证券代码：600835、900925 证券简称：上海机电、机电 B 股 公告编号：2025-020 上海机电股份有限公司 关于公司股东协议转让股份过户完成的公告 本公司董事会、全体董事及相关股东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： ? 上海机电股份有限公司（以下简称"公司""上海机电"）于 2025 年 6 月 23 日收到控股股东上海电气集团股份有限公司（以下简称"上海电气"）通知， 获悉其与上海上国投资产管理有限公司（以下简称"上国投资管"）签署了《上 海电气集团股份有限公司与上海上国投资产管理有限公司关于上海机电股份有 限公司之股份转让协议》（以下简称《股份转让协议》），上海电气拟通过协议转 让的方式向上国投资管转让其持有的 51,136,966 股公司无限售流通股股份（占 公司总股本的 5%），股份转让价款为人民币 859,612,398.46 元。 ? 公司于 2025 年 8 月 5 日收到上海电气通知，上海电气与上国投资管已取 得中国证券登记结算有限公司出具的《证券过户登记确认书》，股份过户登记时 间为 20 ...

（文章来源：每日经济新闻） 2024年1至12月份，上海机电的营业收入构成为：电梯业务占比93.79%，其他行业占比1.96%，印刷包 装机械业务占比1.7%，液压气动业务占比1.3%，能源工程业务占比1.24%。 上海机电（SH 600835，收盘价：27.02元）8月5日晚间发布公告称，上海机电股份有限公司于2025年6 月23日收到控股股东上海电气集团股份有限公司通知，获悉其与上海上国投资产管理有限公司签署了 《上海电气集团股份有限公司与上海上国投资产管理有限公司关于上海机电股份有限公司之股份转让协 议》，上海电气拟通过协议转让的方式向上国投资管转让其持有的约5114万股公司无限售流通股股份 （占公司总股本的5%），股份转让价款为人民币约8.6亿元。公司于2025年8月5日收到上海电气通知， 上海电气与上国投资管已取得中国证券登记结算有限公司出具的《证券过户登记确认书》，股份过户登 记时间为2025年8月4日。 ...

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 ...