格隆汇10月20日丨炬华科技(300360.SZ)在投资者互动平台表示，公司目前未涉足算力业务。 ...

Group 1 - The domestic highway charging volume for new energy vehicles exceeded 61.85 million kilowatt-hours during the first seven days of the holiday, setting a historical record [1] - In Putian, Fujian, the number of visitors to Meizhou Island reached 150,000 during the holiday, with surrounding charging stations averaging 7,400 kilowatt-hours of charging per day, a 30% year-on-year increase, and 4.6 times the usual amount [1] - The number of searches for charging stations on national highways increased by over 12.5% on the day of the Mid-Autumn Festival, with a more than 25% increase from October 1 to 7 compared to the previous year [1] Group 2 - The charging pile market is shifting from a focus on speed and scale to a new phase of high-quality development, as indicated by recent industry policies [1] - The trend towards high power in charging stations necessitates upgrades in core components and equipment, with a shift from traditional IGBT to silicon carbide power devices to meet higher voltage and current requirements [1] - The charging pile industry is expected to accelerate the promotion of high-power supercharging facilities driven by policy direction [1] Group 3 - The domestic charging operation market is experiencing high prosperity due to the rapid increase in new energy vehicle ownership and battery capacity, with recommendations for leading companies such as Teruid (300001) and Wanma Co., Ltd. (002276) [2] - The stable increase in new charging piles supports the recommendation of leading charging module companies like Tonghe Technology (300491), with additional attention on Green Energy Huichong (600212), Shenghong Co., Ltd. (300693), and Colin Electric (603050) [2] - The acceleration of new public charging stations in the U.S. suggests a focus on overseas expansion for leading companies like Daotong Technology and Juhua Technology (300360) [2]

Group 1 - The company aims to enhance its core competitiveness and achieve sustainable development through careful consideration of strategic layout [2] - The company plans to further strengthen research and investment in emerging industries in the future [2]

格隆汇9月25日丨炬华科技(300360.SZ)在投资者互动平台表示，公司未投资摩尔线程和宇树科技。 ...

格隆汇9月25日丨炬华科技(300360.SZ)在投资者互动平台表示，拓展海外市场是公司的重要战略之一。 公司依托欧洲子公司将不断加强业务开拓，从而进一步提高公司在欧洲市场竞争力，扩大欧洲市场份 额。同时也将不断开辟新兴市场，保持公司海外业务稳步增长。 ...

Core Viewpoint - Juhua Technology (300360.SZ) has won a bid from State Grid Corporation of China for the procurement of metering equipment, totaling approximately 141.92 million yuan [1] Group 1: Bid Details - The company received a bid notification for the "53rd Batch Procurement of State Grid Corporation of China for 2025" [1] - The total quantity of equipment awarded is 440,900 units across 10 packages [1] - The total bid amount is 141,919,700.15 yuan [1] Group 2: Equipment Breakdown - A-class single-phase smart electric meters: 320,000 units, amounting to 43,197,640 yuan [1] - B-class three-phase smart electric meters: 75,000 units, amounting to 25,441,893.50 yuan [1] - C-class three-phase smart electric meters: 9,000 units, amounting to 483,502.14 yuan [1] - Smart integrated terminals: 13,000 units, amounting to 33,401,636.10 yuan [1] - Dedicated transformer collection terminals: 14,900 units, amounting to 15,218,823.05 yuan [1] - Dedicated transformer terminals (modular): 9,000 units, amounting to 19,824,686.10 yuan [1] Group 3: Contract and Delivery - The contract will be signed within 30 days based on the bid notification [1] - The delivery schedule will be determined according to the specific requirements of provincial companies [1]

Core Insights - Juhua Technology (300360.SZ) has received a bid notification from State Grid Corporation of China, confirming its status as the winning bidder for the "53rd Batch Procurement of State Grid Corporation for 2025" [1] Summary by Categories Bid Details - The company won a total of 10 packages, amounting to 440,900 units with a total value of 141.91970015 million yuan [1] - The breakdown of the bid includes: - A-level single-phase smart electric meters: 320,000 units valued at 43.19764000 million yuan - B-level three-phase smart electric meters: 75,000 units valued at 25.44189350 million yuan - C-level three-phase smart electric meters: 9,000 units valued at 4.83502140 million yuan - Smart integrated terminals: 13,000 units valued at 33.40163610 million yuan - Dedicated transformer collection terminals: 14,900 units valued at 15.21882305 million yuan - Dedicated transformer terminals (modular): 9,000 units valued at 19.82468610 million yuan [1] Contractual Obligations - The relevant contracts are to be signed within 30 days following the bid notification, with the performance period to be determined by the specific contracts signed [1] - Delivery timelines will be based on the actual contract requirements from various provincial companies [1]

Core Points - The company, Juhua Technology (300360.SZ), has received a bid notification from State Grid Corporation of China and State Grid Materials Co., Ltd. confirming its status as the winning bidder for the "State Grid Corporation of China 2025 Fifth Batch Procurement (Marketing Project Second Measurement Equipment Tender Procurement)" [1] - The company won a total of 10 packages, amounting to 440,900 units, with a total contract value of 142 million yuan [1] - The execution of this contract is expected to have a positive impact on the company's operational work and performance in 2025 [1]

Core Viewpoint - Juhua Technology (300360.SZ) has received a bid notification from State Grid Corporation of China, indicating that the company has won the bid for the "53rd Batch Procurement of State Grid Corporation of China in 2025 (Second Metering Equipment Tender Procurement for Marketing Project)" with a total of 440,900 units and a total amount of 142 million yuan [1] Group 1 - The company won the bid for 10 packages in the procurement project [1] - The total quantity of the bid is 440,900 units [1] - The total contract amount is 142 million yuan [1] Group 2 - The fulfillment of the contract is expected to have a positive impact on the company's operations and performance in 2025 [1]

炬华科技公告，公司收到国家电网有限公司、国网物资有限公司发给本公司的中标通知书，通知公司 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）"中标单位，共中10 个包，合计总数量为44.09万只，总金额为1.42亿元。 ...