智通财经APP讯，中国西电(601179.SH)发布公告，2025年11月28日，国家电网有限公司电子商务平台发 布了"国家电网有限公司2025年第六十四批采购(特高压项目第四次设备招标采购)中标公告"。公司下属 8家子公司为相关中标人，总中标金额为29.7967亿元。 ...

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。 2025 年 11 月 28 日，国家电网有限公司电子商务平台 （http://ecp.sgcc.com.cn）发布了"国家电网有限公司 2025 年 第六十四批采购（特高压项目第四次设备招标采购）中标公告"。 中国西电电气股份有限公司（以下简称公司）下属 8 家子公司为 相关中标人，现将有关情况公告如下： 一、中标情况 根据上述中标公告，公司下属西安西电变压器有限责任公司、 常州西电变压器有限责任公司、西安西电开关电气有限公司、西 安西电高压开关有限责任公司、西安西电电力系统有限公司、西 安西电高压套管有限公司、西安西电电力电容器有限责任公司、 西安西电避雷器有限责任公司为项目中标人之一，中标换流变压 器、交流变压器、组合电器、电阻器、交直流断路器、隔离开关 和接地开关、换流阀、直流穿墙套管、电容器、测量装置、避雷 器等产品，总中标金额为 29.7967 亿元。公司 2024 年度营业收入 为 221.7478 亿元。 证券代码：601179 证券简称：中国西电 公告编号：20 ...

中国西电（601179）(601179.SH)发布公告，2025年11月28日，国家电网有限公司电子商务平台发布 了"国家电网有限公司2025年第六十四批采购(特高压项目第四次设备招标采购)中标公告"。公司下属8 家子公司为相关中标人，总中标金额为29.7967亿元。 ...

Core Viewpoint - China Xidian (601179) announced on November 28 that its subsidiaries won bids for the State Grid Corporation of China's 2025 sixth batch procurement, specifically for ultra-high voltage projects, with a total bid amount of 2.98 billion yuan [1] Group 1 - The State Grid Corporation of China released the bid announcement for the fourth equipment procurement of ultra-high voltage projects on November 28 [1] - Eight subsidiaries of China Xidian were identified as successful bidders for various products including converter transformers, AC transformers, and combined electrical appliances [1] - The total amount of the bids won by the company is 2.98 billion yuan [1]

Core Points - China Xidian (601179.SH) announced that eight of its subsidiaries won bids for the State Grid Corporation of China's 2025 sixth batch procurement, which includes high-voltage project equipment [2] - The total bid amount for the project is 2.97967 billion yuan, covering products such as converter transformers and AC transformers [2] - The execution of this project is expected to have a positive impact on the company's future operations, although formal contracts have not yet been signed, leading to uncertainties regarding contract terms and current performance impact [2]

Core Viewpoint - China Xidian (601179.SH) announced that it has won multiple bids in the State Grid Corporation of China's 64th procurement batch for ultra-high voltage projects, with a total bid amount of 2.97967 billion yuan [1] Group 1: Procurement Details - The State Grid Corporation's e-commerce platform published the bid announcement on November 28, 2025 [1] - Eight subsidiaries of the company were identified as successful bidders for various products including converter transformers, AC transformers, and other electrical equipment [1] - The total bid amount for the awarded contracts is 2.97967 billion yuan [1]

Group 1 - The AI industry's rapid development is significantly increasing power demand, creating important opportunities for traditional power and new energy sectors [1] - The power consumption of a single AI GPU server is several times or even tens of times that of traditional servers, with large data centers requiring power loads comparable to small to medium-sized cities [1] - The power equipment industry is currently positioned at a "dual windfall," benefiting from increased domestic grid investment and the explosion of AI computing power [1] Group 2 - TBEA Co., Ltd. is a leading supplier of UHV core equipment in China, with a strong market share and full order books, focusing on R&D and product customization to enhance its market position in high-end segments [2] - Solid-state transformers, which are advanced intelligent power conversion devices, are becoming essential for AI infrastructure due to their high energy conversion efficiency and reduced power chain losses [2] - China XD Electric Co., Ltd. is a leading power equipment enterprise in China, with capabilities to develop 800VDC solid-state transformers, and plans to track market demand closely to seize opportunities [2]

资金流向方面，主力资金净流出1320.01万元，特大单买入582.83万元，占比2.70%，卖出2315.93万元， 占比10.75%；大单买入4483.66万元，占比20.80%，卖出4070.56万元，占比18.89%。 中国西电今年以来股价涨10.07%，近5个交易日跌8.13%，近20日涨1.23%，近60日涨22.71%。 今年以来中国西电已经1次登上龙虎榜，最近一次登上龙虎榜为11月7日。 资料显示，中国西电电气股份有限公司位于陕西省西安市高新区唐兴路7号A座，成立日期2008年4月30 日，上市日期2010年1月28日，公司主营业务涉及输配电及控制设备研发、设计、制造、销售、检测、 相关设备成套、技术研究、服务与工程承包等业务。主营业务收入构成为：变压器43.67%，开关 37.56%，公司总部及贸易业务8.26%，电力工程及电子3.53%，研发及检测3.28%，电容器2.58%，绝缘 子及避雷器0.97%，二次设备0.14%。 11月26日，中国西电盘中下跌2.02%，截至09:48，报8.25元/股，成交2.16亿元，换手率0.51%，总市值 422.89亿元。 截至9月30日，中国西电股东 ...

格隆汇11月25日丨中国西电(601179.SH)在投资者互动平台表示，公司没有为纳微半导体提供关键磁性 器件，目前也没有和维谛技术开展项目合作。 （原标题：中国西电(601179.SH)：公司没有为纳微半导体提供关键磁性器件，目前也没有和维谛技术 开展项目合作。） ...

Core Points - The Shanghai Investment Products Index (000102) closed at 7120.52 points, up 0.92%, with a trading volume of 58.14 billion yuan and a turnover rate of 1.12% [1] - Among the index constituents, 33 stocks rose, led by Zhongjin Gold with a 4.15% increase, while 14 stocks fell, with Samsung Medical leading the decline at 1.88% [1] Index Constituents Summary - The top ten constituents of the Shanghai Investment Products Index include: - Yinghui Mining (6.27% weight, 28.51 yuan, 1.82% increase, market cap 757.73 billion yuan) in the non-ferrous metals sector - China Shipbuilding (5.26% weight, 34.93 yuan, 1.58% decrease, market cap 262.87 billion yuan) in the defense industry - Northern Rare Earth (5.01% weight, 45.05 yuan, 0.47% increase, market cap 162.86 billion yuan) in the non-ferrous metals sector - Jiangqi Green Energy (4.99% weight, 18.98 yuan, 1.17% increase, market cap 143.83 billion yuan) in the power equipment sector - Longzhi Aluminum Industry (4.67% weight, 15.97 yuan, 4.04% increase, market cap 341.67 billion yuan) in the non-ferrous metals sector - Sany Heavy Industry (4.48% weight, 20.44 yuan, 0.34% decrease, market cap 186.13 billion yuan) in the machinery sector - China Shenhua (3.91% weight, 41.20 yuan, no change, market cap 818.58 billion yuan) in the coal sector - TBEA (3.86% weight, 22.07 yuan, 2.56% increase, market cap 111.52 billion yuan) in the power equipment sector - Guodian NARI (3.79% weight, 22.19 yuan, 0.18% increase, market cap 178.23 billion yuan) in the power equipment sector - Huayou Cobalt (3.73% weight, 60.51 yuan, 3.97% increase, market cap 114.73 billion yuan) in the non-ferrous metals sector [1] Capital Flow Analysis - The net inflow of main funds into the index constituents totaled 1.055 billion yuan, while speculative funds saw a net outflow of 631 million yuan, and retail investors experienced a net outflow of 424 million yuan [1] - Specific stocks with significant capital flow include: - Huayou Cobalt with a net inflow of 300 million yuan, but speculative and retail outflows of 46.34 million yuan and 25.4 million yuan respectively - China Aluminum with a net inflow of 208 million yuan, but speculative and retail outflows of 70.64 million yuan and 13.7 million yuan respectively - TBEA with a net inflow of 179 million yuan, but speculative and retail outflows of 62.93 million yuan and 11.6 million yuan respectively [2]