Market Analysis of Shanghai Electric (02727.HK) Becoming a Hot Stock in Hong Kong

Shanghai Electric (02727.HK) has recently become a hot stock in Hong Kong. The core driving factor lies in its leading position in the energy equipment sector aligning with the industry trend of surging global demand for power infrastructure for data centers. First, the company’s fundamentals are solid: its revenue increased by 8.9% YoY and net profit by 7.3% YoY in H1 2025, with the energy equipment segment being its core business [0]. Second, the external industry environment provides strong support: Reuters reports that the U.S. Energy Information Administration (EIA) predicts global electricity consumption will hit a record high due to data center demand in areas like AI [3], which echoes a previous Financial Times report on Chinese power equipment suppliers [1], indicating that global demand for power infrastructure for data centers is becoming a major growth engine for the energy equipment industry. Although limited by the lack of real-time price data, market attention to the company is highly correlated with the above catalytic factors and industry trends.

1. Cross-domain Correlation
   : The rapid development of AI technology has driven demand for data center construction, which in turn has transmitted to the power infrastructure sector. As a core supplier of energy equipment, Shanghai Electric directly benefits from this cross-domain demand transmission.
2. Industry Trend Verification
   : Predictions of data center power demand by global authoritative institutions (such as EIA) verify the growth logic of the energy equipment segment and enhance investors’ confidence in related enterprises like Shanghai Electric.

• Opportunities
  : The continuous growth of global demand for power infrastructure for data centers provides broad market space for Shanghai Electric’s energy equipment business; the company’s solid fundamentals provide a foundation for business expansion.
• Risks
  : The lack of real-time price data makes it impossible to fully assess short-term market performance; intensified industry competition may affect the company’s market share and profitability.

Shanghai Electric (02727.HK) has become a hot stock in Hong Kong because its energy equipment segment benefits from the growth of global data center power demand. The company’s performance in H1 2025 is solid and the industry trend is positive, but factors such as the lack of short-term price data and industry competition need to be noted. The analysis results only provide market background and information synthesis and do not constitute investment advice.