Core Viewpoint - The company has received multiple winning bids from State Grid Corporation of China for various projects, indicating a strong position in the market and potential revenue growth [1] Group 1: Project Wins - The company announced it has won bids for the "2025 North China Region Second Joint Procurement of Integrated Ring Network Box Agreement Inventory" and "2025 Central China and Sichuan-Chongqing Region Second Joint Procurement of Low Voltage Power Cables, Integrated Ring Network Boxes, and Integrated Pole-Mounted Circuit Breakers Agreement Inventory" [1] - A total of 15 packages were won, with a combined bid amount of approximately 215 million yuan [1]

Core Insights - The company, Jicheng Electronics (002339.SZ), has recently received multiple winning bids from State Grid Corporation of China for various projects, indicating strong demand for its products and services in the power sector [1] Summary by Categories Project Wins - Jicheng Electronics has won a total of 15 packages in the recent procurement process from State Grid Corporation, which includes projects in the North China and Central-South regions [1] - The total winning bid amount is approximately 214.73 million yuan [1] Product Categories - The projects include the procurement of integrated ring network boxes, low-voltage power cables, and integrated pole-mounted circuit breakers [1]

证券代码：002339 证券简称：积成电子 公告编号：2025-036 积成电子股份有限公司 关于经营合同中标的公告 1 一二次融合成套环网箱、一二次融合成套柱上断路器协议库存招标采购（招标编 号：SG25S4）"项目共中标4个包，分别为分标"成套环网箱（环保气体）-湖北" 之包9，分标"成套环网箱（环保气体）-四川"之包15，分标"成套环网箱（紧 凑型）-湖南"之包12，分标"成套柱上断路器（空气绝缘）-河南"之包23，金 额共计4,846.86万元。 在"国家电网有限公司2025年东北区域第二次联合采购10kV电力电缆、一二 次融合成套环网箱、一二次融合成套柱上断路器协议库存招标采购（招标编号： SG25Q7）"项目共中标3个包，分别为分标"一二次融合成套环网箱-黑龙江"之 包65，分标"一二次融合成套环网箱-吉林"之包73，分标"一二次融合成套柱 上断路器-蒙东"之包129，金额共计3,528.71万元。 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。 积成电子股份有限公司（以下简称"公司"）近日收到了"国家电网有限公 司 2025 年华北区域第二次联合 ...

Core Viewpoint - The company, Jicheng Electronics, has recently received multiple winning bids from State Grid Corporation for various projects, totaling approximately 215 million yuan [1] Group 1: Project Wins - The company won bids for 15 packages in the "2025 North China Region Second Joint Procurement of Integrated Ring Network Boxes" [1] - The company also secured contracts for the "2025 Central China and Sichuan-Chongqing Region Second Joint Procurement of Low Voltage Power Cables, Integrated Ring Network Boxes, and Integrated Pole-Mounted Circuit Breakers" [1] Group 2: Financial Impact - The total winning bid amount for the projects is approximately 215 million yuan [1]

Core Viewpoint - The company, Jicheng Electronics, has recently received multiple winning bids from State Grid Corporation for various projects, totaling approximately 215 million yuan [1] Group 1: Project Wins - The company won bids for 15 packages in the "2025 North China Region Second Joint Procurement of Integrated Ring Network Box" [1] - The company also secured contracts in the "2025 Central China and Sichuan-Chongqing Region Second Joint Procurement of Low Voltage Power Cables and Integrated Ring Network Boxes" [1] - The total winning bid amount is around 215 million yuan [1]

Core Insights - The A-share market indices showed mixed performance, with the power grid equipment sector stabilizing and rebounding after previous adjustments. The only power grid equipment ETF (159326) experienced a surge, aiming for a fourth consecutive increase, with a current rise of 0.21% and a trading volume of 1.21 billion yuan as of 10:30 AM [1] - The power grid equipment ETF (159326) has seen a net inflow for eight consecutive days, accumulating over 605 million yuan, reaching a new high of 2.54 billion yuan in total assets since its inception [1] - The increasing demand for AI computing power has highlighted vulnerabilities in the U.S. power grid. Microsoft CEO Satya Nadella indicated that the real bottleneck is not chip supply but rather "power supply," as data centers are nearing their limits in terms of power and physical space [1] - Goldman Sachs predicts that investments in global digital infrastructure and energy systems driven by AI will reach 5 trillion dollars over the next decade, with power grid equipment being a direct beneficiary of this investment wave [1] Related Products - The power grid equipment ETF (159326) is the only ETF tracking the CSI Power Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment. The ultra-high voltage sector accounts for 65% of the index, the highest in the market [2] - The Green Power ETF (562550) and its off-market links (018734/018735) track the CSI Green Power Index, including clean energy companies like hydropower, wind power, and solar power, as well as transitional samples from thermal and nuclear power. Leading companies in the power sector have stable performance and high dividend yields, making them attractive for risk-averse asset allocation [2]

12月9日，A股三大指数涨跌不一，算力板块爆发，光模块等概念表现强势，电网设备盘中冲高回落。 截至11:16，全市场唯一的电网设备ETF（159326）跌幅0.14%，成交额达1.71亿元，持仓股积成电子涨 停，科林电气、宝胜股份、通达股份、远东股份、泽宇智能等股跟涨。 （文章来源：每日经济新闻） 算力爆发引发全球数据中心缺电，此前，微软声称AI行业的发展瓶颈是缺电，AI技术革命引发的"全球 电力供给危机"，让电网设备从"传统基建"变成了"数字经济核心资产"。高盛近期报告也明确指出，电 力供应已成为AI发展的重大阻碍，到2030年，全球数据中心的用电需求预计将暴涨160%。而欧美国家 电网老化严重，亟待升级。 天风证券表示，IEA数据显示，2025~2026年全球电力需求年均增速仍处高位，主要受工业、空调、数 据中心及电气化进程驱动。海外电网建设需求旺盛，尤其是美国、欧洲等地区，变压器供需错配推动价 格持续上涨。2025年1~8月，我国变压器出口金额同比增长51.42%，显示海外市场需求强劲。此外，跨 国电网互联趋势增强，为中国电力设备企业拓展国际市场提供新机遇。 电网设备ETF（159326）已连续8日净流 ...

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，国家电网有限公司电子商务平台发布了"2025年华北区域第二次联合采购一二次融合成套环网箱 协议库存招标采购"、"2025年华中、川渝区域第二次联合采购低压电力电缆、一二次融合成套环网箱、 一二次融合成套柱上断路器协议库存招标采购"等多个项目的中标候选人公示，积成电子股份有限公司 （以下简称"公司"）为多个项目的中标候选人之一，共中15个包，中标金额合计约为21,472.69万元。 现将相关中标情况提示如下： 一、中标主要内容 公司在"国家电网有限公司2025年华北区域第二次联合采购一二次融合成套环网箱协议库存招标采购 （招标编号：SG25Q5）"项目共中标4个包，分别为分标"一二次融合成套环网箱-山东-环保"之包6，分 标"一二次融合成套环网箱-山西-环保"之包42，分标"一二次融合成套环网箱-河北-环保"之包74，分 标"一二次融合成套环网箱-山西-固体"之包111，金额共计6,910.15万元。 在"国家电网有限公司2025年华北区域第二次联合采购一二次融合成套柱上断路器协议库存招标采购 （招标编号：S ...

（编辑 王雪儿） 证券日报网讯 12月8日晚间，积成电子发布公告称，近日国家电网有限公司电子商务平台发布了"2025 年华北区域第二次联合采购一二次融合成套环网箱协议库存招标采购""2025年华中、川渝区域第二次联 合采购低压电力电缆、一二次融合成套环网箱、一二次融合成套柱上断路器协议库存招标采购"等多个 项目的中标候选人公示，公司为多个项目的中标候选人之一，共中15个包，中标金额合计约为21， 472.69万元。 ...

智通财经APP讯，积成电子(002339.SZ)公告，据国家电网有限公司电子商务平台发布"2025年华北区域 第二次联合采购一二次融合成套环网箱协议库存招标采购"、"2025年华中、川渝区域第二次联合采购低 压电力电缆、一二次融合成套环网箱、一二次融合成套柱上断路器协议库存招标采购"等多个项目的中 标候选人公示，公司为多个项目的中标候选人之一，共中15个包，中标金额合计约为2.15亿元。 ...