Core Viewpoint - Shanghai Electric (601727)(02727) saw its stock price increase by over 8%, reaching a peak of 5.16 HKD with a trading volume of 1.014 billion HKD, driven by positive developments in the controllable nuclear fusion sector [1] Group 1: Industry Developments - Recent favorable news in the controllable nuclear fusion sector includes a significant breakthrough in the construction of the BEST project in Hefei, Anhui, with the successful delivery and installation of the key component, the Dewar base [1] - The fusion industry is experiencing intensified activity compared to July and August, with expectations of major national and international announcements at the upcoming International Atomic Energy Fusion Energy Conference [1] - The BEST project is anticipated to initiate a second round of intensive bidding in Q4 for high-value products, including the first wall, divertor, and power supply, alongside potential advancements in other fusion devices [1] Group 2: Company Positioning - Shanghai Electric has been involved in the "artificial sun" nuclear fusion project since 2000 and has become one of the most comprehensive suppliers of core equipment for domestic nuclear fusion main systems [1] - According to Everbright Securities, the company is expected to leverage its leading position to enhance its market share in traditional business areas amid China's energy structure transformation and industrial adjustment [1] - Supported by its technological research and development advantages, the company is also poised to see new growth points in emerging sectors such as energy storage, hydrogen energy, and robotics [1]

据悉，上海电气自2000年起参与"人造太阳"核聚变项目，至今已成为国内核聚变主机系统核心装备供货 业绩最全面的装备制造企业之一。光大证券此前研报指出，在我国能源结构转型、产业结构调整的背景 下公司有望利用龙头优势进一步提升传统优势业务市占率，同时在公司技术研发优势的支撑下储能、氢 能和机器人等新兴业务也有望成为公司新的业绩增长点。 消息面上，近期，可控核聚变赛道利好频出。据央视新闻报道，10月1日，位于安徽合肥的紧凑型聚变 能实验装置BEST项目建设取得关键突破。BEST装置主机关键部件——杜瓦底座研制成功并顺利完成交 付，成功精准落位安装在BEST装置主机大厅内，标志着项目主体工程建设步入新阶段。方正证券认 为，聚变行业催化明显较7-8月份更加密集，国际原子能聚变能大会或有重大国家和国际进展公布，且 国内BEST项目在Q4有望再次开启第二次密集招标（包括第一壁、偏滤器、电源等高价值量产品），其 它聚变装置也有望启动；巨头入局与海外装置点火重大进展。聚变年内第二次行情有望启动。 智通财经APP获悉，上海电气(02727)涨超8%，公司A股涨停，截至发稿，涨8.18%，报5.16港元，成交 额10.14亿港元。 ...