证券代码：601727 证券简称：上海电气 公告编号：临 2025-037 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。 截至 2025 年 6 月 30 日，公司通过集中竞价交易方式累计回购公司 A 股股份 820.43 万股，已回购股份占公司总股本的比例为 0.05%，购买的最高价为人民币 7.36 元/股、最低价为人民币 7.25 元/股，已支付的总金额为人民币 5,991.94 万元（不 含交易费用）。上述股份回购符合法律法规的规定及公司回购股份方案。 三、 其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做出 回购决策并予以实施，同时根据回购股份事项进展情况及时履行信息披露义务， 敬请广大投资者注意投资风险。 特此公告。 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 届一百零九次会 ...

Core Viewpoint - The article highlights the upcoming "2025 TrendBank (Yinchuan) Long-term Energy Storage Industry Conference" scheduled for July 2-3, 2025, in Yinchuan, which aims to promote the development of the long-term energy storage industry and facilitate collaboration among industry players [2][9]. Conference Details - The conference will be held at the Yinchuan Lida Deep Hang International Hotel, with an expected attendance of over 300 participants [9]. - It is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd., and supported by various local government and industry associations [10][9]. - The event will feature the release of the "2025 TrendBank Long-term Energy Storage Industry Development Blue Book" [2]. Key Speakers and Topics - Notable speakers include Zhu Jun'e, Deputy General Manager of Beijing Hydrogen Pu Chuang Neng Technology Co., Ltd., who will present on the development and application of fuel cell stacks for high-power generation [3][8]. - The conference agenda includes specialized sessions on compressed air, molten salt, hydrogen storage, and flow batteries, with various industry experts sharing insights [10][18]. Industry Context - Beijing Hydrogen Pu Chuang Neng Technology Co., Ltd. is recognized for its innovation in hydrogen energy technology, focusing on fuel cell and hydrogen production equipment [7][8]. - The company has established itself as a leader in the industry, having developed products ranging from hundreds of watts to megawatts in power capacity and holding numerous patents and published research [6][8]. Venue and Infrastructure - The Su-Yin Industrial Park, where the conference will take place, is a strategic initiative aimed at fostering regional cooperation and development in new energy and related sectors [11][12]. - The park focuses on developing a manufacturing ecosystem for energy storage batteries and other new energy technologies, aligning with national and local industrial goals [13][14].

Core Viewpoint - The article highlights the upcoming "2025 TrendBank (Yinchuan) Long-term Energy Storage Industry Conference" scheduled for July 2-3, 2025, in Yinchuan, which aims to promote advancements in long-term energy storage technologies and foster industry collaboration [2][17]. Group 1: Conference Details - The conference will be held at the Yinchuan Lida Deep Hang International Hotel, with free admission for all industry participants [2][17]. - The event is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd., and will feature the release of the "2025 TrendBank Long-term Energy Storage Industry Development Blue Paper" [2][17]. - The conference is expected to attract over 300 participants and is supported by various governmental and industrial organizations [17][19]. Group 2: Key Speakers and Topics - Zhang Cheng, CEO of Yifu Energy Technology (Guangdong) Co., Ltd., will present on "Innovation and Commercialization of Flow Battery Technology: Towards New Breakthroughs" [4][10]. - The agenda includes sessions on compressed air, molten salt, hydrogen storage, and flow battery technologies, with various experts sharing insights on advancements and applications [18][24]. Group 3: Industry Context - Yifu Energy Technology focuses on the research and innovation of non-deposit flow battery systems, aiming to provide efficient and reliable solutions for the energy storage market [11][13]. - The Su-Yin Industrial Park, where the conference is held, is part of a strategic initiative to develop new energy and materials industries, emphasizing the importance of energy storage technologies [19][20].

Core Viewpoint - The People's Bank of China, along with other regulatory bodies, has issued an action plan to enhance cross-border financial services in Shanghai, focusing on facilitating enterprises' international operations and addressing existing challenges in financial services [1][2]. Group 1: Key Features of the Action Plan - The action plan emphasizes an "enterprise perspective and problem-oriented" approach, based on consultations with over 80 companies to identify challenges in cross-border financing and financial services [1]. - It proposes 18 key measures across five areas: improving cross-border settlement efficiency, optimizing foreign exchange risk management, strengthening financing services, enhancing insurance protection, and refining comprehensive financial services [2]. Group 2: Specific Measures and Innovations - The plan includes support for banks to implement foreign exchange business management methods and establish a pilot mechanism for due diligence exemption, aimed at streamlining processes and reducing costs for enterprises [2]. - Banks are encouraged to provide efficient cross-border payment services, including a 24/7 cross-border remittance product that allows for instant account crediting for eligible businesses, enhancing financial management efficiency [2][3]. Group 3: Digital and Market Innovations - The action plan supports the development of deposit products based on foreign trade accounts, allowing for market-based pricing of foreign currency deposits to attract more funds [3]. - It highlights successful cases of digital services, such as the first cross-border electronic invoice payment processed through a foreign bank, and the use of digital currency for cross-border transactions [3]. Group 4: Institutional Developments - The establishment of a cross-border syndication loan center by the Bank of China in Shanghai has already served numerous enterprises, indicating a growing infrastructure for international financing [4]. - The Industrial and Commercial Bank of China has set up an international syndication business center in Shanghai, optimizing operations to align with international standards, thus enhancing its role as a core banking partner for global enterprises [4].

Group 1 - Dongying City focuses on green and low-carbon transformation, promoting high-quality development of renewable energy with significant growth in installed capacity and power generation, ranking first in the province [1] - The city has implemented the "14th Five-Year" renewable energy development plan and the medium to long-term energy development plan (2022-2030) to enhance renewable energy quality [1] Group 2 - By May 2025, the total installed capacity of renewable energy in Dongying City reached 9.8824 million kilowatts, a year-on-year increase of 45.35%, accounting for 67% of the city's total power capacity [2] - Major projects include the world's largest open offshore photovoltaic project with a capacity of 1,000 megawatts and the first fully operational integrated wind-solar-storage project in the Lubei base [2] - The city is advancing geothermal energy development with six projects included in the provincial pilot program, focusing on clean heating and coal replacement [2] Group 3 - Dongying City collaborates with leading companies like CATL to accelerate the construction of a green battery manufacturing base and attract upstream and downstream enterprises [3] - The city plans to establish a 6 square kilometer offshore wind power equipment industrial park, attracting 35 projects with a total investment of 26.85 billion yuan [3] - Initiatives include the establishment of a wind power testing and certification innovation base and a research and testing center for large electromechanical drive systems [3]

Core Points - The Shanghai Composite Index opened lower but rose throughout the day, with the CSI Shanghai State-Owned Enterprises Index increasing by 1.82% to 1372.34 points, with a trading volume of 26.632 billion yuan [1] - Over the past month, the CSI Shanghai State-Owned Enterprises Index has risen by 1.44%, increased by 1.59% over the last three months, but has decreased by 5.09% year-to-date [1] - The index reflects the performance of listed companies that are state-controlled or significantly held by state-owned enterprises in Shanghai, selected based on profitability, growth potential, and shareholder return levels [1] Index Holdings - The top ten weighted stocks in the CSI Shanghai State-Owned Enterprises Index are: China Pacific Insurance (8.51%), Guotai Junan Securities (6.4%), Shanghai Airport (5.78%), Pudong Development Bank (4.91%), Shanghai Electric (3.92%), Shanghai Bank (3.81%), Sheneng Co. (3.14%), Dongfang Securities (3.13%), SAIC Motor (3.05%), and Huayu Automotive (3.0%) [1] - The index is exclusively composed of stocks listed on the Shanghai Stock Exchange, with a 100% allocation [1] Industry Breakdown - The industry composition of the index includes: Financials (29.47%), Industrials (23.03%), Consumer Discretionary (11.55%), Real Estate (9.96%), Information Technology (7.49%), Healthcare (6.81%), Communication Services (5.52%), Utilities (3.14%), Consumer Staples (1.67%), and Materials (1.38%) [2] - 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 Shanghai State-Owned Enterprises Index include: Huatai-PineBridge CSI Shanghai State-Owned Enterprises ETF Link A, Huatai-PineBridge CSI Shanghai State-Owned Enterprises ETF Link C, and Huatai-PineBridge CSI Shanghai State-Owned Enterprises ETF [2]

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 ...