上海电气（02727.HK）今日盘中大涨7.44%，截至发稿时报4.9港元，成交额达4.57亿港元，引起市场广泛关注。
消息面上，近期核聚变领域取得多项重大进展。国家发改委在党的二十届四中全会新闻发布会上提出，"十五五"规划将培育壮大新兴产业和未来产业，推动包括核聚变能在内的多个领域成为新的经济增长点。作为行业龙头，上海电气有望在能源结构转型和产业结构调整的背景下，进一步提升传统优势业务市占率。
值得注意的是，上海电气在新兴业务方面也取得了显著进展。公司已成功交付全球首台ITER项目磁体冷态测试杜瓦，并将参与多个核聚变相关项目的核心部件交付。此外，公司在机器人领域也采取了"自主研发+生态合作"的双轮驱动策略，并已在核电工业场景中开展人形机器人应用测试。光大证券认为，公司的储能、氢能和机器人等新兴业务有望成为新的业绩增长点，维持A/H股"买入"评级。
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