智通财经APP获悉，上海电气(02727)涨超7%，截至发稿，涨7.22%，报4.9港元，成交额4.57亿港元。
消息面上，近期，核聚变领域有多项重大进展，政策端，国家发改委在党的二十届四中全会新闻发布会针对“十五五”规划时提出，要培育壮大新兴产业和未来产业，推动量子科技、生物制造、氢能和核聚变能等成为新的经济增长点。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上海电气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，维持A/H股“买入”评级。
该行指出，重点关注公司在机器人、核聚变等新兴产业的突破进展。在机器人领域，公司实施“自主研发+生态合作”双轮驱动，依托参与国家地方共建人形机器人创新中心，顺势推动商业化落地，并已在核电工业场景中先行开展人形机器人应用测试。在核聚变领域，公司成功交付全球首台ITER项目磁体冷态测试杜瓦，后续还将交付国家重大科技基础设施CRAFT项目、紧凑型聚变实验装置BEST项目等多个主机系统核心部件。
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