关于经营合同预中标的提示性公告 证券代码：601567 证券简称：三星医疗 公告编号：临 2025-090 宁波三星医疗电气股份有限公司 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"）于近日在国家电网有限公司 2025 年华东区域 10kV 柱上变压器台成套设备、10kV 变压器、架空绝缘导线协议库 存第二次联合采购项目中被推荐为中标候选人，预计合计中标总金额约为 12,350.35 万元，现将预中标情况公告如下： 一、国家电网项目预中标的主要内容 国家电网有限公司于近日在其电子商务平台（http://ecp.sgcc.com.cn）公告"国家 电网有限公司2025年华东区域10kV柱上变压器台成套设备、10kV变压器、架空绝缘 导线协议库存第二次联合采购中标候选人公示"（招标编号：SG25R7），奥克斯智能 科技为中标候选人。 根据公示内容，奥克斯智能科技为此项目10kV柱上变压器台成套设备-非晶、10kV ...

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"）下属全资子公司 PT CITRA SANXING INDONESIA（以下简称"印尼三星"）签订印尼电表年度招标项目合同， 合同金额总计 3,751.66 亿印尼盾，约合 1.60 亿人民币。具体情况如下： 一、交易概述 印尼三星签订印尼电表年度招标项目合同，公司作为供应商，提供单相预付费 电表、单相后付费电表产品，合同金额总计 3,751.66 亿印尼盾，约合 1.60 亿人民币。 二、合同对方当事人情况 公司名称：PLN 电力局 注册时间：1965 年 主营业务：发电、输电、配电与电力供应 是否与公司存在关联关系：公司及子公司与 PLN 电力局不存在关联关系 证券代码：601567 证券简称：三星医疗 公告编号：临 2025-091 宁波三星医疗电气股份有限公司 合同类型：海外经营合同 项目名称：印尼电表年度招标项目 合同金额：总计 3,751.66 亿印尼盾，约合 1.60 ...

Core Viewpoint - Samsung Medical (601567) has been recommended as a candidate for winning bids in two significant projects, indicating strong growth potential and strategic positioning in the energy sector [1] Group 1: Project Wins - Samsung Medical's subsidiary, Auxis Intelligent Technology, has been recommended as a candidate for the joint procurement project of 10kV transformer equipment and overhead insulated wires for the State Grid Corporation of China, with an estimated total bid amount of approximately 124 million yuan [1] - The company’s subsidiary, Indonesia Samsung, has signed a contract for the annual bidding project of electric meters in Indonesia, with a total contract value of 375.166 billion Indonesian rupiah, equivalent to about 16 million yuan, representing 1.1% of the company's projected revenue for 2024 [1]

Core Viewpoint - Samsung Medical (601567.SH) announced that its wholly-owned subsidiary, Ningbo Aux Intelligent Technology Co., Ltd., has been recommended as a candidate for the bid in the joint procurement project by State Grid Corporation of China for 10kV pole-mounted transformer complete sets, 10kV transformers, and overhead insulated wires, with an estimated total bid amount of approximately 123.50 million yuan [1]. Group 1 - Company has been recommended as a candidate for the bid in a significant procurement project [1] - The total estimated bid amount is approximately 123.50 million yuan [1]

Core Viewpoint - Samsung Medical (601567.SH) has signed a contract with PLN Electric Bureau for an annual tender project in Indonesia, marking a significant supply agreement for prepaid and postpaid electric meters [1] Group 1: Contract Details - The contract amount totals 375.166 billion Indonesian Rupiah, equivalent to approximately 160 million Chinese Yuan [1] - This contract represents 1.10% of the company's audited revenue for the fiscal year 2024 [1]

格隆汇12月1日丨三星医疗(601567.SH)公布，公司下属全资子公司PTCITRASANXING INDONESIA （简称"印尼三星"）签订印尼电表年度招标项目合同，合同金额总计3,751.66亿印尼盾，约合1.60亿人 民币。 ...

Group 1 - The core point of the article is that Samsung Medical (601567.SH) has signed a contract for an annual tender project for electric meters in Indonesia, with a total contract value of 375.166 billion Indonesian Rupiah, approximately 160 million Chinese Yuan [1] Group 2 - The contract was signed by PTCITRASANXING INDONESIA, a wholly-owned subsidiary of Samsung Medical [1] - The project indicates Samsung Medical's expansion and involvement in the Indonesian market [1] - The financial figures highlight the significant scale of the contract, reflecting potential revenue growth for the company [1]

Core Viewpoint - Samsung Medical's subsidiary, Ningbo Aux Intelligent Technology Co., Ltd., has been recommended as a candidate for winning a bid in a joint procurement project by State Grid Corporation of China, with an estimated total bid amount of approximately 123.50 million yuan [1] Group 1 - The project involves the procurement of 10kV pole-mounted transformer complete equipment, 10kV transformers, and overhead insulated wires in the East China region for 2025 [1] - The total estimated bid amount is around 123.50 million yuan [1] - The company has not yet received the official bid notification from the State Grid Anhui Electric Power Co., Ltd. and its related agencies, indicating uncertainty regarding the contract [1]

Group 1 - The core viewpoint of the article highlights a decline in the production of electrical instruments and meters in China, with a reported decrease of 1.4% year-on-year in September 2025 and a cumulative decline of 7.2% from January to September 2025 [1][1][1] Group 2 - The article lists several listed companies in the electrical instruments and meters sector, including Weisheng Information (688100), Linyang Energy (601222), Samsung Medical (601567), Haixing Electric Power (603556), XJ Electric (000400), Pinggao Electric (600312), Guodian Nanzi (600268), *ST Huayi (600290), Dongfang Electronics (000682), and Kelun Electronics (002121) [1][1][1] - According to the National Bureau of Statistics, the production of electrical instruments and meters in China reached 22.72 million units in September 2025 [1][1][1] - The report referenced is the "2026-2032 China Instrument and Meter Market Supply and Demand Forecast and Future Development Trend Report" published by Zhiyan Consulting [1][1][1]

Investment Rating - The industry investment rating is "Overweight" [8] Core Insights - The demand for transformers and switches is driven by the growth of data centers and renewable energy construction, with a significant supply gap expected to persist in the short term [2][4] - The global data center market is projected to grow from $242.72 billion in 2024 to $584.86 billion by 2032, with a compound annual growth rate (CAGR) of 11.62% [3][9] - China accounts for one-fourth of global transformer exports, and the U.S. and European markets are heavily reliant on imports [5][21] Summary by Sections 1. Data Center and Renewable Energy Impact - The expansion of data centers is significantly increasing the demand for transformers and switches, with half of the power needs being met by renewable energy sources [3][10] - The global data center transformer market is expected to grow from $9.2 billion in 2023 to $16.8 billion by 2032, with a CAGR of 7% [15] 2. Supply and Demand Gap - The current expansion cycle is leading to a severe backlog of transformer orders, with delivery times expected to remain high through 2025, where U.S. transformer demand is projected to exceed supply by 30% [4][17] - The backlog of transformer orders has increased by over 30% in 2024, with prices rising significantly since 2020 [18] 3. Export Opportunities - The global transformer trade has grown by 80% from 2018 to 2023, with China, Italy, South Korea, and Turkey accounting for half of the total trade, indicating a strong opportunity for Chinese transformer manufacturers [5][21] 4. Switch Market Growth - The global switch equipment market is estimated to grow from $168.8 billion in 2025 to $317.5 billion by 2034, with a CAGR of 7.3% [23] - The demand for switches in Europe is driven by renewable energy goals and aging infrastructure, while in the U.S., the need is fueled by data center and renewable energy construction [26][27] 5. Related Companies - Key companies involved in this sector include Siyi Electric, Samsung Medical, Huaming Equipment, TBEA, and Jinpan Technology [6][28]