Core Viewpoint - The company reported significant growth in revenue and net profit for the first quarter of 2025, indicating strong operational performance and a positive outlook for future contracts and innovations [5]. Financial Performance - The company achieved operating revenue of 555.43 million yuan, representing a year-on-year increase of 23.96% [5]. - The net profit attributable to shareholders reached 139.37 million yuan, reflecting a year-on-year growth of 25.33% [5]. - Domestic revenue amounted to 455.09 million yuan, up 22.57% year-on-year, while overseas revenue was 96.92 million yuan, increasing by 30.58% [5]. Contract and R&D Information - New contracts signed during the reporting period totaled 777 million yuan, marking a year-on-year increase of 30.41% [5]. - The total contracts on hand reached 4.108 billion yuan, which is a 17.86% increase compared to the previous period [5]. - The company employed 439 R&D personnel, accounting for 51.8% of the total workforce, and added 23 new patents during the reporting period [5]. Share Buyback Activity - The company convened its 15th meeting of the third board of directors on January 14, 2025, approving a share buyback plan [6]. - As of March 31, 2025, the company had repurchased 2.1465 million shares, representing 0.4366% of the total share capital, with a total expenditure of 78.80 million yuan [6].

Core Viewpoint - The company, Weisheng Information, reported a strong performance in Q1 2025, driven by continuous technological innovation, overseas expansion, and stable dividends, positioning itself well for future growth in the context of the ongoing "dual carbon" strategy [1][2]. Financial Performance - In Q1 2025, the company achieved revenue of 555 million yuan, a year-on-year increase of 24%, and a net profit attributable to shareholders of 139 million yuan, up 25.3% year-on-year, continuing the stable growth trend from 2024 [2]. - Operating cash flow reached 79.86 million yuan, reflecting a 38.3% year-on-year growth, indicating strong profitability [2]. - The company signed new contracts worth 777 million yuan in Q1, a 30.4% increase year-on-year, with a total backlog of orders amounting to 4.108 billion yuan, ensuring future revenue streams [2]. Technological Innovation - The company has invested a total of 667 million yuan in R&D over the past three years, averaging 9.6% of its revenue, establishing a technological moat [3]. - Weisheng Information has developed a core competitive advantage through its "IoT + Chip + AI" strategy, creating comprehensive solutions for data collection, transmission, and analysis [3]. - The integration of AI technologies has enhanced the efficiency and reliability of the new power system, contributing to the construction of a safe, efficient, and green energy system [3]. Market Position and Recognition - The company has developed products like the Power Harmony Smart Terminal and solutions for the orderly integration of distributed photovoltaics, which are widely used in the power grid, solidifying its market share [4]. - Weisheng Information has received multiple national recognitions, including the 25th China Patent Excellence Award and being named a National Intellectual Property Advantage Enterprise, highlighting its continuous innovation capabilities [4]. International Expansion - The company has accelerated its overseas strategy, particularly in Southeast Asia, with the opening of its subsidiary in Indonesia and ongoing construction of a factory in Saudi Arabia [5][6]. - In Q1 2025, overseas revenue reached 96.92 million yuan, a 30.6% increase year-on-year, reflecting successful international market penetration [6]. Shareholder Returns - The company has prioritized shareholder returns, distributing a total of 1.25 billion yuan in cash dividends and repurchasing shares worth approximately 200 million yuan, totaling 1.16 billion yuan in returns to investors [7]. - Weisheng Information has committed to maintaining a baseline dividend payout ratio of 40% over the next five years, establishing a stable return mechanism [7]. Future Strategy - The company aims to continue its development strategy centered on "IoT + Chip + AI," focusing on digital power grids, smart cities, and international business expansion to create a controllable digital energy system [8].

Financial Performance - The company reported a basic earnings per share of 0.2800 yuan for Q1 2025, representing a 21.74% increase compared to 0.2300 yuan in Q1 2024 [1] - The net profit for Q1 2025 was 1.39 billion yuan, up 25.23% from 1.11 billion yuan in Q1 2024 [1] - The operating revenue for Q1 2025 reached 5.55 billion yuan, reflecting a 23.88% increase from 4.48 billion yuan in Q1 2024 [1] - The return on equity (ROE) improved to 4.10% in Q1 2025, compared to 3.72% in Q1 2024, marking a 10.22% increase [1] Shareholder Structure - The top ten unrestricted shareholders collectively hold 39,173.3 million shares, accounting for 79.67% of the circulating shares, with a decrease of 606.32 million shares from the previous period [1] - The largest shareholder, Weisheng Group Co., Ltd., holds 18,357.44 million shares, representing 37.34% of the total share capital, with no change in holdings [2] - The second-largest shareholder, Weijia Creation Co., Ltd., holds 10,923.56 million shares, also with no change [2] - Notable changes include a decrease of 91.55 million shares held by Zou Qiming and a significant reduction of 399.99 million shares held by Chen Jun [2] Dividend Policy - The company has announced that it will not distribute dividends or transfer shares in the current period [3]

Financial Performance - The company's operating revenue for Q1 2025 was CNY 555,425,609.19, representing a year-on-year increase of 23.96% compared to CNY 448,074,674.15 in the same period last year[4]. - The net profit attributable to shareholders for the same period was CNY 139,366,328.87, reflecting a growth of 25.33% from CNY 111,200,021.77 year-on-year[4]. - The net profit after deducting non-recurring gains and losses was CNY 136,724,141.86, which is a 26.22% increase from CNY 108,320,794.49 in the previous year[4]. - The diluted earnings per share for Q1 2025 were CNY 0.28, an increase of 21.74% compared to CNY 0.23 in the same period last year[4]. - The total profit for Q1 2025 was ¥161,065,364.97, an increase from ¥130,266,002.72 in Q1 2024[20]. Cash Flow - The net cash flow from operating activities increased by 38.29%, amounting to CNY 79,859,686.29, primarily due to an increase in sales receipts[5][7]. - Cash flow from operating activities for Q1 2025 was ¥79,859,686.29, an increase from ¥57,748,159.47 in Q1 2024[22]. - Cash flow from investing activities showed a net outflow of ¥676,492,108.37 in Q1 2025, compared to a net outflow of ¥491,416,596.23 in Q1 2024[23]. - The company reported cash and cash equivalents of ¥1,031,753,482.78 at the end of Q1 2025, down from ¥1,122,880,604.90 at the end of Q1 2024[23]. Assets and Liabilities - The total assets at the end of the reporting period were CNY 5,046,193,073.39, up 1.80% from CNY 4,957,092,465.71 at the end of the previous year[5]. - The total assets as of March 31, 2025, were RMB 5.046 billion, compared to RMB 4.957 billion at the end of 2024[17]. - The total liabilities increased to RMB 1.883 billion from RMB 1.606 billion at the end of 2024[17]. Research and Development - The company's R&D expenditure totaled CNY 49,365,380.46, which accounted for 8.89% of operating revenue, down from 10.54% in the previous year[5]. - As of the end of the reporting period, the company employed 439 R&D personnel, accounting for 51.8% of the total workforce[11]. - The company added 23 new patents during the reporting period, including 5 invention patents, bringing the total to 743 effective patents[11]. - Research and development expenses for Q1 2025 were ¥49,365,380.46, slightly up from ¥47,246,952.87 in Q1 2024[19]. Revenue Breakdown - Domestic revenue reached RMB 455.09 million, up 22.57% year-on-year, while overseas revenue was RMB 96.92 million, growing by 30.58%[11]. - New contracts signed from the beginning of the year to the end of the reporting period totaled RMB 777 million, a year-on-year increase of 30.41%[11]. - The company had a backlog of contracts amounting to RMB 4.108 billion, reflecting a year-on-year growth of 17.86%[11]. Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 8,351[8]. - The company repurchased a total of 2.1465 million shares, representing 0.4366% of the total share capital, with a total expenditure of RMB 78.80 million[13].

根据市场公开信息及4月21日披露的机构调研信息，知名私募民森投资近期对2家上市公司进行了调研， 相关名单如下： 1）湖南裕能 （深圳民森投资参与公司特定对象调研） 调研纪要：湖南裕能表示，公司所有产品都涨价，不分普通或高端。美国关税政策变化对磷酸盐正极材 料影响有限。2024年新产品CN-5系列、YN-9系列和YN-13系列产品销量占比约22%，预计出货量将进 一步提升。产能布局将根据市场需求调整，做好随时扩产准备。西班牙建厂综合优势明显，项目前景被 看好，将加快项目建设。黄家坡磷矿预计今年下半年出矿，达产后将对利润有积极影响。磷酸锰铁锂材 料研发多年，方案获客户认可；富锂锰基正极材料研发进展顺利。 2）威胜信息 （民森投资参与公司投资者交流会） 调研纪要：新型电力系统发展为威胜信息带来全新市场机会，电源结构向可再生新能源转变，电网形态 从传统单向潮流电网转向复杂分布式混合电网，电网调度也从人工管理转向实时在线管理。这些变化对 供电可靠性和电力系统稳定性提出了更高要求，公司的技术和产品适时应对这一格局，推出透明配网、 新能源接入、负荷管理以及有序用电解决方案，满足新型电力系统的发展需求。2025年国家电网投资 ...

证券代码：688100 证券简称：威胜信息 公告编号：2025-031 威胜信息技术股份有限公司 关于2024年年度权益分派实施后 调整回购股份价格上限的公告 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： 一、回购股份的基本情况 2025年1月14日，公司召开第三届董事会第十五次会议，审议通过了《关于 以集中竞价交易方式回购公司股份的议案》，同意公司以自有资金通过上海证券 交易所系统以集中竞价交易方式回购公司已发行的人民币普通股（A股）股票。 回购股份将在未来适宜时机全部用于股权激励或员工持股计划，回购价格不超过 人民币35元/股（含），回购资金总额不低于人民币10,000万元（含），且不超 过人民币15,000万元（含）。回购期限自公司董事会审议通过回购方案之日起12 个月内。 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）。 ...

Company Overview - Hunan Qiyuan Internet Technology Co., Ltd. has been established with a registered capital of 35 million yuan [1] - The legal representative of the company is Wang Chao [1] Business Scope - The company’s business scope includes software development, big data services, information technology consulting, data processing services, and information system integration services [1] - Additional services offered include artificial intelligence application software development, cloud computing equipment technology services, and industrial internet data services [1] - The company is also involved in the research and development of intelligent robots, blockchain technology-related software and services, and provides various consulting and technical services [1] Ownership Structure - The company is jointly held by Weisheng Information and Hunan Shengbang Intelligent Technology Co., Ltd. [1]

4月10日，威胜信息(688100)在印度尼西亚勿加泗工业园区举行PTWILLFAR生产基地投产仪式，这是公 司在海外设立的首个生产基地，印尼移民局、水务协会、智能电网协会、汇丰银行印尼分行及当地政府 代表等嘉宾出席活动，共同见证威胜信息国际化战略迈出关键一步。 威胜信息作为国内领先的能源数字化解决方案提供商，主营业务涵盖智能电表、智慧配用电、通信模块 及能源管理系统，在电力物联网、智慧城市等领域具备核心技术优势。据了解，此次印尼工厂的投产， 将进一步强化公司在东南亚市场的本地化服务能力，助力区域能源数字化转型。 近年来，威胜信息持续拓展海外市场，年报显示，2024年公司实现境外业务收入4.21亿元，同比增长 85.40%。此次印尼工厂的落地，标志着公司从产品出口向"技术+产能"输出的模式升级。行业分析人士 指出，东南亚智能电网建设需求旺盛，威胜信息凭借技术优势和本地化产能，有望进一步扩大市场份 额。 威胜信息表示，公司未来将以印尼为枢纽，深化与东南亚及全球各国合作，为构建绿色、智能的能源体 系持续注入创新动能。（胡敏） 威胜信息董事长李鸿在致辞中表示，印尼工厂具备全工序先进制造能力，年产能可达数百万台电力A ...

Summary of Weisheng Information Conference Call Company Overview - Weisheng Information achieved a revenue of 2.742 billion yuan in 2024, representing a year-on-year growth of 24% [2][3] - The company reported a net cash inflow from operating activities of 474 million yuan, up 13% year-on-year, and a return on equity of 20.39%, an increase of 1.47 percentage points [2][3] Key Financial Highlights - Revenue for 2024 reached 2.745 billion yuan, with a net profit attributable to shareholders of 631 million yuan, a 20% increase [3] - Excluding share-based payment expenses, the net profit attributable to shareholders was 650 million yuan, reflecting a 24% growth [3] - International business saw significant growth, with overseas revenue increasing by 85.4% to 421 million yuan, accounting for 15.38% of total revenue [2][3][6] Product and Innovation Insights - Communication chips and modules became the largest product line, generating 776 million yuan in revenue, an 18% increase [2][3][14] - R&D investment totaled 241 million yuan, representing 8.78% of revenue, with a year-on-year increase of 5.95% [2][4] - The company launched 50 new products and solutions across three major series, with new product revenue constituting 49% of total revenue [2][4] International Expansion - Weisheng Information has established over ten overseas subsidiaries and representative offices, achieving rapid growth in international business [6] - The company’s international competitiveness is highlighted by its significant revenue growth and market expansion efforts [6] ESG and Corporate Responsibility - The company actively integrates ESG principles into its development strategy, having published a bilingual ESG report [7] - Weisheng Information has been recognized as a national green factory and a leader in carbon peak management in the industrial sector [7] Shareholder Returns - The total shareholder return rate for 2024 was 26.66%, with a net asset return rate of 20.39% [4][8] - The company has implemented cash dividends and share buybacks, completing a buyback of 12.31 million shares worth 300 million yuan [8][9] Future Outlook - For 2025, Weisheng Information plans to deepen its focus on energy IoT and smart city sectors, increasing R&D efforts and accelerating market penetration of new products [4][10] - The company aims to leverage a backlog of 4 billion yuan in orders to sustain growth [10] Market Opportunities - The global energy digital device count is expected to reach 25.1 billion by 2025, with significant investments planned by state grid companies [15] - Weisheng Information is positioned to capitalize on these trends through its core competencies in IoT, chips, and AI [15] Governance and Operational Stability - The company maintains a transparent governance structure and has received high ratings for information disclosure [11] - Continuous optimization of shareholder rights protection mechanisms ensures stable operations and long-term growth [11] Technological Advancements - Weisheng Information is at the forefront of integrating IoT, chips, and AI to drive advancements in the power industry [12][13] - The company has completed local deployments of AI models and is developing a comprehensive energy management system [12][13] Communication Technology Achievements - The communication chip and module segment generated over 700 million yuan in revenue, maintaining a leading market share [14] - The company is involved in setting new communication standards and has successfully entered international markets with its proprietary technologies [14] International Market Strategy - Weisheng Information is expanding its overseas business through a trade and empowerment model, focusing on the Belt and Road markets [16] - Plans for the next decade include entering developed markets through investment and localization strategies [16][17]

天眼查工商信息显示，近日，威胜信息技术股份有限公司出资2100万元成立湖南启元互联科技有限公 司，持股60%，所属行业为软件和信息技术服务业。 资料显示，湖南启元互联科技有限公司成立于2025年4月8日，法定代表人为王超，注册资本3500万人民 币，公司位于长沙市，软件开发、大数据服务、信息技术咨询服务、数据处理服务、信息系统集成服 务、数据处理和存储支持服务、人工智能应用软件开发、云计算装备技术服务、计算机系统服务、智能 控制系统集成、工业互联网数据服务、人工智能行业应用系统集成服务、互联网安全服务、数字技术服 务、物联网技术服务、智能机器人的研发、区块链技术相关软件和服务、人工智能公共服务平台技术咨 询服务、基于云平台的业务外包服务、互联网数据服务、信息系统运行维护服务、软件外包服务、住房 租赁、非居住房地产租赁、物业管理、智能机器人销售、人工智能硬件销售、信息咨询服务(不含许可 类信息咨询服务)、以自有资金从事投资活动、企业管理咨询、技术服务、技术开发、技术咨询、技术 交流、技术转让、技术推广、工业机器人制造、电子、机械设备维护(不含特种设备)、创业空间服务、 办公设备租赁服务、体育场地设施经营(不含高 ...