Shanghai Electric(601727)

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【首日精彩】多企相聚银川,共探长时储能新机遇 | 2025势银(银川)长时储能产业大会
势银能链· 2025-07-15 04:15
Core Viewpoint - The 2025 TrendBank (Yinchuan) Long-term Energy Storage Industry Conference aims to build a new ecosystem for long-term energy storage, facilitating discussions among industry authorities, academic institutions, and emerging enterprises to accelerate industry development [3][36]. Group 1: Conference Overview - The conference is jointly organized by TrendBank and Shanghai Electric Energy Storage Technology Co., Ltd., with support from local government and industry associations [2][3]. - The event features a high-level platform for professional exchange, focusing on the strategic layout and development direction of the long-term energy storage industry [3][36]. Group 2: Key Presentations - Summer Jia Biao, Deputy General Manager of Shanghai Electric Energy Storage Technology Co., Ltd., presented on the current status and future outlook of the all-vanadium flow battery industry chain, highlighting the construction of nearly 1 million cubic meters of vanadium electrolyte capacity across the country [20][22]. - The "Blue Book on the Development of Long-term Energy Storage Industry (2025)" was released, with key insights shared by industry leaders [23][24]. Group 3: Innovations and Products - New Hydrogen Power Technology Co., Ltd. introduced solid-state hydrogen storage products, emphasizing their capability to achieve storage scales of hundreds of megawatt-hours, suitable for grid-level peak shaving [26][30]. - The solid-state metal hydrogen storage system can store hydrogen for years without loss, making it ideal for strategic energy reserves and remote energy supply [30]. Group 4: Roundtable Discussion - A roundtable forum discussed the integration of hydrogen energy and storage industries in Yinchuan, addressing challenges and future energy landscape expectations [31][35]. - Key topics included identifying prominent challenges in the current development process and strategic areas for future investment [35].
中证上海国企指数上涨0.07%,前十大权重包含浦发银行等
Sou Hu Cai Jing· 2025-07-14 14:15
据了解,中证上海国企指数以上海市(含区县)国资控股以及重要参股的上市公司证券为待选样本,结 合盈利能力、成长能力、股东回报水平等进行选样,以反映基本面情况较好的上海国资国企相关上市公 司证券的整体表现。该指数以2012年12月31日为基日,以1000.0点为基点。 金融界7月14日消息,A股三大指数收盘涨跌不一,中证上海国企指数 (上海国企,950096)上涨0.07%, 报1398.01点,成交额247.42亿元。 数据统计显示,中证上海国企指数近一个月上涨3.22%,近三个月上涨8.05%,年至今下跌1.62%。 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(8.41%)、国泰海通(6.06%)、上 海机场(5.68%)、浦发银行(5.05%)、上海电气(3.85%)、上海银行(3.79%)、上汽集团 (3.28%)、东方证券(3.15%)、华域汽车(3.02%)、申能股份(2.98%)。 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%。 从中证上海国企指数持仓样本的行业来看,金融占比29.11%、工业占比23.07%、可选消费占比 11.80%、房地产占比10.14% ...
上证上海改革发展主题指数上涨0.51%,前十大权重包含上海电气等
Jin Rong Jie· 2025-07-14 14:11
Group 1 - The Shanghai Reform and Development Theme Index closed at 2523.18 points, with a trading volume of 29.016 billion yuan, reflecting a 0.51% increase [1] - Over the past month, the index has risen by 3.32%, and by 8.67% over the last three months, while it has decreased by 0.07% year-to-date [1] - The index primarily selects stocks from companies listed on the Shanghai Stock Exchange, focusing on themes such as the "Belt and Road" initiative, "Four Centers," and Free Trade Zone development [1] Group 2 - The top ten weighted stocks in the index include SAIC Motor (8.68%), Shanghai Port Group (7.73%), and Pudong Development Bank (7.62%) [1] - The index's holdings are entirely composed of stocks from the Shanghai Stock Exchange, with the industrial sector representing 29.98%, financial sector 22.30%, and consumer discretionary 18.22% [2] - The index samples are adjusted quarterly, with changes implemented on the next trading day following the second Friday of March, June, September, and December [2]
国产碳纤维最新价格出炉,最高240元/千克
DT新材料· 2025-07-13 13:34
Core Viewpoint - The carbon fiber market in China is experiencing price stability, with expectations for future breakthroughs in production technology to enhance competitiveness [2][4]. Price Summary - As of July 11, 2025, the average price of carbon fiber in China is 83.75 yuan per kilogram, with specific prices for different grades: - Domestic T300 grade: 12K specifications priced between 80 to 90 yuan/kg, while 24/25K bundles range from 70 to 80 yuan/kg [1]. - Domestic T700 grade: 12K products priced between 90 to 120 yuan/kg, and 24K products range from 85 to 120 yuan/kg [1]. - Domestic T800 grade: 12K specifications priced between 180 to 240 yuan/kg [1]. Market Dynamics - T800 grade products command significantly higher prices due to their advanced technology and high-end applications, while smaller bundles (e.g., 12K) are priced higher than larger bundles (e.g., 48/50K) within the same grade due to complexity and performance advantages [2]. - The carbon fiber market is currently in a stagnant phase without major positive stimuli, but advancements in raw silk technology and production processes may lead to cost reductions and improved competitiveness in the future [2]. Technological Developments - A collaborative research project involving Jilin Chemical Fiber Group and several leading enterprises has successfully developed key technologies for the large-scale manufacturing of large bundle carbon fibers and composite materials, achieving stable production of high-performance 35K and above large bundle carbon fibers [3]. - The project has established a simulation model for the pultrusion process of large bundle carbon fibers and developed specialized high-efficiency pultrusion processes and equipment, enabling the stable mass production of high-performance pultruded plates [3]. Future Market Potential - The carbon fiber market is expected to benefit from applications in hydrogen storage and transportation, global wind turbine blade recovery, photovoltaic thermal carbon-carbon composites, low-altitude economy, and the domestic large aircraft supply chain [4].
参会指南,建议收藏 | 2025势银(银川)长时储能产业大会(LDESIC 2025)
势银能链· 2025-07-13 08:01
Core Viewpoint - The 2025 TrendBank (Yinchuan) Long-term Energy Storage Industry Conference will be held on July 14-15, 2025, in Yinchuan, focusing on the development of long-term energy storage technologies and industry trends [2][12]. Event Overview - The conference is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd. and is open to the entire industry for free participation [2][14]. - A key feature of the conference will be the release of the "2025 TrendBank Long-term Energy Storage Industry Development Blue Book" in partnership with the Hangzhou Energy Storage Industry Association [2][14]. Conference Schedule - The event will include various sessions such as: - July 14: Morning visit to the SuYin Industrial Park, followed by an opening ceremony in the afternoon [5][6]. - July 15: Specialized sessions on compressed air, molten salt, hydrogen storage, and flow batteries [5][6][9]. Keynote Speakers and Panels - Notable speakers include industry leaders and professors discussing topics such as safety in long-term liquid flow battery storage technology and the integration of hydrogen and energy storage industries [7][8][9]. - Roundtable discussions will address challenges and opportunities in the hydrogen energy and storage sectors, as well as the future energy landscape in Yinchuan [8][10]. Registration and Participation - The conference offers free admission, with optional meal packages available for purchase [11][14]. - Attendees must register using their mobile numbers to complete the check-in process and access conference materials [11][19]. Venue and Logistics - The conference will take place at the Yinchuan Lida Deep Hang International Hotel, with detailed directions provided for attendees traveling by car, train, or plane [25][28][29]. - Accommodation options are available nearby, with special rates for conference participants [31][32].
最新议程及参会名单发布 | 2025势银(银川)长时储能产业大会(LDESIC 2025)
势银能链· 2025-07-11 08:33
Core Viewpoint - The article discusses the upcoming "2025 TrendBank (Yinchuan) Long-term Energy Storage Industry Conference," which aims to promote the development of the long-term energy storage industry in China through discussions and the release of a blue paper on industry development [3][4][22]. Group 1: Conference Overview - The conference will be held on July 14-15, 2025, at the Yinchuan Lida Deep Hang International Hotel, and is open to the entire industry with free admission [3][22]. - The event is organized under the guidance of local government and industry associations, with TrendBank and Shanghai Electric Storage Technology Co., Ltd. as the main organizers [23]. Group 2: Conference Agenda - The agenda includes a visit to the SuYin Industrial Park, an opening ceremony, specialized sessions on compressed air, molten salt, hydrogen storage, and flow batteries, as well as a closing dinner and awards ceremony [6][8][12]. - Keynote speeches will be delivered by industry leaders, including the chairman of TrendBank and representatives from various companies, focusing on the value of long-term energy storage in new power systems [8][9]. Group 3: Discussion Topics - The conference will feature three roundtable discussions involving authoritative academic institutions, industry groups, and emerging enterprises to explore development directions and strategic layouts for the long-term energy storage industry [4][10]. - Topics will include the integration of hydrogen and energy storage industries in Yinchuan, future energy landscape projections, and resource utilization for regional advantages [10][12]. Group 4: Participation and Registration - The conference is expected to attract over 200 participants from various sectors, and registration is required through a designated app, ensuring that each participant uses their own mobile number for attendance [22][24]. - The event aims to facilitate knowledge sharing and collaboration within the long-term energy storage sector, with no admission fee for attendees [23][24].
参会指南,建议收藏 | 2025势银(银川)长时储能产业大会(LDESIC 2025)
势银能链· 2025-07-11 08:33
Core Viewpoint - The 2025 TrendBank (Yinchuan) Long-duration Energy Storage Industry Conference will be held on July 14-15, 2025, in Yinchuan, aiming to promote the development of the long-duration energy storage industry and share knowledge and resources across the sector [2][15][40]. Event Overview - The conference is organized under the guidance of the Yinchuan Municipal Government and other local authorities, and it is open to the entire industry for free participation [2][15]. - A key feature of the event will be the release of the "2025 TrendBank Long-duration Energy Storage Industry Development Blue Book" in collaboration with the Hangzhou Energy Storage Industry Association [2][15]. Conference Schedule - The event will include various activities such as site visits to local energy companies, opening ceremonies, specialized sessions on different energy storage technologies, and a closing dinner with the announcement of industry awards [5][6][11]. - Specific sessions will cover topics like compressed air storage, molten salt storage, hydrogen storage, and flow battery technologies [8][9][10]. Registration and Participation - Registration for the conference is free, and participants can choose to pay for meals during the event [11][37]. - Attendees must register using their personal mobile numbers to complete the sign-in process and access conference materials [11][21]. Venue and Logistics - The conference will take place at the Yinchuan Lida Deep Hang International Hotel, with detailed arrangements for sign-in and meals provided [27][37]. - Accommodation options are available nearby, with special rates for attendees [33][37].
福瑞电气总工程师 汤忠 已确认演讲 | 2025势银(银川)长时储能产业大会(LDESIC 2025)
势银能链· 2025-07-10 06:34
Core Viewpoint - The article announces the "2025 TrendBank (Yinchuan) Long-term Energy Storage Industry Conference" scheduled for July 14-15, 2025, in Yinchuan, which is open for free registration to the entire industry [2][17]. Group 1: Conference Details - The conference will be held at the Yinchuan Lida Deep Hang International Hotel, with over 200 participants expected [17]. - The event is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd. and supported by various local government and industry associations [18][16]. - A significant highlight of the conference will be the release of the "2025 TrendBank Long-term Energy Storage Industry Development Blue Book" [2]. Group 2: Key Speakers and Topics - Tang Zhong, Chief Engineer of Shenzhen Furu Electric Co., Ltd., will present on "Furu Electric's High-Efficiency Flow Battery Bidirectional PCS Solution" [4][10]. - The conference will feature various sessions focusing on different energy storage technologies, including compressed air, molten salt, hydrogen storage, and flow batteries [19][24]. Group 3: Venue and Logistics - The conference will include a tour of the Su-Yin Industrial Park, which focuses on developing new energy and materials, medical health, and equipment manufacturing [20]. - The agenda includes a mix of keynote speeches, technical presentations, and roundtable discussions aimed at fostering collaboration and innovation in the energy storage sector [19][24]. Group 4: Registration and Participation - Registration for the conference is free, and participants must use their personal mobile numbers for sign-up to ensure proper attendance tracking [25][27]. - The event aims to promote knowledge sharing and resource collaboration within the long-term energy storage industry [25].
上海电气(601727) - 上海电气H股市场公告(翌日披露报表)


2025-07-09 09:45
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 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)數 | 佔有關事件前的現有已發 行股份(不包括庫存股 | 庫存股份數目 | 每股發行/出售價 (註4) ...
中证上海国企指数上涨0.42%,前十大权重包含上汽集团等
Sou Hu Cai Jing· 2025-07-07 14:11
Group 1 - The core index of the China Securities Index Shanghai State-owned Enterprises rose by 0.42% to 1378.21 points, with a trading volume of 16.32 billion yuan [1] - Over the past month, the index has increased by 1.59%, and over the past three months, it has risen by 3.10%, while it has decreased by 3.35% year-to-date [1] - The index reflects the performance of 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 index include China Pacific Insurance (8.4%), Guotai Junan Securities (6.05%), Shanghai Airport (5.7%), and others [1] - The index is composed entirely of stocks listed on the Shanghai Stock Exchange, with a sector breakdown showing finance at 29.42%, industry at 22.95%, and consumer discretionary at 11.71% [2] - The index samples are adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December [2]