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本页面由Tiger Trade Technology Pte. Ltd.提供服务
上海电气
4.180
-0.100
-2.34%
手动刷新
成交量:
4,018.01万
成交额:
1.69亿
市值:
649.57亿
市盈率:
76.76
高:
4.380
开:
4.330
低:
4.100
收:
4.280
52周最高:
5.710
52周最低:
2.190
股本:
155.40亿
香港流通股本:
29.24亿
量比:
1.06
换手率:
1.37%
股息:
- -
股息率:
- -
每股收益(LYR):
0.054
净资产收益率:
3.23%
总资产收益率:
0.59%
市净率:
1.06
市盈率(LYR):
76.76
市销率:
0.47
数据加载中...
总览
公司
新闻资讯
公告
上海电气与中国铜业共商“十五五”战略合作新机遇
南方财经网
·
昨天
徐麟会见上海电气集团董事长吴磊一行
贵阳日报
·
03/20
腾达科技:公司与中国能建、上海电气等企业有深入合作
每日经济新闻
·
03/19
【券商聚焦】中信建投:中国电网设备企业有望在这一轮美国电网资本开支周期中充分受益
金吾财讯
·
03/19
上海电气(02727)出现大手卖出180万股,成交价$4.3,涉资774万
阿斯达克财经
·
03/17
上海电气(02727)出现大手卖出76万股,成交价$4.41,涉资335.16万
阿斯达克财经
·
03/16
每日卖空追踪 | 上海电气 03月13日卖空量成交291.6万股,卖空比例为8.48%
市场透视
·
03/13
【券商聚焦】华泰证券:2030年全球绿氢需求有望达830万吨,国内绿氢近15倍增长空间
金吾财讯
·
03/12
每日卖空追踪 | 上海电气 03月11日卖空量成交278.4万股,卖空比例为6.11%
市场透视
·
03/11
上海电气与湛江市共探产业协同发展新路径
人民财讯
·
03/11
【券商聚焦】中金公司:北美电网扩容催生电力设备出海红利
金吾财讯
·
03/10
AI算力催生电力缺口,中国燃气轮机突围崛起,领跑全球市场新赛道
ITBEAR科技资讯
·
03/09
上海电气,官宣五大合作!
维科网智能制造
·
03/09
上海电气以科技创新发力高端制造 激活新质生产力“强引擎”
中国新闻网
·
03/09
上海电气绿色甲醇首次批量加注成功
氢能观察
·
03/09
每日卖空追踪 | 上海电气 03月09日卖空量成交930.6万股,卖空比例为8.83%
市场透视
·
03/09
2026年1-2月中企海外储能订单汇整,开年即狂飙!
集邦新能源
·
03/09
【券商聚焦】中信证券:政策预期再升温,氢能迎产业化拐点
金吾财讯
·
03/09
上海电气携手多方签署航空产业战略合作协议 助力国产大飞机建设
人民财讯
·
03/09
上海电气与长宁区聚力打造产城融合新标杆
滚动播报
·
03/08
更多
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\n\n\n海量资讯、精准解读,尽在新浪财经APP","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-03-20/doc-inhrqptc8241054.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0184","BK1594","601727","BK0196","BK0201","BK1546","BK0028","BK0012","BK0035","BK0259","BK0005","BK1522","BK0188","BK1205","02727"],"gpt_icon":0},{"id":"2620212595","title":"腾达科技:公司与中国能建、上海电气等企业有深入合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2620212595","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620212595?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 15:14","pubTimestamp":1773904474,"startTime":"0","endTime":"0","summary":"每经AI快讯,有投资者在投资者互动平台提问:尊敬的董秘您好!贵公司的紧固件产品在风电设备应用情况如何?腾达科技(001379.SZ)3月19日在投资者互动平台表示,公司主要从事不锈钢紧固件产品的研发、生产与销售,产品应用范围广泛。针对您提到的风电设备,不锈钢紧固件在输电塔架、海上风电、潮汐能发电中有着广泛应用。公司与中国能建、上海电气等企业有深入合作。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202603193677375624.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603193677375624.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0028","001379","BK0012","BK0259","BK1594","BK0005","BK0035","BK0277","BK1546","BK0184","BK0196","BK0201","02727","601868","BK1522","BK0188","BK1205","601727"],"gpt_icon":0},{"id":"2620294969","title":"【券商聚焦】中信建投:中国电网设备企业有望在这一轮美国电网资本开支周期中充分受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2620294969","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620294969?lang=zh_cn&edition=fundamental","pubTime":"2026-03-19 09:02","pubTimestamp":1773882163,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投发研报指,美国2030年电力峰值负荷预测大幅上调166GW至近1000GW,其中数据中心贡献54%。我们认为,美国电力短缺积重难返、电力供需紧张将成为常态。美国同步抛出750亿美元超高压电网投资计划,美国电网公司资本开支快速上行,而在新能源并网、AIDC配套设备相关订单已经耗尽欧美日企业产能的情况下,中国电网设备企业有望在这一轮美国电网资本开支周期中充分受益。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976782","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0128522157.USD","BK1554","601066","02727","01133","IE0034224299.USD","LU1244550221.USD","159326","LU1244550494.USD","03393","LU1244550577.SGD","LU1808992512.USD","BK1594","LU0620787316.HKD","SG9999004220.SGD","LU0708995583.HKD","IE00BZ08YR35.GBP","BK1558","SG9999006597.SGD","02338","BK1144","BK0276","IE0008369823.USD","IE00BZ08YT58.USD","LU0082770016.SGD","LU0543330483.HKD","BK1540","LU0672654166.SGD","LU0327786744.USD","BK1179","01072","IE00BZ08YS42.EUR","BK1169","BK1513","06865","LU0164939612.USD","LU0572944931.SGD","LU0052750758.USD","02402","BK1205","BK1526","00819","LU0082770016.USD","BK1522","SG9999014674.SGD","LU0320764599.SGD","BK1546","LU0029875118.USD","BK1171"],"gpt_icon":1},{"id":"2620944785","title":"上海电气(02727)出现大手卖出180万股,成交价$4.3,涉资774万","url":"https://stock-news.laohu8.com/highlight/detail?id=2620944785","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620944785?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 16:08","pubTimestamp":1773734880,"startTime":"0","endTime":"0","summary":"[大手成交]上海电气(02727)在下午04:08出现大手卖出,成交量为180万,成交价为港币$4.3,涉资774万。至目前为止,股价跌2.494%,今日最高价为$4.48,而最低价为$4.3,总成交量为3.538千万股,总成交金额港币$1.55亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2603179899/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2603179899/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK0201","BK0035","BK0188","601727","BK0012","BK0184","BK1546","BK1594","BK1205","BK0259","BK0005","02727","BK0196","BK0028","BK1522"],"gpt_icon":0},{"id":"2619430230","title":"上海电气(02727)出现大手卖出76万股,成交价$4.41,涉资335.16万","url":"https://stock-news.laohu8.com/highlight/detail?id=2619430230","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619430230?lang=zh_cn&edition=fundamental","pubTime":"2026-03-16 15:35","pubTimestamp":1773646500,"startTime":"0","endTime":"0","summary":"[大手成交]上海电气(02727)在下午03:35出现大手卖出,成交量为76万,成交价为港币$4.41,涉资335.16万。至目前为止,股价跌4.13%,今日最高价为$4.66,而最低价为$4.41,总成交量为3.796千万股,总成交金额港币$1.692亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2603168020/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2603168020/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK0035","BK1522","BK1205","BK0184","BK1546","BK0201","BK0012","BK1594","BK0005","601727","BK0028","BK0259","BK0188","BK0196","02727"],"gpt_icon":0},{"id":"2619984851","title":"每日卖空追踪 | 上海电气 03月13日卖空量成交291.6万股,卖空比例为8.48%","url":"https://stock-news.laohu8.com/highlight/detail?id=2619984851","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619984851?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 16:30","pubTimestamp":1773390633,"startTime":"0","endTime":"0","summary":"上海电气北京时间03月13日,跌3.36%,卖空量成交291.6万股,较上一交易日减少18.68%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260313163512a4663fde&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260313163512a4663fde&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1205","BK1546","BK1594","02727","BK1522"],"gpt_icon":0},{"id":"2618908398","title":"【券商聚焦】华泰证券:2030年全球绿氢需求有望达830万吨,国内绿氢近15倍增长空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2618908398","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618908398?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 09:10","pubTimestamp":1773277825,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,十五五国内非电减排从0到1、欧洲船舶航空减排从1到10均意味着氢能需求的非线性增长,2030年全球绿氢需求剑指830万吨。该机构预计2030年国内绿氢需求达506万吨,相比24年32万吨增长近15倍,其中氢基重卡、氢冶金、氢化工、氢供热/用电对应100、138、182、86万吨。外需来看,2026年全球碳排管控持续加码。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976343","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0214875030.USD","01072","LU0181495838.USD","LU1979443071.USD","02727","LU0287142896.SGD","LU0417516902.SGD","LU0054450605.USD","BK1566","LU1064131003.USD","LU0877626530.USD","LU1023057109.AUD","02688","LU1515016050.SGD","03899","BK1205","00187","601688","LU0244354667.USD","LU0348735423.USD","LU1831875114.USD","BK1594","LU0449509016.USD","LU2097828557.USD","BK1562","BK1148","LU1580142542.USD","LU1808992512.USD","03996","LU0326950275.SGD","LU1282651048.USD","IE00BVYPNQ40.USD","LU1328615791.USD","LU0039217434.USD","BK0276","LU2242644610.SGD","BK1221","IE0008368742.USD","LU0823426480.USD","LU1048596156.SGD","00386","01193","LU0359201885.HKD","LU0417516738.SGD","LU0463099449.HKD","LU2148510915.USD","LU0737861699.HKD","LU0823426308.USD","BK1528","SG9999004220.SGD"],"gpt_icon":0},{"id":"2618470903","title":"每日卖空追踪 | 上海电气 03月11日卖空量成交278.4万股,卖空比例为6.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618470903","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618470903?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 16:30","pubTimestamp":1773217833,"startTime":"0","endTime":"0","summary":"上海电气北京时间03月11日,涨0.21%,卖空量成交278.4万股,较上一交易日减少53%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311163450a460b75c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311163450a460b75c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1594","BK1546","02727","BK1205","BK1522"],"gpt_icon":0},{"id":"2618993626","title":"上海电气与湛江市共探产业协同发展新路径","url":"https://stock-news.laohu8.com/highlight/detail?id=2618993626","media":"人民财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618993626?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 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10:29","pubTimestamp":1773109771,"startTime":"0","endTime":"0","summary":"金吾财讯|\"中金公司\"发布研报指,美国三大区域电网运营商获批750亿美元超高压扩容项目,叠加AI算力用电激增、设备老化替换及新能源并网需求,电力设备行业迎来十年期景气窗口。市场表现方面,2026年3月美国输变电设备招标量同比激增210%,765kV超高压变压器价格较345kV产品溢价60%。行业消息显示,美国数据中心用电量2035年占比将达8.6%,德克萨斯州拟投100亿美元建设\"AI电力走廊\"支撑24GW负荷。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310104153954679b5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:46","pubTimestamp":1773056790,"startTime":"0","endTime":"0","summary":"全球燃气轮机市场因此陷入供不应求的困境。据行业测算,2025年全球重型燃气轮机需求量超过80GW,但实际产能仅约50GW,供需缺口高达30GW。这场由AI引发的电力革命,意外地让中国燃气轮机产业迎来历史性机遇。中国燃气轮机的发展历程堪称一部自主创新的奋斗史。中国燃气轮机产业的崛起,带动了整个产业链的升级。国际市场对中国燃气轮机的认可度持续提升。2025年,东方电气签下哈萨克斯坦3台G50燃机订单,实现国产重型燃机整机出口零的突破。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309200945a6b26f1e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:13","pubTimestamp":1773054831,"startTime":"0","endTime":"0","summary":"维科网智能制造3月9日消息,上海电气今日一口气官宣了五项涉及前沿装备与能源领域的战略合作。补翼国产大飞机在航空领域,上海电气官宣旗下自动化集团、上海集优铭宇机械科技,与浙江华瑞航空制造、浙江抟原复合材料签署产业战略合作协议。3月3日,上海电气电站集团、核电集团与新奥科技发展有限公司签署协议,全面介入球形环聚变装置“和龙-2”项目。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030920201295460b1d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:07","pubTimestamp":1773054450,"startTime":"0","endTime":"0","summary":"例如,上海电气近年来年均研发投入保持在60亿元以上规模,研发投入强度超行业平均水平2个百分点。如,今年2月,上海浦东新区与上海电气签署合作协议,双方将聚焦技术攻关、场景开放、生态共建,致力打造具有全球影响力的具身智能机器人产业集群高地。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030919084697ab0bb7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1773045034,"startTime":"0","endTime":"0","summary":"上海电气北京时间03月09日,涨1.91%,卖空量成交930.6万股,较上一交易日增加30.15%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309163457a6b1c892&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:39","pubTimestamp":1773041940,"startTime":"0","endTime":"0","summary":"2026年开年,中国储能企业的出海步伐显著加快,海外订单延续井喷态势。据集邦光储观察不完全统计,1月至2月,国内储能企业在全球范围内收获近50笔订单及合作项目,覆盖欧洲、非洲、中东、东南亚、美洲及澳洲等核心市场,订单总规模超33.5GWh。中国能建国际集团中标埃及1GWh储能EPC项目;阿特斯储能获得美国503MWh储能项目订单;天能集团中标马来西亚1GWh AIDC光伏储能电站项目,持续拓展新兴市场份额。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309154030a45aae21&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中信证券表示,2026年政府工作报告中明确提出“设立国家低碳转型基金,培育氢能、绿色燃料等新增长点”,并在“培育壮大新动能”板块首提“培育发展未来能源(包括氢能、核聚变能)。在报告表述层面,这是氢能第三次写入政府工作报告,提法和定位从2019年的“推动加氢设施建设”、2024年的“前沿新兴产业”,正式跃升为“新增长点”与“未来能源”双重定性,战略地位显著提升。“绿色燃料”亦首次入列,","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976095","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0008368742.USD","BK0183","LU0651946864.USD","03899","BK1566","LU0417516738.SGD","LU1720050803.USD","LU0449509016.USD","LU1328615791.USD","02727","BK1226","03996","LU0287142896.SGD","LU1997245177.USD","00386","BK1546","LU1655091616.SGD","600030","LU0293314216.USD","LU1255011170.USD","BK0012","LU0821914370.USD","LU0823426308.USD","IE00BGHQDM52.EUR","LU0463099449.HKD","LU0737861699.HKD","SG9999004220.SGD","00187","BK1221","LU0205439572.USD","06030","01072","LU1282651048.USD","IE00BVYPNP33.GBP","LU1188198961.HKD","LU0348805143.USD","LU0348825331.USD","LU2495084118.USD","LU0359201885.HKD","LU0181495838.USD","BK1147","LU1224709979.USD","BK1205","02688","LU1064131003.USD","LU1981816686.USD","LU0405327494.USD","BK0028","01193","BK1528"],"gpt_icon":0},{"id":"2618387690","title":"上海电气携手多方签署航空产业战略合作协议 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