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港股概念追踪|“十四五”期间我国特高压工程加快建设 电力设备企业普遍受益(附概念股)
智通财经网· 2025-08-20 23:11
Group 1: National Grid Developments - The National Grid announced the commissioning of the Ningxia-Hunan ±800 kV UHVDC project, which is China's first UHV transmission channel primarily for renewable energy from the "Shagehuang" wind and solar base, enhancing clean energy distribution and power supply security [1] - The Shaanxi-Anhui ±800 kV UHVDC project is currently in the installation phase of core equipment, with a planned completion date in the first half of 2026 [1] - Since the beginning of the 14th Five-Year Plan, the National Grid has completed over 18,000 kilometers of UHV projects, with a total of 41 projects in operation, increasing cross-regional transmission capacity to over 350 million kW, a 30% increase from the end of the 13th Five-Year Plan [1] Group 2: Investment Insights - Guojin Securities reported that the total investment for the Yarlung Tsangpo River downstream hydropower project in Tibet is 1.2 trillion yuan, with an installed capacity exceeding 60 GW and an expected annual generation of 3,000 billion kWh, which will significantly boost demand for UHV and GIL equipment [2] - Huatai Securities noted that from January to May this year, the total investment in China's power grid reached 204 billion yuan, a 19.8% increase year-on-year, with strong demand for main network bidding [2] - The recent acceleration in UHV construction and the approval of two new DC lines are expected to support the performance growth of companies in the sector, with a projected increase in market share under the new procurement model [2] Group 3: Company-Specific Developments - Saijing Technology announced a total procurement agreement worth 624 million yuan for power electronic devices to be used in the Gansu-Zhejiang ±800 kV UHVDC project, indicating strong demand for UHV technology [3] - The company also signed a contract worth approximately 479 million yuan for power electronic devices for a project in Saudi Arabia, showcasing its international market expansion efforts [3] - Weisheng Holdings reported a 50% year-on-year increase in overseas market revenue, reaching 2.397 billion yuan, which now accounts for 27% of total revenue, reflecting a balanced global market presence [4]
威胜控股年内签署 8.52亿元海外大型合约
Zheng Quan Shi Bao· 2025-08-13 05:51
Core Viewpoint - Wasion Holdings has secured three overseas contracts in 2023, enhancing its international presence and brand recognition in the smart meter market [1][2] Group 1: Contract Details - Wasion Mexico signed a smart meter supply agreement with the Mexican Federal Electricity Commission (CFE) valued at over 238 million RMB, contributing to a total of approximately 791 million RMB in contracts won in Mexico by 2025 [1] - Wasion Tanzania won a smart meter contract worth about 61 million RMB from the Tanzania Electric Supply Company (Tanesco) [1] - The total value of the three contracts amounts to over 852 million RMB, indicating significant growth in overseas markets [2] Group 2: Market Position and Strategy - CFE is the dominant player in Mexico's electricity sector, serving around 50 million users, while Tanesco is the sole state-owned power company in Tanzania, serving approximately 15 million users [2] - Wasion Holdings aims to establish Tanzania as its business hub in East Africa, with plans to expand into Uganda, Kenya, and Mozambique [1][2] - The company is focused on maintaining a stable order flow for smart meters in Africa and is also exploring new projects in energy storage [2] Group 3: Company Overview - Wasion Holdings is a leading domestic energy measurement and efficiency management enterprise, offering solutions in smart metering, communication, and fluid measurement [1] - The company has a significant market share in China and exports its products to various regions, including Asia, Africa, and Europe [1]
威胜控股(03393.HK)8月26日举行董事会会议考虑及批准中期业绩
Ge Long Hui· 2025-08-11 08:48
格隆汇8月11日丨威胜控股(03393.HK)宣布,公司将于2025年8月26日(星期二)举行董事会会议,藉以(其 中包括)考虑及批准公司及其附属公司截至2025年6月30日止六个月的未经审核中期业绩及其发布。 ...
威胜控股(03393) - 董事会会议通告
2025-08-11 08:34
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,本公司將於二零二五年八月 二十六日( 星期二 )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 二零二五年六月三十日止六個月之未經審核中期業績及其發佈。 承董事會命 威勝控股有限公司 吉為 主席 香港,二零二五年八月十一日 於 本 公 告 刊 發 日 期 , 董 事 會 由 執 行 董 事 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。 ...
威胜控股(03393) - 截至2025年7月31日股份发行人的证券变动月报表
2025-07-31 08:59
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: 2025年7月31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: HK ...
宁德时代上半年净利润同比增逾三成 石药集团拿下超20亿美元海外BD交易
Xin Lang Cai Jing· 2025-07-30 13:30
Performance Summary - Ningde Times (03750.HK) reported a revenue of 178.886 billion yuan for the first half of the year, an increase of 7.27% year-on-year, with a net profit of 30.512 billion yuan, up 33.02% year-on-year [2] - Hisense Home Appliances (00921.HK) achieved a total operating revenue of 49.34 billion yuan, a year-on-year increase of 1.44%, and a net profit of 2.077 billion yuan, up 3.01% year-on-year [2] - New Oriental-S (09901.HK) recorded a net revenue of 4.9 billion USD for the fiscal year 2025, a year-on-year increase of 13.6%, with a net profit of 372 million USD, up 20.1% year-on-year [2] - Weisheng Holdings (03393.HK) reported an operating income of 1.368 billion yuan, a year-on-year increase of 11.88%, and a net profit of 305 million yuan, up 12.24% year-on-year [2] - Yingda Real Estate (00432.HK) had a total revenue of 736 million HKD, a year-on-year growth of 35%, but reported a net loss of approximately 249 million HKD, an increase of 62.75% year-on-year [2] - Saint Bella (02508.HK) announced a profit alert, expecting a net profit of over 320 million yuan, turning from loss to profit year-on-year [2] - Aoneng Construction (01183.HK) issued a profit alert, expecting a net profit increase of over 125% to no less than 18 million MOP year-on-year [2] - Da Cheng Corn Group (03889.HK) issued a profit warning, expecting a net loss of approximately 65 to 85 million HKD, turning from profit to loss year-on-year [2] Company News - Sinopec Oilfield Services (01033.HK) announced that its subsidiary won a natural gas pipeline engineering project with a bid amount of 3.597 billion yuan, accounting for 4.44% of the 2024 revenue [2] - CSPC Pharmaceutical Group (01093.HK) signed an exclusive licensing agreement with MADRIGAL for SYH2086, with potential total payments of up to 2.075 billion USD [2] - China Biopharmaceutical (01177.HK) reported successful external licensing cooperation for LM-299, with a milestone payment of 300 million USD expected to be received soon [2] - Chunquan Industrial Trust (01426.HK) reported an average rental rate of approximately 86% for Huamao Property in the second quarter [2] - Sihuan Pharmaceutical (00460.HK) completed the first patient enrollment in a Phase III clinical trial for the new indication of the innovative drug Annelazole Sodium for gastroesophageal reflux disease [2] - Zhaoke Ophthalmology-B (06622.HK) received orphan drug designation from the FDA for Mephalan for the treatment of retinoblastoma in children [2] - Yunnan Construction Investment Concrete (01847.HK) continues to sign concrete supply contracts for the expansion project of Kunming Changshui International Airport, with a contract amount of approximately 283 million yuan [2] Buyback and Increase Dynamics - Vitasoy International (00345.HK) repurchased 2.122 million shares for approximately 19.6 million HKD at a price range of 9.2 to 9.26 HKD [2] - China Eastern Airlines (00670.HK) spent approximately 7.2536 million HKD to repurchase 2.5 million shares at a price range of 2.89 to 2.92 HKD [2]
威胜控股(03393):威胜信息上半年归母净利润3.05亿元,同比增加12.24%
智通财经网· 2025-07-30 08:53
Group 1 - The core viewpoint of the article is that 威胜控股 (03393) has reported a positive financial performance for 威胜信息 (688100.SH) in the first half of 2025, with significant increases in both revenue and net profit [1] - The company's operating revenue reached 1.368 billion yuan, representing an increase of 11.88% year-on-year [1] - The net profit attributable to shareholders of the listed company was 305 million yuan, reflecting a year-on-year increase of 12.24% [1] - The basic earnings per share stood at 0.62 yuan [1] - The increase in operating revenue is primarily attributed to the company's sustained efforts in both domestic and international markets, which contributed to the growth in performance [1]
威胜控股:威胜信息上半年归母净利润3.05亿元,同比增加12.24%
Zhi Tong Cai Jing· 2025-07-30 08:53
公告称,营业收入变动原因主要系公司在境内境外市场持续发力带来业绩增长所致。 威胜控股(03393)发布威胜信息(688100.SH)2025年半年度报告,该集团营业收入13.68亿元,同比增加 11.88%;归属于上市公司股东的净利润3.05亿元,同比增加12.24%;基本每股收益0.62元。 ...
威胜控股(03393.HK):威胜信息上半年净利润增长12.24%至3.05亿元
Ge Long Hui A P P· 2025-07-30 08:48
格隆汇7月30日丨威胜控股(03393.HK)公布,截至2025年6月30日止6个月,公司附属威胜信息 (688100.SH)实现营业收入13.68亿元,同比增长11.88%;威胜信息技术权益拥有人应占纯利3.05亿元, 同比增长12.24%。 ...
威胜控股(03393) - 威胜信息技术股份有限公司截至二零二五年六月三十日止六个月的未经审核财务资...
2025-07-30 08:37
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 截至二零二五年六月三十日止六個月 的未經審核財務資料 以下載列威勝信息技術股份有限公司(「威勝信息技術」)截至二零二五年六月三十日止六個 月的主要未經審核財務資料。威勝信息技術於二零二五年六月三十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。 | | 截至 | 截至 | | | --- | --- | --- | --- | | | 二零二五年 | 二零二四年 | | | | 六月三十日 | 六月三十日 | | | | 止六個月 | 止六個月 | 變動 | | | 人民幣千元 | 人民幣千元 | % | | 收入 | 1,367,947.69 | 1,222,660.08 | 11.88 | | 溢利 | 305,100.74 | 272,099.32 | 12.13 | | 威勝信息技術權益擁有人應佔純利 | 305,100.74 | 271,823.69 | 12.24 | – 1 – 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 ...