Shanghai Electric (02727.HK) Hong Kong Hot Stock Analysis: New Energy Drive and Performance Growth

Shanghai Electric Group Co., Ltd. (02727.HK, A-share code: 601727.SH) is a leading comprehensive equipment manufacturing group in China. Its main businesses cover three sectors: energy equipment, industrial equipment, and integrated services, with a market value of approximately HK$126.63 billion and around 40,260 employees [0]. In 2025, the company became a hot Hong Kong stock mainly driven by three factors: policy support and market rotation in the new energy sector, breakthroughs in key technological innovations, and steady performance growth [0].

1. Performance Growth
   : In the first three quarters of 2025, net profit increased by 8.48% year-on-year, showing steady performance [3].
2. Technological Innovation
   : It showcased multiple new energy technologies at the CIIF 2025 exhibition and won 6 awards [4]; the efficiency of its green hydrogen production system increased by 12%, attracting international attention [5].
3. Business Transformation
   : Wind power and nuclear power equipment businesses have surpassed traditional fossil fuel power generation businesses to become new growth drivers [0].

• New Energy Sector Dividend
  : The company deeply benefits from policy support for the new energy industry globally and in China, with significant sector rotation effects [0].
• Technological Leadership Advantage
  : Breakthroughs in green hydrogen and new energy equipment technologies have enhanced the company’s competitiveness in the global green energy market [5].
• Business Structure Optimization
  : The transition from traditional energy to clean energy has reduced reliance on fossil fuel-related businesses and improved long-term sustainability [0].

• Opportunities
  : Global green energy demand growth: the company’s technological advantages are expected to translate into more international orders; continuous favorable domestic new energy policies promote business expansion [0].
• Risks
  : Increasing competition in the new energy industry and rapid technological iteration require continuous R&D investment to maintain leadership; international business may be affected by geopolitical and trade policies [0].

The popularity of Shanghai Electric (02727.HK) reflects market confidence in new energy equipment manufacturing enterprises. The company has established a leading position in the industry through technological innovation, business transformation, and steady performance. Investors should pay attention to the progress of its new energy business expansion and the commercialization of its technologies [0].