Group 1 - The company has been recommended as a candidate for the bid in the first batch of metering equipment framework tender project by China Southern Power Grid Company for 2025, with an expected bid amount of approximately 274.33 million yuan [1] - The main content of the project includes various types of smart energy meters and communication modules, indicating a diverse product offering [1] - The expected bid amount of 274.33 million yuan is based on the company's bid quantity and pricing calculations, which will positively impact the company's operational performance and business results [1] Group 2 - The company has not yet received the official bid notification from China Southern Power Grid Company, and the contract duration will be determined based on actual contract requirements, introducing uncertainty regarding the impact on the company's performance [2]

Group 1 - Samsung Medical announced that it has been recommended as a candidate for the first batch of metering equipment framework bidding project by the Southern Power Grid Company for 2025 [2] - The expected bid amount is approximately 274.33 million yuan [2]

Core Insights - The 2025 mid-year reports for listed instrument companies show a mixed performance, with 40 out of 50 companies reporting revenue growth, while 34 companies reported an increase in net profit [1][4][5] - Significant disparities in performance exist among companies, with some experiencing substantial profit growth while others face severe declines [3][7][9] Revenue Performance - Total revenue for the 50 listed instrument companies reached approximately 65.965 billion, with 40 companies showing revenue growth, and 14 companies achieving growth rates above 20% [1][4] - Companies with revenues exceeding 1 billion include: - 汇川技术 (Hui Chuan Technology) 20.509 billion - 三星医疗 (Samsung Medical) 7.972 billion - 川仪股份 (Chuan Yi Co.) 3.281 billion - 华测检测 (Hua Ce Testing) 2.96 billion - 科陆电子 (Ke Lu Electronics) 2.573 billion [5] Profit Performance - Total net profit for the 50 companies was approximately 8.735 billion, with 34 companies reporting profit growth, and 10 companies achieving growth rates above 50% [1][4] - Companies with net profits exceeding 1 billion include: - 汇川技术 (Hui Chuan Technology) 2.968 billion - 三星医疗 (Samsung Medical) 1.230 billion [5] Notable Performers - High performers include: - 高德红外 (Gao De Infrared) with a net profit growth of 906.85% and revenue growth of 68.24% [6] - 汇中股份 (Hui Zhong Co.) with a net profit growth of 102.72% and revenue growth of 51.67% [5] - 科陆电子 (Ke Lu Electronics) with a net profit growth of 579.14% [5] Underperformers - Companies facing significant declines include: - 聚光科技 (Ju Guang Technology) with a net profit decline of 210.86% [7] - 秦川物联 (Qin Chuan IoT) with a net profit decline of 209.73% [7] - 万讯自控 (Wan Xun Control) with a net profit decline of 253.92% [7] - 蓝盾光电 (Lan Dun Optoelectronics) with a net profit decline of 1877.03% [7] Market Trends - The performance disparity among companies is expected to continue, although overall A-share profitability may improve marginally due to supportive macroeconomic policies [9]

证券代码：601567 证券简称：三星医疗 公告编号：临 2025-072 根据公示内容，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、A级单相智能网关电能表、B级三相智能网关电能表、C级三相智能网 关电能表、智能量测终端（公变型）、负荷管理终端、智能量测终端（专变型）、宽 带双模通信模块的中标候选人。依据公司预中标数量以及报价测算，预计中标金额约 为27,433.36万元。 本次预中标公示媒体是中国南方电网供应链统一服务平台，招标人是中国南方电 网有限责任公司，其他详细内容请查看中国南方电网网站公示： https://www.bidding.csg.cn/zbhxrgs/1200405717.jhtml 二、预中标项目对公司业绩的影响 宁波三星医疗电气股份有限公司 关于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"）于近日在南方电网公司2025 年计量设备第一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27,433.36 ...

Group 1 - The company, Samsung Medical (601567.SH), has been recommended as a candidate for winning the first batch of framework bidding for metering equipment by the Southern Power Grid Company for 2025, with an expected bid amount of approximately 274 million yuan [1] - The project includes various categories such as Class A single-phase smart electric meters and Class B three-phase smart electric meters [1] - The fulfillment of the contract is expected to have a positive impact on the company's operating performance, although the specific amount and timing remain uncertain [1]

Group 1 - Samsung Medical (601567) announced on September 2 that it has been recommended as a candidate for the first batch of framework bidding projects for metering equipment by the Southern Power Grid Company for 2025 [1] - The expected bid amount for the project is approximately 274 million yuan [1]

Group 1 - The core point of the article is that Samsung Medical has been recommended as a candidate for the first batch of metering equipment framework bidding project by the Southern Power Grid Company for 2025, with an expected bid amount of approximately 274 million yuan [1] - The contract execution is anticipated to have a positive impact on the company's operational work and performance [1]

Core Viewpoint - Samsung Medical (601567.SH) has been recommended as a candidate for the first batch of metering equipment framework bidding project by the Southern Power Grid Company for 2025, with an expected bid amount of approximately 274 million yuan, which will positively impact the company's operational work and performance [1] Group 1 - The company has been selected as a candidate for a significant bidding project [1] - The expected contract value is around 274 million yuan [1] - The fulfillment of this contract is anticipated to have a positive effect on the company's operations and performance [1]

Key Highlights - De Xin Technology does not directly produce solid-state batteries [1] - Gujia Home intends to invest 1.124 billion yuan in the construction of a self-built base in Indonesia [1] - Samsung Medical signed a contract worth approximately 419 million yuan for a smart meter project in Egypt [1] - Keli Sensor plans to acquire 45% of Huahong Technology for 122 million yuan [1] - Huamao Technology has repurchased a total of 6.42% of its shares [1] - BYD's total sales of new energy vehicles reached 373,600 units in August [1] - Great Wall Motors reported total sales of 115,558 units in August, a year-on-year increase of 22.33% [1] - Sheng Tai Group's shareholder Itochu Asia plans to reduce its stake by no more than 3% [1] - Dekoli's Qian Mingying and his concerted action partner Shen Liang plan to reduce their holdings by a total of no more than 2.9957% [1] - Longqi Technology's Suzhou Shunwei plans to reduce its holdings by no more than 4.09% [1] - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Yiwei Lithium Energy [1] - Yibin Technology received a project designation notice from a domestic new energy vehicle company [1]

Key Points - The stock price of Tianpu Co. has significantly deviated from its fundamentals after seven consecutive trading days of gains [1] - Dexin Technology clarified that it does not directly produce solid-state batteries after two consecutive trading days of gains [1] - Guizhou Moutai's controlling shareholder increased their stake by 67,821 shares, spending 100 million yuan [3] - Chint Electric has terminated the plan to spin off its subsidiary Chint Aneng for listing on the Shanghai Stock Exchange [4] - Chengdu Huamei launched a 40G high-precision RF direct sampling ADC chip [5] - ST Gaohong faces the risk of being delisted due to its stock price falling below par value [6] - Zhongtai Automobile's subsidiary assets are under compulsory execution, and the company is unable to resume operations this year [7] - The EU has initiated an anti-dumping investigation into Chinese pea protein [8] - Sierte is under investigation for suspected information disclosure violations by the China Securities Regulatory Commission [9] - Shenkai Co. disclosed the results of the tender offer from Shenzhen Huili and will resume trading on September 2 [10] Mergers and Acquisitions - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. [11] - Keli Sensor intends to purchase minority stakes in its subsidiary Huahong Technology for 121.5 million yuan [12] Operating Data - BYD's new energy vehicle sales in August reached 373,600 units, slightly up from 373,100 units in the same month last year [13] - SAIC Motor's vehicle sales in August were 363,400 units, a year-on-year increase of 41.04% [14] - Great Wall Motors sold 115,600 vehicles in August, marking a year-on-year growth of 22.33% [15] - BAIC Blue Valley's subsidiary sold 13,530 vehicles in August, up 3.47% year-on-year [16] - Hanma Technology's truck sales in August reached 1,051 units, a significant increase of 58.05% year-on-year [17] Shareholding Changes - Kesi Technology's key technical personnel Liang Hongjian plans to reduce their stake by up to 3% [18] - Longqi Technology's Suzhou Shunwei intends to reduce its stake by up to 4.09% [19] - Shengtai Group's Itochu Asia plans to reduce its stake by up to 3% [20] - Fangyuan Co.'s WISCO Yuanding intends to reduce its stake by up to 3% [21] - Dekeli's shareholder Qian Mingying and their concerted parties plan to reduce their stake by up to 3% [22] Contract Awards - Samsung Medical's wholly-owned subsidiary signed an overseas operating contract worth 5.88 million USD [24] - Yibin Technology received a project designation from a domestic new energy vehicle company, with an expected total sales of approximately 243 million yuan [24] - Teruid has pre-qualified for two projects with a total value of about 698 million yuan [24] - Xianghe Industrial recently signed a daily operating contract worth 400 million yuan [24] - Far East Holdings' subsidiary signed contracts worth over 1.689 billion yuan in August [24] Other Developments - Gujia Home intends to invest 1.124 billion yuan to build a self-owned base project in Indonesia [24] - Dongtu Technology is investing to establish a controlling subsidiary in the semiconductor sector [24] - Kangli Elevator has terminated the sale of its wholly-owned subsidiary Guangdong Kangli [24]