Core Viewpoint - LinYong Energy (601222.SH) has won a bid from State Grid Corporation of China and State Grid Materials Co., Ltd. for the procurement of various smart electric meters and terminals, with a total bid amount of approximately 141.88 million yuan [1] Group 1 - The company received a bid notification on September 24, 2025, for the "53rd Batch Procurement of State Grid Corporation of China (Second Measurement Equipment Bidding Procurement)" [1] - The company won bids for 10 packages, including A-level single-phase smart electric meters, B-level three-phase smart electric meters, C-level three-phase smart electric meters, smart integration terminals, and dedicated transformer collection terminals [1] - The total bid amount is approximately 141.88 million yuan [1]

江苏林洋能源股份有限公司 关于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、项目中标的主要内容 证券代码：601222 证券简称：林洋能源 公告编号：临 2025-58 本次中标总金额约 14,188.29 万元，占公司 2024 年度经审计的营业总收入的 2.10%。中标合同的履行预计将对公司 2025 年及 2026 年经营工作和经营业绩产生 积极的影响，但对公司业务、经营的独立性不产生影响。 四、风险提示 江苏林洋能源股份有限公司（以下简称"公司"）于 2025 年 9 月 24 日收到国 家电网有限公司及国网物资有限公司发给本公司的中标通知书，在"国家电网有 限公司 2025 年第五十三批采购（营销项目第二次计量设备招标采购）"（招标编号： 0711-25OTL08322016）项目中，公司为此项目 A 级单相智能电能表、B 级三相智 能电能表、C 级三相智能电能表、智能融合终端、专变采集终端的中标人，共中 10 个标包，中标总金额约 14,188.29 万元。 公司于 2025 年 9 ...

Core Viewpoint - Jiangsu Linyang Energy Co., Ltd. has won multiple bids in the State Grid Corporation of China's procurement project, indicating a strong position in the smart energy meter market [1] Group 1 - The company received a bid notification from the State Grid Corporation and State Grid Materials Co., Ltd. on September 24, 2025 [1] - The company won bids for 10 packages in the "53rd batch of procurement in 2025" by the State Grid Corporation [1] - The total bid amount is approximately 141.8829 million yuan [1]

Core Viewpoint - Linyang Energy (601222.SH) has won a bid from State Grid Corporation of China for the procurement of various smart electric meters and terminals, with a total bid amount of approximately 142 million yuan [1] Group 1 - The company received a bid notification on September 24, 2025, from State Grid Corporation and State Grid Materials Co., Ltd. [1] - The project is part of the "State Grid Corporation of China 2025 53rd Batch Procurement (Marketing Project Second Measurement Equipment Tender Procurement)" [1] - The company won bids for 10 packages, including A-level single-phase smart electric meters, B-level three-phase smart electric meters, C-level three-phase smart electric meters, smart fusion terminals, and dedicated transformer collection terminals [1]

智通财经APP讯，林洋能源(601222.SH)发布公告，公司于2025年9月24日收到国家电网有限公司及国网 物资有限公司发给公司的中标通知书，在"国家电网有限公司2025年第五十三批采购(营销项目第二次计 量设备招标采购)"(招标编号：0711-25OTL08322016)项目中，公司为此项目A级单相智能电能表、B级 三相智能电能表、C级三相智能电能表、智能融合终端、专变采集终端的中标人，共中10个标包，中标 总金额约1.42亿元。 ...

林洋能源公告，公司在"国家电网有限公司2025年第五十三批采购（营销项目第二次计量设备招标采 购）"项目中中标，共中10个标包，中标总金额约1.42亿元。此次中标总金额占公司2024年度经审计的 营业总收入的2.10%，预计将对公司2025年及2026年经营工作和经营业绩产生积极影响。目前公司已收 到中标通知书，但尚未与交易对方签订正式合同，合同条款尚存在不确定性。 ...

Core Viewpoint - Linyang Energy has secured significant contracts, indicating strong demand for smart meters and a robust growth strategy in both domestic and international markets [1][2][3] Group 1: Major Contracts and Orders - Linyang Energy has been selected as a pre-bid candidate for the State Grid Corporation of China's 2025 procurement, involving 445,300 smart meters with an estimated total value of approximately 142 million yuan [1][2] - The company has received multiple large orders since 2025, including a contract worth about 278 million yuan from the Southern Power Grid and another worth approximately 165 million yuan from the State Grid [2] - The total value of contracts won by Linyang Energy in 2025 is substantial, reflecting the company's strong position in the smart meter market [2] Group 2: International Expansion and Revenue Growth - Linyang Energy has actively pursued international markets, achieving a significant increase in overseas revenue, which reached 693 million yuan in the first half of 2025, a year-on-year growth of 61.73% [1][3] - The company has expanded its product offerings in the smart meter sector, successfully winning bids for new projects in various markets, including the State Grid and Southern Power Grid [3] - The company has developed over 1.3 GW of renewable energy power station resources and has ongoing projects exceeding 1225 MW, enhancing its international market presence [3] Group 3: Operational Achievements and Future Strategy - Linyang Energy has established a strong operational service network, serving over 280 clients and covering more than 360 renewable energy stations, with a total operational capacity exceeding 20 GW [4] - The company has made significant strides in the energy trading sector, managing 15 self-owned power stations with a total installed capacity of over 1 GW [4] - Looking ahead, Linyang Energy plans to focus on market dynamics, optimize operational efficiency, and enhance profitability to strengthen its competitive position in core markets [5]

Group 1 - Samsung Medical and its subsidiaries have been recommended as candidates for winning bids in multiple procurement projects from the State Grid Corporation of China, with a total expected bid amount of approximately 193 million yuan [1][4] - A total of 11 listed companies have announced their pre-bid status for State Grid projects in recent days, with a combined bid amount of about 1.18 billion yuan [1][4] - Baiyun Electric and its subsidiary Guilin Capacitor are recommended candidates for nine sub-projects under the State Grid's procurement, with a total bid amount of 162 million yuan, accounting for 3.25% of the company's projected 2024 revenue [4][5] Group 2 - The State Grid Corporation plans to invest over 650 billion yuan in 2025, marking a historical high, while the Southern Power Grid Company has also set a record investment of 175 billion yuan [7][8] - Recent policies from the Ministry of Industry and Information Technology and other departments aim to maintain a 6% annual revenue growth for traditional power equipment and steady growth for new energy equipment by 2026 [8] - The electric power equipment industry is expected to benefit from the ongoing green and low-carbon energy transition, with strong demand anticipated [8][9]

Group 1 - Global Printing announced that shareholder Hong Kong Yuanshi International Co., Ltd. plans to reduce its stake by up to 3.2004 million shares, accounting for 1% of the total share capital, due to personal funding needs [1] - Sunflower intends to acquire 100% equity of Xi Pu Materials and 40% equity of Zhejiang Beid Pharmaceutical through a combination of share issuance and cash payment, with stock resuming trading on September 22, 2025 [1][2] - Crown Zhong Ecology is planning a change in control, leading to a temporary suspension of its stock and convertible bonds due to significant uncertainties [2] Group 2 - China Oil Engineering's wholly-owned subsidiary signed a $513 million EPC contract for an LNG pipeline project in the UAE, covering approximately 180.5 kilometers of natural gas pipeline with a 36-month construction period [3] - Shanxi Fenjiu announced that shareholder Huachuang Xinrui (Hong Kong) Co., Ltd. plans to reduce its stake by up to 16.2006 million shares, representing no more than 1.33% of the total share capital [4] - Brother Technology's subsidiary received a drug registration certificate for Iopamidol injection, which is included in the national medical insurance catalog [5] Group 3 - Lin Yang Energy is expected to win a bid for a metering equipment project from the State Grid, with an estimated total bid amount of approximately 142 million yuan [6] - Huahai Chengke received approval from the China Securities Regulatory Commission for issuing shares and convertible bonds to purchase assets and raise no more than 800 million yuan in matching funds [8] - Jindi Co. signed a framework agreement to acquire controlling interest in Unico Precision, which specializes in manufacturing gears and automotive parts [10] Group 4 - Ruifeng High Materials announced that its major shareholder plans to reduce its stake by up to 2.4 million shares, accounting for 0.9584% of the total share capital [12] - Changliang Technology's director plans to reduce his stake by 1.05 million shares, representing 0.129% of the total share capital [14] - Zhongjing Food's director plans to reduce his stake by up to 150,000 shares, accounting for 0.10% of the total share capital [16] Group 5 - Haitai Technology announced that two shareholders plan to reduce their stakes by a total of up to 2.53% of the total share capital [18] - Zhenlei Technology's chairman is under detention but the company states that control has not changed and operations remain normal [20] - Huakang Co. plans to distribute a cash dividend of 0.2 yuan per share, totaling approximately 60.61 million yuan [19]

Core Viewpoint - Jiangsu Linyang Energy Co., Ltd. has been recommended as a candidate for a major procurement project by State Grid Corporation of China, which is expected to positively impact the company's performance in 2025 and 2026 [1][3]. Summary by Sections Pre-bid Project Details - The pre-bid project is part of the State Grid Corporation's 2025 53rd procurement batch for marketing project second metering equipment [1]. - The project includes ten sub-packages, such as A-level single-phase smart energy meters and high-end smart energy meters [2]. Bid Quantity and Financial Impact - The total quantity of pre-bid items is 445,300 units, with significant quantities in various sub-packages, including 320,000 units for the first sub-package and 75,000 units for the second [3]. - The estimated total bid amount is approximately 141.88 million yuan, which is expected to have a positive impact on the company's operating performance in 2025 and 2026 [3]. Bid Notification and Delivery Timeline - The bid notification period has not yet concluded, and the company has not received the official bid notification from State Grid Corporation [4]. - Delivery timelines will depend on the actual contract requirements from provincial companies, introducing some uncertainty regarding the impact on the company's performance [4].