Core Viewpoint - China Xidian (601179.SH) announced the release of the 60th batch of procurement for power transmission and transformation projects by State Grid Corporation of China on its e-commerce platform, scheduled for September 23, 2025 [1] Group 1 - The procurement is part of the ongoing efforts by State Grid Corporation to enhance its infrastructure capabilities [1] - The announcement indicates a continued investment in the power transmission sector, which is crucial for meeting China's growing energy demands [1] - This procurement batch is expected to include various equipment and services necessary for the development of power transmission projects [1]

Core Viewpoint - The company, China West Electric, announced that its 14 subsidiaries have won bids for the State Grid Corporation of China's 2025 procurement, with a total bid amount of 1.641 billion yuan [1] Group 1: Bid Details - The company is one of the bidders for the sixth batch of procurement for the State Grid Corporation, specifically for the fourth round of bidding for substation equipment [1] - The products won in the bid include transformers, combined electrical devices, reactors, circuit breakers, isolating switches, capacitors, current transformers, lightning arresters, and switchgear [1] - The total bid amount for these products is 1.641 billion yuan [1] Group 2: Financial Impact - The company's projected revenue for the year 2024 is 22.175 billion yuan [1] - The signing of contracts related to these projects is expected to have a positive impact on the company's future operational development [1] Group 3: Business Independence - The project wins will not affect the company's business independence [1]

Core Viewpoint - China Xidian announced the resignation of director Fang Nan due to work reasons, confirming no disputes with the board [1] Group 1 - Fang Nan has submitted a written resignation report to the board, stepping down from his roles as director and member of the strategic planning and execution committee [1] - Following his resignation, Fang Nan will no longer hold any positions within the company or its subsidiaries [1]

方楠辞去中国西电电气股份有限公司（以下简称"中国西电"）董事职务。 9月2 2日，中国西电发布公告称，公司董事会近日收到董事方楠的书面辞职报告。方楠因工作原因辞去董事、董事会战略规划及执行委 员会委员职务。方楠确认与公司董事会不存在争议，辞任后不再担任公司及控股子公司任何职务。方楠先生的辞职报告自送达公司董事 会之日起生效。 0 中国西电电气股份有限公司 CHINA XD ELECTRIC CO.,LTD. 证券简称:中国西电 证券代码:601179 公告编号:2025-039 中国西电电气股份有限公司 关于公司董事离任的公告 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。 重要内容提示: 中国西电电气股份有限公司(以下简称"公司")董事会近 日收到董事方楠先生的书面辞职报告。方楠先生因工作原因申 请辞去董事、董事会战略规划及执行委员会委员职务。方楠先 生确认与公司董事会不存在争议。辞去以上职务后,方楠先生 不再担任公司及控股子公司任何职务。 | 姓名 | 离任职务 | 离任时间 | 原定任期到 | 离任 | 是否继续在 上市 ...

Group 1 - Xinxiang Chemical Fiber will suspend production for approximately 90 days starting October 1, 2025, affecting an annual capacity of 31,200 tons, resulting in a revenue decrease of approximately 185 million yuan and a profit reduction of about 48 million yuan [1] - Bozhong Precision plans to transfer 18.29% of its stake in Suzhou Linghou Robot for 64 million yuan, retaining a 21.61% ownership post-transaction [1] - Haixing Electric is a recommended candidate for a State Grid procurement project, with an expected bid amount of approximately 128 million yuan [2] Group 2 - Samsung Medical is a recommended candidate for multiple State Grid procurement projects, with a total expected bid amount of approximately 193 million yuan [2][3] - Youxunda is a recommended candidate for a State Grid procurement project, with a bid amount of approximately 107 million yuan, representing 10.55% of its 2024 revenue [3] - Tiancheng Self-Control has received a notification for a seat assembly project from a well-known domestic new energy vehicle company, expected to start mass production in June 2026 [4] Group 3 - YKYY013 injection has received FDA approval for clinical trials to treat chronic hepatitis B virus infection [4] - Pulaide has signed a strategic cooperation agreement with an international electric tool brand, with a total procurement amount exceeding 700 million yuan over five years [4] - Sichuan Shuangma's subsidiary has obtained GMP certification from Russia, covering core aspects of drug quality and production systems [6] Group 4 - Boshi Co. has signed an industrial service contract worth approximately 96.99 million yuan with Guoneng Baotou Coal Chemical [7] - Wansheng Intelligent is a recommended candidate for a State Grid project, with an expected bid amount of approximately 67.98 million yuan, representing 7.25% of its 2024 revenue [9][10] - Huazi Industrial plans to sell its dairy farm assets for 38.5 million yuan, expecting a positive impact of approximately 11.7 million yuan on its current profits [10] Group 5 - Jinguang Electric has won a State Grid project with a total bid amount of approximately 28.4 million yuan, accounting for 3.82% of its 2024 revenue [11] - Nanjiao Food reported a net profit of 10,410 yuan for August, a year-on-year decrease of 98.31% [13] - Dongfang Bio's subsidiary has obtained registration certificates for two medical device products [15] Group 6 - Lanhua Kecai has signed a strategic cooperation agreement with Shanghai Pangu Power to promote intelligent and efficient transformation in the coal mining industry [17] - Yabao Pharmaceutical has decided to terminate the SY-009 research project, with a total investment of approximately 87.87 million yuan to be fully impaired [18] - Tian Shili's subsidiary has received approval for a new indication for its recombinant human urokinase injection for acute ischemic stroke treatment [20] Group 7 - Su Yan Jingshen's executives plan to increase their shareholding in the company, with a total investment of between 1.9 million and 2.66 million yuan [22] - Baiyun Electric and its subsidiary have won a State Grid project with a total bid amount of approximately 162 million yuan, covering multiple equipment types [23] - China West Electric's director has resigned due to work reasons, effective September 19, 2025 [25] Group 8 - Jianan Intelligent is a recommended candidate for a State Grid project with a total expected bid amount of approximately 73.12 million yuan [26] - Juhua Technology is a recommended candidate for a State Grid project with a total expected bid amount of approximately 142 million yuan [27] - Tengyuan Cobalt's actual controller has committed not to reduce holdings for the next 12 months, holding 37.89% of the total shares [28] Group 9 - Changfei Optical Fiber announced that Draka Comteq B.V. no longer holds H shares in the company after selling 37.59 million shares [28] - Mongcao Ecological's subsidiary has signed a contract for an ecological restoration project worth 225.2 million yuan [29] - Weiao Co. plans to distribute a cash dividend of 0.1 yuan per share, totaling approximately 39.29 million yuan [30]

证券代码：601179 证券简称：中国西电 公告编号：2025-039 中国西电电气股份有限公司 关于公司董事离任的公告 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。 重要内容提示： 中国西电电气股份有限公司（以下简称"公司"）董事会近 日收到董事方楠先生的书面辞职报告。方楠先生因工作原因申 请辞去董事、董事会战略规划及执行委员会委员职务。方楠先 生确认与公司董事会不存在争议。辞去以上职务后，方楠先生 不再担任公司及控股子公司任何职务。 略规划及执行委员会委员补选工作。 截至本公告披露日，方楠先生未持有公司股份，不存在应 当履行而未履行的公开承诺事项，已按照公司有关规定做好离 任交接工作。 方楠先生在担任公司董事和董事会战略规划及执行委员会 委员职务期间，勤勉尽责、认真履职，公司董事会对方楠先生 在任期间为公司做出的贡献表示衷心感谢！ 特此公告。 2025 年 9 月 23 日 二、离任对公司的影响 方楠先生辞去董事职务未导致公司董事会低于法定人数， 不会影响公司董事会正常运作和公司正常生产经营。根据《公 司法》《公司章程》 ...

南财智讯9月22日电，中国西电公告，董事方楠先生因工作原因申请辞去董事及董事会战略规划及执行 委员会委员职务，辞职报告自送达公司董事会之日起生效。方楠先生确认与公司董事会不存在争议，且 未持有公司股份。公司对方楠先生在任期间的贡献表示感谢，并将按法定程序完成相关职位的补选工 作。 ...

中国西电公告，公司董事会近日收到董事方楠的书面辞职报告。方楠因工作原因辞去董事、董事会战略 规划及执行委员会委员职务。方楠确认与公司董事会不存在争议，辞任后不再担任公司及控股子公司任 何职务。方楠先生的辞职报告自送达公司董事会之日起生效。 ...

Core Viewpoint - The construction of AI computing power centers is on the rise, and the demand for solid-state transformers (SST) is expected to grow due to their efficiency, compact size, flexibility, and prefabricated design, making them a preferred solution for future data center power supply architectures [1][2]. Group 1: AI Power Supply Architecture - The upgrade of AI power supply architecture to 800V HVDC is anticipated to make SST the optimal technical route in the long term [2]. - Major cloud service providers have raised capital expenditure expectations, accelerating the construction of AI data centers (AIDC) [2]. Group 2: Performance Advantages of SST - SST can improve overall efficiency by over 3 percentage points compared to traditional UPS power supply chains, reduce footprint by over 60%, and shorten installation and debugging cycles by 75% [3]. - SST is adaptable to green electricity integration and has strong advantages in lifecycle costs [3]. Group 3: Cost Reduction Potential - Although the initial investment cost for SST is currently high, there is significant potential for overall cost reduction as core components such as power semiconductor devices and amorphous nanocrystalline materials mature [3]. Group 4: Industry Landscape - Global leaders in AIDC, such as Eaton and Delta, have early reserves in SST solutions, while domestic companies are entering the market from traditional power equipment, AI power supply, and solar storage charging sectors [4]. - Some domestic companies have already applied SST products in projects involving AC/DC hybrid microgrids, with China West Electric having products used in data center projects [4]. Group 5: Recommended Stocks - Recommended stocks include Sifang Co., Ltd. (601126.SH), China West Electric (601179.SH), Jinpan Technology (688676.SH), and other related companies in the industry chain [5].

Core Viewpoint - China Xidian's stock price increased by 2.35% on September 17, with a trading volume of 478 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On September 17, China Xidian had a financing buy-in amount of 37.15 million yuan, while the financing repayment was 63.92 million yuan, resulting in a net financing outflow of 26.77 million yuan [1]. - The total financing and securities lending balance for China Xidian reached 840 million yuan as of September 17, with the financing balance at 833 million yuan, accounting for 2.48% of the circulating market value, which is above the 80th percentile of the past year [1]. - In terms of securities lending, 21,300 shares were repaid, and 11,600 shares were sold on September 17, with a selling amount of 75,900 yuan, while the securities lending balance was 7.26 million yuan, also above the 80th percentile of the past year [1]. Company Performance - As of June 30, the number of shareholders for China Xidian reached 166,400, an increase of 6.78% from the previous period, while the average circulating shares per person decreased by 6.35% to 30,799 shares [2]. - For the first half of 2025, China Xidian reported operating revenue of 11.33 billion yuan, a year-on-year increase of 9.57%, and a net profit attributable to shareholders of 598 million yuan, reflecting a year-on-year growth of 32.23% [2]. Dividend and Shareholding Structure - Since its A-share listing, China Xidian has distributed a total of 4.67 billion yuan in dividends, with 1.24 billion yuan distributed over the past three years [3]. - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 113 million shares, a decrease of 835,300 shares from the previous period [3]. - The Southern CSI 500 ETF ranked as the sixth-largest circulating shareholder with 30.44 million shares, an increase of 4.21 million shares, while the China Europe Era Pioneer Stock A ranked ninth with 20 million shares, a decrease of 285,580 shares [3].