Workflow
Shanghai Electric(601727)
icon
Search documents
图解丨南下资金连续第二日大幅减持中芯国际和华虹半导体
Ge Long Hui A P P· 2025-10-10 09:56
格隆汇10月10日|南下资金今日净卖出港股3.99亿港元。其中: 净买入小米集团-W 9.33亿、泡泡玛特6.69亿、中兴通讯4.9亿、美团-W 3.85亿、上海电气2.09亿; | 名称 | 7-12 m 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | --- | --- | --- | --- | --- | | 阿里巴巴-W | -4.6% | -13.44 | 140.49亿 | 阿里巴巴-W | | 中芯国际 | -7.1% | -14.69 | 86.63 Z | 中芯国际 | | 腾讯控股 | -3.6% | -11.60 | 42.68 Z | 腾讯控股 | | 小米集团-W | -2.4% | 5.35 | 33.06 Z | 小米集团-W | | 面乘控股 | -7.4% | -2.10 | 26.66亿 | 中兴通讯 | | 华虹半导体 | -4.1% | -6.56 | 26.54亿 | 作班求导体 | | 中兴通讯 | 4.0% | 2.87 | 25.04 Z | 前乘控股 | | 泡泡玛特 | -1.1% | 6.70 | 17.66 Z | 美团-W | | 美团-W ...
节后第一天 大涨!
Zhong Guo Dian Li Bao· 2025-10-10 05:14
Core Viewpoint - The A-share power equipment sector has experienced a significant surge following the National Day holiday, driven by a global uptrend in power equipment demand due to energy structure transformation and increasing electricity needs [1]. Group 1: Market Performance - After the National Day holiday, A-share power equipment and electrical grid sectors collectively strengthened, with companies like Shanghai Electric, Rongfa Nuclear Power, and TBEA hitting the daily limit, while China XD Electric and Pinggao Electric also saw positive performance [1]. - During the holiday period, the Hong Kong power equipment sector had already shown signs of performance improvement [1]. Group 2: Industry Trends - Analysts believe that the global power equipment demand is entering an upward cycle, supported by the continuous accumulation of new energy grid connection projects such as wind and solar power [1]. - The rapid development of AI technology is significantly increasing the demand for quality energy usage in data centers, thereby boosting investment needs in the power distribution and utilization sector [1]. Group 3: Policy and Forecast - In September, the National Energy Administration and other departments issued a "Work Plan for Stable Growth in the Power Equipment Industry (2025-2026)," projecting an average annual revenue growth rate of around 6% for traditional power equipment by 2026, while new energy equipment revenues are expected to remain stable [1]. - The urgent need for grid upgrades and the overseas "power shortage" situation present opportunities for Chinese power equipment companies with technological and production advantages to expand internationally [1]. Group 4: Export Performance - According to customs data, China's power equipment exports remained stable, with an overall export value increasing by 25.23% year-on-year in August, and a cumulative growth of 34.60% from January to August [1]. Group 5: Future Investment Outlook - CITIC Construction Investment predicts that global grid investment may exceed $400 billion by 2025, with sustained high demand. AI is expected to strongly drive global electricity demand growth, significantly increasing the demand for supporting electrical equipment, providing opportunities for Chinese companies to secure large orders worth billions [2].
可控核聚变板块延续活跃,哈焊华通、合锻智能创新高
Xin Lang Cai Jing· 2025-10-10 01:33
可控核聚变板块延续活跃,哈焊华通、合锻智能创新高,安泰科技2连板,永鼎股份涨停,上海电气、 国光电气、常辅股份、富煌钢构跟涨。 ...
上海电气交付全球最大TF线圈盒,重400吨高21米
Mei Ri Jing Ji Xin Wen· 2025-10-10 00:52
Core Viewpoint - Shanghai Electric, in collaboration with the Chinese Academy of Sciences, has delivered the world's largest Toroidal Field (TF) coil box for the CRAFT facility, a significant technological infrastructure project under China's 13th Five-Year Plan [1] Group 1: Product Details - The TF coil box is a critical structural component of the Toroidal Field magnet system, designed to protect the TF coil windings and support other superconducting magnets [1] - The dimensions of the CRAFT TF coil box are 21 meters in height, 12 meters in width, and it weighs 400 tons, making it the largest of its kind globally [1] - The overall size of the CRAFT TF coil box exceeds that of similar components in the International Thermonuclear Experimental Reactor (ITER) by more than 1.2 times, and its weight is approximately double that of ITER's equivalent [1] Group 2: Manufacturing Challenges - The manufacturing and testing difficulties associated with the CRAFT TF coil box are reported to be higher than those encountered in the ITER project [1]
上海电气交付全球最大环向场磁体线圈盒
人民财讯10月10日电,据上海电气(601727)官微,10月7日,由上海电气和中国科学院等离子体物理 研究所联合研制的国家"十三五"重大科技基础设施——"聚变堆主机关键系统综合研究设施(CRAFT)"环 向场(TF)磁体线圈盒交付仪式,在合肥CRAFT园区顺利举行。线圈盒的成功交付,标志着CRAFT项目 建设取得关键进展,是我国聚变领域高端装备产业能级提升的重要里程碑。线圈盒作为环向场磁体的主 体承力结构部件,是磁体系统的核心组成部分,主要用于保护TF线圈绕组,并支撑和固定极向场磁体 等其他超导磁体。CRAFT TF线圈盒高21米,宽12米,重达400吨,整体采用奥氏体不锈钢材料制造, 是目前全球尺寸最大的环向场磁体线圈盒,整体尺寸是国际热核聚变实验堆(ITER)同类部件的1.2倍以 上,重量约为其两倍,制造与检测难度均高于ITER项目。 ...
上海电气近一个月首次上榜港股通成交活跃榜
10月9日上榜港股通成交活跃榜个股中,上海电气为近一个月首次上榜。 证券时报·数据宝统计显示,10月9日港股通(包括沪市港股通及深市港股通)成交活跃股合计成交 866.88亿港元,占当日港股通成交金额的40.59%,净卖出金额31.76亿港元。 上榜的成交活跃股中,中芯国际成交额为226.63亿港元,成交金额居首;其次是阿里巴巴-W、华虹半 导体,成交金额分别为219.01亿港元、95.91亿港元。 以上榜次数统计,10月9日上榜个股中,近一个月上榜次数最多的是阿里巴巴-W、腾讯控股等,近一个 月均上榜16次,最受港股通资金关注。 上海电气为近一个月首次上榜,当日港股通成交额为21.12亿港元,成交净买入1.06亿港元,该股当日收 盘上涨17.40%。(数据宝) 10月9日港股通成交活跃股榜单 | 证券 | 证券简称 | 成交金额(亿 | 净买入金额(亿 | 近一个月上榜 | 最新收盘价 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 港元) | 港元) | 次数 | (港元) | (%) | | 00700 | 腾讯控股 | 57. ...
BEST项目引爆两大板块!谁在参与?
天眼查信息显示,合锻智能董事长严建文同时也是聚变新能(安徽)有限公司的董事长。2023年,中科 院等离子体物理研究所孵化成立聚变新能(安徽)有限公司,注册资本50亿元。截至目前,聚变新能 (安徽)有限公司注册资本已达到145亿元。官网资料显示,聚变新能(安徽)有限公司聚焦于可控核 聚变技术研发及产业化,正在围绕托卡马克路线完善产业配套,并以"工程化核聚变"为目标,聚焦聚变 堆关键部件制造、高温等离子体控制技术开发及聚变能商业化应用场景探索。 截至10月9日收盘,核聚变概念指数上涨7.82%,超导概念指数上涨6.17%。 西部超导、哈焊华通、中洲特材、中国核建、海陆重工、合锻智能、中核科技、东方电气、永鼎股份、 上海电气等一批个股收于涨停。 值得一提的是,核聚变和超导板块今年以来一直颇受市场追捧,核聚变指数今年以来累计涨幅达到 60.31%,超导指数今年以来累计涨幅达到53.02%。 从消息面来看,近日,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,精准安装于BEST装置主机大厅内,标志着 项目主体工程建设进入新阶段。 中国工程 ...
图解丨南下资金大幅加仓快手,减仓中芯国际和华虹半导体
Ge Long Hui A P P· 2025-10-09 10:18
格隆汇10月9日|南下资金今日净买入港股30.43亿港元。其中: 净买入快手-W 10.86亿、中兴通讯4.57亿、小米集团-W 2.31亿、上海电气1.06亿; 净卖出中芯国际23.96亿、华虹半导体11.41亿、阿里巴巴-W 7.5亿(终结连续28日净买入态势)、腾讯控股 4.63亿、晶泰控股1.69亿、中国海洋石油1.55亿。 | 名称 | 潔跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交割 | | --- | --- | --- | --- | --- | --- | --- | --- | | 阿里巴巴-W | -2.4% | -7.51 | 139.84亿 | 中古国际 | -6.7% | -20.49 | 89.66 Z | | 中心同际 | -6.7% | -3.48 | 136.97 Z | 阿里巴巴-W | -2.4% | 0.00 | 79.17 6 | | 作就非常体 | -6.4% | -6.34 | 65.26 Z | 作就非常体 | -6.4% | -5.07 | 30.65 Z | | m 年轻股 | -13.9% | 0.03 | 4 ...
可控核聚变概念涨6.97%,主力资金净流入56股
| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量(万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | (%) | (%) | 元) | (%) | | 601727 | 上海电 气 | 9.96 | 3.46 | 118000.60 | 26.42 | | 002366 | 融发核 电 | 10.07 | 13.31 | 62593.70 | 45.58 | | 300963 | 中洲特 材 | 19.99 | 26.06 | 44909.77 | 27.17 | | 600875 | 东方电 气 | 10.01 | 7.82 | 36025.92 | 10.95 | | 600353 | 旭光电 子 | 10.03 | 9.14 | 31338.40 | 22.75 | | 000777 | 中核科 | 10.02 | 8.53 | 23907.53 | 35.04 | | 000969 | 安泰科 | 10.03 | 4.15 | 23891.47 | 37.79 | | --- | --- | --- | --- | ...
其他电源设备板块10月9日涨4.3%,英杰电气领涨,主力资金净流入21.94亿元
证券之星消息,10月9日其他电源设备板块较上一交易日上涨4.3%,英杰电气领涨。当日上证指数报收 于3933.97,上涨1.32%。深证成指报收于13725.56,上涨1.47%。其他电源设备板块个股涨跌见下表: 从资金流向上来看,当日其他电源设备板块主力资金净流入21.94亿元,游资资金净流出12.04亿元,散 户资金净流出9.9亿元。其他电源设备板块个股资金流向见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300820 | 英杰电气 | 62.26 | 20.01% | 16.21万 | 9.32 Z | | 688719 | 爱科赛博 | 44.80 | 14.05% | 5.43万 | 2.34Z | | 002366 | 融发核电 | 8.31 | 10.07% | 167.23万 | 13.73亿 | | 002255 | > ■我爱 | 9.19 ...