证券代码：002339 证券简称：积成电子 公告编号：2025-020 积成电子股份有限公司 关于经营合同中标的公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或者重大遗漏。 近日，国家电网有限公司在其电子商务平台发布了"国家电网有限公司 2025 年第四十三批采购（输变电项目第三次变电设备（含电缆）招标采购）中标公告" 和"国家电网有限公司 2025 年第四十四批采购（输变电项目第三次变电设备单 一来源采购）成交公告"，确定积成电子股份有限公司（以下简称"公司"）为 上述项目的中标人，共中 8 个包，中标金额合计约为 8,379.45 万元。 截至目前，公司已收到上述项目的中标通知书。现将相关情况公告如下： 一、中标情况 公司在国家电网有限公司 2025 年第四十三批采购（输变电项目第三次变电 设备（含电缆）招标采购）（招标编号：0711-250TL05111016）项目中，共中标 2 个包，为分标"继电保护和变电站计算机监控系统"（分标编号： SG2505-1101-11001）之包 19 和包 27，金额共计 7,082.38 万元。 在国家电网有限公司 2025 ...

Core Viewpoint - Jicheng Electronics has won bids for 8 packages in the State Grid Corporation's procurement, totaling approximately 83.79 million yuan, which represents 3.23% of the company's projected revenue for 2024 [1] Group 1 - The company announced that it won 8 packages in the 43rd and 44th procurement rounds of the State Grid Corporation for 2025 [1] - The total bid amount is approximately 83.79 million yuan, which is significant for the company's revenue projections [1] - The contract execution is expected to have a positive impact on the company's operating performance, while maintaining its operational independence [1] Group 2 - The specific terms and settlement amounts of the contracts will be subject to the final signed agreements [1] - There are risks associated with the potential inability to fully execute or terminate the contracts [1]

Core Viewpoint - The article highlights the advancements in smart factories in Shandong Province, particularly focusing on the achievements of Shandong Furuida Biological Co., Ltd. and its intelligent manufacturing capabilities, which have led to significant improvements in efficiency and cost reduction [1][3]. Group 1: Smart Factory Achievements - Shandong Furuida Biological's intelligent factory has reduced the workforce on a single mask production line from 60 to just 7 workers, demonstrating a shift from labor-intensive to automated processes [2][5]. - The production capacity of Furuida has expanded from 15 million pieces annually to 250 million pieces, showcasing the effectiveness of automation in scaling production without a proportional increase in labor [2][5]. - The intelligent factory's implementation of a Manufacturing Execution System (MES) has improved production efficiency by 16% and reduced production costs by over 8% compared to 2023 [5][6]. Group 2: Industry Trends and Challenges - The article notes that many companies face a contradiction between the need for large-scale production and the demand for personalized products, which smart factories are addressing through automation and data management [1][3]. - Furuida's approach to managing different product specifications on the same production line highlights the challenges of maintaining efficiency while catering to diverse consumer preferences in the cosmetics industry [9][10]. - The intelligent manufacturing model allows for precise tracking and management of products throughout the supply chain, enhancing quality control and brand integrity [10][11]. Group 3: Economic Impact - The construction of smart factories, such as Furuida's, is seen as a significant investment with a high return, as it leads to substantial operational cost savings and improved production efficiency [3][6]. - The intelligent factory at Jicheng Electronics has also reported a 30% reduction in construction time and a 25% increase in space utilization, further emphasizing the economic benefits of smart manufacturing [6][7]. - Overall, the shift towards smart factories is expected to provide a replicable model for other companies in the industry, promoting broader adoption of digital transformation strategies [6][11].

[Core Performance Forecast Data](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company anticipates a net loss attributable to shareholders for the first half of 2025, with a significant reduction in the loss amount compared to the prior year, projecting a net loss between CNY 48 million and CNY 68 million, representing a 17.27% to 41.60% decrease in loss year-over-year Performance Forecast Summary | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Loss: CNY 48 million – CNY 68 million | Loss: CNY 82.1919 million | | Year-over-Year Change | Increase: 17.27% - 41.60% | - | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: CNY 53 million – CNY 73 million | Loss: CNY 86.1808 million | | Year-over-Year Change | Increase: 15.29% - 38.50% | - | | **Basic Earnings Per Share** | Loss: CNY 0.10/share – CNY 0.13/share | Loss: CNY 0.16/share | [Analysis of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The primary drivers for performance improvement and reduced losses in the current period stem from the growth of the company's core businesses, with increased contract deliveries in power automation and information security leading to simultaneous growth in operating revenue and gross profit - During the reporting period, the company's contract deliveries for power automation and information security businesses increased compared to the prior year period[4](index=4&type=chunk) - The increase in deliveries for these businesses led to year-over-year growth in both the company's operating revenue and gross profit[4](index=4&type=chunk) [Other Important Notes](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5%20%26%20%E5%9B%9B%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) The company emphasizes that this performance forecast is based on preliminary calculations by the finance department and has not yet been audited by a certified public accountant, with final accurate financial data to be disclosed in the official 2025 semi-annual report, urging investors to be mindful of investment risks - This performance forecast has not been pre-audited by a certified public accountant[3](index=3&type=chunk) - The forecast data represents preliminary calculations by the company's finance department, with final data subject to the 2025 semi-annual report, requiring investors to exercise caution and be aware of risks[5](index=5&type=chunk)[6](index=6&type=chunk)

Core Viewpoint - The company, Jicheng Electronics, is expected to report a net loss attributable to shareholders ranging from 48 million to 68 million yuan for the period from January 1, 2025, to June 30, 2025, indicating a significant decline compared to the previous year's profit of 82.19 million yuan, which represents a year-on-year growth of 17.27% to 41.60% [1] Financial Summary - The net profit after deducting non-recurring gains and losses is projected to be a loss of 53 million to 73 million yuan, compared to the previous year's figure of 86.18 million yuan, reflecting a year-on-year growth of 15.29% to 38.50% [1] - The basic earnings per share are expected to be a loss of 0.1 to 0.13 yuan per share [1]

Group 1 - The core viewpoint is that the battery swapping concept stocks are experiencing a significant rise, with companies like Aotexun (002227) hitting the daily limit, while others such as Yonggui Electric (300351), Jicheng Electronics (002339), Kanshe Shares (603458), and Shenghong Shares (300693) also see substantial increases [1] - The National Development and Reform Commission, along with three other departments, has issued a notice to promote the scientific planning and construction of high-power charging facilities, emphasizing the need for timely upgrades and the integration of photovoltaic power generation and energy storage facilities [1] - There is a notable influx of dark pool funds into these stocks, indicating strong investor interest and potential for further price movements [1]

Market Overview - A-shares experienced a rally in the afternoon, with the ChiNext Index and the STAR Market Index both rising over 1% [1] - The Shanghai Composite Index closed up 0.23% at 3384.1 points, while the Shenzhen Component Index rose 0.58% to 10203.5 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 13.172 billion yuan, an increase of nearly 1.4 billion yuan compared to the previous day [1] Sector Performance - The food and beverage sector saw a pullback, with Yanjinpuzi dropping over 8% [1] - Pharmaceutical stocks also weakened, with Jinkai Biotechnology down nearly 10% and Sinovac Biotech falling over 8% [1] - The CPO concept stocks surged, with Shengyi Electronics and Haide Control hitting the daily limit [3][4] - The computing power concept stocks were strong, with Huijin Co. and Qingyun Technology also reaching the daily limit [1][3] - The virtual power plant concept gained traction, with Hengshi Technology and Ankao Zhidian both hitting the daily limit [7][8] - The sports concept remained active, with Jinling Sports achieving a three-day limit increase and Gongchuang Lawn hitting the limit for four consecutive days [9][10] CPO Concept - The CPO concept saw significant gains, with Shengyi Electronics closing at a 20% limit increase [3][4] - Other notable performers included Shijia Photon and Haide Control, both reaching their daily limits [3][4] Virtual Power Plant Concept - The virtual power plant concept also experienced a strong performance, with Hengshi Technology closing at a 20% limit increase [7][8] - Other companies in this sector, such as Ankao Zhidian and Jinzhi Technology, also saw substantial gains [7][8] Sports Sector - The sports sector showed continued strength, with Jinling Sports achieving a 20% limit increase and a cumulative increase of approximately 94% over four days [9][10] - The Jiangsu Province City Football League attracted significant attendance, boosting local tourism and consumption [11] Policy Developments - The National Energy Administration has initiated pilot projects focusing on new power system construction, including virtual power plants and intelligent microgrids [8][9] - The National Development and Reform Commission and the Energy Administration have introduced policies to promote green electricity connections, enhancing the traceability of renewable energy consumption [9]

Market Overview - The Shanghai Composite Index closed at 3378.82 points, above the five-day moving average, with a slight increase of 0.08% [1] - The total trading volume of A-shares reached 728.469 billion yuan [1] Stocks Performance - A total of 363 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Huachuang Technology (华强科技) with a deviation rate of 10.80% and a daily increase of 14.03% [1] - Jinming Precision Machinery (金明精机) with a deviation rate of 8.08% and a daily increase of 10.20% [1] - Suli Co., Ltd. (苏利股份) with a deviation rate of 7.93% and a daily increase of 10.03% [1] Additional Stocks with Positive Movement - Other stocks showing positive movement include: - Jicheng Electronics (积成电子) with a daily increase of 9.94% and a deviation rate of 7.71% [1] - Huitong Group (汇通集团) with a daily increase of 10.10% and a deviation rate of 7.66% [1] - Haide Control (海得控股) with a daily increase of 10.03% and a deviation rate of 7.66% [1] Stocks with Smaller Deviation Rates - Stocks with smaller deviation rates that have just crossed the five-day moving average include: - Fuyao Glass (福耀玻璃) and Jiu Gui Jiu (酒鬼酒) with minor deviation rates [1] - The table lists various stocks with their respective daily performance metrics, including trading volume and deviation rates [2]

Market Overview - The market experienced narrow fluctuations in the morning, with the three major indices showing slight increases. The Shanghai Composite Index rose by 0.08%, the Shenzhen Component increased by 0.16%, and the ChiNext Index gained 0.32% [1] Sector Performance - The virtual power plant concept stocks strengthened, with companies like Hengshi Technology, Jinzhi Technology, and Jicheng Electronics hitting the daily limit. Football concept stocks continued their strong performance, with Jinling Sports, Gongchuang Lawn, and Shuhua Sports also reaching the daily limit. Computing hardware stocks saw a resurgence, with Tianjin Pulin and Guanghe Technology hitting the daily limit, while Shenghong Technology surged over 9% to reach a new high [1] - Conversely, the consumer sector experienced a collective adjustment, with Mankalon dropping over 10% [1] Stock Movement - A total of 2029 stocks rose, with 54 hitting the daily limit, while 2876 stocks declined, with 6 hitting the daily limit. There were 16 stocks that experienced a "炸板" (a term indicating a stock hitting the limit and then falling back), resulting in a 31% limit-up rate [1]

Core Points - The company, Jicheng Electronics Co., Ltd., has been awarded contracts in three procurement projects by State Grid Corporation of China, with a total bid amount of approximately 113.30 million yuan [1][3] - The projects include digital equipment procurement and marketing project metering equipment procurement, which are expected to positively impact the company's operating performance [3] Group 1: Bid Details - The company won 8 packages in total, with specific amounts for each project: 30.21 million yuan for digital project equipment and 72.41 million yuan for marketing project metering equipment [1][3] - The company also secured contracts for two packages in the Fujian Provincial Electric Power Company procurement, contributing to the overall bid amount [1] Group 2: Impact on Company Performance - The total bid amount represents approximately 4.36% of the company's projected revenue for the year 2024, indicating a significant contribution to future earnings [3] - The successful bidding is expected to have a positive effect on the company's operational performance without affecting its independence [3] Group 3: Bidder Information - The State Grid Corporation of China has a registered capital of approximately 130.45 billion yuan and operates in various sectors related to electricity supply and management [2] - The Fujian Provincial Electric Power Company has a registered capital of approximately 28.26 billion yuan and is involved in electricity sales, infrastructure maintenance, and energy services [2]