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威胜控股(03393) - 自愿公告 - 海外中标结果
2026-03-17 11:13
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不 發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因依賴該等內容而引致的任何損失 承擔任何責任。 ( 於開曼群島註冊成立之有限公司) (股份代號︰3393) 自願公告 海外中標結果 本公告由威勝控股有限公司(「本公司」),連同其附屬公司(「本集團」)自願刊發。 本公司董事(「董事」)會(「董事會」)欣然宣佈本集團於巴西附屬公司WASION ENERGIA DO BRASIL LTDA(「 威 勝 能 源 巴 西 」)於 二 零 二 六 年 三 月 成 功 獲 得 巴 西 最 大 的 電 力 公 司 之 一 Companhia Energ ética de Minas Gerais S.A.(「CEMIG」)公開招標的供貨合約。根據該中標結 果,威勝能源巴西將作為唯一供貨商,向CEMIG提供重合器,按完稅後交貨條件計算,合 約總金額約為138.00百萬巴西雷亞爾( 約人民幣182.20百萬元或約206.48百萬港元 ),並將在 未來兩年內分批交付完成。 CEMIG是巴西最大及最重要的綜合電力集團之一,業 ...
威胜控股(03393) - 董事会会议通告
2026-03-13 09:47
承董事會命 威勝控股有限公司 吉為 主席 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不 發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 ( 於開曼群島註冊成立之有限公司) (股份代號︰3393) 董 事 會 會 議 通 告 威勝控股有限公司(「本公司」)之董事會(「董事會」)謹此宣佈,本公司將於二零二六年三月 二十六日( 星期四 )舉行董事會會議,藉以( 其中包括 )考慮及批准本公司及其附屬公司截至 二零二五年十二月三十一日止年度業績及其發佈,並考慮派發末期股息( 如有)。 香港,二零二六年三月十三日 於本公告刊發日期,董事會由執行董事包括吉為先生、吉喆先生、李鴻女士、鄭小平女士及田仲平先生;非 執行董事曹朝輝女士,以及獨立非執行董事陳昌達先生、姜新建先生及王耀南先生組成。 ...
港股评级汇总:交银国际维持比亚迪股份买入评级
Xin Lang Cai Jing· 2026-03-10 07:19
Group 1 - Jiangyin International maintains a "Buy" rating for BYD Company Limited with a target price of HKD 133, highlighting the launch of the second-generation blade battery and MW Flash Charge 2.0 technology, which allows for a 70% charge in 5 minutes at room temperature and 97% in 12 minutes at -20°C, alleviating user anxiety regarding charging [1] - CMB International maintains a "Buy" rating for ZTE Corporation with a target price of HKD 38.6, noting a projected 10.4% revenue growth in FY25, despite a 33.3% decline in net profit due to a higher proportion of enterprise and government business affecting gross margin [1] - CITIC Securities maintains a "Buy" rating for Bilibili Inc., indicating that the company is expected to achieve its first annual GAAP profit by Q4 2025, with advertising revenue growing by 27.4% as a core driver [1] Group 2 - Huatai Securities maintains a "Buy" rating for JD.com with a target price of HKD 147.88, reporting steady growth in retail with double-digit growth in daily categories for five consecutive quarters and a 40% increase in user purchase frequency [2] - CITIC Jiantou maintains a "Buy" rating for JD Health with a target price of HKD 69.22, forecasting a 26.3% revenue increase and a 36.3% rise in Non-IFRS net profit in 2025, driven by prescription drugs and platform advertising revenue [2] Group 3 - Huatai Securities maintains a "Buy" rating for JD Logistics with a target price of HKD 17.1, projecting an 18.8% revenue increase in 2025, with a significant rise in integrated supply chain revenue [3] - Tianfeng Securities maintains a "Buy" rating for Bosideng, reporting an 8.3% revenue increase in brand down jackets for FY26H1, supported by designer collaborations and store reform strategies [4] Group 4 - Tianfeng Securities maintains a "Buy" rating for Nine Dragons Paper Holdings, noting a 318.8% increase in net profit for FY26H1, benefiting from integrated pulp and paper operations and new production lines [5] - Zhongtai International maintains a "Buy" rating for Weisheng Holdings with a target price of HKD 32.68, expecting a 42% to 50% increase in net profit for FY25, driven by smart distribution business growth [7] Group 5 - Shenwan Hongyuan maintains a "Buy" rating for Xidi Intelligent Driving, reporting a 57.9% revenue increase with 304 autonomous mining trucks delivered in H1 2025, and a significant order backlog [8]
威胜控股:FY25盈喜胜预期,估值具有提升空间-20260309
ZHONGTAI INTERNATIONAL SECURITIES· 2026-03-09 08:24
Investment Rating - The report maintains a "Buy" rating for the company with a target price of HKD 32.68, reflecting a potential upside of 26.6% based on the projected FY26 P/E ratio of 23.0x [7]. Core Insights - The company expects a significant increase in net profit for FY25, projecting a year-on-year growth of approximately 42% to 50%, reaching between RMB 1.0 billion and RMB 1.06 billion, which is higher than both the report's forecast and market consensus [1]. - The company is advancing its plan to spin off its smart distribution business, which targets three key sectors: smart distribution networks, data centers, and new energy storage. This move is anticipated to unlock corporate value and is expected to be completed within the year [2]. - Inclusion in the Hang Seng Composite Index enhances the company's eligibility for the Stock Connect program, potentially accelerating valuation reflection through increased southbound capital inflow [3]. - The company is exploring opportunities to expand its smart distribution business into the U.S. market, following increased capital expenditures in AI by major U.S. tech firms [4]. - The company has evolved from a pure industrial stock to an "Industrial + Technology" entity, which is expected to command a higher valuation. Since coverage began in June last year, the stock price has surged by 247.5% [5]. Financial Summary - For FY25, the company forecasts revenue of RMB 10.5 billion, representing a growth rate of 20.5%. The projected net profit for FY25 is RMB 930 million, with a growth rate of 31.9% [6]. - The company anticipates a compound annual growth rate (CAGR) of 19.8% in revenue from 2024 to 2027, with net profit expected to grow at a CAGR of 27.1% over the same period [12]. - The financial data indicates a steady increase in earnings per share (EPS), projected to reach RMB 1.25 in FY26 and RMB 1.59 in FY27 [6].
威胜控股(03393):FY25盈喜胜预期,估值具有提升空间
ZHONGTAI INTERNATIONAL SECURITIES· 2026-03-09 07:15
Investment Rating - The report maintains a "Buy" rating for the company with a target price of HKD 32.68, reflecting a potential upside of 26.6% based on the projected FY26 P/E ratio of 23.0x [7]. Core Insights - The company expects a significant increase in net profit for FY25, projecting a year-on-year growth of approximately 42% to 50%, reaching between RMB 1.0 billion and RMB 1.06 billion, which is higher than both the report's forecast and market consensus [1]. - The company is advancing its plan to spin off its smart distribution business, which targets three key sectors: smart distribution networks, data centers, and new energy storage. This move is anticipated to unlock corporate value and is expected to be completed within the year [2]. - Inclusion in the Hang Seng Composite Index enhances the company's eligibility for the Stock Connect program, potentially accelerating valuation reflection through increased southbound capital inflow [3]. - The company is exploring opportunities to expand its smart distribution business into the U.S. market, following increased capital expenditure in AI by major U.S. tech firms [4]. - The company has evolved from a pure industrial stock to an "Industrial + Technology" stock, which is expected to command a higher valuation. Since coverage began in June last year, the stock price has increased by 247.5% [5]. Financial Summary - For FY25, the company forecasts revenue of RMB 10.5 billion, representing a growth rate of 20.5%. The net profit is projected at RMB 930 million, with a growth rate of 31.9% [6]. - The company’s earnings per share (EPS) is expected to reach RMB 0.93 in FY25, with a projected P/E ratio of 24.3x [6]. - The dividend per share is projected to be HKD 0.53 for FY25, resulting in a dividend yield of 2.0% [6].
威胜控股(03393) - 正面盈利预告
2026-03-06 04:01
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不 發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 ( 於開曼群島註冊成立之有限公司) (股份代號︰3393) 正面盈利預告 本 公 告 由 威 勝 控 股 有 限 公 司(「 本 公 司 」, 連 同 其 附 屬 公 司 統 稱「 本 集 團 」)根 據 香 港 法 例 第 571章證券及期貨條例第XIVA部及香港聯合交易所有限公司證券上市規則第13.09 (2) (a)條作 出。 股東及潛在投資者於買賣本公司股份時務請審慎行事。 承董事會命 威勝控股有限公司 主席 本公司董事會(「董事會」)謹此知會本公司股東(「股東」)及潛在投資者,根據本集團對截至 二零二五年十二月三十一日止年度(「報告年度」)的未經審核綜合管理賬目所作初步審閱, 本集團預計就報告年度錄得綜合純利介乎人民幣1,000百萬元至人民幣1,060百萬元,相對於 截 至 二 零 二 四 年 十 二 月 三 十 一 日 止 年 度 的 純 利 約 為 人 民 幣 705.61 百 萬 元 增 ...
威胜控股(03393) - 威胜信息技术股份有限公司截至二零二五年十二月三十一日止年度的经审核财务资...
2026-03-02 08:43
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不 發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因依賴該等內容而引致的任何損失 承擔任何責任。 ( 於開曼群島註冊成立之有限公司) (股份代號︰3393) 威勝信息技術股份有限公司 截至二零二五年十二月三十一日止年度 的經審核財務資料 以下載列威勝信息技術股份有限公司(「威勝信息技術」)截至二零二五年十二月三十一日止 年度的主要經審核財務資料。威勝信息技術於二零二五年十二月三十一日乃由威勝控股有 限公司(「本公司」)擁有約59.55%權益,其業績納入本公司財務報表。威勝信息技術股份於 上海證券交易所科創板上市。 – 1 – 謹請股東及投資者注意,上述財務資料乃根據中國會計準則編製,僅限於威勝信息技術及 其受控附屬公司的業務經營,與本集團其他附屬公司無關。有關資料(a)未剔除集團內公司 間交易、(b)未涵蓋本集團所有業務及(c)不代表或不全面反映本集團的經營或狀況。本公司 股東及有意投資者於買賣本公司證券時務須審慎行事。 承董事會命 威勝控股有限公司 公司秘書 蔡偉龍 截至二零二五年 截至二零二四年 ...
威胜控股(03393) - 海外监管公告
2026-03-02 08:41
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不 發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 ( 於開曼群島註冊成立之有限公司) (股份代號︰3393) 海外監管公告 本海外監管公告乃根據香港聯合交易所有限公司(「聯交所」)證券上市規則(「上市規則」)第 13.10B條刊發。 請參閱隨附威勝信息技術股份有限公司(「威勝信息」)於上海證券交易所科創板(「科創板」) 刊發之公告(「該公告」),內容有關其截至二零二五年十二月三十一日止年度之未經審核業 績。 威勝信息為一家於科創板上市之公司。於本公告日期,本公司持有威勝信息已發行股本約 59.55%及其業績與本公司財務業績綜合入賬。 於 聯 交 所 網 站 登 載 該 公 告 , 僅 為 向 香 港 投 資 者 進 行 同 等 的 資 訊 傳 達 及 遵 守 上 市 規 則 第 13.10B條,別無其他目的。 承董事會命 威胜信息技术股份有限公司 2025 年年度报告 1 / 262 威勝控股有限公司 主席 吉為 香港,二零二六年三月二日 於本公告刊發 ...
威胜控股(03393) - 截至2026年2月28日股份发行人的证券变动月报表
2026-03-02 00:05
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | | | 致:香港交易及結算所有限公司 公司名稱: 威勝控股有限公司 呈交日期: 2026年3月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03393 | 說明 | 不適用 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000,000 | HKD | | 0.01 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 100,000,000,000 | HKD | | 0.01 | HKD | | 1,000,000,000 | 本月底法定/註冊股本總額: HKD ...
海外电力供需缺口显著,机构看好国内内燃机及相关产业链出海(附概念股)
Zhi Tong Cai Jing· 2026-02-27 02:13
Group 1 - The issue of electricity shortage in North America is becoming increasingly severe due to the pressure from AI, with plans for major tech companies like Amazon, Meta, Microsoft, and Google to sign commitments to bear the electricity costs of their high-energy data centers [1] - Institutions estimate that the CAGR of electricity capacity demand driven by AI in the U.S. from 2025 to 2028 will be approximately 55%, with total demand exceeding 150 GW over the next three years, indicating significant electricity demand and opportunities for supporting equipment [1][2] - The construction of AI Data Centers (AIDC) is entering a phase of rapid growth, with gas turbines emerging as the preferred primary power source due to their quick response, high power adaptability, lower generation costs, and high reliability [1] Group 2 - Global gas turbine leaders are expanding their production capacity, but the upstream supply chain is expanding cautiously, leading to increasing tightness in the industry chain, which presents opportunities for domestic gas turbine manufacturers and core component supply chains [2] - Companies involved in the electric equipment and gas turbine-related industry chain include Dongfang Electric (01072), Harbin Electric (01133), Shanghai Electric (02727), Weisheng Holdings (03393), and Chongqing Machinery and Electric (02722) [3]