金融界6月25日消息，上证指数低开高走，中证上海国企指数 (上海国企，950096)上涨1.82%，报 1372.34点，成交额266.32亿元。 从指数持仓来看，中证上海国企指数十大权重分别为：中国太保（8.51%）、国泰海通（6.4%）、上海 机场（5.78%）、浦发银行（4.91%）、上海电气（3.92%）、上海银行（3.81%）、申能股份 （3.14%）、东方证券（3.13%）、上汽集团（3.05%）、华域汽车（3.0%）。 跟踪上海国企的公募基金包括：汇添富中证上海国企ETF联接A、汇添富中证上海国企ETF联接C、汇添 富中证上海国企ETF。 从中证上海国企指数持仓的市场板块来看，上海证券交易所占比100.00%。 来源：金融界 从中证上海国企指数持仓样本的行业来看，金融占比29.47%、工业占比23.03%、可选消费占比 11.55%、房地产占比9.96%、信息技术占比7.49%、医药卫生占比6.81%、通信服务占比5.52%、公用事 业占比3.14%、主要消费占比1.67%、原材料占比1.38%。 数据统计显示，中证上海国企指数近一个月上涨1.44%，近三个月上涨1.59%，年至今下跌5.09% ...

Core Points - The article discusses the upcoming 2025 TrendBank (Yinchuan) Long-term Energy Storage Industry Conference scheduled for July 2-3, 2025, in Yinchuan, China, which is open for free registration to the industry [2][13][25] - The conference will feature various speakers, including industry leaders and experts, discussing advancements in energy storage technologies [4][9][12] Group 1: Conference Details - The conference will be held at the Yinchuan Lida Deep Hang International Hotel, with an expected attendance of over 300 participants [13][14] - The event is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd. and supported by the Yinchuan government and other industry associations [15][14] - A blue paper on the development of long-term energy storage will be released during the conference [2][20] Group 2: Key Speakers and Topics - Notable speakers include Guo Shaofeng, the Market Director of China Storage National Energy Technology Co., who will present on advanced compressed air energy storage technology [4][9] - The agenda includes sessions on various energy storage technologies such as compressed air, molten salt, and liquid flow batteries, with discussions on their applications and market potential [16][22] Group 3: Industry Context - The conference aims to promote knowledge sharing and collaboration within the long-term energy storage sector, aligning with national strategies for energy transition and sustainability [17][18] - The Su-Yin Industrial Park, where the conference is held, focuses on developing new energy materials and technologies, contributing to the growth of the energy storage industry [17][18]

Group 1 - The core message emphasizes the importance of Shanghai Electric Group in advancing manufacturing and technology, aligning with national strategies and enhancing core competitiveness [1][2] - Shanghai Electric Group has made significant progress in state-owned enterprise reform, optimizing industrial layout, and improving governance over the past year [1] - The focus is on technological innovation, green low-carbon development, and enhancing global resource allocation capabilities through strategic international expansion [2][3] Group 2 - Continuous strengthening of party leadership and governance is highlighted as essential for supporting national strategies and building a world-class enterprise [3] - The need for a disciplined approach to party conduct and governance is stressed, aiming to create a positive atmosphere for strategic execution and operational capability [3]

Market Performance - As of June 24, the nuclear pollution prevention concept sector declined by 1.11%, ranking among the top declines in concept sectors [1] - Within this sector, companies such as Jieqiang Equipment, Beihua Co., and Zhongjin Irradiation experienced significant declines, while 27 stocks saw price increases, with Hanwei Technology, Shengshi Technology, and Antai Technology leading the gains at 13.49%, 4.17%, and 2.89% respectively [1] Concept Sector Overview - The top-performing concept sectors today included: - Reducers: +4.82% - Solid-state batteries: +4.45% - Humanoid robots: +4.30% - Automotive thermal management: +4.02% - Sodium-ion batteries: +3.92% [2] - Conversely, the underperforming sectors included: - Combustible ice: -5.37% - Shale gas: -3.04% - Nuclear pollution prevention: -1.11% [2] Capital Flow Analysis - The nuclear pollution prevention sector saw a net outflow of 436 million yuan, with 37 stocks experiencing net outflows, and 5 stocks exceeding 50 million yuan in outflows [2] - The stock with the highest net outflow was Zhongchuan Emergency, with a net outflow of 76.27 million yuan, followed by Beihua Co. and Jihua Group with outflows of 76.22 million yuan and 56.99 million yuan respectively [2] Individual Stock Performance - Notable stocks with significant net outflows in the nuclear pollution prevention sector included: - Zhongchuan Emergency: -4.94% with a turnover rate of 7.28% and a net outflow of 76.27 million yuan - Beihua Co.: -9.68% with a turnover rate of 14.05% and a net outflow of 76.22 million yuan - Jiekang Equipment: -17.84% with a turnover rate of 28.66% and a net outflow of 39.86 million yuan [3][4]

科技日报记者 马爱平 近日，在第十一届中国（上海）国际技术进出口交易会上，上海电气集团股份有限公司（以下简称上海 电气）展示的一台清理蒸汽发生器管孔的人形机器人，向人们展示了未来科技的无限可能。蒸汽发生器 有上万个管孔，窄空间、大范围的痛点使得传统人工清洁作业工作量大、操作时间长，且长期接触毒性 洗剂不利于人体健康。依托机器视觉算法与柔顺力控算法的机器人，未来有望逐步替代这类高强度、高 风险、重复性生产作业。 经过持续技术攻关与联合实验，去年底，双方成功部署针对核电产业日常生产的首款人形机器人，该机 器人在构型设计和力控技术上展现出独特优势，不仅具备强大的数据采集和训练功能，还能高效承担巡 检、上下料等工业任务，显著降低操作人员的劳动强度与安全风险。 近年来，上海电气聚焦能源装备、工业装备、工业基础件等领域，实现技术突破，将数字技术与制造场 景、工程场景深度结合，持续为传统产业升级注入新动能。 "作为国内高端装备制造企业，上海电气积极响应国家'人工智能+'行动号召，致力于将人工智能技术与 制造业深度融合。"上海电气相关负责人表示。 据介绍，围绕"人工智能+"行动，上海电气在企业端推进"智改数转"工程，建立完善 ...

Core Viewpoint - The article highlights the upcoming 2025 TrendBank (Shiyin) Long-term Energy Storage Industry Conference, emphasizing its significance in the energy storage sector and the participation of key industry players [2][14]. Conference Details - The conference will take place on July 2-3, 2025, at the Yinchuan Lida Deep Hang International Hotel, with an expected attendance of over 300 participants [14]. - The event is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd., and is supported by various governmental and industrial organizations [15][14]. Agenda Highlights - The agenda includes a series of keynote speeches, technical presentations, and roundtable discussions focused on long-term energy storage technologies, including compressed air and liquid flow batteries [16][22]. - Notable speakers include industry experts such as Wu Shifang from Shanghai Electric, who will discuss key technologies in compressed air energy storage [5][10]. Industry Collaboration - The conference aims to foster collaboration among industry stakeholders, including the release of the "2025 TrendBank Long-term Energy Storage Industry Development Blue Book" in partnership with the Hangzhou Energy Storage Industry Association [3][15]. - The event will also feature discussions on the strategic development of the Su-Yin Industrial Park, which focuses on renewable energy and advanced manufacturing [17][18]. Registration Information - Registration for the conference is free, encouraging broad participation from the industry [25]. - Attendees must register using their personal mobile numbers to ensure proper check-in and access to conference materials [25].

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6月17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 ...

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6月18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 | 庫存股份變動 | 每股發行/出售價 (註4) ...

Core Viewpoint - The article emphasizes that under the global energy transition, China's green energy technology is rapidly expanding internationally, with Shanghai Electric leading the way in high-end manufacturing and establishing a global green energy footprint [1][2]. Group 1: Wind Energy Expansion - Shanghai Electric Wind Power Group has achieved over 1 GW in overseas project bids, showcasing its capabilities in various international activities such as equipment sales and lifecycle maintenance [3]. - The company has been a leader in China's offshore wind power sector for ten consecutive years and has secured significant orders in regions like Eurasia and Southeast Asia, contributing to global green energy development [3][4]. Group 2: Technological Innovation - Shanghai Electric has a long history of exporting advanced equipment, with significant milestones in high-end CNC machine exports, marking a key achievement in its internationalization efforts [5]. - The company aims to continue breakthroughs in high-end machine design and manufacturing, focusing on collaboration across the supply chain and fostering talent in advanced manufacturing [6]. Group 3: Solar Thermal and Photovoltaic Projects - The company is involved in the Mohammed bin Rashid Al Maktoum Solar Park project, which includes 700 MW of solar thermal and 250 MW of photovoltaic capacity, expected to generate 5.7 billion kWh by May 2025 [7]. - This project is a significant collaboration between China and the UAE, aiming to reduce CO2 emissions by over 1.6 million tons annually [7][8]. Group 4: Global Project Execution - Shanghai Electric has executed over 200 projects in countries along the Belt and Road Initiative, with a total installed capacity of 125 GW and nearly 200 billion yuan in executable orders [9]. - The company plans to expand its overseas business, focusing on clean and renewable energy projects, thereby promoting Chinese manufacturing on a global scale [9].

Group 1 - The core viewpoint is that domestic controlled nuclear fusion projects are accelerating in bidding and commercialization, with 2025 being a significant year for both domestic and international projects [1] - The financial market has seen active performance from companies related to controlled nuclear fusion recently [1] Group 2 - Xue Ren Co., Ltd. has become one of the few global companies with leading technologies in piston compressors, screw compressors, and centrifugal compressors, holding over 280 core patents [4] - Shanghai Electric has established a complete manufacturing industry chain for nuclear energy equipment, maintaining the highest market share in the domestic nuclear island main equipment sector [6] - Hezhuan Intelligent is a champion in the forming machine tool segment, with applications in various fields and has received orders worth over 200 million yuan for core components in controlled nuclear fusion projects [8] - Dongfang Tantalum Industry has the largest production base for tantalum and niobium products in China and has participated in international nuclear fusion projects [11] Group 3 - Financial analysis using the DuPont method shows that Dongfang Tantalum Industry has the highest net asset return rate at 2.13%, followed by Shanghai Electric at 0.55%, Xue Ren Co., Ltd. at 0.4%, and Hezhuan Intelligent at 0.34% [14][28][29] - The sales net profit margin for these companies has shown varying trends, with Dongfang Tantalum Industry leading at 16.72% in Q1 2025 [17][19] - Total asset turnover rates indicate that Dongfang Tantalum Industry also leads with a rate of 0.11 in Q1 2025, while Xue Ren Co., Ltd. and Hezhuan Intelligent follow closely [21][23] - The equity multiplier shows Shanghai Electric has the highest leverage at 3.85, while Dongfang Tantalum Industry has the lowest at 1.21 [25][27]