（文章来源：证券日报） 证券日报网讯 2月25日，三星医疗在互动平台回答投资者提问时表示，公司实际控制人为郑坚江先生与 何意菊女士，奥克斯集团有限公司为公司控股股东。具体请参见公司定期报告。 ...

Investment Rating - The investment rating for the utility industry is "Positive" (maintained) [1] Core Insights - The report highlights that the total bidding amount for the State Grid in 2025 reached 89.4 billion yuan, which is more than double that of 2022 and represents a 27% increase compared to 2024, indicating a faster growth rate [3][4] - The report emphasizes the expected fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, which is approximately 40% higher than the previous plan, supporting future revenue growth for power equipment companies [4][33] Summary by Sections State Grid Bidding Summary - In 2025, the State Grid's total bidding amount was 89.4 billion yuan, exceeding 2022's amount by over two times and growing by 27% from 2024 [3][12] - The top seven equipment categories by bidding amount included switchgear, transformers, cables and accessories, relay protection, communication network equipment, and reactors, with most categories showing year-on-year increases in bidding amounts [3][12][14] Coal Market Insights - The average operating rate of coal mines from New Year's Day to before the Spring Festival was at a low level compared to the past three years, indicating a tight supply situation [5][33] - The report suggests a positive outlook for coal prices post-holiday due to favorable supply conditions [5][33] Power Market Reforms - The release of the "National Unified Power Market System Implementation Opinions" document is seen as a significant step in power market reform, emphasizing marketization and fairness while ensuring supply security [6][7] - The report recommends several companies for investment, including Guiguan Power, Longyuan Power, and China Resources Power, highlighting their dividend yields and growth potential [7] Equipment Company Performance - Among listed companies, China Xidian, Pinggao Electric, and Siyi Electric ranked as the top three in bidding amounts, with Siyi Electric showing nearly 80% growth compared to 2024 [14][19] - The report indicates that the bidding amounts for transformers and combination electrical devices are expected to grow significantly, with a high concentration of market share among leading companies [19][21][28]

Group 1: Company Announcements - Changfei Fiber currently does not engage in CPO-related business [1] - GCL-Poly Energy lacks production capacity for "space photovoltaic" products [1] - Zhongke High-tech plans to invest 145 million yuan in a new PCB drill pin project with an annual capacity of 30 million units [1] - Samsung Medical's wholly-owned subsidiary is expected to win a bid for a 321 million yuan project from Southern Power Grid [1] - Solar Energy's subsidiary intends to acquire 100% equity of Jinhua Windling [1] - SMIC expects a net profit of 1.223 billion yuan for Q4 2025, a year-on-year increase of 23.2% [2] - Kying Network has conducted its first buyback of 2.061 million shares [1] - Runbei Aerospace's controlling shareholder plans to reduce its stake by up to 3% [1] - Zhen'an Technology plans to raise no more than 740 million yuan through a private placement [1] - Jiangsu New Energy intends to issue convertible bonds to raise no more than 1.24 billion yuan [1] Group 2: Investment Projects - Kangda New Materials' subsidiary plans to invest in a project with an annual output of 30,000 tons of polyarylether [1] - China Shipbuilding Industry Corporation plans to build a comprehensive materials park [1] - Dong'a Ejiao intends to invest 1.485 billion yuan in a health consumer goods industrial park [1] - Hongda Co., Ltd. plans to invest approximately 71.43 million yuan in a 110kV power transmission and transformation project [1] Group 3: Share Buybacks and Reductions - Kying Network has executed its first buyback of 2.061 million shares [3] - Huasen Pharmaceutical's Liu Xiaoying plans to reduce her stake by up to 3% [3] - Wushang Group's Dazi Yintai plans to reduce its stake by up to 3% [3] - Runbei Aerospace's controlling shareholder plans to reduce its stake by up to 3% [3]

Group 1 - Changfei Fiber is currently not engaged in CPO-related business [1] - GCL-Poly Energy does not have the production capacity for "space photovoltaic" products [1] - Zhongke High-tech plans to invest 145 million yuan to implement a new PCB drill needle project with an annual capacity of 30 million units [1] - Samsung Medical's wholly-owned subsidiary is expected to win a bid for a 321 million yuan project from Southern Power Grid [1] - Solar Energy's subsidiary plans to acquire 100% equity of Jinhua Windling [1] - SMIC expects a net profit of 1.223 billion yuan for Q4 2025, a year-on-year increase of 23.2% [1] - Xiying Network has repurchased 2.061 million shares for the first time [1] - Runbei Aerospace's controlling shareholder plans to reduce holdings by no more than 3% [1] - Zhen'an Technology plans to raise no more than 740 million yuan through a private placement [1] - Jiangsu New Energy plans to issue convertible bonds to raise no more than 1.24 billion yuan [1] Group 2 - Hengdian Film and Television may apply for a trading suspension if its stock price continues to rise abnormally [1] - Kangda New Materials' subsidiary plans to invest in a project with an annual output of 30,000 tons of polyarylether [1] - Zhongchuan Hanguang plans to build a comprehensive materials park [1] - Huichuan Technology expects a net profit growth of 16%-26% for 2025 [1] - Yutong Technology plans to acquire 51% of Huayan Technology [1] - Weilan Bio's subsidiary plans to acquire 50% equity of Aidi Meng Weilan for 47 million yuan [1] - Kaiying Network has repurchased 2.061 million shares for the first time [2] - Wushang Group's Dazhi Yintai plans to reduce holdings by no more than 3% [2] - Newhan New Materials plans to raise no more than 1 billion yuan for an annual production of 8,100 tons of high-performance resin [2]

（文章来源：证券日报） 证券日报网讯 2月10日，三星医疗在互动平台回答投资者提问时表示，公司将于2026年4月25日披露 2025年年度报告，届时请关注公司后续公告。 ...

智通财经APP讯，三星医疗(601567.SH)发布公告，公司下属全资子公司宁波奥克斯智能科技股份有限 公司(简称"奥克斯智能科技")于近日在南方电网公司2025年配网设备第二批框架招标项目中被推荐为中 标候选人，预计中标金额约为3.21亿元。 ...

Group 1 - Baichuan Co., Ltd. announced that recent price increases of some main products are influenced by market supply and demand, but the sustainability of these price fluctuations is uncertain, making it difficult to predict the impact on company performance [2] - Jincheng Co., Ltd. plans to acquire an additional 42.5% stake in CMH Company, adjusting the payment terms to a fixed cash amount of $128 million, which will increase its ownership to 97.5% if the transaction is completed [3] - Runtou Co., Ltd. reported that the sustainability of price fluctuations in disperse dyes is uncertain, making it difficult to estimate the impact on company performance, despite recent price increases [4] Group 2 - Zhongtung High-tech announced a project to implement an additional 30 million PCB drill rods per year with an investment of 145 million yuan, aiming to expand market share and secure raw material needs [5] - ST Xinhua Jin indicated that if it fails to recover approximately 406 million yuan in occupied funds within six months, it may face stock suspension and potential delisting [6] - Lian De Co., Ltd. stated that its gas turbine business currently only generates limited revenue, accounting for less than 1% of total revenue, thus having a minimal impact on overall performance [7] Group 3 - Xinhang New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Changfei Optical Fiber noted that its products for data centers currently represent a small portion of global market demand, and the impact of price fluctuations on future performance will depend on market conditions [9] Group 4 - SMIC reported a net profit of 1.223 billion yuan for Q4 2025, a 23.2% increase year-on-year, driven by increased wafer sales and improved capacity utilization [11] - CITIC Securities announced that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [12] - Xinzhou Bang reported a net profit of 1.098 billion yuan for 2025, a 16.56% increase year-on-year, attributed to improved sales and operational efficiency [13] Group 5 - Youyan Silicon reported a net profit decline of 10.14% for 2025, with total revenue of 1.005 billion yuan, primarily due to increased investment losses and higher share-based payment expenses [14] - Kangbiter completed its first share buyback, acquiring 51,000 shares for a total of 785,400 yuan [15] - Linyang Energy announced its first share buyback of 8.35 million shares, totaling 52.325 million yuan [16] Group 6 - Hanwei Technology's shareholder plans to reduce its stake by up to 1.8639% due to personal funding needs [19] - Jiuzhitang's major shareholder reduced its stake by 1.02%, following a pre-planned reduction strategy [20] Group 7 - China State Construction signed new contracts worth 399.5 billion yuan in January 2026, reflecting a 1.8% year-on-year increase [21] - Senyuan Electric is expected to win a bid for a project worth 272 million yuan from the Southern Power Grid [22] - Jinguang Electric announced a successful bid for a project worth approximately 28.87 million yuan from the Southern Power Grid [23]

Core Viewpoint - Samsung Medical (601567.SH) announced that its wholly-owned subsidiary, Ningbo Aokex Intelligent Technology Co., Ltd., has been recommended as a candidate for the bid in the Southern Power Grid Company's 2025 distribution network equipment second batch framework bidding project, with an expected bid amount of approximately 321 million yuan [1] Group 1 - The company is the recommended candidate for multiple products in the bidding project, including 10kV oil-immersed transformers (excluding amorphous alloy types), 10kV amorphous alloy oil-immersed distribution transformers, 10kV SCB dry-type transformers, 10kV pre-assembled substations, 10kV SF6 fully insulated circuit breaker cabinets (safety controllable), and 10kV outdoor switch boxes with SF6 fully insulated circuit breakers (safety controllable) [1] - The estimated bid amount of approximately 321 million yuan is based on the company's pre-bid quantity and pricing calculations [1]

证券代码：601567 证券简称：三星医疗 公告编号：临 2026-005 关于子公司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法律责任。 宁波三星医疗电气股份有限公司（以下简称"公司"）下属全资子公司宁波奥克 斯智能科技股份有限公司（以下简称"奥克斯智能科技"）于近日在南方电网公司2025 年配网设备第二批框架招标项目中被推荐为中标候选人，预计中标金额约为32,051.62 万元，现将预中标情况公告如下： 一、预中标项目的主要内容 宁波三星医疗电气股份有限公司 中国南方电网有限责任公司近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年配网设 备第二批框架招 标项目中标公 示"（招标编 号： CG2700022002189734），公司为此项目中标候选人。 二、预中标项目对公司业绩的影响 本次公司合计中标金额约为32,051.62万元，交货时间需根据实际合同要求确定。 上述项目中标后，其合同的履行将对公司的经营工作和经营业绩产生积极的影响，但 不影响经营的独立性。 三、预中标项目风险提示 根 ...

Core Viewpoint - Samsung Medical (601567.SH) announced that its wholly-owned subsidiary, Ningbo Aokex Intelligent Technology Co., Ltd., has been recommended as a candidate for the bidding project of the Southern Power Grid Company's 2025 distribution network equipment, with an expected bid amount of approximately 321 million yuan [1] Group 1 - The company is a candidate for the bidding project involving various electrical equipment, including 10kV oil-immersed transformers, 10kV amorphous alloy oil-immersed distribution transformers, and 10kV SCB dry-type transformers [1] - The expected bid amount of approximately 321 million yuan is based on the company's pre-bid quantity and pricing calculations [1] - The project includes several automated complete sets of equipment, such as 10kV outdoor switchgear SF6 fully insulated circuit breaker automation complete sets [1]