7月17日，威胜信息与华为电力数字化军团于华为松山湖基地正式升级战略合作，并签署深化战略合作 备忘录。双方将以各自在电力数字化、通信技术领域的核心优势为支点，聚焦智慧配电解决方案(IDS) 展开深度协作，携手推动能源产业智能化与数字化升级。(人民财讯) ...

行业报告 | 行业研究周报 通信 证券研究报告 OpenAI 发布 ChatGPT 智能体，商务部部长会见英伟达 CEO 据商务部网站消息，7 月 17 日商务部部长王文涛会见美国英伟达公司总裁兼首席 执行官黄仁勋。王文涛表示，中国吸引外资政策不会变，开放的大门只会越开越 大。中国市场规模巨大，应用场景丰富，创新创造充满活力，希望包括英伟达在内 的跨国公司为中国客户提供优质可靠的产品和服务。黄仁勋表示，中国市场非常有 吸引力，英伟达愿同中国合作伙伴在人工智能领域深化合作。 本周投资观点： 本周行业动态： OpenAI 发布 ChatGPT 智能体 近日 OpenAI 宣布将在 ChatGPT 中推出一款通用型 AI 智能体，该公司表示该智能 体可以帮助用户完成各种基于计算机的任务。该工具名为 ChatGPT agent，结合了 OpenAI 之前多种智能体工具的功能，包括 Operator 点击网站的能力，以及 Deep Research 从数十个网站中综合信息生成简洁研究报告的能力。OpenAI 表示用户只 需通过自然语言提示 ChatGPT 即可与该智能体进行交互。 商务部部长王文涛会见英伟达 CEO 黄 ...

重要内容提示： 证券代码：688100 证券简称：威胜信息 公告编号：2025-041 威胜信息技术股份有限公司 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。 四、股东股份被冻结的影响及风险提示 邹启明先生、陈君先生不属于公司的控股股东、实际控制人及其一致行动人， 其所持有部分公司股份被冻结不会导致公司控制权发生变更，亦不会对公司生产 经营产生重大影响。公司将持续关注上述事项的进展，及时履行相应的信息披露 义务，敬请广大投资者注意投资风险。 特此公告。 威胜信息技术股份有限公司董事会 一、本次股份被冻结基本情况 | 是否为控 | | | | | | | 冻 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 占其所 | | | | 占公司 | 是否 | | | | | | | | 股东 | 股股东及 | 冻结股份 | | | | 冻结起始 | 冻结到 | | 冻结执 | | 结 | | 持股份 | | ...

重要内容提示： | 是否为控 | 冻 | 占其所 | 占公司 | 是否 | 股东 | 股股东及 | 冻结起始 | 冻结到 | 冻结执 | 结 | 冻结股份 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 持股份 | 总股本 | 为限 | 一致行动 | 数量（股） | 日 | 期日 | 行人 | 原 | 名称 | 比例 | 比例 | 售股 | | | | | | | | 人 | 因 | 国家税务 | | | | | | | | | | | | | | | | | | 2025 | 年 | 2026 | 年 | 8,500,000 | 25.96% | 1.73% | 邹启明 | 否 | 否 | 总局青岛 | 5 | 月 | 13 | 日 | 5 | 月 | 11 | 日 | | 个人 | 市税务局 | 原因 | 2025 | 年 | 2026 | 年 | 第三稽查 | | | | | | | | ...

Group 1 - The company won a bid for a project with China Southern Power Grid Co., Ltd. for the 2025 digital substation, digital transmission, and smart distribution series sensor terminals, with a bid amount of 27.4972 million RMB [1][2] - The bid amount represents 1.00% of the company's audited total revenue for the fiscal year 2024 [1] - The project involves various components, including a fire monitoring device for overhead transmission lines and a micro intelligent current sensing module, with specific amounts allocated for each component [1] Group 2 - The counterpart in the project is primarily owned by the State-owned Assets Supervision and Administration Commission, with significant stakes held by Guangdong Hengjian Investment Holding Co., Ltd., China Life Insurance (Group) Company, and Hainan Development Holdings Co., Ltd. [1] - The company maintains business independence as there are no related party relationships with the counterpart [2]

Group 1: Company Announcements - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [1] - Saisir reported June sales of 46,086 new energy vehicles, a year-on-year increase of 4.44%, with a total of 172,100 units sold in the first half of the year, down 14.35% year-on-year [1] - Hangzhou High-tech announced a change in controlling shareholder to Jirong Weiye, with stock resuming trading on July 2, 2025 [1] Group 2: Financial Performance - Guomai Technology expects a net profit of 125 million to 156 million yuan for the first half of 2025, a year-on-year increase of 60.52% to 100.33% [2] - Kid King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, representing a year-on-year growth of 50% to 100% [2] - Mould Technology received a project from a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan over five years [3] Group 3: Regulatory and Compliance - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false disclosures in financial reports [4] - The company received a notice of investigation on July 1, 2025, which may lead to significant penalties and potential delisting [4] Group 4: Market Activity - Changcheng Military Industry's stock has experienced significant volatility, with a cumulative price deviation exceeding 20% over three trading days, indicating potential irrational speculation [5] - Anglikang has only one innovative drug project, ALK-N001, currently in Phase I clinical trials, highlighting the long and uncertain nature of drug development [6] Group 5: Sales and Contracts - Beiqi Blue Valley's subsidiary reported a 139.73% year-on-year increase in sales for the first half of the year [7] - Dong'an Power's engine sales in June increased by 82.79% year-on-year [7] - Pudong Construction's subsidiary won multiple major projects with a total bid amount of 1.964 billion yuan [7]

证券代码：688100 证券简称：威胜信息 公告编号：2025-040 威胜信息技术股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 具 体 情 况 详 见 公 司 于 2025 年 1 月 15 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《关于以集中竞价交易方式回购股份的回购报告书》 （公告编号：2025-002）。 2025 年 2 月 10 日，公司召开第三届董事会第十六次会议，审议通过了《关 于调整回购股份价格上限的议案》，同意将回购公司股份价格由不超过 35 元/股（含） 调整为不超过 40 元/股（含），该价格不高于董事会审议通过《关于调整回购股份 价格上限的议案》决议前 30 个交易日公司股票交易均价的 150%。除上述调整外， 公司回购股份方案的其他内容未发生变化。具体情况详见公司于 2025 年 2 月 11 日在上海证券交易所网站（www.sse.com.cn）披露的《关于调整回购股份价格上 限的公告》（公告编 ...

证券代码：688100 证券简称：威胜信息 公告编号：2025-039 威胜信息技术股份有限公司 关于 2025 年 6 月中标合同情况的自愿性披露公告 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。 风险提示：上述项目已进行中标结果公示，尚未与招标人签订相关正式合同， 存在不确定性，因受具体交货批次和现场施工进度影响，对2025年业绩影响存在 不确定性。敬请广大投资者谨慎决策，注意防范投资风险。 一、中标项目的相关情况 | | 项目一 | | --- | --- | | 一、项目基本情况 | | | 1.项目名称 | 中国南方电网有限责任公司 2025 年数字变电站、数字 输电和智能配电系列传感终端以及北斗终端第一批框 | | | 架招标项目 | | 2.招标人 | 中国南方电网有限责任公司 | | 3.中标金额 | 2,749.72 万元人民币 | | 4.中标基本情 | 架空输电线路山火监测装置云南广西超高压贵州包 1 （1,652.61 万元人民币） | | 况 | 配电视联融合终端（球型）深圳云南海南贵州广西包 ...

Group 1 - The company has won a bid from China Southern Power Grid Co., Ltd. for the first batch of framework bidding projects related to digital substations, digital transmission, smart distribution series sensor terminals, and Beidou terminals for 2025, with a bid amount of 27.4972 million RMB [1] - The bid amount represents 1.00% of the company's audited operating revenue for the fiscal year 2024 [1] - There is uncertainty regarding the impact on the company's performance in 2025 due to factors such as specific delivery batches and on-site construction progress [1]

Investment Rating - The communication industry is rated as "Overweight," indicating that the industry index is expected to outperform the market index by more than 10% in the next six months [43]. Core Insights - The communication industry has shown a steady performance, with a cumulative revenue of 748.8 billion yuan in the first five months of 2025, reflecting a year-on-year growth of 1.4% [17][19]. - The industry is currently experiencing a period of technological iteration and policy benefits, with emerging sectors such as AI, quantum communication, and low-altitude economy expected to drive growth [3][40]. - The report emphasizes the importance of focusing on three main lines of opportunity: "technology commercialization + policy catalysis + performance certainty" for companies in the sector [3][40]. Summary by Sections 1. Industry Market Review - The communication sector index increased by 4.14% over the past two weeks (June 13-26), outperforming the CSI 300 index by 2.75 percentage points, ranking 4th among 31 primary industries [11][12]. - The sector has seen a cumulative increase of 10.01% in June, again outperforming the CSI 300 index by 7.25 percentage points [11][12]. 2. Industry News - Google launched the Imagen 4/Ultra series AI image generation model, priced from $0.04 per image [16]. - China Mobile announced a procurement of 200,000 TDD antennas, with eight companies winning the bid [20]. - Huawei's executive stated that by 2030, there will be nearly 10 billion personal AI agents globally [21]. 3. Company Announcements - Dream Network Technology plans to acquire 100% of Bicheng Digital for 1.28 billion yuan [24]. - Zhongtian Technology won multiple communication and power project bids totaling 3.617 billion yuan [26]. 4. Industry Data Updates - As of May 2025, the mobile phone user base reached approximately 1.807 billion, a year-on-year increase of 2.71% [27]. - The number of internet broadband access users reached about 682 million, up 5.05% year-on-year [28]. - The total number of 5G base stations reached 4.486 million, with a net increase of 235,000 since the end of the previous year [19][36]. 5. Weekly Perspective on the Communication Sector - The report suggests that the demand for bandwidth and latency driven by emerging businesses like AI will continue to push the development of optical networks towards greater capacity and lower latency [3][40]. - Investment opportunities are highlighted in companies such as China Telecom, FiberHome, and Weisheng Information, which are expected to benefit from ongoing infrastructure developments [40][42].