人民财讯9月25日电，国网信通（600131）9月25日公告，公司全资子公司中电普华、继远软件、中电飞 华、亿力科技中标国家电网有限公司2025年第六十批采购(输变电项目第四次变电设备(含电缆)招标采 购)项目，共计中标6.05亿元。 ...

证券代码：600131 证券简称：国网信通 公告编号：2025-051号 一、中标事项主要情况 1 证券代码：600131 证券简称：国网信通 公告编号：2025-051号 根据国家电网有限公司近期在其电子商务平台（https://ecp.sgc c.com.cn/ecp2.0/portal/#/）公告的国家电网有限公司 2025 年第六 十批采购(输变电项目第四次变电设备(含电缆)招标采购)（招标编号： 0711-25OTL08411033）的中标人公示，中电普华、继远软件、中电飞 华、亿力科技在通信网设备集成采购中，共计中标 60,543.95 万元。 国网信息通信股份有限公司 关于全资子公司重大经营合同中标的公告 本公司董事会及全体董事保证本公告内容不存在虚假记载、误导 性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带责任。 重要内容提示: 中标金额合计：60,543.95 万元。 风险提示：本次中标金额为公司全资子公司中电普华、继远软 件、中电飞华、亿力科技在国家电网有限公司 2025 年第六十批采购(输 变电项目第四次变电设备(含电缆)招标采购)中标 60,543.95 万元。 ...

格隆汇9月25日｜国网信通公告，本次中标金额为公司全资子公司中电普华、继远软件、中电飞华、亿 力科技在国家电网有限公司2025年第六十批采购(输变电项目第四次变电设备(含电缆)招标采购)中标 60,543.95万元。目前，已收到中标通知书，合同尚未签订，对业绩的具体影响金额尚不确定，敬请广大 投资者注意投资风险。 ...

国网信通公告，全资子公司中电普华、继远软件、中电飞华、亿力科技在国家电网有限公司2025年第六 十批采购（输变电项目第四次变电设备（含电缆）招标采购）中中标，中标金额合计为6.05亿元。目 前，已收到中标通知书，但合同尚未签订，对业绩的具体影响金额尚不确定。此次中标将对公司未来经 营业绩产生积极影响，但具体金额仍待合同签订后确定。 ...

Investment Rating - The investment rating for the company is "Buy" and it is maintained [7]. Core Views - The company reported a revenue of 3.52 billion yuan for the first half of 2025, a decrease of 4.6% year-on-year, with a net profit attributable to shareholders of 270 million yuan, down 11.0% year-on-year [2][5]. - The second quarter of 2025 saw a revenue of 2.41 billion yuan, a decline of 9.8% year-on-year, and a net profit of 240 million yuan, down 16.4% year-on-year [2][5]. - The company is experiencing a significant acceleration in its frontier technology innovation business, with a revenue increase of 340.6% year-on-year in this segment [10]. Summary by Sections Financial Performance - In the first half of 2025, the digital infrastructure segment generated a revenue of 1.749 billion yuan, up 25.0% year-on-year, while the frontier technology innovation business brought in 704 million yuan, up 340.6% year-on-year [10]. - The gross margin for the first half of 2025 was 22.12%, a slight decrease of 0.10 percentage points year-on-year [10]. - The company reported a significant increase in cash flow from operations, reaching 1.211 billion yuan in the first half of 2025, indicating improved collection efficiency [10]. Orders and Inventory - As of the end of Q2 2025, the company had a backlog of orders amounting to 4.67 billion yuan, representing a year-on-year growth of approximately 27% [10]. - The inventory at the end of Q2 2025 was 935 million yuan, showing a substantial increase of 95.4% year-on-year [10]. Future Outlook - The company expects that the net profit attributable to shareholders for 2025, excluding its subsidiary Yili Technology, could reach approximately 864 million yuan, corresponding to a price-to-earnings ratio of about 24 times [10].

Group 1 - The company, State Grid Information Communication, announced that it will hold the 17th meeting of the 9th Board of Directors on August 7, 2025, to review the proposal regarding the equity transfer of Yili Technology's subsidiaries, Yili Electric Power and Yilong Information [2] - Recently, Yili Electric Power Technology Co., Ltd. and Yilong Information Technology Co., Ltd. have completed the industrial and commercial change registration procedures for this equity transfer and obtained a new business license from the Fuzhou Market Supervision Administration [2]

证券代码：600131 证券简称：国网信通 公告编号：2025-050号 国网信息通信股份有限公司 关于亿力科技所持有的亿力电力、亿榕信息股权划转 进展暨完成工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 一、本次股权划转概述 国网信息通信股份有限公司（以下简称"公司"）于 2025 年 8 月 7 日召开第九届董事会第十七次会议，审议通过《关于亿力科技所 属亿力电力、亿榕信息股权划转的议案》。具体内容详见公司分别于 2025 年 8 月 8 日在上海证券交易所网站（www.sse.com.cn）及指定 媒体披露的《国网信息通信股份有限公司关于亿力科技所持有的亿力 电力、亿榕信息股权划转的公告》（公告编号：2025-045） 二、本次股权划转进展情况 近日，福建亿力电力科技有限责任公司（以下简称"亿力电 力"）、福建亿榕信息技术有限公司（以下简称"亿榕信息"）已完 成本次股权划转的工商变更登记手续，取得福州市市场监督管理局换 发的《营业执照》。营业执照具体信息如下： 1.亿力电力 企业名称：福建亿力电力科 ...

Company Overview - State Grid Information Communication Co., Ltd. is located in Chengdu, Sichuan Province, and was established on January 5, 1997, with its listing date on April 2, 1998 [1] - The company specializes in new information communication, with its main business revenue composition as follows: Digital Infrastructure (49.62%), Advanced Technology Innovation (19.96%), Power Digital Applications (16.02%), Enterprise Digital Applications (11.30%), Energy Innovation Services (2.97%), and Others (0.12%) [1] Financial Performance - As of June 30, 2025, the company achieved a revenue of 3.525 billion yuan, representing a year-on-year growth of 31.43%, and a net profit attributable to shareholders of 266 million yuan, with a year-on-year increase of 14.41% [2] - Cumulative cash dividends since the A-share listing amount to 1.585 billion yuan, with 695 million yuan distributed over the past three years [3] Stock Market Activity - On September 11, the company's stock price increased by 2.11%, reaching 17.87 yuan per share, with a trading volume of 76.1273 million yuan and a turnover rate of 0.36%, resulting in a total market capitalization of 21.439 billion yuan [1] - Year-to-date, the stock price has decreased by 4.64%, but it has increased by 4.14% over the last five trading days, 0.34% over the last 20 days, and 4.75% over the last 60 days [1] - As of June 30, 2025, the number of shareholders is 39,100, a decrease of 1.64% from the previous period, with an average of 30,588 circulating shares per person, an increase of 1.67% [2] Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, the Southern CSI 500 ETF (510500) ranks as the tenth largest, holding 8.9021 million shares, an increase of 1.197 million shares compared to the previous period [3]

Investment Rating - The investment rating for the company is "Buy" (maintained) [4] Core Views - The company is accelerating its intelligent transformation by integrating with Yili Technology, which is expected to enhance its operational capabilities and market position [6] - The company has a solid foundation in its core business, having secured multiple key projects, and is actively involved in the digital infrastructure sector [6] - The company is leveraging advanced technologies and AI applications to drive growth in various segments, including energy innovation services and digital applications [6] Financial Performance Summary - For the first half of 2025, the company reported revenue of 3.525 billion yuan, a year-on-year decrease of 4.55%. Excluding the impact of the acquisition of Yili Technology, revenue remained stable [6] - The net profit attributable to the parent company was 266 million yuan, down 11.01% year-on-year, primarily due to increased corporate income tax expenses [6] - The digital infrastructure business generated revenue of 1.749 billion yuan, reflecting a year-on-year growth of 25.01%, contributing 49.62% to total revenue [6] - The company achieved significant growth in its intelligent application segment, with revenue reaching 704 million yuan, a year-on-year increase of 340.63% [6] - The company forecasts net profits attributable to the parent company for 2025-2027 to be 837 million, 1.052 billion, and 1.267 billion yuan, respectively [6][8] Valuation Metrics - The company’s P/E ratio is projected to decrease from 31.2 in 2024 to 16.8 by 2027, indicating an improving valuation outlook [4] - The projected P/B ratio is expected to decline from 3.1 in 2024 to 2.5 in 2027, reflecting a strengthening financial position [4] - The net asset return rate is anticipated to stabilize around 13% by 2027, indicating consistent profitability [4]

Group 1 - The company will participate in the "Sichuan District 2025 Investor Online Collective Reception Day and Semi-Annual Report Performance Briefing" on September 12, 2025, from 14:00 to 17:00 [1][2] - The event will be held online via "Panorama Roadshow" platform [2][3] - Investors can submit questions from September 5 to September 11, 2025, through the provided contact methods, and the company will address common concerns during the briefing [2][3] Group 2 - Key personnel attending the event include the Chairman, Independent Director, Board Secretary, and Chief Financial Officer of the company [2] - Contact information for the Securities Management Department is provided for investor inquiries [3]