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]

Group 1 - The core point of the article is that Jicheng Electronics has been selected as a candidate for multiple procurement projects by State Grid Corporation, with a total bid amount of approximately 81.836 million yuan [1] - Jicheng Electronics won bids for 11 packages in the State Grid's 2025 procurement announcements [1] - As of the report, Jicheng Electronics has a market capitalization of 4 billion yuan [1] Group 2 - For the first half of 2025, Jicheng Electronics' revenue composition is as follows: 71.35% from the power automation industry, 18.63% from public utility automation, 8.05% from information security, and 1.97% from other industries [1]

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]

Group 1 - The core business of the company includes power grid automation, distribution automation, and power plant automation, with revenue contributions of 36.88% from distribution automation, 20.77% from substation automation, and 13.70% from grid dispatch automation [2] - As of June 30, the company had 56,100 shareholders, an increase of 3.70% from the previous period, with an average of 8,536 circulating shares per shareholder, a decrease of 3.57% [2] - For the first half of 2025, the company achieved operating revenue of 1.091 billion yuan, a year-on-year increase of 23.75%, while the net profit attributable to shareholders was -60.30 million yuan, a year-on-year increase of 26.63% [2] Group 2 - On September 17, the company's stock fell by 1.11%, with a trading volume of 76.24 million yuan [1] - The financing buy-in amount on the same day was 8.80 million yuan, while the financing repayment was 12.55 million yuan, resulting in a net financing buy-in of -3.75 million yuan [1] - The total balance of margin trading as of September 17 was 264 million yuan, accounting for 6.50% of the circulating market value, which is above the 80th percentile level over the past year [1]