事件：公司 2025 年上半年实现营业收入 13.7 亿元，同比增长 12%，实 现归母净利润 3.1 亿元，同比增长 12%，扣非归母净利润 3 亿元，同比增 长 13%。单 Q2 来看，实现营收 8.1 亿元，同比增长 5%，实现归母净利 润 1.7 亿元，同比增长 3%。 国际化战略加速落地，海外收入占比突破 20%。海外营收 2.8 亿元，同 比增长 26%，占比提升至 21%（较 24 全年占比提升 5 个百分点），增速 远超国内业务（国内业务营收 10.8 亿元，同比增长 9%，占比 79%）。 公司全球化布局进展顺利，印尼工厂全面投产，沙特工厂预计下半年可投 产，墨西哥工厂建设积极推进，且在阿联酋/孟加拉/埃及等设有制造工厂， 未来有望进军南非等区域。我们认为，公司积极拓展海外，依靠自身优质 产品能力有望逐步拓展到系统和生态集成交付模式，进一步提升全球市场 话语权，创造多个营收增长极，目前公司海外业务整体尚处于前期投资阶 段，未来释放利润后有望进一步增强公司盈利能力。 订单储备创新高，电网主业韧性凸显，智能终端下半年有望加速迭代。公 司上半年新签订单 16 亿元（同比+8%），在手订单 40 亿 ...

Group 1 - The announcement states that major shareholders of Weisheng Information Technology Co., Ltd., Mr. Zou Qiming and Mr. Chen Jun, have had their previously frozen shares released, totaling 8,500,000 shares (1.73% of total shares) and 540,000 shares (0.11% of total shares) respectively [2][4] - As of the announcement date, Mr. Zou holds 32,737,698 shares (6.66% of total shares) and Mr. Chen holds 5,116,469 shares (1.04% of total shares) [2] - The release of the frozen shares will not impact the company's control or daily operations, as neither shareholder is a controlling shareholder or actual controller [4] Group 2 - Weisheng Information has won several bids, including a project with Southern Power Grid Digital Grid Technology (Guangdong) Co., Ltd. for 58.644 million RMB, and other projects with State Grid Jilin and State Grid Henan totaling 10.96313 million RMB [7] - The total bid amount represents 3.99% of the company's audited revenue for the year 2024, indicating a potential positive impact on future performance [7] - The company emphasizes that there is uncertainty regarding the impact on 2025 performance due to factors like delivery schedules and construction progress [7][8]

Core Viewpoint - The company is actively pursuing international expansion through localized operations and a general contracting model, with significant progress in Southeast Asia, the Middle East, and the Americas [2][3]. Group 1: International Expansion Strategy - The company aims to enter developed markets from 2025 to 2030 through "going out, localization, and general contracting" strategies, with orderly progress reported [2]. - A local factory in Indonesia has officially opened, with plans to gradually undertake product deliveries in Indonesia and surrounding countries by 2025 [2]. - In the Middle East, a factory in Saudi Arabia is under construction, expected to be operational in the second half of the year, alongside local partner operations [2]. - In the Americas, land and factory procurement in Mexico has been completed, with production plans in progress [2]. - The company is focusing on regional hubs for localized operations, with potential expansion into Africa and Europe [2]. Group 2: Product Development and Market Trends - The new generation of integrated terminal standards has been launched, with expectations for significant procurement in the second half of 2025, driven by a projected 800 billion yuan investment in the power grid [3]. - The company anticipates participating in multiple tenders for upgraded integrated terminals and dual-mode standard collection chips, which are expected to contribute significantly to revenue growth [3]. - The company is leveraging AI and digital energy solutions, focusing on core technology development in areas such as energy prediction and intelligent monitoring [3][4][5][6][7]. Group 3: Collaboration and Risk Management - The company is deepening collaboration with Huawei's digital power division to provide solutions for global green power and grid stability [8]. - A strong matrix structure is in place for international operations, with local project managers and industry experts to ensure effective market adaptation [9]. - The company is prioritizing projects with financial backing and government support to mitigate risks associated with political changes in emerging markets [9]. Group 4: Financial Performance - For the first half of 2025, the company reported a main revenue of 1.368 billion yuan, an increase of 11.88% year-on-year, and a net profit of 305 million yuan, up 12.24% [11]. - The second quarter of 2025 saw a main revenue of 813 million yuan, reflecting a year-on-year increase of 4.9% [11]. - The company's debt ratio stands at 34.83%, with a gross profit margin of 39.02% [11].

Group 1 - Yabont Chemical signed a 10-year supply strategic agreement with Jiangsu Hengrui Medicine to enhance collaboration in the pharmaceutical supply chain, effective from August 1, 2025 [1] - Wei Hua New Materials plans to acquire controlling interest in Jiangsu Heyutai Chemical to extend its product chain and improve competitiveness, currently in the planning stage [2] - Fujirey received a government subsidy of 2.0074 million yuan, expected to positively impact profits in 2025 [4] Group 2 - Hangzhou Garden won the land use rights for a plot in Yuhang District for 130 million yuan, planning to build a smart ecological design R&D headquarters with a total investment of no more than 450 million yuan [5] - Baotai's clinical trial for BAT5906, a recombinant anti-VEGF monoclonal antibody, received approval for new indications, aiming to accelerate commercialization [6] - Weisheng Information won multiple projects with a total bid amount of 110 million yuan, including significant contracts with Southern Power Grid and State Grid [8] Group 3 - Dong'an Power reported a 27.37% year-on-year increase in engine sales for July, totaling 34,500 units [13] - Hanma Technology's truck sales reached 956 units in July, marking a 42.69% year-on-year increase [14] - Jiangsu Bank's executives received regulatory approval for their positions, effective immediately [15] Group 4 - Chip Origin expects Q2 revenue of 584 million yuan, a 49.90% increase quarter-on-quarter, with significant growth in intellectual property licensing fees [24] - Dream Network Technology plans to establish a high-end equipment industry investment fund with a target fundraising of 2 billion yuan [26] - Hefei Urban Construction and China Real Estate Development won land use rights for a residential plot in Hefei for 980 million yuan [28] Group 5 - Lu Kang Pharmaceutical's subsidiary received a drug registration certificate for a new medication for erectile dysfunction [28] - Lifan Pharmaceutical's Mesalazine enteric-coated tablets received a drug registration certificate for treating ulcerative colitis [29] - Yahu Pharmaceutical's APL-1401 clinical trial for ulcerative colitis showed positive preliminary results [30]

证券代码：688100 证券简称：威胜信息 公告编号：2025-049 威胜信息技术股份有限公司 关于持股 5%以上股东股份解除冻结的公告 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： 威胜信息技术股份有限公司（以下简称"公司"）股东邹启明先生持有的公 司股份总数为32,737,698股，占公司总股本比例为6.66%；股东陈君先生持有的 公司股份总数为5,116,469股，占公司总股本比例为1.04%。 邹启明先生此前被冻结的其所持有的公司8,500,000股股份（占公司总股本 比例1.73%），以及陈君先生此前被冻结的其所持有的公司540,000股（占公司总 股本比例0.11%），已全部解除冻结。 一、本次解除冻结的股份原冻结情况 公司于2025年7月19日在上海证券交易所网站（www.sse.com.cn）披露了邹 启明先生、陈君先生股份被冻结的相关事宜，具体内容详见公司于该日披露的《威 胜信息技术股份有限公司持股5%以上股东股份被冻结的公告》（公告编号： 2025-041）。 二、本次股东持有公司股 ...

证券代码：688100 证券简称：威胜信息 公告编号：2025-048 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。 重要内容提示： 中标项目：南方电网数字电网科技（广东）有限公司2025年第二批框架集中 采购项目中标金额5,864.40万元人民币；国网吉林省电力有限公司2025年非电网 零星物资框架竞争性谈判采购项目中标金额3,453.91万元人民币；国网河南省电 力公司2025年第一次配网物资协议库存公开招标采购项目中标金额1,644.82万 元人民币。 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。 | | 项目一 | | 项目二 | | --- | --- | --- | --- | | 一、项目基本情况 | | | | | 1.项目名称 | 南方电网数字电网科技 （广东）有限公司 年 | 2025 | 国网吉林省电力有限公司 2025 ...

Core Viewpoint - The company, Weisheng Information (688100.SH), has won multiple contracts totaling approximately 110 million RMB, which is expected to positively impact its performance despite uncertainties regarding delivery schedules and project timelines [1]. Group 1: Project Details - The company secured a contract worth 58.644 million RMB from Southern Power Grid Digital Grid Technology (Guangdong) Co., Ltd. for the 2025 second batch framework centralized procurement project [1]. - A contract valued at 34.5391 million RMB was awarded by State Grid Jilin Electric Power Co., Ltd. for the 2025 non-grid miscellaneous materials framework competitive negotiation procurement project [1]. - The company also won a contract of 16.4482 million RMB from State Grid Henan Electric Power Company for the 2025 first public tender procurement project for distribution network materials [1]. Group 2: Financial Impact - The total amount of the awarded contracts is 109.6313 million RMB, which represents 3.99% of the company's audited operating revenue for the fiscal year 2024 [1]. - The execution period of these contracts is anticipated to have a positive effect on the company's performance, although the actual impact may vary due to specific delivery batches and on-site construction progress [1].

Core Viewpoint - The company, Weisheng Information (688100), has recently won several significant procurement projects, which will contribute to its revenue in the upcoming fiscal year [1] Group 1: Project Wins - The company has won the framework centralized procurement project for the Southern Power Grid Digital Grid Technology (Guangdong) Co., Ltd. for the second batch of 2025 [1] - The company has also secured the competitive negotiation procurement project for non-electric miscellaneous materials from the State Grid Jilin Electric Power Co., Ltd. for 2025 [1] - Additionally, the company won the public tender procurement project for distribution network materials from the State Grid Henan Electric Power Company for the first time in 2025 [1] Group 2: Financial Impact - The total amount of the above-mentioned projects is 110 million yuan, which accounts for 3.99% of the company's audited operating revenue for the fiscal year 2024 [1]

格隆汇8月1日丨威胜信息(688100.SH)公布，中标项目：南方电网数字电网科技（广东）有限公司2025 年第二批框架集中采购项目中标金额5,864.40万元人民币；国网吉林省电力有限公司2025年非电网零星 物资框架竞争性谈判采购项目中标金额3,453.91万元人民币；国网河南省电力公司2025年第一次配网物 资协议库存公开招标采购项目中标金额1,644.82万元人民币。以上项目中标金额为人民币10,963.13万 元，占公司2024年度经审计的营业总收入的3.99%，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。 ...

Core Insights - The company has won multiple procurement projects totaling approximately 110 million RMB, which represents 3.99% of its audited revenue for 2024 [1] Group 1: Project Wins - The company secured a contract with Southern Power Grid Digital Grid Technology (Guangdong) Co., Ltd. for the 2025 second batch framework centralized procurement project, amounting to 58.644 million RMB [1] - The company also won a competitive negotiation procurement project with State Grid Jilin Electric Power Co., Ltd. for non-grid miscellaneous materials in 2025, valued at 34.5391 million RMB [1] - Additionally, the company was awarded a public tender for the first batch of distribution network materials with State Grid Henan Electric Power Company in 2025, amounting to 16.4482 million RMB [1] Group 2: Impact on Business - The total contract value of these projects is expected to have a positive impact on the company's performance during the contract execution period [1] - The awarded projects do not affect the company's business independence [1]