Financial Performance - The company reported a total of 2,505.35 MW in new orders during the reporting period, representing an increase of 461.55% compared to the same period last year [4] - Cumulative orders on hand reached 18,101.65 MW, up 98.79% year-on-year, with 4,494.40 MW of these being awarded but not yet contracted [4] Asset Impairment - The company has decided to recognize an asset impairment provision totaling 12,237.38 million RMB for the first quarter of 2025, which will reduce the operating profit by 7,743.63 million RMB after considering reversals [13] - Specific provisions include 753.57 million RMB for inventory impairment due to a decline in product sales prices and fluctuations in raw material costs [9] - The company plans to add a provision of 292.27 million RMB for contract asset impairment, which will increase operating profit by 1,216.73 million RMB after considering reversals [11] Governance and Insurance - The company is proposing to purchase liability insurance for its directors, supervisors, and senior management for the period from July 1, 2025, to June 30, 2026, with a compensation limit of up to 200 million RMB [17] - The insurance premium is expected to be no more than 900,000 RMB, including VAT [17] Shareholder Meeting - The annual shareholder meeting is scheduled for May 23, 2025, with both on-site and online voting options available [23][24] - The meeting will discuss various matters, including the independent director's annual report [25]

上海亚化咨询有限公司创始合伙人郑春临表示，绿色甲醇市场是政策驱动的市场，国际和各国政策对绿色甲醇的需求将起到决定性作用，在"双碳"目标指引 下，绿色甲醇产业发展长期向好。 相关数据显示，当前全球范围内已有的绿色甲醇年产能约50万吨，我国绿色甲醇规划产能已超过1000万吨，产业发展势头强劲。 "当前船用绿色燃料生产项目需同时满足通过绿色认证、有竞争力的成本两大目标，对项目地点和项目资源，包括生物质资源、风光绿电资源、运输条件等 有很高的要求。因此，具备竞争力的绿色甲醇产能未来是有限的。"郑春临说。 新华财经长春4月22日电（记者王晓林）国际海事组织4月11日宣布，批准《国际防止船舶造成污染公约》附件六修正案草案，强制实施国际海事组织净零排 放框架。这是世界上首个将整个行业领域的强制性排放限制和温室气体定价相结合的框架。 近年来，使用以绿色甲醇等为代表的绿色燃料逐渐成为国际航运业响应国际海事组织要求、实现碳减排的主要手段。在此背景下，上海电气集团于2024年开 始在吉林省洮南市建设风电耦合生物质绿色甲醇一体化示范项目。依托当地新能源资源密集、土地与水资源充沛、区位交通便利等自然地理条件，以及自主 研发的核心技术， ...

记者日前从上海电气获悉，作为上海国资国企中的重要一员，上海电气近年来陆续通过完成整体上市、入主赢合科技、分拆电气风电上市、收购上海发那科机器人等实际行动诠释了市值管理的深 上海市国资委提出推动监管企业将市值管理融入国资国企改革，健全常态化市值维护机制，推动股票回购增持作为基础性制度安排，建立股价异常波动快速响应机制，严格规范股份减持行为。上 在投资者关系管理方面，上海电气积极利用业绩路演、投资者沟通会等多种形式，与投资者建立起了高效、顺畅的沟通渠道。据统计，上海电气坚持办高质量的投资者沟通会，去年组织境内投资 上海电气在市值管理过程中，始终将ESG（环境、社会责任和公司治理）理念融入其中。自2016年以来，公司已连续8年披露ESG报告，并获得较高国际评级。通过业务驱动和内在驱动双引擎， 上海电气相关负责人表示，未来将紧紧围绕"深化国有企业改革，持续优化国有经济布局"的战略部署，在上海国资委指导下，以"形成核心竞争力"为目标，不断巩固发展优势、培育新增长极， ...

Core Viewpoint - The boiler and prime mover manufacturing industry plays a crucial role in the national economy, driven by the rapid development of China's economy and increasing industrialization, leading to a significant growth in market demand and a projected market size increase from 517.48 billion yuan in 2015 to 711.38 billion yuan in 2024, with a compound annual growth rate of 3.6% [1][15]. Industry Overview - The boiler and prime mover manufacturing industry includes the production of boilers and various prime movers, categorized into boiler and auxiliary equipment manufacturing, internal combustion engine and parts manufacturing, steam turbine and auxiliary machine manufacturing, water turbine and auxiliary machine manufacturing, and other prime mover manufacturing [4][5]. - The industry is characterized by its technical complexity, market adaptability, and refined management features, indicating a significant development potential compared to developed countries, where China's market share is currently less than 10% [1][15]. Market Size and Growth - The market size of China's boiler and prime mover manufacturing is expected to grow from 517.48 billion yuan in 2015 to 711.38 billion yuan in 2024, reflecting a compound annual growth rate of 3.6% [1][15]. - The global boiler and prime mover manufacturing market is projected to increase from approximately 910.52 billion USD in 2015 to about 1,156.45 billion USD in 2024 [14]. Key Products and Structure - The main products in the industry include steam turbines and auxiliary machines, water turbines and auxiliary machines, internal combustion engines and parts, boilers and auxiliary equipment, with internal combustion engines and parts accounting for approximately 44.08% of the market share [17]. - The projected market sizes for 2024 are: steam turbines and auxiliary machines at 46.38 billion yuan, water turbines and auxiliary machines at 11.4 billion yuan, internal combustion engines and parts at 313.55 billion yuan, and boilers and auxiliary equipment at 266.49 billion yuan [17]. Policy Environment - The boiler manufacturing industry follows a market-oriented development model, with the National Development and Reform Commission responsible for policy formulation and project approval [6]. - Recent policies aim to enhance energy efficiency and promote the use of advanced energy-saving products, including industrial boilers, to support energy conservation and carbon reduction efforts [6][7]. Industry Chain - The industry chain includes upstream raw materials (steel, non-ferrous metals, etc.), core components (burners, heat exchange tubes, etc.), and downstream application sectors such as textiles, energy, metallurgy, and chemicals [8][10]. Competitive Landscape - The industry is characterized by a competitive landscape where state-owned enterprises dominate the high-end market, while private enterprises focus on niche segments. Key players include Dongfang Boiler, Harbin Boiler, Shanghai Electric, and others [20][21]. - Companies are increasingly extending their value chains into new energy and environmental sectors, driving the industry towards high-efficiency and clean development [20]. Future Trends - The industry is expected to accelerate towards high-end and intelligent development, with increasing demand for efficient and clean energy equipment driven by carbon neutrality goals [26][27]. - The transition to green and low-carbon technologies will lead to a decline in traditional coal-fired boiler markets, with emerging fields such as hydrogen boilers and carbon capture technologies gaining traction [27][28].

登录新浪财经APP 搜索【信披】查看更多考评等级 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、准确性和完整性依法承担法律责任。 ● 会议召开地点：上海证券交易所上证路演中心（网址：http://roadshow.sseinfo.com/） ● 会议召开方式：上证路演中心网络文字互动 ● 投资者可于2025年04月21日(星期一)至04月25日(星期五)16:00前登录上证路演中心网站首页点击"提问 预征集"栏目或通过公司邮箱sewc_ir@shanghai-electric.com进行提问。公司将在本次业绩说明会上对投 资者普遍关注的问题进行回答。 一、说明会类型 上海电气风电集团股份有限公司（以下简称"公司"）已于2025年03月25日发布公司2024年年度报告，将 于2025年04月26日在上海证券交易所网站（www.sse.com.cn）披露2025年第一季度报告。为加强与投资 者沟通交流，使投资者更加全面、深入地了解公司情况，公司将以网络文字互动的方式召开业绩说明 会，针对2024年度及2025年第一季度的经营成果及财务指标的具体情况与投资者进 ...

近日，上海市闵行区江川路街道办事处、上海市闵行第一房屋征 收事务所有限公司已与公司就本次收储签订《非居住房屋拆迁补偿协 议》。 证券代码：601727 证券简称：上海电气 编号：临 2025-026 上海电气集团股份有限公司 关于土地收储的进展公告 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。 一、交易概述 2024 年 12 月 30 日，上海电气集团股份有限公司（以下简称"公 司"）董事会五届一百零四次会议审议通过《关于上海市沪闵路 1111 号土地收储的议案》，同意公司将持有的上海市沪闵路 1111 号土地使 用权由上海市闵行区江川路街道办事处实施收储，收储总价为人民币 39,561.57 万元。 关于上述土地收储事项的具体情况，详见公司于 2024 年 12 月 31 日在上海证券交易所网站（www.sse.com.cn）披露的相关公告。 二、交易进展情况 由于签约时间的变化，公司已披露的拟签订协议中，"除上述补 偿外，若公司在 2025 年 2 月 28 日前签订《非居住房屋拆迁补偿协 议》，且公司妥善处理好租赁户 ...

证券代码：601727 证券简称：上海电气 编号：临 2025-025 上海电气集团股份有限公司 2、"持股比例"，按公司截至本公告日的总股本 15,579,809,092 股 计算。"股份种类"中，A 股指人民币普通股，H 股指境外上市外资 股。 根据《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，现将公司董事会披露回 购股份决议前一个交易日（即 2025 年 4 月 10 日）登记在册的前十大 股东和前十大无限售条件股东的名称、持股数量及持股比例公告如下： | 序号 | 股东名称 | 持股数量（股） | 持股比例 | 股份种类 | | --- | --- | --- | --- | --- | | 1 | 上海电气控股集团有限公司 | 6,400,435,385 | 41.08% | 股 A | | 2 | 香港中央结算（代理人）有 | 2,920,048,970 | 18.74% | H 股 | | | 限公司 | | | | | 3 | 上海国有资本投资有限公司 | 707,399,555 | 4.54% | A 股 | | 4 | 申能（集团）有限 ...

Group 1 - The A-share market's three major indices closed mixed, with the Shanghai Small Cap Index down 0.69% at 4495.05 points and a trading volume of 99.392 billion [1] - The Shanghai Small Cap Index has decreased by 6.52% over the past month, increased by 1.38% over the past three months, and has fallen by 2.26% year-to-date [1] - The index categorizes listed companies in the Shanghai market into different sizes based on market capitalization and trading volume, reflecting the overall performance of securities from various scales of companies [1] Group 2 - The top ten weighted stocks in the Shanghai Small Cap Index include Hu'nong Commercial Bank (1.18%), Chifeng Gold (1.11%), Chengdu Bank (1.07%), and others, with the index fully composed of stocks from the Shanghai Stock Exchange [1] - The industry composition of the index shows that industrials account for 23.59%, information technology for 18.17%, and financials for 12.57%, among others [2] - The index sample is adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December, typically not exceeding 10% of the sample [2]

Masdar是中东乃至全球最具影响力的清洁能源开发商之一，选择上海电气作为沙特赛达维项目的合作伙 伴，充分体现了对上海电气在全球光伏、风电等新能源领域的装备可靠性、履约能力与创新优势的认 可，以及双方在推进绿色能源转型上的共同意愿。 当地时间4月13日上午，上海电气与阿曼Mawarid集团签署风电项目供货框架协议、技术授权、本地化 工厂设计等一揽子合作协议。阿曼能矿部部长萨利姆·本·纳斯尔·阿乌菲表示，阿曼政府高度重视与上海 电气的合作伙伴关系，以此次风电项目签约为契机，阿曼政府十分期待未来在储能、氢能、光伏等多个 领域与上海电气扩展和深化合作，共同推动阿曼能源结构转型。 在推出"2040愿景"和绿氢战略计划后，阿曼始终鼓励绿色能源的跨国合作与项目开发，而绿色发展也正 是共建"一带一路"倡议的关键底色。 近年来，上海电气积极践行共建"一带一路"倡议，秉持"开放协同、合作共赢"的发展理念，致力于通过 技术创新和国际合作推动全球能源转型，携手迈向美好绿色未来。（赵华） 在全球对清洁能源需求日益增加的背景下，近日，上海电气集团（下称"上海电气"）先后与阿布扎比未 来能源有限公司（下称"Masdar"）、阿曼Mawa ...

Core Viewpoint - Despite global trade tensions and potential shifts in the energy storage industry, Chinese energy storage companies continue to secure significant orders, indicating a robust market demand and strategic partnerships [1]. Order Analysis - Domestic orders account for 60% of the total, with 6 out of 10 strategic collaborations occurring within China, while the remaining 4 are international, primarily in Australia, the UK, and Congo [2]. - The largest single order reached 15GWh, signed by Pengcheng Infinite during the ESIE 2025 exhibition, showcasing the growing scale of collaborations [3]. - Battery cell orders exceeded 4GWh, with notable contracts including over 3GWh from Lishen (Qingdao) and a GWh-level order from Penghui Energy [3]. - Industrial and commercial storage collaborations reached a total of 2 billion yuan, with significant agreements signed by Zhongbei Communication and Desai Battery [3]. Company Collaborations - Pengcheng Infinite signed strategic cooperation agreements with eight companies, totaling over 15GWh during the ESIE 2025 exhibition [6]. - Lishen (Qingdao) secured over 3GWh in orders with five partners, focusing on battery cell supply and system integration [10]. - Zhongxin Innovation signed agreements for 392Ah battery cells and a 6.25MWh liquid-cooled container system, enhancing energy efficiency by 25% compared to previous models [13]. - Penghui Energy entered into a strategic cooperation agreement for GWh-level battery cells with Xiamen Hechu Energy [14]. - Zhongbei Communication and Jinkai New Energy signed a strategic cooperation investment framework agreement worth 2 billion yuan for projects in Xinjiang [17]. - Jinko Energy signed a strategic cooperation agreement for 200MWh and 100MWh storage projects in Australia [21][23]. - Desai Battery and Linghang Investment formalized a procurement agreement for a 200MWh storage system [24]. - Shanghai Electric secured a 120MWh storage project order in the UK, marking its first overseas order in the energy storage market [27]. - LePu Sodium Energy signed a strategic cooperation agreement for a 135MWh storage project in Congo [29]. - Zhongna Energy reached an agreement for 200,000 sodium sulfate battery cells, focusing on low-temperature applications [32]. Technological Innovations - Pengcheng Infinite showcased its new generation liquid-cooled storage system, which reduces land use by 7% and improves discharge efficiency by 4% [8]. - Zhongxin Innovation's new battery cells and systems are designed to enhance safety and efficiency, with a 15% reduction in system cost [16]. - Desai Battery's new energy management platform integrates smart monitoring and operational strategies for enhanced system performance [26].