证券代码：002339 证券简称：积成电子 公告编号：2025-026 积成电子股份有限公司 积成电子股份有限公司（以下简称"公司"）近日收到国家电网有限公司及 国网物资有限公司发来的中标通知书，确定本公司为"国家电网有限公司 2025 年第五十三批采购（营销项目第二次计量设备招标采购）"、"国家电网有限公 司 2025 年第六十批采购（输变电项目第四次变电设备（含电缆）招标采购）" 和"国家电网有限公司 2025 年第六十一批采购（输变电项目第四次变电设备单 一来源采购）"项目的中标人，共中 11 个包，中标金额合计约为 8,183.60 万元。 公司已于 2025 年 9 月 23 日在《中国证券报》《证券日报》《证券时报》和 巨潮资讯网（http://www.cninfo.com.cn）上披露了《关于经营合同中标的提示 性公告》（公告编号：2025-025）。 一、中标情况 公司在国家电网有限公司 2025 年第五十三批采购（营销项目第二次计量设 备招标采购）（招标编号：0711-25OTL08322016）项目中，共中标 5 个包，分别 为分标"A 级单相智能电能表"之包 29、包 96，分标"智能融 ...

Group 1 - The core point of the article is that Jicheng Electronics has won multiple bids from the State Grid Corporation for various products, which is expected to positively impact the company's operating performance [1][5] - The total bid amount is approximately 81.836 million yuan, which accounts for 3.15% of the company's projected revenue for 2024 [1][5] - The company has been actively participating in tenders from major clients like the State Grid and Southern Power Grid, indicating a strong position in the power automation market [1][5] Group 2 - In the first half of 2025, Jicheng Electronics reported a revenue of 1.091 billion yuan, a year-on-year increase of 23.75%, but still incurred a net loss of 50.08 million yuan [3][5] - The main business segments include power automation, public utility automation, and information security, with power automation contributing 71.35% of total revenue [3][5] - The company has increased its R&D investment to 121 million yuan, representing 11.09% of its revenue, focusing on smart grid and smart energy technologies [3][5] Group 3 - Despite significant revenue growth, the company faces challenges such as intensified industry competition, rising raw material costs, and long project payment cycles [5][6] - Accounts receivable stood at 1.367 billion yuan, indicating a high level of outstanding payments, while inventory increased by 181 million yuan [5][6] - The company is well-positioned to benefit from the ongoing digital transformation in China's power energy system, which is driving demand for smart metering and distribution automation [5][6]

Group 1 - Samsung Medical and its subsidiaries have been recommended as candidates for winning bids in multiple procurement projects from the State Grid Corporation of China, with a total expected bid amount of approximately 193 million yuan [1][4] - A total of 11 listed companies have announced their pre-bid status for State Grid projects in recent days, with a combined bid amount of about 1.18 billion yuan [1][4] - Baiyun Electric and its subsidiary Guilin Capacitor are recommended candidates for nine sub-projects under the State Grid's procurement, with a total bid amount of 162 million yuan, accounting for 3.25% of the company's projected 2024 revenue [4][5] Group 2 - The State Grid Corporation plans to invest over 650 billion yuan in 2025, marking a historical high, while the Southern Power Grid Company has also set a record investment of 175 billion yuan [7][8] - Recent policies from the Ministry of Industry and Information Technology and other departments aim to maintain a 6% annual revenue growth for traditional power equipment and steady growth for new energy equipment by 2026 [8] - The electric power equipment industry is expected to benefit from the ongoing green and low-carbon energy transition, with strong demand anticipated [8][9]

（编辑 楚丽君） 证券日报网讯 9月22日晚间，积成电子发布公告称，国家电网有限公司近日在国家电网有限公司电子商 务平台公告了"国家电网有限公司2025年第五十三批采购（营销项目第二次计量设备招标采购）推荐的 中标候选人公示""国家电网有限公司2025年第六十批采购（输变电项目第四次变电设备（含电缆）招标 采购）推荐的中标候选人公示"和"国家电网有限公司2025年第六十一批采购（输变电项目第四次变电设 备单一来源采购）推荐的成交候选人公示"，积成电子股份有限公司（以下简称"公司"）为上述项目的 中标候选人之一，共中11个包，中标金额合计约为8，183.60万元。 ...

证券代码：002339 证券简称：积成电子 公告编号：2025-025 积成电子股份有限公司 关于经营合同中标的提示性公告 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。 国家电网有限公司近日在国家电网有限公司电子商务平台公告了"国家电网 有限公司 2025 年第五十三批采购（营销项目第二次计量设备招标采购）推荐的 中标候选人公示"、"国家电网有限公司 2025 年第六十批采购（输变电项目第 四次变电设备（含电缆）招标采购）推荐的中标候选人公示"和"国家电网有限 公司 2025 年第六十一批采购（输变电项目第四次变电设备单一来源采购）推荐 的成交候选人公示"，积成电子股份有限公司（以下简称"公司"）为上述项目 的中标候选人之一，共中 11 个包，中标金额合计约为 8,183.60 万元。 现将相关中标情况提示如下： 一、项目概况 国家电网有限公司 2025 年第五十三批采购（营销项目第二次计量设备招标 采购）推荐的中标候选人公示（招标编号：0711-25OTL08322016）、国家电网有 限公司 2025 年第六十批采购（输变电项目第四次变电设备（含电缆）招 ...

Core Insights - The company, Jicheng Electronics (002339.SZ), has been announced as one of the recommended candidates for multiple procurement projects by the State Grid Corporation of China for 2025, indicating a strong position in the market [1] Procurement Details - The company is a candidate for 11 packages in total across three procurement announcements from the State Grid Corporation [1] - The total bid amount for these projects is approximately 81.836 million yuan [1]

Group 1 - The company Jicheng Electronics (002339.SZ) has been selected as one of the winning candidates for multiple procurement projects by the State Grid Corporation of China [1] - The company is involved in 11 packages across these projects, with a total winning bid amount of approximately 81.836 million yuan [1]

截至发稿，积成电子市值为40亿元。 每经头条（nbdtoutiao）——始祖鸟深陷"炸山"风波，母公司大中华区新总裁上任才两个多月，被赞"专 业能力深厚"！安踏体育最新回应→ 每经AI快讯，积成电子（SZ 002339，收盘价：7.85元）9月22日晚间发布公告称，国家电网有限公司近 日在国家电网有限公司电子商务平台公告了"国家电网有限公司2025年第五十三批采购推荐的中标候选 人公示"、"国家电网有限公司2025年第六十批采购推荐的中标候选人公示"和"国家电网有限公司2025年 第六十一批采购推荐的成交候选人公示"，积成电子股份有限公司为上述项目的中标候选人之一，共中 11个包，中标金额合计约为8183.6万元。 2025年1至6月份，积成电子的营业收入构成为：电力自动化行业占比71.35%，公用事业自动化行业占 比18.63%，信息安全占比8.05%，其他行业占比1.97%。 （记者 曾健辉） ...

人民财讯9月22日电，积成电子(002339)9月22日公告，公司预中标国家电网有限公司2025年采购项目， 共中11个包，中标金额合计约8183.6万元，占公司2024年度营业收入的3.15%。 转自：证券时报 ...

Core Viewpoint - The company has won bids in multiple procurement projects from the State Grid Corporation of China, totaling approximately 81.836 million yuan, which is expected to positively impact its operating performance, although there are risks as the company has not yet received the official bid notification [1] Group 1: Procurement Details - The company won five packages in the 53rd procurement project, amounting to a total of 74.0766 million yuan [1] - In the 60th procurement project, the company secured one package worth 2.8646 million yuan [1] - The company also won five packages in the 61st procurement project, totaling 4.8949 million yuan [1]