Group 1 - The core index of the China Securities Index for Shanghai State-owned Enterprises (CSI Shanghai SOE Index) opened low but rose, closing at 1418.09 points with a trading volume of 25.798 billion yuan [1] - The CSI Shanghai SOE Index has increased by 3.54% over the past month and 8.69% over the past three months, while it has decreased by 0.27% year-to-date [1] - The index reflects the performance of listed companies that are state-owned or significantly held by state-owned enterprises in Shanghai, selected based on profitability, growth potential, and shareholder return levels [1] Group 2 - The top ten weighted stocks in the CSI Shanghai SOE Index include China Pacific Insurance (8.03%), Guotai Junan Securities (6.12%), Shanghai Airport (5.65%), and others [1] - The index is composed entirely of stocks listed on the Shanghai Stock Exchange, with a 100% allocation [1] - The industry composition of the index shows that finance accounts for 28.15%, industry for 23.53%, and consumer discretionary for 11.54%, among others [2] Group 3 - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Public funds tracking the CSI Shanghai SOE Index include Huatai-PineBridge CSI Shanghai SOE ETF Link A and C [2]

Group 1 - The Shanghai Municipal Government released measures to support enterprises in enhancing basic research and high-quality development [1][4] - The "Explorer Program" aims to attract more companies from key industries such as integrated circuits, biomedicine, and artificial intelligence to participate [1][3] - The program is a collaborative funding initiative between the Shanghai Municipal Science and Technology Commission and participating enterprises, with a minimum annual contribution of 3 million yuan [1][2] Group 2 - The number of participating companies in the "Explorer Program" has expanded from 2 in 2021 to 12 by the end of 2024, including 7 private enterprises [2] - The funding for the program consists of government financial support and contributions from participating enterprises, which must be disbursed within 90 days of government funding [2][3] - The program emphasizes the importance of addressing critical scientific issues and encourages enterprises to play a significant role in proposing research topics [2][3] Group 3 - The measures provide financial incentives for enterprises investing in basic research, including one-time subsidies of up to 10 million yuan for those investing over 100 million yuan annually [4] - Tax incentives are available for enterprises supporting non-profit research institutions and universities, allowing for 100% pre-tax deductions on qualifying expenditures [5] - The measures also encourage the establishment of public welfare foundations for basic research, with government support for projects funded by these foundations [5]

8月4日午后，国证自由现金流指数小幅回调，成分股方面涨跌互现，捷佳伟创、凌云股份、欧派家居等 领涨%；南京新百、华人健康、红旗连锁等领跌。自由现金流ETF（159201）跟随指数调整，最新报价 1.05元。拉长时间看，截至2025年8月1日，自由现金流ETF近1月累计上涨2.45%，涨幅排名可比基金首 位。 方正证券认为，自由现金流是衡量企业真实盈利能力与分红潜力的前瞻性指标，高股息的长期维持必须 以高自由现金流为基础，长期具备高自由现金流的企业更能保障未来持续分红，实现对股东的稳定回 报。随着长线资金投资策略的不断迭代，自由现金流契合风险规避与收益稳定性需求，或将成为险资等 长线重要配置方向。 数据显示，截至2025年7月31日，国证自由现金流指数前十大权重股分别为上汽集团、中国海油、美的 集团、格力电器、洛阳钼业、中国铝业、厦门国贸、上海电气、正泰电器、中国动力，前十大权重股合 计占比57.66%。 自由现金流ETF（159201）紧密跟踪国证自由现金流指数，自由现金流策略弥补了传统红利策略在行业 覆盖广度和未来表现预判方面的不足，聚焦于内生增长能力，强调财务健康与可持续性，更契合追求长 期成长与资本增值 ...

Core Viewpoint - The meeting between Shanghai Electric Wind Power Group and Zhejiang Ocean Wind Power Development Company focused on collaboration in the deep-sea wind power sector and innovative industry cooperation models to promote high-quality development in the offshore wind power industry [1] Group 1 - The visit was led by Tao Jiangen, Deputy Chief Economist of Zhejiang Energy Group and Party Secretary and General Manager of Zhejiang Ocean Wind Power Development Company [1] - The discussions included comprehensive exchanges on cooperation in the deep-sea wind power field [1] - The parties aimed to jointly advance the high-quality development of the offshore wind power industry [1]

Group 1 - The State Intellectual Property Office of China has granted a patent to Shanghai Electric Group Teng'enchi Technology (Suzhou) Co., Ltd. for a heating system control method, device, and system [1] - The patent, with authorization announcement number CN120178763B, was applied for on May 2025 [1] - Shanghai Electric Group Teng'enchi Technology (Suzhou) Co., Ltd. was established in 1997 and is primarily engaged in other manufacturing industries [1] Group 2 - The registered capital of Shanghai Electric Group Teng'enchi Technology (Suzhou) Co., Ltd. is approximately 51.09 million RMB [1] - The company has made investments in one external enterprise and has participated in 59 bidding projects [1] - The company holds 31 trademark records and 175 patent records, along with 21 administrative licenses [1]

Group 1 - The company has approved a plan to repurchase A-shares through centralized bidding to reduce its registered capital [1][2] - As of July 31, 2025, the company has repurchased a total of 33,928,900 A-shares, accounting for 0.22% of the total share capital, with a total expenditure of RMB 251.9475 million [2] - The highest purchase price was RMB 8.02 per share, and the lowest was RMB 7.25 per share [2] Group 2 - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in a timely manner [3]

Group 1 - The core point of the article is that Shanghai Electric has announced a share buyback program, indicating a strategic move to enhance shareholder value [1] - As of July 31, 2025, the company has repurchased a total of 33.9289 million A-shares [1] - The repurchased shares account for 0.22% of the company's total share capital [1]

金融界消息 截至2025年8月1日收盘，上海电气（601727）报收于7.86元，上涨1.03%，换手率1.24%， 成交量157.50万手，成交金额12.35亿元。 资金流向方面，今日主力资金净流入5474.33万元，占比成交额4.43%。其中，超大单净流入8372.63万 元、占成交额6.78%，大单净流出2898.30万元、占成交额2.35%，中单净流出流出1846.71万元、占成交 额1.5%，小单净流出3627.63万元、占成交额2.94%。 上海电气最新一期业绩显示，截至2025一季报，公司营业总收入222.45亿元、同比增长8.06%，归属净 利润2.92亿元，同比增长145.69%，扣非净利润2.05亿元，同比增长271.85%，流动比率1.069、速动比率 0.858、资产负债率74.01%。 天眼查商业履历信息显示，上海电气集团股份有限公司，成立于2004年，位于上海市，是一家以从事通 用设备制造业为主的企业。企业注册资本1557980.9092万人民币，实缴资本1557980.9092万人民币。公 司法定代表人为吴磊。 来源：金融界 通过天眼查大数据分析，上海电气集团股份有限公司共对外投 ...

致：香港交易及結算所有限公司 FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 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8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02727 | 說明 | 不適用 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,924,482,000 | RMB | | 1 RMB | | 2,924,482,000 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 2,924,482,000 | RMB | | 1 RMB | | 2,924,482,000 | | 2. 股份分類 | 普通 ...

一、 回购股份的基本情况 证券代码：601727 证券简称：上海电气 公告编号：临 2025-045 上海电气集团股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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： | 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 8 | 3 | 日~2025 | 年 | 日 29 | | 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 | | | | | | 累计已回购股数 | □为维护公司价值及股东权益 3,392.89万股 | | | | | | 累计已回购股数占总股本比例 | 0.22% | | | | | | 累计已回购金额 | 25,194.75万元 | | | | | | 实际回购价格区间 | 7.25元 ...