Core Viewpoint - The article highlights the upcoming 2025 TrendBank Long-term Energy Storage Industry Conference, focusing on advanced technologies such as flow batteries, compressed air storage, and hydrogen storage, aiming to foster discussions among industry stakeholders [3][11]. Conference Details - The conference will take place on July 2-3, 2025, at the Yinda Deep Hang International Hotel in Yinchuan, with an expected attendance of over 300 participants [11][12]. - The event is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., and supported by various local government and industry associations [10][11]. Key Participants - New Hydrogen Power Technology Co., Ltd. and Ningxia Hydrogen Energy Technology Co., Ltd. are the main sponsors, showcasing their solid-state hydrogen storage products and engaging in discussions [5][10]. - The conference will feature a series of presentations and discussions from industry experts, including a release of the "2025 TrendBank Long-term Energy Storage Industry Development Blue Book" [3][12]. Industry Focus - The conference will cover various topics related to long-term energy storage, including the development and application of solid-state hydrogen storage systems, which are crucial for safe and efficient hydrogen storage and transportation [6][8]. - New Hydrogen Power is noted for its significant market share in hydrogen fuel cell technology for industrial vehicles, exceeding 95%, and aims to promote its innovative solutions at the conference [6][7]. Agenda Highlights - The agenda includes keynote speeches, specialized sessions on compressed air and hydrogen storage, and discussions on flow battery technologies [12][19]. - Notable speakers include former officials from the National Energy Administration and experts from leading universities and companies in the energy sector [17][19]. Registration Information - Registration fees for the conference are set at RMB 2000 per person, with early bird discounts available [20].

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12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 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 佔有關事件前的現有已發 每股發行/出售價 (註4) 已發行股份總數 已發行股份（不包括庫存股份）數 行股份（不包括庫存股 庫存股份數目 目 份）數目百分比 (註3) 於下列日期開始時的結存(註1) 2025年5月31日 12,655,327,092 0 12,655,327,092 見B部分 變動日期 2025年6月12日 於下列日期結束時的結存 (註5及6) 2025年6月12日 1 ...

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12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 | A 股份類別 | | | 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 ...

证券代码：601727 证券简称：上海电气 公告编号：临2025-036 上海电气集团股份有限公司 关于以集中竞价交易方式首次回购公司股份的公告 | 回购方案首次披露日 | 2025/4/11 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 月 2025 6 3 8 | 日~2025 | 年 | 29 | 日 | | 预计回购金额 | 15,000万元~30,000万元 | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | 160万股 | | | | | | 累计已回购股数占总股本比例 | 0.01% | | | | | | 累计已回购金额 | 1,177.2万元 | | | | | | 实际回购价格区间 | 7.35元/股~7.36元/股 | | | | | 一、 回购股份的基本情况 2025 年 4 月 9 日，上海电气集团股份有限公司（以下简称"公司"） 董事会五届一百零九 ...

Group 1: Green Methanol Project - The 11th China (Shanghai) International Technology Import and Export Fair opened with nearly a thousand exhibitors, showcasing advanced technologies including a commercial green methanol plant [1] - Shanghai Electric's green methanol integrated demonstration project in Jilin is expected to produce its first batch of green methanol by early July, marking it as the first large-scale commercial green methanol project in China [1] - Green methanol, produced from green hydrogen and biomass, has over a 65% reduction in carbon emissions compared to conventional methanol throughout its lifecycle [1] Group 2: Production Capacity and Collaboration - The Shanghai Electric project plans to implement in two phases, with an initial capacity of 50,000 tons per year, expanding to 200,000 tons per year in the second phase, aiming for a total capacity of 250,000 tons by 2027 [5] - The project utilizes a world-first pure oxygen pressurized fluidized bed biomass gasification system, capable of processing 300 tons of biomass per day [5] - A long-term supply agreement was signed between Shanghai Electric, CMA CGM Group, and Shanghai Port Group to transport green methanol from Jilin to Shanghai for commercial logistics vessels [5] Group 3: Shipping Industry and Decarbonization - The shipping industry is exploring various decarbonization technologies, with green methanol seen as a key player due to its suitability for large vessels [2] - Domestic planned green methanol projects have a total annual production capacity exceeding 10 million tons [2]

Core Viewpoint - The article highlights the upcoming 2025 TrendBank Long-duration Energy Storage Industry Conference, focusing on advanced technologies such as flow batteries, compressed air storage, and hydrogen storage, aiming to foster discussions among industry stakeholders [2][8]. Group 1: Conference Details - The 2025 TrendBank Long-duration Energy Storage Industry 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 [16][10]. - The conference is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd., and supported by various local government and industry associations [16][18]. - A key feature of the conference will be the release of the "2025 TrendBank Long-duration Energy Storage Industry Development Blue Paper" [2][17]. Group 2: Key Speakers and Topics - Yang Linlin, General Manager of Shanghai Electric Energy Storage, will present on the current status and future outlook of the all-vanadium flow battery industry chain [4][7]. - The agenda includes various sessions focusing on compressed air and hydrogen storage technologies, as well as specialized discussions on flow battery applications in renewable energy generation [17][23]. Group 3: Venue and Regional Development - The Su-Yin Industrial Park, where the conference will be held, is a collaborative initiative between Ningxia and Jiangsu provinces, aimed at developing new energy and advanced manufacturing sectors [18][19]. - The park focuses on building a comprehensive energy storage battery manufacturing industry chain, emphasizing lithium-ion, sodium-ion, and flow battery production [19].

Core Viewpoint - Shanghai Electric is actively participating in the green energy transition, showcasing its innovations in carbon neutrality technologies and products at the 2025 Shanghai International Carbon Neutral Technology, Products, and Achievements Expo [1][3]. Group 1: Technological Innovations - Shanghai Electric's immersive exhibition area of 720 square meters features cutting-edge technologies such as zero-carbon hubs, artificial suns, green methanol, and deep-sea wind power [1]. - The company is set to produce its first batch of green methanol by late June to early July 2024, marking the launch of China's first large-scale commercial green methanol project [4]. - Shanghai Electric has achieved complete ISCC EU certification for its green methanol supply chain, indicating its commitment to sustainable practices [4]. Group 2: Commitment to Green Development - The company emphasizes a comprehensive green low-carbon strategy, integrating wind, solar, hydrogen, and efficient coal power practices to explore multiple pathways for clean energy development [5]. - Shanghai Electric has developed a full hydrogen industry chain covering production, storage, refueling, and usage, with plans to release a new alkaline electrolyzer in 2024 that reduces hydrogen production costs by 13% [5]. - The company has made significant advancements in energy storage, exemplified by the successful delivery of a 300 MW compressed air energy storage generator [5]. Group 3: Carbon Reduction Initiatives - Shanghai Electric aims to enable a total carbon reduction of 20,647,002 tons in 2024, exceeding 80% of Shanghai's total carbon emissions in 2022 [7]. - The company plans to empower at least 100 suppliers by 2025, 500 by 2030, and 1,000 by 2035, focusing on green procurement and carbon footprint management [7]. Group 4: Digital Transformation - The integration of low-carbon transformation with digitalization is a core strategy for Shanghai Electric, utilizing digital tools to drive carbon management across the entire supply chain [9]. - The company has developed the "Star Cloud Intelligence" energy management platform to achieve real-time coordination of diverse energy sources, enhancing carbon management capabilities from factory to city levels [9]. - Shanghai Electric is transforming traditional manufacturing paradigms through smart factories, emphasizing digital design, flexible production, and green management [9].

开创大规模绿电消纳新模式，上海电气交出"绿色甲醇"中国方案。上海电气旗下风电装备企业上海电气 风电集团，结合本身高端大型装备制造基因，服务国家战略，重点在海上大型风电设备上进行科技创新 突破，拓展海上风电的应用边界，探索新能源与高耗能场景进行协同创新。 "我们协同上海电气相关产业集团建设的洮南市风电耦合生物质绿色甲醇项目以'风能发电—电解水制氢 —生物质气化—绿氢耦合合成甲醇'为核心技术路径，实现可再生能源与化工生产的深度融合。"电气风 电相关负责人介绍。 "风电提供稳定绿电，生物质提供碳源，绿氢调节合成气氢碳比。"电气风电的探索成功实现了能源的闭 环利用，打造新能源与化工产业深度融合的商业模式，为大规模绿电消纳提供了技术路线参考。据悉， 今年7月，上海电气洮南绿色甲醇一体化示范项目将产出首批绿色甲醇。该项目首期建设规模为5万吨/ 年绿色甲醇。项目所有核心技术、关键装备均由上海电气自主研发。 上 近日，以"走向碳中和之路"为主题的2025上海国际碳中和技术、产品与成果博览会在上海浦东新国际博 览中心开幕。本次展会规模达到4万平方米，吸引了来自15个国家和地区的超过300家知名企业参展。其 中，上海电气打造的沉 ...

Core Insights - The digital transformation of the manufacturing industry is crucial for advancing new industrialization and building a modern industrial system, with a goal to significantly enhance China's position in the global industrial chain by 2025 [1] Group 1: Digital Transformation in Manufacturing - The "Manufacturing Digital Transformation Action Plan" aims to promote digitalization across major manufacturing sectors by 2025, creating world-class digital manufacturing clusters [1] - Shanghai Electric is a leading enterprise in high-end equipment manufacturing, actively exploring digital transformation and the integration of "digital intelligence and digital systems" [1] Group 2: High-End Digital Solutions - Shanghai Electric integrates digital technologies into traditional energy equipment development and operation, establishing an efficient and intelligent equipment management system [2] - The company has implemented industrial internet and artificial intelligence in wind power equipment, allowing for predictive maintenance and significantly improving equipment reliability and operational efficiency [2][3] Group 3: Intelligent Production Systems - Shanghai Electric's new manufacturing base has undergone intelligent upgrades focusing on smart manufacturing, smart logistics, and digital management [4] - The integration of AI, IoT, and blockchain technologies aims to reconstruct the entire manufacturing process, enhancing real-time mapping between the physical and digital worlds [4][5] Group 4: Comprehensive Monitoring and Management - The new facility has established a comprehensive monitoring and equipment operation system that integrates various functionalities, improving management efficiency through data visualization and analysis [5] Group 5: Integrated Soft and Hard Product Systems - Shanghai Electric is developing a soft and hard integrated product system that includes intelligent basic components, manufacturing equipment, system integration, industrial software, and industrial internet platforms [6][7] - The company is enhancing its digital infrastructure and applying cutting-edge technologies to create smart workshops and factories, aiming to set industry benchmarks [7]

Group 1: Carbon Neutrality Expo Highlights - The 2025 Shanghai International Carbon Neutral Technology, Products and Achievements Expo showcased advancements in controllable nuclear fusion, superconducting cables, and AI applications by major state-owned enterprises [1] - Companies like State Grid, China Electrical Equipment Group, and Shanghai Electric presented their technological achievements to support the "dual carbon" goals [1] Group 2: Developments in Controllable Nuclear Fusion - Controllable nuclear fusion, known as "artificial sun," is viewed as an ideal future energy source due to its abundant fuel resources and environmental friendliness [2] - Shanghai Electric has been involved in fusion projects since around 2000 and has become a leading supplier of core equipment for fusion systems in China [2] - The company has participated in significant projects such as the BEST project, ITER, EAST, CRAFT, HH70, and EXL-50, establishing advanced manufacturing capabilities in special materials and precision welding [2] Group 3: Superconducting Cable Innovations - The State Grid showcased the world's first large-scale superconducting cable project in an urban area, which operates at a capacity of 133.6 MVA, setting a record for commercial superconducting transmission [3] - This superconducting cable can replace 4 to 6 traditional cables, saving 70% of underground space and reducing energy loss by approximately 760,000 kWh, equivalent to 304 tons of standard coal and 761 tons of CO2 emissions [3] - The project aims to maximize land resource utilization in urban centers and promote the application of superconducting technology [3] Group 4: Advancements in Superconducting Reactors - The innovative superconducting reactor design eliminates traditional noise sources, achieving noise levels below 50 decibels, thus meeting urban environmental standards [4] - The reactor's low magnetic leakage minimizes interference with surrounding communication devices and can be seamlessly integrated into existing power station systems [4] Group 5: AI and Green Energy Initiatives - China Energy Construction Group is integrating AI with energy production, transmission, storage, and consumption to enhance efficiency through optimized energy planning and scheduling [5] - The company has developed a carbon management platform that monitors energy and carbon flows, providing customized carbon management services [5] - Sheneng Group is advancing renewable energy projects, including offshore wind power and flexible coal power generation, while also engaging in green electricity trading [6]