Shanghai Electric (02727.HK): Rising Popularity Driven by Performance Growth and New Energy Layout

This analysis is based on the hot list information from the East Money App. Shanghai Electric (02727.HK) has become a popular Hong Kong stock, mainly driven by multiple favorable factors. Internal data shows that the company’s net profit in the first quarter of 2025 reached 292 million RMB, a year-on-year increase of 146% [0]. At the same time, it made breakthroughs in the international market, signing a wind power agreement with Oman’s Mawarid Group and a photovoltaic project cooperation agreement with Abu Dhabi Future Energy [0]. In addition, the company obtained safety and environmental protection certifications for projects in Dubai, Oman and other countries [5], and displayed new power system and zero-carbon industrial park technologies at CIIF 2025 [6]. At the policy level, China’s 2025 new energy policy plans to add at least 120GW of wind power installed capacity annually [7], providing strong growth momentum for the company. In terms of stock price performance, it rose 15.7% to a new high on a certain trading day [4], and fluctuated in the range of 4.09-4.10 Hong Kong dollars in 2025 overall [0].

1. Synergy between Policy and International Expansion
   : The company not only benefits from domestic new energy development goals [7], but also achieves business diversification through international projects, reducing single-market risks.
2. Technical Certifications Enhance Competitiveness
   : Multi-country certifications [5] and technological breakthroughs displayed at CIIF [6] have enhanced the company’s voice in the global new energy field.
3. Consistency between Performance and Stock Price
   : The significant growth in net profit [0] and the new high in stock price [4] reflect the market’s recognition of the company’s prospects.

• Risks
  : The cyclical characteristics of the equipment manufacturing industry [0] may lead to performance fluctuations; changes in the macroeconomy may affect the progress of international projects.
• Opportunities
  : The global solar energy market has broad growth prospects (expected to reach 1TW annual installed capacity by 2030 [8]); domestic wind power installed capacity targets [7] provide a stable source of orders.
• Priority
  : Short-term focus on the execution of international projects, long-term tracking of the sustainability of policy support.

Shanghai Electric (02727.HK) has become a popular Hong Kong stock due to its strong financial performance, international cooperation, technological innovation and policy support. The company’s layout in the new energy field not only conforms to the domestic green transformation direction, but also aligns with the global renewable energy trend. Despite facing industry cyclical risks, the overall development trend is positive.