Group 1 - Samsung Medical's subsidiary Foxytech signed a contract for a smart meter project in Poland worth approximately 93.9 million Polish Zloty, equivalent to about 185 million RMB, representing 1.26% of the company's audited revenue for 2024 [1] - The project is with TAURON Dystrybucja S.A., a developer and operator of the southern Polish power grid, and involves the provision of single-phase and three-phase smart meters [1] - The company has secured a total of 1.133 billion RMB in overseas orders since 2025, including significant contracts in Indonesia, the USA, Hungary, and Brazil [1] Group 2 - Samsung Medical's main business segments are smart power distribution and medical services, with the former contributing the majority of revenue [2] - The company has established production bases and sales centers in five countries and has sales centers in six additional countries, covering over 70 regions [2] - In 2024, overseas revenue reached 2.714 billion RMB, a year-on-year increase of 38.4%, with overseas production capacity accounting for 50% of its overseas business [2] Group 3 - The company is optimistic about overseas market demand in 2025, driven by the need for renewable energy integration, increased electricity load, and aging grid renovations [3] - Global grid investment is expected to exceed 400 billion USD in 2025, supported by policies promoting the application of smart power distribution products [3] - In the domestic market, the company has secured approximately 660 million RMB in contracts from major state-owned power grid companies in the last three months [3]

证券代码：601567 证券简称：三星医疗 公告编号：临 2025-062 宁波三星医疗电气股份有限公司 关于子公司签订海外经营合同的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 宁波三星医疗电气股份有限公司（以下简称"公司"）下属控股子公司 Foxytech Sp.zo.o（以下简称"福克斯"）签订波兰智能电表项目，合同金额总计 9,389.66 万波 兰兹罗提，约合 1.85 亿人民币。具体情况如下： 一、交易概述 福克斯签订波兰智能电表项目，公司作为供应商，提供单相智能表、三相智能 表产品，合同金额总计 9,389.66 万波兰兹罗提，约合 1.85 亿人民币。 二、合同对方当事人情况 公司名称：TAURON Dystrybucja S.A. 本次合同的签订是公司在欧洲市场智能电表用电业务的突破，是公司持续积极 开拓海外市场的成果，有利于公司不断完善海外业务布局，提高海外市场竞争优势。 五、风险提示 注册时间：2001 年 12 月 18 日 主营业务：波兰南部电网开发、运维 是否与公司存在关 ...

Core Viewpoint - Samsung Medical (601567.SH) announced that its subsidiary Foxytech Sp.zo.o has signed a contract for a smart meter project in Poland, with a total contract value of 93.8966 million Polish Zloty, approximately 185 million RMB [1] Group 1 - The contract signed by Foxytech is specifically for a smart meter project in Poland [1] - The total contract amount is 93.8966 million Polish Zloty, which converts to about 185 million RMB [1]

融券方面，当日融券卖出0.00万股，净买入1.26万股。 来源：金融界 最近三个交易日，6日-8日，三星医疗分别获融资买入0.40亿元、0.54亿元、0.43亿元。 8月8日，沪深两融数据显示，三星医疗获融资买入额0.43亿元，居两市第425位，当日融资偿还额0.75亿 元，净卖出3264.19万元。 ...

Core Viewpoint - Samsung Medical's stock price increased by 4.56% to 23.61 yuan, with a rolling PE ratio of 13.91, marking a new low in 55 days, and a total market capitalization of 33.178 billion yuan [1][2] Company Summary - Samsung Medical's main business segments include smart power distribution and medical services, with key products such as smart meters, high-end gateway meters, smart terminals, power boxes, communication modules, and various integrated solutions [1] - The company has received multiple accolades, including being recognized as a national-level intellectual property demonstration enterprise and a provincial key enterprise research institute [1] Financial Performance - For the first quarter of 2025, Samsung Medical reported revenue of 3.631 billion yuan, a year-on-year increase of 20.03%, and a net profit of 489 million yuan, reflecting a year-on-year growth of 34.33% [2] - The company's gross profit margin stands at 28.90% [2] Industry Comparison - In the electric grid equipment industry, Samsung Medical's PE ratio of 13.91 is significantly lower than the industry average of 38.47 and the median of 41.87 [2] - The company ranks 34th in terms of PE ratio within its industry [1]

Group 1 - The high-pressure oxygen chamber concept sector rose by 1.57%, ranking 6th among concept sectors, with 9 stocks increasing in value [1] - Leading stocks in the high-pressure oxygen chamber sector included Tiebian Heavy Industry, Sanying Medical, and Weiao Co., which rose by 6.76%, 4.56%, and 2.41% respectively [1] - The sector experienced a net inflow of 0.17 billion yuan from main funds, with Tiebian Heavy Industry receiving the highest net inflow of 1.54 billion yuan [2][3] Group 2 - The main fund inflow ratios for Tiebian Heavy Industry, Aoyang Health, and Sanying Medical were 10.77%, 7.40%, and 4.90% respectively [3] - The trading turnover rates for the leading stocks in the high-pressure oxygen chamber sector were as follows: Tiebian Heavy Industry at 4.43%, Sanying Medical at 2.70%, and Aoyang Health at 7.82% [3] - Stocks that experienced declines included Jinling Pharmaceutical and International Medicine, which fell by 1.76% and 0.92% respectively [1][4]

Group 1 - As of August 5, 2025, Samsung Medical's stock price is 22.72 yuan, down 0.70% from the previous trading day, with an intraday fluctuation of 2.10% and a trading volume of 307 million yuan [1] - The company's main business includes smart power distribution equipment and medical services, with products such as electric meters, transformers, and charging piles, while also expanding into the medical rehabilitation industry [1] - The company is registered in Ningbo, Zhejiang, with a total market value of 31.927 billion yuan [1] Group 2 - From July to early August 2025, the company has been actively receiving research from multiple institutions, including Huaan Fund, Penghua Fund, and Jefferies, focusing on the global trend of increasing investment in power grids [1] - The research indicates a growing demand for smart power distribution equipment, particularly due to the construction of overseas data centers [1] - Over the past year, the company has received a total of 165 research visits from 116 institutions, with the most recent research leading to a stock price fluctuation of 3.74% over the following five trading days [1] Group 3 - On August 5, 2025, the net outflow of main funds was 16.302 million yuan, while the cumulative net inflow over the past five days was 118 million yuan [1]

证券日报网讯迦南智能（300880）8月5日在互动平台回答投资者提问时表示，公司目前暂无收购宁波三 星医疗（601567）电气股份有限公司的电力资产的相关计划或意向。 ...

三星医疗最新一期业绩显示，截至2025一季报，公司营业总收入36.31亿元、同比增长20.03%，归属净 利润4.89亿元，同比增长34.33%，扣非净利润4.60亿元，同比增长22.62%，流动比率1.804、速动比率 1.277、资产负债率47.79%。 天眼查商业履历信息显示，宁波三星医疗电气股份有限公司，成立于2007年，位于宁波市，是一家以从 事仪器仪表制造业为主的企业。企业注册资本141100.6571万人民币，实缴资本40050万人民币。公司法 定代表人为沈国英。 金融界消息 截至2025年8月1日收盘，三星医疗（601567）报收于22.67元，上涨0.8%，换手率2.15%， 成交量30.22万手，成交金额6.88亿元。 资金流向方面，今日主力资金净流入4599.40万元，占比成交额6.69%。其中，超大单净流入3033.94万 元、占成交额4.41%，大单净流入1565.46万元、占成交额2.28%，中单净流出流出1969.72万元、占成交 额2.86%，小单净流出2629.68万元、占成交额3.82%。 通过天眼查大数据分析，宁波三星医疗电气股份有限公司共对外投资了19家企业，参与招投标 ...

Market Overview - The grid equipment sector increased by 0.42% compared to the previous trading day, with Jinbei Electric leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Performers in Grid Equipment Sector - Jinbei Electric (002533) closed at 11.06, up 10.05%, with a trading volume of 988,500 shares and a transaction value of 1.073 billion [1] - Jinpan Technology (688676) closed at 40.51, up 6.89%, with a trading volume of 315,000 shares and a transaction value of 1.264 billion [1] - Other notable performers include ST Huicheng (002168) up 4.89%, Xidian New Energy (603312) up 4.85%, and Guoxin Technology (920037) up 4.58% [1] Underperformers in Grid Equipment Sector - Jinlihua Electric (300069) closed at 20.54, down 7.39%, with a trading volume of 164,000 shares and a transaction value of 350 million [2] - Liangxin Co. (002706) closed at 9.15, down 5.08%, with a trading volume of 864,200 shares and a transaction value of 805 million [2] - Other underperformers include Jinlongyu (002882) down 3.44% and Wenzhou Hongfeng (300283) down 3.15% [2] Capital Flow Analysis - The grid equipment sector experienced a net outflow of 36.5471 million from institutional investors, while retail investors saw a net inflow of 209 million [2] - Major stocks like Jinbei Electric had a net inflow of 207 million from institutional investors, but a net outflow of 109 million from speculative funds [3] - Other stocks such as Kelu Electronics (002121) and Shun Na Co. (000533) also showed mixed capital flows, with significant retail outflows [3]