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威胜控股(03393) - 自愿公告 - 与博裕投资订立增资协议
2025-12-24 05:09
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 與 博 裕 投 資 訂 立 增 資 協 議 有關訂約方的資料 惟遠能源 惟遠能源為一間於中國成立的公司,主營業務涵蓋開發、製造及銷售智能配電產品。其被 認定為一家專注數字能源領域的國家高新技術企業。惟遠能源以數字技術為核心驅動力, 堅定推進國際化、數字化與綠色化轉型,構建覆蓋數據中心產品和解決方案、智能電網、 新型儲能相關三大核心業務板塊,打造數字能源生態的全球化解決方案。 – 1 – 博裕投資 博裕投資創立於二零一一年,是一家深耕中國市場、佈局全球的另類資產管理公司。公司 在 香 港 、 北 京 、 上 海 和 新 加 坡 設 有 辦 公 室 , 投 資 組 合 超 過 200 家 企 業 , 構 建 了 涵 蓋 私 募 股 權、公開市場、基礎設施及創業投資的多元化投資管理平台。博裕通過為遠見卓識的企業 家提供資本與戰略支持,依 ...
港股异动 威胜控股(03393)涨超3% 巴西子公司中标CPFL项目 合同金额超过8000万元
Jin Rong Jie· 2025-12-22 07:56
Core Viewpoint - Wasion Holdings (03393) has seen its stock price increase by over 3%, currently trading at HKD 16.86, following the announcement of a successful bid for a project in Brazil worth over RMB 80 million [1] Group 1: Company Developments - Wasion Holdings has established a wholly-owned subsidiary in Brazil, Wasion da Amazonia Industria de Instrumentos Electronicos S.A., which successfully won the CPFL project [1] - The contract amount for the CPFL project exceeds RMB 80 million, with CPFL being a leading player in Brazil's electricity sector, serving over 10 million users [1] Group 2: Market Performance - Since the initial coverage in June, Wasion Holdings' stock price has increased by 124.5% [1] - Despite the significant rise in stock price, recent visits to the company suggest that there is still ample room for further price appreciation [1] Group 3: Future Outlook - Demand for the company's smart distribution services from AI Data Center (AIDC) clients is expected to exceed expectations, with substantial growth in new orders anticipated for FY26 [1] - The company's development foundation is expanding from traditional industrial sectors to advanced technology sectors, supporting a higher valuation [1]
港股异动 | 威胜控股(03393)涨超3% 巴西子公司中标CPFL项目 合同金额超过8000万元
智通财经网· 2025-12-22 07:21
Core Viewpoint - Wasion Holdings (03393) has seen a stock price increase of over 3%, currently trading at HKD 16.86, following the announcement of a successful bid for a project in Brazil worth over RMB 80 million [1] Company Developments - Wasion Holdings has established a wholly-owned subsidiary in Brazil, Wasion da Amazonia Industria de Instrumentos Electronicos S.A., which successfully won the CPFL project [1] - The contract amount for the CPFL project exceeds RMB 80 million, with CPFL being a leading player in Brazil's electricity sector, serving over 10 million users across the entire energy supply chain [1] Market Performance - Since the initiation of coverage in June, the company's stock price has increased by 124.5% [1] - Despite the significant rise in stock price, recent visits to the company suggest that there is still ample room for further price appreciation [1] Future Outlook - Demand for the company's smart distribution services from AI Data Center (AIDC) clients is expected to exceed expectations, with substantial growth in new orders anticipated for FY26 [1] - The company's development foundation is expanding from traditional industrial sectors to advanced technology sectors, supporting a higher valuation [1]
威胜控股涨超3% 巴西子公司中标CPFL项目 合同金额超过8000万元
Zhi Tong Cai Jing· 2025-12-22 07:17
Core Viewpoint - Wasion Holdings (03393) has seen a stock price increase of over 3%, currently trading at HKD 16.86, with a transaction volume of HKD 27.8395 million, following the announcement of a successful bid for the CPFL project in Brazil, valued at over RMB 80 million [1] Group 1: Company Developments - Wasion Holdings has established a wholly-owned subsidiary, Wasion da Amazonia Industria de Instrumentos Electronicos S.A., in Brazil, which successfully won the CPFL project [1] - The contract amount for the CPFL project exceeds RMB 80 million, indicating significant business growth potential in the Brazilian market [1] Group 2: Market Position and Performance - CPFL is a leading player in Brazil's electricity sector, serving over 10 million users and covering the entire energy supply chain, which enhances Wasion's market credibility [1] - Since the initial coverage by Zhongtai International in June, Wasion's stock price has increased by 124.5%, suggesting strong investor confidence [1] Group 3: Future Outlook - Demand for Wasion's smart distribution services from AI Data Center (AIDC) clients is expected to exceed expectations, leading to a substantial increase in new orders for FY26 [1] - The company's development foundation is expanding from traditional industrial sectors to advanced technology sectors, supporting a higher valuation [1]
智通港股早知道 | 国办印发《关于全链条打击涉烟违法活动的意见》 隔夜美股三大股指集体上涨
智通财经网· 2025-12-19 00:14
Group 1 - Two studies published in Nature confirm the efficacy and safety of a new diabetes drug, Masitide, developed by China's Innovent Biologics and Eli Lilly, showing superior blood sugar control and weight loss compared to placebo and Dulaglutide [1] - The studies involved Phase III clinical trials with Chinese type 2 diabetes patients, demonstrating improvements in cardiovascular, liver, and kidney-related indicators [1] - Masitide is a dual receptor agonist for glucagon-like peptide-1 and glucagon, providing high-quality evidence for overweight, obese, and diabetic patients, highlighting China's research capabilities in this field [1] Group 2 - U.S. stock indices rose collectively, with the Dow Jones up 65.88 points (0.14%), S&P 500 up 53.33 points (0.79%), and Nasdaq up 313.04 points (1.38%), driven by gains in large tech stocks [2] - Notable stock performances included Tesla rising over 3%, and Micron Technology increasing over 10% [2] - Chinese concept stocks also saw gains, with Zhihu up over 3% and XPeng Motors up over 2% [2] Group 3 - The State Council of China issued an opinion to combat illegal tobacco activities, focusing on countering counterfeit and smuggled tobacco products, and enhancing law enforcement collaboration with other countries [3] - The opinion aims to purify the tobacco market environment and protect national interests and consumer rights [3] Group 4 - BHP CEO Mike Henry emphasized the critical role of copper in the economy and its demand surge, predicting a bull market for copper due to supply constraints [4] - The annual market size for copper is estimated between $300 billion and $400 billion, with a projected 70% increase in demand by 2050, while new mining discoveries are becoming rarer and more challenging to develop [4] Group 5 - Meituan released and open-sourced a state-of-the-art virtual human video generation model, LongCat-Video-Avatar, which supports multiple tasks and has undergone significant upgrades in realism and stability [5] Group 6 - Zhihui Mining's shares rose 126.16% in dark trading, with a planned global offering of 122 million H-shares at HKD 4.51 each, focusing on zinc, lead, and copper mining in Tibet [6] Group 7 - Evergrande Auto announced a change in the registered shareholder of its subsidiary to Guangzhou Juliyi, with stock trading suspended pending further notice [7] Group 8 - Wasion Holdings' subsidiary won a contract worth over RMB 80 million for a project with CPFL, a leading power company in Brazil, and expects significant growth in AI data center revenues [8] - The company anticipates a doubling of AI data center revenue from RMB 1 billion in 2025 to RMB 2 billion in 2026, with new orders expected to grow significantly [8] Group 9 - Citigroup raised its profit forecasts for Wasion Holdings by 1% to 5% for 2025-2027, increasing the target price from HKD 15.5 to HKD 21, maintaining a "buy" rating [9]
湾区发展附属签订逾14亿元施工合同 英皇资本上一财年盈利同比翻倍
Xin Lang Cai Jing· 2025-12-18 12:33
Company News - Emperor Capital (00717.HK) reported total revenue of approximately HKD 730 million for the year ending September 30, 2025, representing a year-on-year increase of 37.3%. Net profit reached approximately HKD 147 million, up 121.4% year-on-year [2] - New Special Energy (01799.HK) plans to sell a 79.92% stake in Xinjiang Wind Power New Energy Partnership for approximately HKD 1.337 billion to facilitate a REITs issuance [2] - Bay Area Development (00737.HK) signed a construction contract for the Shenzhen section with a contract value of RMB 1.448 billion [2] - Weichai Power (03393.HK) won a bid for the Brazil CPFL project with a contract amount exceeding HKD 80 million [3] - WuXi AppTec (02359.HK) invested approximately EUR 30 million to acquire a 3.22% stake in a French biopharmaceutical fund [3] - Joy Spreader Group (02473.HK) established a long-term strategic cooperation with New Stone Technology in areas such as autonomous vehicle procurement and market promotion [3] - Fosun Pharma (02196.HK) signed a cooperation and option agreement with Clavis Bio to jointly advance preclinical development of selected target compounds [3] - CSPC Pharmaceutical Group (01093.HK) reported top-line analysis data from the Phase III clinical trial of its drug, Truxima [3] - Yihai International (01662.HK) announced a strategic cooperation between Trio AI and HGC [4] Financing and Buyback Activities - Zhi Yuan Holdings (00990.HK) plans to issue a total of 515 million new shares at a discount of approximately 1.4%, aiming to raise about HKD 355.3 million [5] - Tencent Holdings (00700.HK) repurchased 1.055 million shares for HKD 636 million, with buyback prices ranging from HKD 599.5 to HKD 605.5 [5] - Xiaomi Group-W (01810.HK) repurchased 3.75 million shares for HKD 151 million, with buyback prices between HKD 40.12 and HKD 40.24 [6] - COSCO Shipping Holdings (01919.HK) repurchased 5.9 million shares for HKD 80.6 million, with buyback prices from HKD 13.52 to HKD 13.76 [7] - Kuaishou-W (01024.HK) repurchased 1.235 million shares for HKD 80.2 million, with buyback prices ranging from HKD 64.35 to HKD 65.60 [7] - Geely Automobile (00175.HK) repurchased 1.908 million shares for HKD 31.8 million, with buyback prices between HKD 16.26 and HKD 16.8 [8]
威胜控股附属中标巴西CPFL项目 合同金额逾8000万元
Zhi Tong Cai Jing· 2025-12-18 09:07
威胜控股(03393)公布,于2025年12月,公司于巴西成立的全资附属公司Wasion da Amazonia Industria de Instrumentos Electronicos S.A.成功中标CPFL项目,合同金额超过人民币8000万元( 8832万港元)。 CPFL是巴西电力行业的领军企业,作为巴西规模第二大的综合性电力事业集团,服务用户超过1,000 万,业务涵盖发电、输电、配电及电力商业化等全产业链领域,是当地重要的综合能源解决方案提供 商。 ...
威胜控股(03393.HK):巴西子公司斩获CPFL超8000万大单,国际化布局再下一城
Ge Long Hui· 2025-12-18 09:04
Group 1 - The core announcement is that Wasion Holdings (03393.HK) has successfully won a contract for the CPFL project in Brazil, with a contract value exceeding RMB 80 million (HKD 88.32 million) [1] - CPFL is recognized as a leading enterprise in the Brazilian electricity sector, being the second-largest integrated power group in Brazil, serving over 10 million users across the entire energy supply chain, including generation, transmission, distribution, and commercialization [1] - The successful bid reflects the internationalization of Wasion's brand and the recognition of its products by international clients [1]
威胜控股(03393) - 自愿公告 - 海外中标结果
2025-12-18 08:54
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。 威勝控股有限公司(「本公司」)董事會(「董事會」)欣然宣佈,於二零二五年十二月,本公司 於巴西成立的全資附屬公司Wasion da Amazonia Industria de Instrumentos Electronicos S.A.成功 中標CPFL項目,合同金額超過人民幣80百萬元( 88.32百萬港元)。 CPFL是巴西電力行業的領軍企業,作為巴西規模第二大的綜合性電力事業集團,服務用戶 超過1,000萬,業務涵蓋發電、輸電、配電及電力商業化等全產業鏈領域,是當地重要的綜 合能源解決方案提供商。 以上中標體現了威勝的品牌國際化和國際客戶認可度。 ( 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自願刊發。 本 公 告 乃 承 董 事 會 之 命 而 作 出 , 各 董 事 就 本 公 告 所 披 露 資 料 的 準 確 性 個 別 及 共 ...
威胜控股(3393.HK):AIDC客户支持料超想象 估值升级缺口再现扩大
Ge Long Hui· 2025-12-18 05:57
Group 1 - The core viewpoint of the report is that the company's stock price has increased by 124.5% since coverage began in June, and there is still significant upside potential due to high demand for smart distribution services from AIDC clients [1] - The company has raised its net profit forecasts for FY25-27 by 1.2%, 1.6%, and 2.1% respectively, and has increased the target price from HKD 17.40 to HKD 21.75, reflecting a 30.4% upside potential based on a target P/E ratio of 16.0 times for FY26 [1] - The company expects substantial growth in new orders from AIDC clients, projecting approximately RMB 2.3 billion in new orders for FY25 and RMB 3.6 billion for FY26, representing a year-on-year increase of 56.5% [1] Group 2 - The smart distribution business is anticipated to maintain high growth, with projected compound annual growth rates for revenue and gross profit of 25.4% and 27.9% respectively from FY24 to FY27, surpassing the overall company growth rates [2] - The contribution of the smart distribution business to total revenue and gross profit is expected to rise from 33.3% and 24.9% in FY24 to 38.1% and 27.6% in FY27 [2] - The company is not only collaborating with major AIDC clients like GDS but is also expected to sign new large clients, particularly in Southeast Asia [2]