风险提示：上述项目已进行中标结果公示或者中标候选人公示，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。 | | 项目一 | 项目二 | | --- | --- | --- | | 一、项目基本情况 | | | | | 中国南方电网有限责任公司 | 国家电网有限公司 2025 年第五 | | 1.项目名称 2025 | 年计量设备第一批框架招 | 十三批采购（营销项目第二次计 | | | 标项目 | 量设备招标采购）项目 | 证券代码：688100 证券简称：威胜信息 公告编号：2025-056 威胜信息技术股份有限公司 关于 2025 年 9 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。 重要内容提示： 中标项目： 中国南方电网有限责任公司 2025 年计量设备第一批框架招标项目中标金额 16,897.15 万元人民币；国家电网有限公司 2025 年第五十三批采购（营销项目 第 ...

以上项目中标金额为人民币 28,684.83 万元，占公司2024 年度经审计的营业总收入的 10.45%，因以上 项目受具体交货批次和现场施工进度等影响，对2025年业绩影响存在不确定性，但合同的履行期间预计 将对公司业绩产生积极的影响。 格隆汇10月8日丨威胜信息(688100.SH)公布，公司中标项目：中国南方电网有限责任公司 2025 年计量 设备第一批框架招标项目中标金额16,897.15 万元人民币；国家电网有限公司 2025 年第五十三批采购 (营销项目第二次计量设备招标采购)项目中标金额 6,795.66 万元人民币；广东电网有限责任公司 2025 年第二批低压可视化智能终端卡扣式电流互感器框架招标项目中标金额 2,286 万元人民币；国网河南省 电力公司 2025 年第一次非电网零星物资电商化竞争性谈判采购项目中标金额 1,621.50 万元人民币；南 方电网数字电网科技(广东)有限公司 2025 年配电物联开关(电操版)框架采购项目中标金额1,084.52 万元 人民币。 ...

Core Viewpoint - The establishment of the Weisheng Information Technology Center in Yanbu, Saudi Arabia, marks a significant step in the company's overseas expansion, focusing on smart electricity, water management, and smart city services in the Middle East region [1] Group 1 - The Weisheng Information Technology Center was officially inaugurated on September 29 [1] - The center is positioned as a key service provider in the fields of smart electricity, smart water management, and smart cities in Saudi Arabia and the Middle East [1] - This development is part of Weisheng Information's strategic layout in overseas markets [1]

Core Insights - The establishment of the Weisheng Saudi Technology Center marks a significant step in the company's global expansion strategy, focusing on integrating Chinese technology with the Middle Eastern market needs [1][2] - The center aims to become a core service provider in smart electricity, smart water management, and smart city solutions in Saudi Arabia and the broader Middle East region [1] Group 1: Technology Center Operations - The technology center has an annual production capacity of 700,000 units for power AMI products, 100,000 units for smart distribution products, 200,000 units for smart water meters, and 700,000 units for communication modules [2] - Advanced information systems such as SAP and MES will be utilized for comprehensive operational management, ensuring full-process information management from production to sales [2] Group 2: Strategic Focus Areas - The center will focus on three strategic directions: developing technology solutions for energy transition, creating smart water management systems, and building comprehensive smart city solutions leveraging IoT, AI, and big data [1][2] - The company aims to support Saudi Arabia's energy structure transformation towards cleaner and diversified sources, and to promote automation and digital transformation across various sectors [2] Group 3: Collaboration and Local Integration - The partnership between the Saudi Investment Ministry and Weisheng reflects a commitment to achieving Saudi Arabia's Vision 2030, enhancing technology transfer and industrialization processes [2] - The center will also focus on cultivating local talent in energy IoT and fostering deep integration of technology, talent, and supply chains within the region [2][3]

Market Overview - The Shanghai Composite Index closed at 3853.44 points, above the annual line, with a gain of 0.83% [1] - The total trading volume of A-shares reached 1,894.457 billion yuan [1] Stocks Breaking Annual Line - A total of 153 A-shares have surpassed the annual line today, with notable stocks including Yunnan City Investment, Maiwei Co., and Dongsoft Zhaibo, showing significant deviation rates of 7.64%, 7.27%, and 5.57% respectively [1] - Stocks with smaller deviation rates that have just crossed the annual line include Jiuyuan Yinhai, Jida Communication, and Shanghai Jiubai [1] Top Stocks by Deviation Rate - Yunnan City Investment (600239) reported a daily increase of 10.16% with a deviation rate of 7.64% [1] - Maiwei Co. (300751) saw an 8.63% increase and a deviation rate of 7.27% [1] - Dongsoft Zhaibo (300183) increased by 5.91% with a deviation rate of 5.57% [1] Additional Notable Stocks - Nanjing Public Utilities (000421) increased by 5.03% with a deviation rate of 4.79% [1] - Suzhou High-tech (600736) rose by 4.86% with a deviation rate of 4.69% [1] - Other stocks with notable performance include Shunyu Co. (301519) and Leshi Xin (688631) with increases of 5.40% and 6.79% respectively [1]

Core Viewpoint - Weisheng Information Technology Co., Ltd. has shown a significant stock price increase of 5.19%, reaching 37.70 CNY per share, with a total market capitalization of 18.537 billion CNY [1] Company Overview - Weisheng Information was established on May 8, 2004, and went public on January 21, 2020. The company is located in Changsha High-tech Industrial Development Zone, Hunan Province [1] - The main business involves the research, production, and sales of IoT hardware and software products, including electric monitoring terminals, water and gas thermal sensing terminals, communication gateways, communication modules, and smart public utility management system software [1] - The revenue composition of the main business includes: Communication gateways (32.56%), Electric monitoring terminals (28.92%), Communication modules (19.41%), Smart public utility management systems (12.25%), Water and gas thermal sensing terminals (6.39%), and Others (0.48%) [1] Fund Holdings - Dachen Fund has a significant holding in Weisheng Information, with its Dachen Specialized and New Mixed A Fund (014651) holding 51,000 shares, representing 4.72% of the fund's net value, ranking as the sixth-largest holding [2] - The fund has a total scale of 34.1169 million CNY and has achieved a year-to-date return of 20.12%, ranking 4277 out of 8173 in its category [2] Fund Manager Performance - The fund manager of Dachen Specialized and New Mixed A Fund is Yu Weiye, who has been in the position for 1 year and 266 days. The fund's total asset size is 758 million CNY [3] - During Yu Weiye's tenure, the best fund return was 40.03%, while the worst return was 8.4% [3]

Core Points - The Shanghai Composite Index closed at 3845.91 points, above the annual line, with a gain of 0.63% [1] - The total trading volume of A-shares reached 1,420.282 billion yuan [1] - A total of 131 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates from the annual line include: - Maiwei Co., Ltd. (300751) with a deviation rate of 8.90% and a daily increase of 10.29% [1] - Yunnan City Investment (600239) with a deviation rate of 7.64% and a daily increase of 10.16% [1] - Dongsoft Zhaibo (300183) with a deviation rate of 6.03% and a daily increase of 6.38% [1] Trading Activity - The trading turnover rates for the top stocks include: - Maiwei Co., Ltd. at 4.74% [1] - Yunnan City Investment at 4.25% [1] - Dongsoft Zhaibo at 4.67% [1] Additional Notable Stocks - Other stocks that have recently crossed the annual line with lower deviation rates include: - Nanjing Public Utilities (000421) with a deviation rate of 4.63% [1] - Suzhou High-tech (600736) with a deviation rate of 4.52% [1] - Fuguang Co., Ltd. (688010) with a deviation rate of 4.06% [1]

Company Overview - Weisheng Information Technology Co., Ltd. is located in Changsha High-tech Industrial Development Zone, Hunan Province, and was established on May 8, 2004. The company was listed on January 21, 2020. Its main business involves the research, development, production, and sales of IoT hardware and software products, including electric monitoring terminals, water and gas thermal sensing terminals, communication gateways, communication modules, and smart public utility management system software, providing overall solutions for smart public utility sectors [1]. Financial Performance - For the first half of 2025, Weisheng Information achieved operating revenue of 1.368 billion yuan, representing a year-on-year growth of 11.88%. The net profit attributable to the parent company was 305 million yuan, with a year-on-year increase of 12.24% [2]. - Since its A-share listing, Weisheng Information has distributed a total of 1.08 billion yuan in dividends, with 750 million yuan distributed over the past three years [3]. Stock Performance - As of September 16, Weisheng Information's stock price decreased by 2.16%, trading at 34.90 yuan per share, with a total market capitalization of 17.16 billion yuan. The stock has seen a decline of 1.51% year-to-date and a drop of 2.03% over the past five trading days [1]. - The company experienced a net outflow of 4.2158 million yuan in principal funds, with significant selling pressure observed [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Weisheng Information was 7,437, a decrease of 10.94% from the previous period. The average circulating shares per person increased by 12.29% to 66,113 shares [2]. - Among the top ten circulating shareholders, Guotai Intelligent Automotive Stock A (001790) ranked as the ninth largest shareholder, increasing its holdings by 194,200 shares [3].

证券代码：688100 证券简称：威胜信息 公告编号：2025-055 为进一步加强与投资者的互动交流，威胜信息技术股份有限公司（以下简称 "公司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有限公 司联合举办的"资本聚三湘 楚光耀新程——2025 年湖南辖区上市公司投资者网 上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站（h ttps://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP， 参与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五）14:00-17:00。届 时公司管理层将在线就公司 2024 年至 2025 年半年度业绩情况、公司治理、发展 战略、经营状况和可持续发展等投资者关心的问题，与投资者进行沟通与交流， 欢迎广大投资者踊跃参与！ 特此公告。 威胜信息技术股份有限公司董事会 2025 年 9 月 12 日 威胜信息技术股份有限公司 关于参加 2025 年湖南辖区上市公司投资者网上集体 接待日暨半年度业绩说明会活动的公告 本公司董事会及全体董事保证本公告内容不 ...

Company Overview - Weisheng Information Technology Co., Ltd. is located in Changsha High-tech Industrial Development Zone, Hunan Province, and was established on May 8, 2004. The company was listed on January 21, 2020. Its main business involves the research, production, and sales of IoT hardware and software products, including electric monitoring terminals, water and gas thermal sensing terminals, communication gateways, communication modules, and smart public utility management system software, providing overall solutions for smart public sectors [1][2]. Financial Performance - As of June 30, 2025, Weisheng Information achieved operating revenue of 1.368 billion yuan, representing a year-on-year growth of 11.88%. The net profit attributable to shareholders was 305 million yuan, with a year-on-year increase of 12.24% [2]. - The company has distributed a total of 1.08 billion yuan in dividends since its A-share listing, with 750 million yuan distributed over the past three years [3]. Stock Performance - On September 11, Weisheng Information's stock price increased by 2.02%, reaching 36.45 yuan per share, with a trading volume of 59.6646 million yuan and a turnover rate of 0.34%. The total market capitalization is 17.922 billion yuan [1]. - Year-to-date, the stock price has risen by 2.15%, with a 3.73% increase over the last five trading days, 6.80% over the last 20 days, and 8.35% over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders is 7,437, a decrease of 10.94% from the previous period. The average circulating shares per person increased by 12.29% to 66,113 shares [2]. - Among the top ten circulating shareholders, Guotai Intelligent Automotive Stock A (001790) ranks as the ninth largest shareholder, holding 3.6456 million shares, an increase of 194,200 shares from the previous period. Hong Kong Central Clearing Limited has exited the top ten circulating shareholders list [3]. Industry Classification - Weisheng Information is classified under the Shenwan industry as Communication - Communication Equipment - Communication Terminals and Accessories. It is also associated with concept sectors including SOC chips, artificial intelligence, chip concepts, Alibaba concepts, and smart cities [2].