Core Viewpoint - The company, Weisheng Information Technology Co., Ltd., is organizing an Investor Reception Day to enhance corporate governance and investor relations, allowing investors to gain a deeper understanding of the company and provide feedback [2][5]. Group 1: Event Details - The Investor Reception Day is scheduled for January 21, 2026, from 13:30 to 18:00, at the company's headquarters located at 468 Tongzipo West Road, Changsha High-tech Zone, Hunan [2]. - The event will be held in person, with the actual end time subject to change based on the day's proceedings [2]. Group 2: Participation Information - Investors interested in attending must register in advance, with the registration deadline set for January 16, 2026, at 16:00 [4]. - Registration can be done via a QR code or by sending a registration form and identification documents to the company's email [3]. Group 3: Attendance Requirements - Attendees are required to arrive 15 minutes early for check-in, bringing original and photocopied identification documents for verification [5]. - The company encourages investors to submit questions or topics of interest via email prior to the event to facilitate efficient discussions [5]. Group 4: Post-Event Communication - After the event, the company will publish a summary of the meeting and key discussions on the Shanghai Stock Exchange website [5].

证券代码：688100 证券简称：威胜信息 公告编号：2026-002 威胜信息技术股份有限公司 关于举办投资者接待日活动的公告 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： 为进一步提高公司治理水平，加强投资者关系管理，增进公司与广大投资者 的沟通和交流，便于广大投资者更全面深入地了解公司，同时广泛听取投资者的 意见和建议，威胜信息技术股份有限公司（以下简称"公司"）计划于2026年1 月21日13:30-18:00举办投资者接待日活动。本次投资者接待日活动具体情况如 下： 一、活动召开的时间、地点 活动时间：2026年1月21日（星期三）13:30-18:00（结束时间为预估时间， 以实际结束时间为准） 活动地点：湖南长沙高新区桐梓坡西路468号威胜信息技术股份有限公司 召开方式：现场召开 二、公司参加人员 活动时间：2026年1月21日（星期三）13:30-18:00 活动地点：湖南长沙高新区桐梓坡西路468号威胜信息技术股份有限公司 召开方式：现场召开 公司主要管理层，具体人员以实际出席为准。 三 ...

Investment Rating - The report maintains an "Overweight" rating for the communication industry, expecting the industry index to outperform the market index by more than 10% in the next six months [2][44]. Core Insights - The commercial aerospace sector is showing significant momentum both domestically and internationally, shifting focus from mere technological breakthroughs to the integration of technology, ecosystem development, and market applications. Leading companies are enhancing their commercialization capabilities [3][39]. - The report anticipates that the communication industry will experience a period of technological iteration and policy dividends in 2025, with new growth drivers emerging from AI, quantum communication, and low-altitude economy sectors. The recovery of cellular IoT modules and ongoing construction of communication facilities are expected to create new demands for devices, equipment, and service operations [3][39]. Summary by Sections 1. Communication Industry Market Review - The communication sector index fell by 1.18% over the two weeks from December 26, 2025, to January 8, 2026, underperforming the CSI 300 index by 3.22 percentage points, ranking last among 31 sectors [11][12]. - In January 2026, the communication sector index increased by 0.85%, again underperforming the CSI 300 index by 1.48 percentage points [11][12]. 2. Industry News - The Ministry of Industry and Information Technology and seven other departments jointly issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'" [15]. - The first offshore reusable rocket recovery base in China has commenced construction with a total investment of 5.2 billion yuan [21]. - SpaceX's Starlink has connected over 9 million active users across 155 countries, showcasing significant growth from 14.5 million users in December 2021 [22]. 3. Company Announcements - Feiling Kesi plans to indirectly invest in Nanfei Microelectronics, focusing on high-speed network communication interconnect chips, with a total investment of 40.8 million yuan [23][24]. - Guangku Technology expects a net profit growth of 152%-172% for 2025, driven by revenue growth and cost control measures [26]. 4. Industry Data Updates - As of November 2025, the mobile phone user base reached approximately 1.828 billion, a year-on-year increase of 2.20% [27]. - The total number of 5G base stations reached 4.83 million, with a net increase of 579,000 compared to the end of the previous year [36].

Core Insights - The Ministry of Industry and Information Technology, along with four other departments, has issued the "Guidelines for the Construction and Application of Industrial Green Microgrids (2026-2030)" to promote the development and application of green microgrids in the industrial sector, aiming to enhance the use of green electricity and reduce carbon emissions in key industrial areas [1] Group 1: Industry Overview - In the past six months, 40 listed companies have disclosed their involvement in microgrid-related businesses through investor Q&A platforms or research activities, primarily in the power equipment sector with 19 companies [1] - Other sectors involved include machinery equipment, construction decoration, and telecommunications, with 4, 3, and 3 companies respectively [1] Group 2: Company Performance and Predictions - Among the concept stocks, 20 have received institutional ratings, with 10 stocks attracting significant attention from institutions, having ratings from five or more agencies [1] - According to consensus forecasts, 8 out of the 10 stocks are expected to achieve year-on-year growth in net profit attributable to shareholders by 2025, with Teruide (300001) projected to have the highest net profit growth rate of 30.4%, and Dongfang Electronics (000682) expected to increase by over 20% [1] Group 3: Stock Performance Data - The table lists various companies along with their stock performance on January 9, including: - Guodian Nari (600406) with a 0.55% increase and a projected net profit growth of 9.73% [2] - Weisheng Information (688100) with a 1.32% decrease and a projected growth of 14.97% [2] - Sifang Co. (601126) showing a 5.08% increase with a 17.98% growth forecast [2] - Teruide (300001) with a slight increase of 0.19% and a projected growth of 30.4% [2] - Dongfang Electronics (000682) with a 0.48% increase and a forecasted growth of 23.78% [2]

Group 1 - The core viewpoint of the news is that the microgrid sector is expected to experience steady growth due to favorable policies and increasing investments in green energy applications within industrial settings [2][4]. - The Ministry of Industry and Information Technology, along with four other departments, has released the "Guidelines for the Construction and Application of Industrial Green Microgrids (2026-2030)," which aims to promote the integration of renewable energy sources in industrial processes [2]. - The guidelines emphasize five basic principles, including efficient multi-energy utilization, high local consumption of renewable energy, and enhanced interaction with the power grid [2]. Group 2 - The global microgrid market is projected to reach approximately $22.9 billion in 2024, with a compound annual growth rate (CAGR) of about 19.2% from 2025 to 2034 [4]. - In China, the investment in power grid construction is on the rise, with a reported investment of 560.4 billion yuan from January to November 2025, marking a year-on-year increase of 5.9% [4]. - Recent data indicates that 40 listed companies have disclosed their involvement in microgrid-related businesses, primarily in the power equipment sector [5]. Group 3 - In the stock market, several microgrid-related stocks have shown positive performance, with notable increases in share prices for companies like Huizhong Technology and Sifang Co., with gains of 8.14% and 5.08%, respectively [6]. - Among the listed companies, 20 have received institutional ratings, with 10 stocks attracting significant attention from multiple rating agencies [6]. - Companies such as Teruid and Dongfang Electronics are expected to see substantial growth in net profits by 2025, with Teruid projected to achieve a growth rate of 30.4% [6][7].

Group 1 - The company has won several contracts, including a framework project with Southern Power Grid Internet Service Co., Ltd. for 32.5 million RMB, a competitive procurement project with Shandong Wangrui Material Co., Ltd. for 17.5558 million RMB, and a service framework agreement with State Grid Shandong Electric Power Company for 13.2124 million RMB, totaling 63.2682 million RMB [2][4] - The total amount of the awarded projects represents 2.31% of the company's audited operating revenue for the year 2024, indicating a positive impact on the company's performance during the contract execution period [4] - The company confirms that there are no related party transactions with the counterparties of the awarded projects, ensuring the independence of its business operations [5] Group 2 - The awarded projects have been publicly announced, but formal contracts have not yet been signed with the bidders, introducing uncertainty regarding the impact on the company's 2025 performance due to specific delivery batches and on-site construction progress [2][6] - There are risks associated with the execution of contracts, including unforeseen circumstances or force majeure that may affect the fulfillment or termination of the contracts [6]

证券代码：688100 证券简称：威胜信息 公告编号：2026-001 威胜信息技术股份有限公司 关于 2025 年 12 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： | 4.中标基本 | 变电传感器服务（3,250 万元人 | 通信单元（1,755.58 万元人民 | | --- | --- | --- | | 情况 | 民币） | 币） | | 5.履约期限 | 已进行中标结果公示 | 已进行中标结果公示 | | 二、对方当事人情况 | | | | 1.企业名称 | 南方电网互联网服务有限公司 | 山东网瑞物产有限公司 | | 2.法定代表 人 | 易勇强 | 薛亮 | | 3.注册资本 | 50,000 万元人民币 | 22,175.6882 万元人民币 | | 4.注册地址 | 广州市越秀区东风东路 757 号 大院办公综合楼 606-609 房 | 山东省济南市经二路 150 号 | | 5.股东情况 | 南方电网产业发展集团有限责 任公司 100% ...

Core Viewpoint - Weisheng Information (688100.SH) has won several contracts totaling 63.2682 million RMB, which is expected to positively impact the company's performance despite uncertainties related to delivery schedules and construction progress [1] Group 1: Contract Wins - The company won a project from Southern Power Grid Internet Service Co., with a bid amount of 32.5 million RMB for the 15th batch of power equipment series innovation products service framework project for 2025 [1] - A contract was secured from Shandong Wangrui Material Co., with a bid amount of 17.5558 million RMB for the 9th market-oriented project of collective enterprises in 2025 [1] - The company also won a bid from State Grid Shandong Electric Power Company, amounting to 13.2124 million RMB for the second service framework agreement procurement project in 2025 [1] Group 2: Financial Impact - The total bid amount of 63.2682 million RMB accounts for 2.31% of the company's audited operating revenue for 2024 [1] - The execution period of these contracts is expected to have a positive impact on the company's performance [1]

Group 1 - The core viewpoint of the news is that Weisheng Information has shown a slight increase in stock price, reaching 39.30 yuan per share, with a total market capitalization of 19.32 billion yuan as of December 30 [1] - Weisheng Information Technology Co., Ltd. is based in Changsha, Hunan Province, and was established on May 8, 2004, with its listing date on January 21, 2020 [1] - The company's 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] Group 2 - The revenue composition of Weisheng Information 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 other (0.48%) [1] - According to data from the top ten holdings of funds, Baoying Fund has a significant position in Weisheng Information, with Baoying Pan-Yan Coastal Mixed Fund holding 728,000 shares, representing 4.99% of the fund's net value [2] - The Baoying Pan-Yan Coastal Mixed Fund has achieved a year-to-date return of 37.95% and a one-year return of 33.17%, ranking 2213 out of 8087 and 2490 out of 8085 respectively [2]

Economic News - The State-owned Assets Supervision and Administration Commission emphasized the need for central enterprises to enhance budget management and cost control across all aspects of operations [2] - The National Development and Reform Commission and the National Energy Administration aim for a total installed capacity of 15 million kilowatts for solar thermal power by 2030, with costs comparable to coal power [2] - The Ministry of Housing and Urban-Rural Development proposed measures to promote the sale of existing homes and optimize affordable housing supply [2] - The General Administration of Customs conducted research on cutting-edge technology development and technology transfer [2] - The Hainan Free Trade Port has begun exporting self-produced goods with a value of 32,000 yuan, benefiting from over 12% cost savings [2] - The Shanghai Municipal Finance Bureau announced a subsidy for pig income insurance, with the municipal government covering 50% of the premium [2] - The U.S. economy showed a revised annualized GDP growth of 4.3% in Q3, exceeding expectations [2] - Japan reported a leak of radioactive water from a new reactor, with ongoing investigations into external radiation exposure [2] - Brazil confirmed anti-dumping duties on automotive glass from China, with specific rates for Malaysian producers [2] - South Korea's BC Card completed a pilot project for stablecoin payments, allowing foreign users to pay local merchants [2] Company Insights - Haibo Technology plans to invest 2 billion yuan in a smart green energy storage factory, expected to be completed by December 2028 [6] - Zhenyu Technology's subsidiary signed a strategic cooperation agreement to invest at least 1 billion yuan in projects related to new energy vehicle components and humanoid robots [6] - Huaxin Cement's major shareholder plans to increase its stake in the company by 200 million to 400 million yuan within six months [6] - Biological Shares' major shareholder intends to increase its stake by 50 million to 100 million yuan over the next year [6] Industry Strategy Agriculture Sector - The report suggests focusing on three main investment lines for the agriculture sector in 2026, with an emphasis on pig farming, feed, and pet food [7][9][10] - The pig farming industry is expected to see a gradual improvement in supply-demand dynamics, with a focus on cost management as a key factor for long-term growth [7] - The report highlights the potential for leading companies like Muyuan Foods to benefit from improved valuations and market conditions [8] Feed and Veterinary Medicine - The veterinary medicine sector is shifting towards innovation, with companies that prioritize R&D expected to thrive [9] - The feed industry is anticipated to see stable demand supported by high livestock inventory, with leading companies likely to gain market share [9] Pet Food Market - The domestic pet food market is projected to grow, with local brands gaining market share despite tariff disruptions [10][11]