Core Viewpoint - The company, Weisheng Information, reported steady growth in its performance for the first half of 2025, driven by its core technologies in "IoT + chips + AI" amidst a global energy transition [1] Financial Performance - In the first half of 2025, Weisheng Information achieved operating revenue of 1.368 billion yuan, a year-on-year increase of 11.9%, with main business revenue accounting for 99.5% of total revenue [1] - The net profit attributable to shareholders reached 305 million yuan, up 12.2% year-on-year, indicating improved profitability [1] - The company generated operating cash flow of 178 million yuan, reflecting an 11.1% year-on-year improvement, laying a solid foundation for the full-year performance [1] Business Development - The company signed new orders worth 1.627 billion yuan in the first half of 2025, representing an 8.3% year-on-year increase, with a backlog of contracts totaling 3.956 billion yuan, up 12.6% [2] - Weisheng Information launched nearly 36 innovative products and solutions, generating revenue of 642 million yuan, which accounted for 47% of total revenue [2] - R&D expenses reached 103 million yuan, with 440 R&D personnel making up 51.52% of the total workforce [2] Technological Advancements - The company made significant breakthroughs in its technology system for distribution automation, reducing fault control delays from minutes to seconds, which earned a prestigious patent award [3] - Weisheng Information's comprehensive measurement and control terminal (RTU) achieved international advanced standards and has been applied in the Middle East [3] - The company has established over 10 overseas subsidiaries and sales offices, with international business revenue reaching 283 million yuan, accounting for 20.8% of main business revenue [3] Shareholder Returns - In response to new policies, Weisheng Information enhanced its investor return mechanism, proposing a mid-year dividend of 2.5 yuan per 10 shares, with a payout ratio of 40% [4] - The company completed a share buyback of 128 million yuan during the reporting period, with total cash dividends and buybacks amounting to 249 million yuan, representing 81.74% of net profit [4] - Since its listing, the company has distributed a total of 958 million yuan in cash dividends and repurchased shares worth approximately 200 million yuan [5] Market Positioning - Weisheng Information is actively involved in the rapid development of new power systems, leveraging its core technologies to deepen energy digital transformation [6] - The company has expanded its business scope to include various sectors such as smart water management and urban digital management, creating a diverse energy IoT ecosystem [6] - Collaborations with major players like Huawei in the smart distribution solutions sector are underway, showcasing the company's commitment to innovation [7]

【项目投资】 宁波能源(600982.SH)：望江热电拟出资成立全资子公司望江综能开展压缩空气集中供气项目 【中标 合同】 天铁科技(300587.SZ)：珠海欣界拟向安徽天铁采购铜锂复合带，订单金额为4亿元 江龙船艇(300589.SZ)：预中标长岛"蓝色粮仓"海洋经济开发区基础设施建设项目(三期)-陆海综合运输交通保障项目 安徽建工 (600502.SH)：联合体中标重庆荣昌至四川自贡高速公路(重庆段)特许经营者项目 【经营数据 】 | | | 7月29日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 横河精密 | 未涉及人形机器人业务 | | 项目投资 | 宁波能源 | 望江热电拟出资成立全资子公司望江综能开展压缩空气集中供气项目 | | 中标合同 | 安徽建工 | 联合体中标重庆荣昌至四川自贡高速公路(重庆段)特许经营者项目 | | 经营数据 | 平煤股份 | 上半年商品煤销售收入90.17亿元 同比下降38.58% | | 股权收购 | 平煤股份 | 拟挂牌转让香山矿72%股权 | | 回购 | 神马电力 | 拟3亿元-4亿元回购股份 | ...

（文章来源：证券日报） 证券日报网讯 7月29日晚间，威胜信息发布公告称，公司对投资者关系电子邮箱进行变更。变更前投资 者关系电子邮箱为"tzzgx@willfar.com"，变更后为"IR@willfar.com"。 ...

证券日报网讯 7月29日晚间，威胜信息发布公告称，公司2025年半年度实现归属于上市公司股东的净利 润为305，100，737.96元，同比增长12.24%。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 7月29日晚间，威胜信息发布公告称，截至2025年7月29日，公司已经完成本次股份回 购。公司通过上海证券交易所系统以集中竞价交易方式已实际回购公司股份4，231，424股，占公司总 股本的比例为0.8606%。 ...

Core Insights - The company reported a revenue of 1.368 billion yuan for the first half of 2025, marking an 11.9% year-on-year increase, with a net profit attributable to shareholders of 305 million yuan, up 12.2% [2][3] Business Performance - The company signed new orders worth 1.627 billion yuan in the first half of 2025, reflecting an 8.3% year-on-year growth, with a total contract backlog of 3.956 billion yuan, a 12.6% increase [3] - The company launched nearly 36 innovative products and solutions, generating revenue of 642 million yuan, which accounted for 47% of total revenue [3] - The overseas business generated revenue of 283 million yuan, representing 20.8% of the main business income, with over 10 overseas subsidiaries and sales offices established globally [3] Dividend and Buyback Strategy - The company announced a cash dividend of 0.52 yuan per share for 2024, totaling 250 million yuan, and proposed a mid-year dividend of 0.25 yuan per share for the first half of 2025, with a payout ratio of 40% [4] - A second round of share buyback was initiated in January, with 128 million yuan completed during the reporting period, leading to a total of 249 million yuan in cash dividends and buybacks, accounting for 81.74% of the net profit for the first half of 2025 [4] - Cumulatively, the company has distributed 958 million yuan in cash dividends and repurchased shares worth approximately 200 million yuan since its listing, exceeding the total funds raised at the time of listing [4] Industry Dynamics - The domestic power industry is experiencing rapid development due to new policies, with the company leveraging its core technologies in IoT, chips, and AI to drive energy digital transformation [5] - The company has developed a comprehensive energy IoT solution, expanding its business from basic areas like smart water metering to diverse scenarios such as smart water management and urban digital management [6] - The company’s new dual-mode communication chip has passed certifications from major power grid operators, and its market share continues to grow, covering over 70% of global power AMI communication standards [6] - AI technology is integrated into the company's operations, enhancing load forecasting and improving the efficiency and reliability of power distribution networks [6] - The company showcased its AI core technologies and solutions at the 2025 World Artificial Intelligence Conference, demonstrating China's innovative capabilities in energy digital transformation [6]

证券日报网讯 7月29日晚间，威胜信息发布公告称，公司第三届监事会第十五次会议审议通过了《关于 <2025年半年度报告及摘要>的议案》《关于2025年半年度利润分配方案的议案》。 （文章来源：证券日报） ...

Core Viewpoint - Weisheng Information announced the approval of multiple proposals during the 19th meeting of its third board of directors held on July 29 [2] Group 1 - The company held its 19th meeting of the third board of directors [2] - Several proposals were reviewed and approved during the meeting [2]

威胜信息（SH 688100，收盘价：34.5元）7月29日晚间发布公告称，公司第三届第十九次董事会会议于 2025年7月29日在公司行政楼会议室以现场与通讯相结合的方式召开。会议审议了《关于的议案》等文 件。 （文章来源：每日经济新闻） 2024年1至12月份，威胜信息的营业收入构成为：智慧公用事业物联网占比99.63%，其他业务占比 0.37%。 ...

威胜信息（SH 688100，收盘价：34.5元）7月29日晚间发布半年度业绩报告称，2025年上半年营业收入 约13.68亿元，同比增加11.88%；归属于上市公司股东的净利润约3.05亿元，同比增加12.24%；基本每 股收益0.62元，同比增加10.71%。 （文章来源：每日经济新闻） ...