Core Viewpoint - The company has been awarded a contract for the operation and maintenance services of a gas turbine combined cycle power plant in Cambodia, with a project value of approximately $208 million [1] Group 1 - The company's wholly-owned subsidiary, Shenzhen Shennan Electric Gas Turbine Engineering Technology Co., Ltd., received a bid acceptance letter from Botum Sakor Energy Company Limited, a subsidiary of the Royal Group of Cambodia [1] - The project involves a 2×450MW gas turbine combined cycle power plant located in the national public province of Cambodia [1] - The contract award date is January 4, 2026, indicating a future operational timeline for the project [1]

Core Viewpoint - Shenzhen ShenNan Electric A (000037.SZ) has been awarded a contract for the operation and maintenance services of a 2×450MW gas-fired combined cycle power plant in Cambodia, with a total bid amount of $208,113,545 [1] Group 1: Company Information - The full subsidiary of Shenzhen ShenNan Electric, Shenzhen ShenNan Electric Engine Engineering Technology Co., Ltd., received the Letter of Award from Botum Sakor Energy Company Limited, a subsidiary of the Royal Group of Cambodia [1] - The contract covers the operation and maintenance services for the project during the trial operation phase from 2026 to 2027, as well as two major overhaul cycles from 2028 to 2042 [1] Group 2: Financial Details - The total bid amount for the project is estimated at $208,113,545, which is based on the projected operational period, with the actual amount to be finalized according to the final operational cycle [1]

Core Viewpoint - ShenNan Electric A's wholly-owned subsidiary, ShenNan Electric Gas Turbine Engineering Co., Ltd., has won a bid for the operation and maintenance service project of a 2×450MW gas turbine combined cycle power plant in Cambodia, with a contract value of $208,113,545 [1] Group 1 - The project is expected to expand ShenNan Electric's business scale in the gas turbine operation and maintenance sector [1] - It will enhance the company's service capabilities in the international market [1] - The project supports the implementation of the company's integrated service system of "investment, construction, operation, and maintenance" [1] Group 2 - The formal contract related to the project has not yet been signed, indicating a level of uncertainty [1]

每经AI快讯，深南电A1月5日晚间发布公告称，深圳南山热电股份有限公司全资子公司深圳深南电燃机 工程技术有限公司于2026年1月4日收到招标单位柬埔寨皇家集团旗下的Botum Sakor Energy Company Limited发来的《Letter of Award》（中标函），根据《中标函》，深南电工程公司被确定为柬埔寨国公 省2×450MW燃机联合循环电站运维服务项目的中标单位。中标金额约2.08亿美元。 每经头条（nbdtoutiao）——秒光！1499元飞天茅台上线即空，i茅台App冲上苹果购物榜第一，10万用 户已下单！经销商同价做回馈，1000箱很快卖完 （记者 曾健辉） ...

Group 1 - The company Shenzhen ShenNan Electric A announced that its wholly-owned subsidiary, Shenzhen ShenNan Electric Gas Turbine Engineering Technology Co., Ltd., won a bid for a 2×450MW gas turbine combined cycle power plant operation and maintenance service project in Cambodia, with a contract value of $208 million [1] - The project includes operation and maintenance services for the trial operation phase and two major overhaul cycles over 14 years, with each overhaul cycle lasting 7 years [1]

一、中标函的主要内容 1.项目名称：柬埔寨国公省 2×450MW 燃机联合循环电站运维服 务项目 证券代码：000037、200037； 证券简称：深南电 A、深南电 B； 公告编号：2026-001 深圳南山热电股份有限公司 关于全资子公司深圳深南电燃机工程技术有限公司 收到项目中标函的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 深圳南山热电股份有限公司（以下简称"公司"）全资子公司深 圳深南电燃机工程技术有限公司（以下简称"深南电工程公司"）于 2026 年 1 月 4 日收到招标单位柬埔寨皇家集团旗下的 Botum Sakor Energy Company Limited（BSE 公司）发来的《Letter of Award》 （中标函），根据《中标函》，深南电工程公司被确定为柬埔寨国公 省 2×450MW 燃机联合循环电站运维服务项目的中标单位。现将有关 情况公告如下： 2.招标人：Botum Sakor Energy Company Limited 3.中标单位：深圳深南电燃机工程技术有限公司 4.项目地点：柬埔寨国公省 5.中标内容范围： ...

深南电路股价创出历史新高，截至14:01，该股上涨5.04%，股价报244.00元，成交量801.35万股，成交 金额19.09亿元，换手率1.20%，该股最新A股总市值达1626.85亿元，该股A股流通市值1622.65亿元。 公司发布的三季报数据显示，前三季度公司共实现营业收入167.54亿元，同比增长28.39%，实现净利润 23.26亿元，同比增长56.30%，基本每股收益为3.4900元，加权平均净资产收益率15.14%。（数据宝） （文章来源：证券时报网） 两融数据显示，该股最新（12月31日）两融余额为11.20亿元，其中，融资余额为11.14亿元，近10日增 加4054.91万元，环比增长3.78%。 机构评级来看，近10日共有1家机构对该股进行评级，12月30日华创证券发布的研报给予公司目标价为 291.30元。 证券时报·数据宝统计显示，深南电路所属的电子行业，目前整体涨幅为3.40%，行业内，目前股价上涨 的有438只，涨停的有云汉芯城、东微半导等8只。股价下跌的有51只，跌幅居前的有乾照光电、统联精 密、科森科技等，跌幅分别为7.08%、6.44%、4.97%。 ...

Core Viewpoint - The company, Shenzhen Sanneng Circuit Co., Ltd. (深南电路), is actively engaging in stock incentive plans and foreign exchange hedging to enhance its operational stability and shareholder value while managing associated risks. Trading Information Summary - As of December 31, 2025, the company's stock closed at 232.29 yuan, down 0.62%, with a turnover rate of 0.98% and a trading volume of 64,900 lots, amounting to a total transaction value of 1.513 billion yuan [1] - On the same day, the net inflow of main funds was 83.49 million yuan, accounting for 5.52% of the total transaction value, while retail investors experienced a net outflow of 59.53 million yuan, representing 3.94% of the total transaction value [1] Company Announcements Summary - The company held its 11th meeting of the 4th Board of Directors on December 30, 2025, where it approved the revised draft of the A-share restricted stock incentive plan (Phase II) and related proposals for foreign exchange derivative hedging and expected daily related transactions for 2026 [1] - The company plans to hold its first extraordinary general meeting of shareholders for 2026 on January 15, 2026, to discuss changes to non-independent directors and the A-share restricted stock incentive plan [2] Daily Related Transactions Announcement - The company anticipates daily related transactions for 2026 with Aviation Industry Corporation and its subsidiaries, as well as Huajin Semiconductor, with a total amount not exceeding 853.09 million yuan [3] - The actual related transaction amount from January to November 2025 was 718.86 million yuan, with pricing based on market rates to ensure fairness and independence [3] Foreign Exchange Derivative Hedging Business - The company intends to conduct foreign exchange derivative transactions, including forward and swap contracts, with a total transaction amount not exceeding 126 million USD for the year [4] - The hedging aims to manage exchange rate and interest rate risks associated with international business, with a focus on compliance and risk control [4] A-share Restricted Stock Incentive Plan (Phase II) - The company plans to grant 15.1617 million shares of restricted stock to 660 incentive targets, representing 2.27% of the total share capital, at a grant price of 114.72 yuan per share [5][7] - The incentive plan includes a 5-year validity period with a 2-year lock-up and a 3-year unlocking period, contingent on company performance and individual assessments [6][7]

Core Viewpoint - ShenNan Circuit (002916) has shown a significant increase in stock price, closing at 232.29 yuan, up 5.4% from the previous week, with a total market capitalization of 154.877 billion yuan, ranking 4th in the components sector and 109th in the A-share market [1] Company Announcements Summary - ShenNan Circuit's 11th meeting of the 4th Board of Directors was held on December 30, 2025, where the A-share Restricted Stock Incentive Plan (Phase II) was approved, along with proposals for foreign exchange derivative hedging and expected daily related transactions for 2026 [3] - The company will hold its first temporary shareholders' meeting for 2026 on January 15, 2026, to discuss changes to non-independent directors, the A-share Restricted Stock Incentive Plan (Phase II), and expected daily related transactions [3][6] - The expected total amount for daily related transactions with Aviation Industry Group and its subsidiaries, as well as Huajin Semiconductor, is capped at 853.09 million yuan, which has been approved by the Board of Directors and will be submitted for shareholder approval [3][6] Foreign Exchange Derivative Hedging - ShenNan Circuit plans to conduct foreign exchange derivative transactions for hedging purposes, with a total transaction amount not exceeding 126 million USD for the year, involving forward and swap contracts [4] - The transactions will be aligned with the company's core business, with a typical duration of no more than one year, and will involve qualified financial institutions as counterparties [4] Stock Incentive Plan - The company intends to implement the second phase of the A-share Restricted Stock Incentive Plan, granting 15.1617 million shares to 660 incentive objects, representing 2.27% of the total share capital, with a grant price of 114.72 yuan per share [4][5] - The plan includes a 5-year validity period, with a 2-year lock-up period and a 3-year unlocking period, subject to performance assessments at both the company and individual levels [4]

每经AI快讯，有投资者在投资者互动平台提问：你好，公司的Hvlp除了给韩国斗山送样外，是否有给 其他客户送样，送样到通过预期时间有多久？公司Hvlp的产能情况如何？ 洁美科技（002859.SZ）12月31日在投资者互动平台表示，除了给韩国斗山送样外，PCB载体铜箔已经 给深南电路送样，新产品送样测试周期长短取决于客户评测结果。柔震科技相关铜箔产品设计年产能 500万平米，铜箔产品相关生产设备交付周期短，后续扩产速度会比较快。 （文章来源：每日经济新闻） ...