王晨皓先生的简历详见附件。 证券代码：601727 证券简称：上海电气 编号：临 2026-002 上海电气集团股份有限公司 关于选举职工董事的公告 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。 近日，上海电气集团股份有限公司（以下简称"公司"）召开第 三届职工代表大会第二次联席会议，会议选举王晨皓先生为公司第六 届董事会职工董事，王晨皓先生将与公司股东会选举产生的董事共同 组成公司第六届董事会，任期与公司股东会选举产生的董事一致。 2 1 综合业务部部长助理、监察室副主任、资产运作部副部长、党委工作 部副部长，上海东方国际资产经营管理有限公司总经理，东方国际（集 团）有限公司纪委副书记、党委工作部部长、监察室主任，上海交运 集团股份有限公司党委副书记、纪委书记、监事会副主席，市监委驻 上海交运集团股份有限公司监察专员，公司纪委书记、党委委员，市 监委驻公司监察专员。王先生拥有法学学士学位，高级政工师。 特此公告。 上海电气集团股份有限公司董事会 二〇二六年一月十六日 附：王晨皓先生简历 王晨皓先生，56 岁，现任本公司党委 ...

Core Viewpoint - Shanghai Electric Group Co., Ltd. has elected Mr. Wang Chenhao as the employee director of the sixth board of directors during the second joint meeting of the third employee representative conference [1] Group 1 - The election of Mr. Wang Chenhao will align his term with the directors elected by the shareholders' meeting [1]

Core Viewpoint - The development of the Yangtze River Economic Belt emphasizes ecological priority and green development, contributing significantly to China's GDP and carbon emissions reduction efforts [1]. Group 1: Achievements in Green Development - Over the past decade, the Yangtze River Economic Belt has promoted the green transformation of traditional industries such as steel, petrochemicals, and building materials [1]. - The region has established 24 national carbon peak pilot cities and parks, along with 14 zero-carbon parks, showcasing its leading role in ecological and green development [1]. - Sichuan province, a key ecological barrier, has achieved an annual clean energy generation of over 4,000 billion kilowatt-hours, accounting for over 80% of its total energy output, and has seen a nearly fourfold increase in new energy installations over five years, reaching 25.19 million kilowatts [1]. Group 2: Specific Pilot Cities and Parks - Leshan, located in Sichuan, is a national carbon peak pilot city with abundant hydropower resources, featuring 327 hydropower stations and an annual generation of approximately 26.5 billion kilowatt-hours [3]. - The Yibin Lingang Economic and Technological Development Zone aims to create a zero-carbon park, with over 70% of its industries being green and low-carbon [5]. - The Chongqing Jiulong New City Park serves as a national carbon peak pilot park, focusing on an aluminum industry chain and innovative green logistics [7]. Group 3: Regional Contributions - Hubei province plays a pivotal role in the central region's rise, hosting two national carbon peak pilot cities and a zero-carbon park, with a focus on green transformation in the automotive industry [10][12]. - Jiangsu province, located in the Yangtze River Delta, has four national carbon peak pilot cities and parks, promoting a circular economy and low-carbon development through various initiatives [18]. - Zhejiang province has three national carbon peak pilot cities and a zero-carbon park, emphasizing the integration of green manufacturing and renewable energy [24][26]. Group 4: Innovative Practices - The Suzhou Industrial Park has established a market-based voluntary emission reduction trading system, serving over 500 enterprises and promoting sustainable development practices [20]. - The Shanghai Lingang New Area Zero Carbon Bay has attracted major industries and aims to create a comprehensive zero-carbon system integrating various renewable energy sources [23]. - The Guizhou Big Data Science and Technology Innovation City focuses on green energy and advanced manufacturing, with a significant portion of its energy coming from renewable sources [39].

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 600938 | 甲国海海 | -0.47% | 9.87% | | 600104 | 上汽集团 | 3.16% | 8.71% | | 000858 | 五粮液 | 0.00% | 7.32% | | 000651 | 格力电器 | 0.62% | 6.54% | | 603993 | 洛阳辑业 | 3.28% | 5.12% | | 601600 | 中国铝业 | 1.82% | 4.26% | | 601225 | 陕西煤业 | 0.95% | 4.25% | | 601727 | 上海电气 | 2.09% | 3.08% | | 601877 | 正泰电器 | 3.09% | 2.85% | | 600755 | 厦门国贸 | -0.72% | 2.82% | 截至2026年1月16日9:42，国证自由现金流指数上涨0.94%，成分股亚翔集成上涨7.69%，平高电气上涨6.69%，白银有色上涨4.47%，神火股份上涨3.68%， 三生国健上涨3.55%。自由现金流ETF(159201)上涨0. ...

Group 1 - The core viewpoint of the news is that Hong Kong's power equipment stocks experienced significant gains, driven by the announcement of the State Grid's "14th Five-Year" investment plan, which is expected to reach 4 trillion yuan, a 40% increase from the previous plan [1] - Dongfang Electric led the gains with an increase of over 10%, followed by Harbin Electric with a 5.5% rise, and Shanghai Electric with a nearly 5% increase [2] - The investment plan aims to expand effective investment to promote high-quality development of the new power system industry chain and supply chain [1] Group 2 - According to Caixin Securities, during the "14th Five-Year" period, the power supply side is expected to see growth in clean energy installations, particularly wind and solar, while the power supply structure will transition from fossil fuel-based generation to reliable support from renewable energy [1] - The power system is expected to evolve from the traditional "source-grid-load" model to a "source-grid-load-storage" model, incorporating various new technological forms [1] - Guojin Securities anticipates that by 2026, the power grid industry will show significant structural differentiation, with high-growth sectors focusing on domestic main grid transmission and power equipment exports, while also monitoring upward opportunities in distribution networks and external networks [1]

Group 1 - Electric equipment stocks experienced a rise in early trading, with Dongfang Electric (01072) increasing by 7.59% to HKD 26.66 [1] - Harbin Electric (01133) saw a gain of 5.44%, reaching HKD 18.80 [1] - Times Electric (03898) rose by 3.36%, trading at HKD 40.02 [1] - Shanghai Electric (02727) increased by 3.86%, priced at HKD 4.57 [1]

Group 1 - Hong Kong power equipment stocks experienced a rise in early trading, with notable increases in share prices [1] - Dongfang Electric (01072.HK) saw a significant increase of 6.54%, reaching HKD 26.4 [1] - Times Electric (03898.HK) rose by 4.44%, trading at HKD 40.4 [1] - Shanghai Electric (02727.HK) increased by 3.64%, with a share price of HKD 4.56 [1] - Harbin Electric (01133.HK) gained 3.2%, priced at HKD 18.4 [1]

Group 1 - The Hong Kong stock market's power equipment sector showed strong performance at the beginning of trading, with notable gains in several companies [1] - Dongfang Electric (01072.HK) experienced an increase of over 8% [1] - Harbin Electric (01133.HK) saw a rise of more than 5%, while Shanghai Electric (02727.HK) and Xinyi Solar (00968.HK) also followed with gains [1]

消息上，国家电网"十五五"投资计划出炉："十五五"期间，国家电网公司固定资产投资预计达到4万亿 元，较"十四五"投资增长40%，以扩大有效投资带动新型电力系统产业链供应链高质量发展。 港股电力设备股大幅上涨，其中，东方电气涨超10%领衔，哈尔滨电气涨5.5%，上海电气涨近5%，金 风科技、东北电气纷纷上涨。 国金证券认为，展望2026年，电网行业仍将呈现明显结构性分化，高景气赛道指向国内主网输变电与电 力设备出海两大核心方向，同时关注配网侧和网外侧的拐点向上机会。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01072 | 东方电气 | 27.320 | 10.25% | | 01133 | 哈尔滨电气 | 18.820 | 5.55% | | 02727 | 上海电气 | 4.610 | 4.77% | | 00968 | 信义光能 | 3.230 | 3.19% | | 02208 | 金风科技 | 14.520 | 2.18% | | 06862 | 福莱特玻璃 | 10.380 | 1.76% | | 03800 | 协鑫科技 | 1.0 ...

1月16日消息，港股电力设备股盘初冲高，东方电气涨超10%，哈尔滨电气涨超5%，上海电气涨5%，信 义光能涨超3%。 消息面上，据悉，"十五五"时期，国家电网公司固定资产投资预计达到4万亿元，较"十四五"投资增长 40%，以扩大有效投资带动新型电力系统产业链供应链高质量发展。此前2025年12月31日，发改委、能 源局两部门发布《关于促进电网高质量发展的指导意见》，明确适度超前开展电网投资建设。 汇丰前海证券表示，从历史数据来看，电网投资在"五年计划"的第一年通常较高，预计2026年将出现类 似趋势。2025年国家电网最后一批骨干网设备招标中，招标总金额同比增长88%。这意味着特高压电网 投资加速，主要源于骨干网设备通常与特高压网络配套使用。与特高压直流项目相比，特高压交流项目 的进度或将快于预期，主要受益于更加成熟的技术以及更短的覆盖范围。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 1月16日消息，港股电力设备股盘初冲高，东方电气涨超10%，哈尔滨电气涨超5%，上海电气涨5%，信 义光能涨超3%。 消息面上，据悉，"十五五"时期，国家电网公司固定资产投资预计达到4万亿元，较"十四五" ...