Core Viewpoint - Linyang Energy has secured a significant order from Southern Power Grid, with a pre-bid amount estimated at approximately 244 million yuan, contributing to a total of 866 million yuan in orders since 2025 [1][2][3] Group 1: Order Acquisition - Linyang Energy has been awarded large orders four times since the beginning of 2025, with total disclosed amounts reaching approximately 866 million yuan [3] - The recent pre-bid project is part of the first batch of framework bidding for metering equipment by Southern Power Grid for 2025 [2] Group 2: Business Performance - Linyang Energy's overseas business revenue reached 693 million yuan in the first half of 2025, marking a year-on-year increase of 61.73%, with overseas revenue accounting for over 27% of total revenue [1][3] - The company has maintained a steady growth trajectory since its listing, with revenue increasing from 1.696 billion yuan in 2011 to 6.742 billion yuan in 2024, representing a growth rate of 297.52% [4] Group 3: Research and Development - Linyang Energy has invested over 1 billion yuan in research and development over the past five and a half years, with a total of 10.14 billion yuan in R&D expenses from 2020 to mid-2025 [7] - The company has obtained 31 new authorized patents in the first half of 2025, including 10 invention patents, bringing the total to 352 authorized patents [7]

9月4日，林洋能源涨5.04%，截至发稿，报6.25元/股，成交9696.16万元，换手率0.77%，总市值128.76 亿元。 资料显示，江苏林洋能源股份有限公司位于江苏省启东经济技术开发区林洋路666号，成立日期1995年 11月6日，上市日期2011年8月8日，公司主营业务涉及从事智能电网、新能源、储能。 从林洋能源十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居林洋能源十大流通股东。光伏ETF（515790）二季度减持 7.53万股，持有股数1680.58万股，占流通股的比例为0.82%。根据测算，今日浮盈赚取约504.17万元。 李沐阳累计任职时间4年243天，现任基金资产总规模212.73亿元，任职期间最佳基金回报91.74%， 任 职期间最差基金回报-48.35%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 光伏ETF（515790）成立日期2020年12月7日，最新规模99.84亿。今年以来收益10.99%，同类排名 3433/4222；近一 ...

Core Viewpoint - Linyang Energy has secured a significant order from Southern Power Grid for the first batch of metering equipment for 2025, with an estimated total bid amount of approximately 244 million yuan, contributing to a total of 866 million yuan in orders since the beginning of 2025 [1][2][3] Group 1: Order and Revenue Growth - The recent order marks Linyang Energy's fourth large order since the beginning of 2025, with previous orders totaling approximately 622 million yuan [3] - The company has reported a substantial increase in overseas revenue, achieving 693 million yuan in the first half of 2025, a year-on-year growth of 61.73%, accounting for over 27% of total revenue [1][3] Group 2: Business Segments and Performance - Linyang Energy operates in three main business segments: smart power distribution, renewable energy generation, and energy storage, and is recognized as one of the largest smart meter exporters in China, with products distributed in over 50 countries [1][4] - Despite a decline in overall revenue in the first half of 2025, the company has maintained a strong performance in its overseas business, with a reported revenue of 1.126 billion yuan in 2024, reflecting a year-on-year increase of 34.22% [4][5] Group 3: Research and Development Investment - The company has invested over 1 billion yuan in research and development over the past five and a half years, with a total of 10.14 billion yuan spent from 2020 to mid-2025 [6] - Linyang Energy has been actively increasing its patent portfolio, with 31 new patents granted in the first half of 2025, including 10 invention patents, bringing the total to 352 authorized patents [6]

Group 1 - Huazhong Securities has been approved to issue subordinate corporate bonds with a total face value of no more than 10 billion yuan [1] - Jinbei Automotive plans to invest 240 million yuan to establish an automotive industry investment fund focusing on electrification, intelligence, and low carbon [1] - Linyang Energy is expected to win a bid for a 244 million yuan metering equipment project from Southern Power Grid [1][2] Group 2 - Renfu Pharmaceutical's subsidiary has received drug registration certificates for two products, including a medication for acute hypotension [3][4] - Nanjing Steel plans to distribute a cash dividend of 0.1186 yuan per share [5][6] - Pairui Co. has signed a strategic cooperation agreement with Xi'an Power Electronics Research Institute to develop power devices [7][8] Group 3 - Haixing Electric is expected to win a bid for a 214 million yuan metering equipment project from Southern Power Grid [9][10] - Kuangda Technology is planning a change in control, leading to a continued suspension of its stock [11][12] - Samsung Medical is expected to win a bid for a 274 million yuan metering equipment project from Southern Power Grid [13][14] Group 4 - Jiukang Bio has obtained a medical device registration certificate for a specific diagnostic kit [15][16] - Hechuan Technology's minority shareholder plans to transfer a 13% stake in a subsidiary [17][18] - DiAo Micro has launched a new eUSB2 repeater product for various electronic applications [19][20] Group 5 - David Medical's electric surgical table registration application has been accepted [21][22] - Hangxin Technology plans to apply for a total of 280 million yuan in bank credit [23][24] - Liyuan Technology's non-independent director has resigned [25][26] Group 6 - Ningbo Construction's subsidiary has won a construction project bid worth 729 million yuan [27][28] - Huaren Pharmaceutical's subsidiary has received approval for a raw material drug [29][30] - Suwen Electric plans to distribute a cash dividend of 1 yuan per 10 shares [31][32] Group 7 - Solar Energy has received 1.692 billion yuan in renewable energy subsidies [33][34] - Wangli Security has obtained a patent for a new lock structure [35][36] - Zhejiang Energy's vice chairman has resigned due to age reasons [37][38] Group 8 - Beilu Pharmaceutical's subsidiary has passed GMP certification in Brazil [39][40] - Zhejiang Communications has a subsidiary that is expected to win a highway project bid [41][42] - Xinzhi Group has received a government subsidy of 11.1978 million yuan [43][44] Group 9 - Dong'an Power's engine sales in August increased by 3.44% year-on-year [45][46] - Baiyun Mountain's subsidiary has passed the consistency evaluation for two generic drugs [47][48] - Yipin Hong's subsidiary has received a drug registration certificate for a specific injection [49][50] Group 10 - Far East Holdings' subsidiary has won multiple contracts totaling 1.689 billion yuan [51][52] - Good Housekeeping's shareholder plans to reduce holdings by up to 3.5 million shares [53][54] - Guanghong Technology's shareholders have set a transfer price of 23.33 yuan per share [55][56] Group 11 - Keli Sensor plans to acquire 45% of Huahong Technology's shares for 122 million yuan [57][58] - Jianmin Group's furosemide oral solution has been approved for market launch [59][60] - Jinghua Laser's directors plan to reduce their holdings by up to 143,420 shares [61][62] Group 12 - Zhuyue Group is planning a share transfer that will change its controlling shareholder [63][64] - Terid has pre-bid for two projects totaling approximately 698 million yuan [65][66] - Zhonghuan Hailu is planning a change in control, leading to a continued suspension of its stock and convertible bonds [67][68] Group 13 - Great Wall Motors reported August sales of 115,600 vehicles, a year-on-year increase of 22.33% [69][70] - Guizhou Tire's controlling shareholder has committed not to reduce holdings for 12 months [71][72] - San Da Membrane's shareholder plans to reduce holdings by up to 1% of the company's shares [73][74] Group 14 - Chint Electric has decided to terminate the spin-off of its subsidiary for listing [75][76] - Jusaylong's shareholder plans to reduce holdings by up to 1% of the company's shares [77][78]

Core Viewpoint - LinYuan Energy experienced a decline of 2.76% on September 2, with a trading volume of 164 million yuan, indicating a challenging market environment for the company [1] Financing Summary - On September 2, LinYuan Energy had a financing buy-in amount of 21.49 million yuan and a financing repayment of 17.87 million yuan, resulting in a net financing buy of 3.61 million yuan [1] - The total financing and securities balance for LinYuan Energy reached 570 million yuan, with the financing balance at 568 million yuan, accounting for 4.61% of the circulating market value, which is below the 20th percentile level over the past year, indicating a low financing level [1] - In terms of securities lending, LinYuan Energy repaid 700 shares and sold 53,200 shares on September 2, with a selling amount of 318,100 yuan, while the securities lending balance stood at 2.52 million yuan, exceeding the 80th percentile level over the past year, indicating a high level of securities lending [1] Company Performance - As of June 30, LinYuan Energy reported a total of 78,900 shareholders, an increase of 3.16% from the previous period, with an average of 26,108 circulating shares per person, a decrease of 3.07% [1] - For the first half of 2025, LinYuan Energy achieved an operating income of 2.48 billion yuan, a year-on-year decrease of 28.35%, and a net profit attributable to shareholders of 324 million yuan, down 45.88% year-on-year [1] Dividend Information - Since its A-share listing, LinYuan Energy has distributed a total of 3.32 billion yuan in dividends, with 1.53 billion yuan distributed over the past three years [2] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders of LinYuan Energy included Hong Kong Central Clearing Limited, which held 20.08 million shares, a decrease of 10.99 million shares from the previous period [2] - The Guangfu ETF (515790) held 16.81 million shares, a decrease of 75,300 shares, while the Southern CSI 1000 ETF (512100) increased its holdings by 2.55 million shares to 13.35 million shares [2] - Other notable shareholders included Invesco Great Wall CSI Dividend Low Volatility 100 ETF (515100) and Tianhong CSI Photovoltaic A (011102), with increases in their holdings [2]

Core Viewpoint - Jiangsu Linyang Energy Co., Ltd. has been recommended as a candidate for the bid in the first batch of metering equipment framework tender project by China Southern Power Grid Co., Ltd. [1][2] Group 1: Project Details - The project involves the first batch of metering equipment framework tender for 2025, with a total of 14 categories, 27 items, and 110 packages [2] - The company is pre-awarded in 6 categories, including A-level single-phase smart energy meters and broadband dual-mode communication modules [2] Group 2: Financial Impact - The estimated total bid amount for the company is approximately 244.08 million yuan, which is expected to positively impact the company's operating performance in 2025 and 2026 [2]

Core Viewpoint - LinYuan Energy (601222.SH) has been recommended as a candidate for the first batch of framework bidding projects for metering equipment by China Southern Power Grid, with an estimated winning bid amount of approximately 244 million yuan [1] Group 1 - The company is expected to have a positive impact on its operating performance for 2025 and 2026 due to this winning bid [1] - The execution of the contract will not affect the company's operational independence [1]

Core Viewpoint - LinYong Energy (601222) has announced a preliminary bid win for the first batch of metering equipment framework tender projects from Southern Power Grid Company for 2025, with an estimated total bid amount of approximately 244 million yuan [1] Company Summary - The company is expected to secure a total bid amount of around 244 million yuan based on the preliminary bid pricing [1]

证券代码：601222 证券简称：林洋能源 公告编号：临 2025-52 江苏林洋能源股份有限公司 关于重大经营合同预中标的提示性公告 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。 中国南方电网有限责任公司于 2025 年 9 月 1 日在中国南方电网供应链统一服 务平台公告了"南方电网公司 2025 年计量设备第一批框架招标项目中标公示"， 江苏林洋能源股份有限公司（以下简称"公司"）为本次评标委员会推荐的中标候 选人，现将相关预中标情况提示如下： 1 二、预中标项目对公司业绩的影响 根据预中标报价测算，预计公司此次合计中标金额约24,407.76万元。本次中 标预计对公司2025年及2026年经营业绩有积极影响，其合同的履行不影响公司经 营的独立性。 三、预中标项目风险提示 一、预中标项目的主要内容 公司本次预中标项目为南方电网公司 2025 年计量设备第一批框架招标项目 （招标编号：CG2700022002051852），该项目由中国南方电网有限责任公司委托 南方电网供应链集团有限公司作为招标代理机构采用公开招标方式进 ...

Group 1 - The company Lin Yang Energy (601222.SH) announced a pre-bid win for the first batch of metering equipment framework tender project for 2025 by China Southern Power Grid [1] - The project includes six categories of products: A-level single-phase smart electric meters, B-level three-phase smart electric meters, A-level single-phase smart gateway electric meters, smart measurement terminals (public transformer type), broadband dual-mode communication modules, and smart distribution area terminals [1] - Based on the pre-bid pricing estimates, the project is expected to contribute significantly to the company's revenue [1]