1月14日，上海电气盘中上涨2.08%，截至10:01，报9.34元/股，成交8.04亿元，换手率0.69%，总市值 1451.45亿元。 资金流向方面，主力资金净流出810.49万元，特大单买入6558.25万元，占比8.16%，卖出8759.08万元， 占比10.89%；大单买入1.68亿元，占比20.83%，卖出1.54亿元，占比19.10%。 分红方面，上海电气A股上市后累计派现99.73亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，上海电气十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1.66亿股，相比上期增加2828.51万股。中国证券金融股份有限公司、中证上海国企ETF （510810）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，上海电气集团股份有限公司位于上海市黄浦区四川中路110号，成立日期2004年3月1日，上 市日期2008年12月5日，公司主营业务涉及新能源与环保设备、高效清洁能源设备、工业装备和现代服 务业。主营业务收入构成为：销售商品81.52%，提供劳务9.43%，工程建造4.56%，其他业务4.49%。 上海电气所属申万行 ...

Core Viewpoint - Shanghai Electric has shown a positive stock performance with a year-to-date increase of 6.41% and a recent trading volume indicating strong investor interest [1][2]. Group 1: Stock Performance - As of December 31, Shanghai Electric's stock price increased by 2.01% to 8.63 CNY per share, with a trading volume of 9.18 billion CNY and a turnover rate of 0.85%, resulting in a total market capitalization of 134.11 billion CNY [1]. - The stock has experienced a 1.17% increase over the last five trading days and a 2.37% increase over the last twenty days, while it has decreased by 8.58% over the last sixty days [1]. - The company has appeared on the "龙虎榜" (a trading leaderboard) once this year, with a net buy of 759 million CNY on September 25, accounting for 11.62% of total trading volume [1]. Group 2: Financial Performance - For the period from January to September 2025, Shanghai Electric reported a revenue of 81.789 billion CNY, reflecting a year-on-year growth of 7.50%, and a net profit attributable to shareholders of 1.065 billion CNY, which is a 40.49% increase compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 9.973 billion CNY, with no dividends distributed in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Shanghai Electric increased to 727,700, marking a 3.31% rise from the previous period [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 166 million shares, which is an increase of 28.285 million shares from the previous period [3].

今年以来上海电气已经1次登上龙虎榜，最近一次登上龙虎榜为9月25日，当日龙虎榜净买入7.59亿元； 买入总计13.95亿元 ，占总成交额比11.62%；卖出总计6.37亿元 ，占总成交额比5.30%。 资料显示，上海电气集团股份有限公司位于上海市黄浦区四川中路110号，成立日期2004年3月1日，上 市日期2008年12月5日，公司主营业务涉及新能源与环保设备、高效清洁能源设备、工业装备和现代服 务业。主营业务收入构成为：销售商品81.52%，提供劳务9.43%，工程建造4.56%，其他业务4.49%。 12月24日，上海电气盘中上涨2.02%，截至13:08，报8.57元/股，成交6.58亿元，换手率0.62%，总市值 1331.79亿元。 资金流向方面，主力资金净流入7761.63万元，特大单买入1.14亿元，占比17.27%，卖出3543.63万元， 占比5.39%；大单买入1.17亿元，占比17.79%，卖出1.18亿元，占比17.87%。 上海电气今年以来股价涨5.67%，近5个交易日涨2.27%，近20日跌3.49%，近60日涨0.59%。 分红方面，上海电气A股上市后累计派现99.73亿元。近三 ...

Core Viewpoint - Dongfang Electric has shown significant stock performance with a year-to-date increase of 53.48%, reflecting strong market interest and financial growth [1][2]. Group 1: Stock Performance - As of December 23, Dongfang Electric's stock price reached 23.77 CNY per share, with a trading volume of 3.14 billion CNY and a market capitalization of 82.205 billion CNY [1]. - The stock has experienced a 4.53% increase over the last five trading days, a 16.23% increase over the last twenty days, and a 27.11% increase over the last sixty days [1]. - The company has appeared on the "龙虎榜" (a stock market leaderboard) once this year, with the last appearance on July 22 [1]. Group 2: Company Overview - Dongfang Electric, established on December 28, 1993, and listed on October 10, 1995, is located in Chengdu, Sichuan Province [2]. - The company specializes in the research, manufacturing, sales, and service of various power generation equipment, including thermal, hydro, wind, nuclear, and gas power generation [2]. - The revenue composition includes 43.95% from clean and efficient energy equipment, 27.32% from renewable energy equipment, 11.52% from emerging growth industries, 8.98% from modern manufacturing services, and 8.23% from engineering and supply chain services [2]. Group 3: Financial Performance - For the period from January to September 2025, Dongfang Electric reported a revenue of 54.744 billion CNY, representing a year-on-year growth of 16.41% [2]. - The net profit attributable to shareholders reached 2.966 billion CNY, marking a year-on-year increase of 13.02% [2]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 146,900, a rise of 59.62% compared to the previous period [2]. - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 406 million shares, an increase of 6.80179 million shares from the previous period [3]. - Other significant shareholders include various ETFs, with notable decreases in holdings for some [3].

Core Viewpoint - Shanghai Electric's stock has experienced fluctuations, with a recent decline of 2.05% and a year-to-date increase of 6.29%, indicating volatility in its market performance [1][2]. Financial Performance - For the period from January to September 2025, Shanghai Electric reported a revenue of 82.276 billion yuan, reflecting a year-on-year growth of 7.42% [2]. - The company's net profit attributable to shareholders reached 1.065 billion yuan, marking a significant year-on-year increase of 40.49% [2]. Stock Market Activity - As of November 19, the stock price was 8.62 yuan per share, with a total market capitalization of 133.956 billion yuan [1]. - The stock has seen a net outflow of 135 million yuan in principal funds, with significant selling pressure observed [1]. - Shanghai Electric has appeared on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with the last appearance on September 25, where it recorded a net buy of 759 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 727,700, up by 3.31% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 28.2851 million shares [3].

Core Viewpoint - Oriental Electric's stock price has shown significant growth this year, with a year-to-date increase of 44.19% and a recent uptick in trading activity, indicating strong market interest and potential investment opportunities [1][2]. Financial Performance - For the period from January to September 2025, Oriental Electric reported a revenue of 55.52 billion yuan, reflecting a year-on-year growth of 16.03%. The net profit attributable to shareholders was 2.966 billion yuan, marking a 13.02% increase compared to the previous year [2]. - The company has distributed a total of 8.575 billion yuan in dividends since its A-share listing, with 3.892 billion yuan distributed over the last three years [3]. Stock Market Activity - As of November 7, Oriental Electric's stock was trading at 22.33 yuan per share, with a market capitalization of 77.225 billion yuan. The stock experienced a decline of 2.02% during the trading session [1]. - The trading volume on November 7 reached 1.186 billion yuan, with a turnover rate of 2.33%. The net outflow of main funds was 123 million yuan, while large orders showed mixed buying and selling activity [1]. Shareholder Structure - As of September 30, 2025, Oriental Electric had 146,900 shareholders, an increase of 59.62% from the previous period. The average number of circulating shares per shareholder remained at zero [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 406 million shares, which increased by 6.807 million shares compared to the previous period [3].

Group 1: Yonghui Supermarket - Yonghui Supermarket's application for a private placement has been accepted by the Shanghai Stock Exchange for review [1] Group 2: Suzhou Bank - Suzhou Bank reported a net profit of 4.477 billion yuan for the first three quarters, a year-on-year increase of 7.12% [2] - The bank's operating income for the same period was 9.477 billion yuan, up 2.02% year-on-year [2] Group 3: Guohai Securities - Guohai Securities achieved a net profit of 705 million yuan in the first three quarters, marking a significant year-on-year increase of 282.96% [4] - The company's operating income for the same period was 2.617 billion yuan, up 24.22% year-on-year [4] Group 4: China Baoneng - China Baoneng reported a net profit of 283 million yuan for the first three quarters, a decline of 26.51% year-on-year [5] - The company's operating income for the same period was 16.812 billion yuan, an increase of 14.87% year-on-year [5] Group 5: Shahe Co., Ltd. - Shahe Co., Ltd. plans to acquire 70% of the shares of Shenzhen Jinghua Display Electronics Co., Ltd. [7] - The company reported a net loss of 32.22 million yuan in the first three quarters [9] Group 6: China Power - China Power reported a net profit of 1.208 billion yuan for the first three quarters, a year-on-year increase of 62.5% [10] - The company's operating income for the same period was 40.971 billion yuan, up 11.88% year-on-year [10] Group 7: Shanghai Electric - Shanghai Electric achieved a net profit of 1.065 billion yuan in the first three quarters, a year-on-year increase of 8.48% [11] - The company's operating income for the same period was 81.789 billion yuan, up 7.50% year-on-year [11] Group 8: China Shipbuilding Defense - China Shipbuilding Defense reported a net profit of 655 million yuan for the first three quarters, a year-on-year increase of 249.84% [12] - The company's operating income for the same period was 14.315 billion yuan, up 12.83% year-on-year [12] Group 9: China Merchants Shekou - China Merchants Shekou reported a net profit of 2.497 billion yuan for the first three quarters, a decline of 3.99% year-on-year [13] - The company's operating income for the same period was 89.766 billion yuan, up 15.07% year-on-year [13] Group 10: Zhejiang Merchants Bank - Zhejiang Merchants Bank reported a net profit of 11.668 billion yuan for the first three quarters, a decline of 9.59% year-on-year [17] - The bank's operating income for the same period was 48.931 billion yuan, down 6.78% year-on-year [17] Group 11: Inspur Information - Inspur Information reported a net profit of 1.482 billion yuan for the first three quarters, a year-on-year increase of 15.35% [17] - The company's operating income for the same period was 120.669 billion yuan, up 44.85% year-on-year [17] Group 12: China National Aviation - China National Aviation reported a net profit of 1.870 billion yuan for the first three quarters, a year-on-year increase of 37.31% [27] - The company's operating income for the same period was 129.826 billion yuan, up 1.31% year-on-year [27] Group 13: Huayin Power - Huayin Power reported a net profit of 357 million yuan for the first three quarters, a year-on-year increase of 954.94% [28] - The company's operating income for the same period was 6.362 billion yuan, up 3.23% year-on-year [28]

Core Viewpoint - Dongfang Electric is a leading player in the power equipment manufacturing industry, showcasing strong revenue and profit performance while maintaining a competitive position in the market [2][3]. Group 1: Company Overview - Dongfang Electric was established on December 28, 1993, and listed on the Shanghai Stock Exchange on October 10, 1995, with its headquarters in Chengdu, Sichuan Province [1]. - The company is one of the largest R&D and manufacturing bases for power generation equipment globally, with a comprehensive range of services including power station design and various energy sources such as thermal, hydro, wind, nuclear, and gas power [1]. Group 2: Financial Performance - For Q3 2025, Dongfang Electric reported a revenue of 54.744 billion yuan, ranking second in the industry, while the net profit reached 3.102 billion yuan, ranking first [2]. - The revenue from clean and efficient energy equipment was 16.767 billion yuan, accounting for 43.95% of total revenue, while renewable energy equipment contributed 10.425 billion yuan, making up 27.32% [2]. Group 3: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 71.27%, which is lower than the industry average of 73.21%, indicating a relatively strong debt repayment capability [3]. - The gross profit margin for the same period was 15.38%, slightly down from 15.74% year-on-year, and below the industry average of 16.78%, suggesting room for improvement in profitability [3]. Group 4: Leadership - The chairman, Luo Qianyi, born in 1965, has held various significant positions and has been leading Dongfang Electric since June 2025 [4]. - The president, Zhang Yanjun, born in March 1970, has a doctoral degree and has previously worked in key roles within the industry [4]. Group 5: Shareholder Information - As of February 7, 2020, the number of A-share shareholders decreased by 11.44% to 120,000, with an average holding of 16,600 shares per shareholder, which increased by 12.92% [5]. - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 406 million shares, while Huatai-PB CSI 300 ETF is the third-largest shareholder with 20.7271 million shares, having decreased by 812,400 shares [5]. Group 6: Future Outlook - According to Huayuan Securities, the projected net profits for 2025-2027 are 4.06 billion, 4.73 billion, and 5.44 billion yuan, with year-on-year growth rates of 39%, 17%, and 15% respectively [5]. - Guoxin Securities maintains profit forecasts of 4.34 billion, 5.52 billion, and 6.09 billion yuan for the same period, with expected growth rates of 48.5%, 27%, and 10.3% [6].

Core Viewpoint - Shanghai Electric is a leading comprehensive power equipment enterprise in China, with a strong investment value due to its full industry chain advantages in new energy, environmental protection, and efficient clean energy equipment and services [1] Group 1: Business Performance - In Q3 2025, Shanghai Electric achieved a revenue of 81.789 billion yuan, ranking first in the industry, surpassing the industry average of 68.266 billion yuan and the second-ranked Dongfang Electric's revenue of 54.744 billion yuan [2] - The main business composition includes 44.029 billion yuan from product sales (81.52%), 5.09 billion yuan from service provision (9.43%), 2.462 billion yuan from engineering construction (4.56%), and 2.426 billion yuan from other businesses (4.49%) [2] - The net profit for the same period was 2.625 billion yuan, ranking second in the industry, with Dongfang Electric leading at 3.102 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Shanghai Electric's debt-to-asset ratio was 75.15%, higher than the previous year's 73.15% and above the industry average of 73.21% [3] - The gross profit margin for Q3 2025 was 18.18%, slightly down from 18.65% in the previous year but still above the industry average of 16.78% [3] Group 3: Shareholder Information - As of June 5, 2018, the number of A-share shareholders decreased by 10.49% to 320,900, with an average holding of 30,700 circulating A-shares, an increase of 11.71% [5] - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 166 million shares, an increase of 28.2851 million shares from the previous period [5] Group 4: Business Highlights - In H1 2025, Shanghai Electric reported a revenue of 54.303 billion yuan, a year-on-year increase of 8.89%, with a net profit of 0.821 billion yuan, up 36.40% year-on-year [5] - The energy equipment segment saw a robust revenue growth of 22.16% to 30.116 billion yuan in H1 2025 [5] - New orders exceeded 100 billion yuan, reaching 109.81 billion yuan, a year-on-year increase of 31.2%, with strong performances in wind and nuclear power sectors [5] - The company made breakthroughs in emerging industries such as robotics and nuclear fusion, including the successful delivery of the world's first ITER project magnet cold test Dewar [5]

Core Viewpoint - Shanghai Electric's stock has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 17.26%, indicating a volatile yet upward trend in its stock performance [1][2]. Financial Performance - For the first half of 2025, Shanghai Electric reported a revenue of 543.03 billion yuan, reflecting a year-on-year growth of 8.89%, while the net profit attributable to shareholders was 8.21 billion yuan, up 36.40% compared to the previous year [2]. - The company has cumulatively distributed dividends amounting to 99.73 billion yuan since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - As of October 28, Shanghai Electric's stock price was 9.51 yuan per share, with a trading volume of 22.93 billion yuan and a turnover rate of 1.89%, leading to a total market capitalization of 147.78 billion yuan [1]. - The stock has seen significant trading activity, with a net outflow of 2.81 billion yuan from main funds, while large orders accounted for 18.90% of buying and 23.85% of selling [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Shanghai Electric was 704,400, a decrease of 6.70% from the previous period, with an average of 0 shares per shareholder [2]. - Major shareholders include China Securities Finance Corporation and Hong Kong Central Clearing Limited, with notable changes in their holdings [3].