氢能产业的开放包容与强劲活力。 为推动产业精准对接、协同发展，展会特设国际展区、科技成果转化展区、城市展区等特色板块，全方位呈现氢能产业多元发展成果。其中，挪 威 ...

（股份代號: 02727） 董事名單與其角色和職能 上海電氣集團股份有限公司董事會（"董事會"）成員載列如下。 執行董事、董事長 吳磊博士 SHANGHAI ELECTRIC GROUP COMPANY LIMITED 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） 劉運宏博士 杜朝輝博士 陳信元博士 | 委員會 | 審核委員會 | 薪酬委員會 | 提名委員會 | 戰略委員會 | | --- | --- | --- | --- | --- | | 董事 | | | | | | 吳磊博士 | | | | C | | 朱兆開先生 | | | | M | | 王晨皓先生 | | | M | | | 朱雲女士 | D | | M | | | 朱佳琪先生 | | | | | | 曹慶偉先生 | | | | | | 劉運宏博士 | M | M | M | | | 杜朝輝博士 | M | C | C | M | | 陳信元博士 | C | M | M | M | 董事會下設四個委員會。下表提供各董事會成員在此等委員會中所擔任職務之信息： * 執行董事 朱兆開先生 王晨皓先生 （職工董事） 非執行董事 ...

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之內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示概不就因本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之任何損失承擔任何責任。 SHANGHAI ELECTRIC GROUP COMPANY LIMITED 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） 於二零二六年三月二十四日舉行之股東特別會議投票表決結果 上海電氣集團股份有限公司（「本公司」）董事會（「董事會」）欣然宣佈已於二零二六年三月二十 四日正式召開股東特別會議（「股東特別會議」），股東特別會議上提呈的決議案獲本公司股東以投 票表決方式正式通過。 茲提述本公司日期為二零二六年三月五日的通函（「通函」），其中載有供本公司的股東考慮的 決議案。除另有指明外，通函所界定的詞語在本公告中具有相同涵義。 董事會欣然宣佈已於二零二六年三月二十四日（星期二）下午二時正假座中國上海市欽江路 212號A樓2樓報告廳舉行股東特別會議。本公司董事長因公無法出席股東特別會議，本公司執行 董事朱兆開先生出任股東特別會議主席並主持會議，上述安排符合 ...

国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 关于上海电气集团股份有限公司 2026 年第二次临时股东会的法律意见书 致：上海电气集团股份有限公司 国浩律师（上海）事务所（以下简称"本所"），接受上海电气集团股份有限公 司（以下简称"公司"）的委托，指派本所律师出席公司 2026 年第二次临时股东 会（以下简称"本次会议"），并根据《中华人民共和国公司法》（以下简称"《公司 法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会 规则》（以下简称"《股东会规则》"）以及《上海电气集团股份有限公司章程》 （以下简称"《公司章程》"）的规定出具本法律意见书。 本所依据本法律意见书出具日之前已经发生或存在的事实及中国现行法律、 法规及规范性文件发表法律意见。 本所同意将本法律意见书作为公司本次会议公告的法定文件，随公司其他公 告一并提交上海证券交易所审查并予公告。 在本法律意见书中，本所律师仅对本次会议的召集和召开程序、出席会议人 员的资格、召集人的资格、会议表决程序及表决结果是否符合《公司法》《证券 法》《股东会规则》以及《公司章程》的规定发表意见，并不对本次会议所审议 的提 ...

证券代码：601727 证券简称：上海电气 公告编号：临 2026-010 上海电气集团股份有限公司 2026年第二次临时股东会决议公告 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。 重要内容提示： (一) 累积投票议案表决情况 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 5,736 | | --- | --- | | 其中：A 股股东人数 | 5,735 | | 境外上市外资股股东人数（H 股） | 1 | | 2、出席会议的股东所持有表决权的股份总数（股） | 7,558,537,346 | | 其中：A 股股东持有股份总数 | 7,266,239,116 | | 境外上市外资股股东持有股份总数（H 股） | 292,298,230 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 48.6389 | | 份总数的比例（%） | | (一) 股东会召开的时间：2026 年 3 月 24 日 (二) 股东会召开的地点：中国上海市钦江路 212 号 A 楼 2 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [5] Core Insights - Nuclear fusion is considered one of humanity's ultimate energy solutions, currently in the engineering verification stage, characterized by its infinite resources, high energy density, safety, and cleanliness [1][15] - The D-T (deuterium-tritium) reaction is the most feasible fusion reaction on Earth, with global research primarily focused on magnetic confinement fusion and inertial confinement fusion technologies [2][22] - The global fusion industry is experiencing active financing, with a total of $9.766 billion raised by 2025, and 78% of companies expect to have their first commercial demonstration plant operational between 2030 and 2035 [3][4] Summary by Sections 1. Transition from Laboratory to Engineering in Controlled Nuclear Fusion - Controlled nuclear fusion is viewed as the ultimate energy solution, with characteristics such as infinite resources, high energy density, safety, and cleanliness [1][15] - Achieving fusion ignition requires meeting the Lawson criteria, with energy balance being a crucial indicator for commercial viability [17][20] - The main technical paths for achieving fusion include magnetic confinement and inertial confinement [25] 2. Magnetic Confinement Fusion: Tokamak as the Main Pathway - The Tokamak is recognized as the most promising method for achieving controlled nuclear fusion, with ITER being the largest experimental Tokamak reactor [27][29] - The core components of the Tokamak include superconducting magnet systems, vacuum chambers, and blanket systems, which are critical for maintaining plasma stability and achieving fusion [42][43] 3. Global Acceleration of Nuclear Fusion Commercialization - The fusion industry is seeing a surge in financing, with a total of $9.766 billion raised by 2025, and a fivefold increase in new financing from 2024 to 2025 [3][4] - In China, a dual-driven model involving state-owned enterprises and private companies is emerging, with significant milestones such as the establishment of China Fusion Energy Co., which is pivotal for commercialization [3][4][11] 4. Investment Recommendations - Focus on companies involved in materials and equipment manufacturing that have received validation or orders from large scientific installations in the short term [11] - Long-term attention should be directed towards operational companies in the fusion energy sector [11]

研究报告 Research Report 18 Mar 2026 国际工业+能源 Global Industrials + Energy 中日韩电力设备公司对比：面对海外需求大浪，维持梯度分工还是逐步对齐颗粒度？ Comparison of Power Equipment Companies: In the Face of a Massive Wave of Overseas Demand, Will the Tiered Division Persist or Gradually Converge? | | | | [Table_Info] | | | | | | --- | --- | --- | --- | --- | | | | | | 市盈率 P/E | | 股票名称 | 评级 | 目标价 | PE(2025E) | PE(2026E) | | 中广核电力 | Outperform | 3.80 | 13 | 12 | | 东方电气 | Outperform | 11.24 | 24 | 22 | | 上海电气 | Outperform | 2.02 | 60 | 41 | | 电能实业 | Out ...

* （股份代號：02727） 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之內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引 致之任何損失承擔任何責任。 SHANGHAI ELECTRIC GROUP COMPANY LIMITED 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 ） 承董事會命 上海電氣集團股份有限公司 胡旭鵬 聯席公司秘書 中國上海，二零二六年三月十六日 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陸雯女士 及朱佳琪先生；本公司獨立非執行董事為劉運宏博士、杜朝輝博士及陳信元博士。 * 僅供識別 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，將於二零二六年三月三 十日（星期一）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 十二月三十一日止年度業績。 ...

Core Insights - The core argument of the article is that the rapid growth of AI computing power is hitting an invisible energy ceiling, with electricity demand outpacing supply, particularly for data centers, which are projected to require significant additional power by 2030 [1][20]. Group 1: AI Energy Demand and Supply Gap - AI computing power is experiencing exponential growth, with single server power consumption rising from 5-15 kW to 50-100 kW, leading to a projected electricity demand of 100 GW in the U.S. by 2030, of which 50 GW will be for data centers [20][21]. - The U.S. is expected to face a stable power supply gap of 78 GW by 2030, with only 22 GW of new stable power supply projected to be available [19][20]. - The mismatch in construction timelines, where data centers can be built in 18 months but power facilities take over 5 years, exacerbates the energy supply issue [20]. Group 2: Nuclear Power as a Solution - Major tech companies like Meta, Microsoft, Google, and Amazon are investing heavily in nuclear power, signing contracts worth a total of $74.5 billion to secure stable, zero-carbon energy for their operations [2][27]. - The shift towards nuclear power is driven by the need for a reliable energy source that can meet the continuous demands of AI data centers, as renewable sources like wind and solar cannot provide the necessary stability [20][27]. - The nuclear power sector is experiencing a renaissance, with a projected increase in global nuclear capacity from 377 GW in 2024 to between 561 GW and 992 GW by 2050, representing growth rates of 48.8% to 163.1% [7][13]. Group 3: Market Dynamics and Future Projections - The average age of existing nuclear reactors is over 30 years, leading to hidden demand for new installations to replace aging units, suggesting that actual demand may exceed current forecasts by over 30% [8]. - The global nuclear power market is expected to see a compound annual growth rate (CAGR) of over 20% for small modular reactors (SMRs), with a projected capacity of 300 GW by 2050 [69]. - The transition from traditional nuclear power to SMRs and advanced reactors is seen as a revolutionary change, addressing previous challenges such as high investment costs and long construction times [66][67]. Group 4: Technological and Material Innovations - The demand for advanced materials in the nuclear sector is expected to grow significantly, driven by the need for higher performance materials in next-generation reactors [9][30]. - The development of nuclear fusion technology is also highlighted as a long-term goal, with significant implications for energy supply and material requirements [75][76]. - The nuclear industry is moving towards a more decentralized model with SMRs, which can be deployed closer to energy demand centers, reducing the need for extensive grid infrastructure [66][69].