Core Viewpoint - Shanghai Mechanical and Electrical Co., Ltd. (Shanghai Mechanical) is transferring 5% of its total shares to Shanghai Shangguo Investment Management Co., Ltd. (Shangguo Investment) to enhance corporate governance and promote high-quality development [1][2]. Group 1 - The controlling shareholder, Shanghai Electric Group Co., Ltd. (Shanghai Electric), will transfer 51,136,966 shares, representing 5% of the total share capital of Shanghai Mechanical, to Shangguo Investment [1]. - After the transfer, Shanghai Electric's direct shareholding will decrease from 491,073,586 shares (48.81%) to 439,936,620 shares (43.81%), while Shangguo Investment will hold 51,136,966 shares (5%) [2]. - The transfer will not change the controlling shareholder or actual controller of the company, nor will it trigger a mandatory bid or adversely affect the company's governance structure and ongoing operations [2].

上海机电（600835）公告，公司控股股东上海电气（601727）与上国投资管签署股份转让协议，上海电 气拟将其所持有的5113.7万股公司股票(占公司总股本的5%)非公开协议转让至受让方。权益变动前，上 海电气直接持有公司A股股份数量4.91亿股，同时通过其全资子公司上海电气香港有限公司持有公司 811.77万股B股，合并占公司总股本的48.81%。权益变动后，上海电气的直接持股数量将减少5113.7万 股，合并持股比例从48.81%降至43.81%，上国投资管将持有公司股份5113.7万股，占公司总股本的 5%。本次权益变动不会导致公司控股股东及实际控制人发生变化。 ...

Core Viewpoint - The article emphasizes the importance of the long-duration energy storage industry and highlights the upcoming 2025 TrendBank Long-Duration Energy Storage Industry Conference, which aims to foster collaboration among industry players and recognize outstanding contributions in the field [2][4][5]. Group 1: Conference Details - The 2025 TrendBank Long-Duration Energy Storage Industry Conference will be held on July 2-3 in Yinchuan, Ningxia, in collaboration with Shanghai Electric Storage Technology Co., Ltd. The event is open to the entire industry and free to attend [2]. - During the conference, the "2025 TrendBank Long-Duration Energy Storage Industry Development Blue Book" will be released for free [2]. Group 2: Industry Recognition - The conference will feature awards such as "Potential Cities for Long-Duration Energy Storage," "Industry Technological Strength," "Industry Product Strength," "Industry Market Strength," and "Industry Rising Star Award" to recognize exemplary cities and enterprises in the long-duration energy storage sector [5]. - The awards aim to promote a healthy ecosystem focused on technology and effectiveness, encouraging industry players to excel and drive technological breakthroughs [4]. Group 3: Award Nominees - **Potential Cities for Long-Duration Energy Storage** include Yinchuan, Quanzhou, Yumen, and others, totaling 20 cities recognized for their potential [6]. - **Industry Market Strength Nominees** feature companies such as China Energy Construction Digital Technology Group and Shanghai Electric Storage Technology Co., Ltd. [7]. - **Industry Product Strength Nominees** include Zhejiang Huayong Technology Co., Ltd. and Shenzhen Zhonghe Storage Technology Co., Ltd. among others [8]. - **Industry Technological Strength Nominees** consist of companies like China National Offshore Oil Corporation and Shanghai Electric Turbine Factory [9].

Core Viewpoint - The article highlights the upcoming 2025 TrendBank (Shiyin) Long-term Energy Storage Industry Conference, emphasizing its significance in the energy storage sector and the participation of key industry players [2][14]. Conference Details - The 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 [14]. - The event is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd., and is supported by various governmental and industrial organizations [15][14]. Agenda Highlights - The agenda includes a series of keynote speeches, technical presentations, and roundtable discussions focused on long-term energy storage technologies, including compressed air and liquid flow batteries [16][22]. - Notable speakers include industry experts such as Wu Shifang from Shanghai Electric, who will discuss key technologies in compressed air energy storage [5][10]. Industry Collaboration - The conference aims to foster collaboration among industry stakeholders, including the release of the "2025 TrendBank Long-term Energy Storage Industry Development Blue Book" in partnership with the Hangzhou Energy Storage Industry Association [3][15]. - The event will also feature discussions on the strategic development of the Su-Yin Industrial Park, which focuses on renewable energy and advanced manufacturing [17][18]. Registration Information - Registration for the conference is free, encouraging broad participation from the industry [25]. - Attendees must register using their personal mobile numbers to ensure proper check-in and access to conference materials [25].

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17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 | 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 ...

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18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 | 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 | | | | | | | | | | 事件 | 已發行股份（不包括庫存股份）變動 | 佔有關事件前的現有已發 | 庫存股份變動 | 每股發行/出售價 (註4) ...

Group 1 - The nuclear robot industry chain includes upstream raw material supply, midstream production processing, and downstream application segments [3] - The domestic development of humanoid robots for nuclear power is accelerating, with significant support from national and local policies [1][2] - The first humanoid robot for nuclear power has been successfully deployed and is undergoing training in nuclear power scenarios [1] Group 2 - Nuclear robots are designed for the harsh environments of nuclear power plants, featuring high radiation resistance and intelligent decision-making capabilities [2] - These robots can be categorized by function into inspection, maintenance, and emergency response, enhancing operational efficiency and safety in nuclear power [2] - The market for nuclear robots is expanding due to the growth of the nuclear industry and increasing demand for spent fuel management [3] Group 3 - Several listed companies are actively investing in the nuclear humanoid robot sector, driving industry advancement [4] - Companies like Jingye Intelligent and Shanghai Electric are focusing on developing and deploying humanoid robots for nuclear applications [4] - The collaboration between Shenhao Technology and Yundong Technology aims to leverage their strengths in developing intelligent inspection robots for the nuclear industry [4]

Core Viewpoint - The article emphasizes that under the global energy transition, China's green energy technology is rapidly expanding internationally, with Shanghai Electric leading the way in high-end manufacturing and establishing a global green energy footprint [1][2]. Group 1: Wind Energy Expansion - Shanghai Electric Wind Power Group has achieved over 1 GW in overseas project bids, showcasing its capabilities in various international activities such as equipment sales and lifecycle maintenance [3]. - The company has been a leader in China's offshore wind power sector for ten consecutive years and has secured significant orders in regions like Eurasia and Southeast Asia, contributing to global green energy development [3][4]. Group 2: Technological Innovation - Shanghai Electric has a long history of exporting advanced equipment, with significant milestones in high-end CNC machine exports, marking a key achievement in its internationalization efforts [5]. - The company aims to continue breakthroughs in high-end machine design and manufacturing, focusing on collaboration across the supply chain and fostering talent in advanced manufacturing [6]. Group 3: Solar Thermal and Photovoltaic Projects - The company is involved in the Mohammed bin Rashid Al Maktoum Solar Park project, which includes 700 MW of solar thermal and 250 MW of photovoltaic capacity, expected to generate 5.7 billion kWh by May 2025 [7]. - This project is a significant collaboration between China and the UAE, aiming to reduce CO2 emissions by over 1.6 million tons annually [7][8]. Group 4: Global Project Execution - Shanghai Electric has executed over 200 projects in countries along the Belt and Road Initiative, with a total installed capacity of 125 GW and nearly 200 billion yuan in executable orders [9]. - The company plans to expand its overseas business, focusing on clean and renewable energy projects, thereby promoting Chinese manufacturing on a global scale [9].

Group 1 - The core viewpoint is that domestic controlled nuclear fusion projects are accelerating in bidding and commercialization, with 2025 being a significant year for both domestic and international projects [1] - The financial market has seen active performance from companies related to controlled nuclear fusion recently [1] Group 2 - Xue Ren Co., Ltd. has become one of the few global companies with leading technologies in piston compressors, screw compressors, and centrifugal compressors, holding over 280 core patents [4] - Shanghai Electric has established a complete manufacturing industry chain for nuclear energy equipment, maintaining the highest market share in the domestic nuclear island main equipment sector [6] - Hezhuan Intelligent is a champion in the forming machine tool segment, with applications in various fields and has received orders worth over 200 million yuan for core components in controlled nuclear fusion projects [8] - Dongfang Tantalum Industry has the largest production base for tantalum and niobium products in China and has participated in international nuclear fusion projects [11] Group 3 - Financial analysis using the DuPont method shows that Dongfang Tantalum Industry has the highest net asset return rate at 2.13%, followed by Shanghai Electric at 0.55%, Xue Ren Co., Ltd. at 0.4%, and Hezhuan Intelligent at 0.34% [14][28][29] - The sales net profit margin for these companies has shown varying trends, with Dongfang Tantalum Industry leading at 16.72% in Q1 2025 [17][19] - Total asset turnover rates indicate that Dongfang Tantalum Industry also leads with a rate of 0.11 in Q1 2025, while Xue Ren Co., Ltd. and Hezhuan Intelligent follow closely [21][23] - The equity multiplier shows Shanghai Electric has the highest leverage at 3.85, while Dongfang Tantalum Industry has the lowest at 1.21 [25][27]

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].