Group 1 - The company, Juhua Technology (300360.SZ), has been recommended as a candidate for winning a bid in the National Grid Corporation's procurement for metering equipment [1] - The expected total amount of the bid is approximately 142 million yuan [1]

证券代码：300360 证券简称：炬华科技 公告编号：2025-033 杭州炬华科技股份有限公司 根据推荐的中标候选人公示的内容：公司本次预中标共 10 个包，合计总数 量为 440,900 只，总金额约 14,191.970015 万元。其中：A 级单相智能电能表中 标数量为 320,000 只，金额为 4,319.764000 万元；B 级三相智能电能表中标数 量为 75,000 只，金额为 2,544.189350 万元；C 级三相智能电能表中标数量为 9,000 只，金额为 483.502140 万元；智能融合终端中标数量为 13,000 只，金额 为 3,340.163610 万 元 ； 专 变 采 集 终 端 中 标 数 量 为 14,900 只 ， 金 额 为 1,521.882305 万元；专变终端（模组化）中标数量为 9,000 只，金额为 1,982.468610 万元。 本次预中标公示媒体是国家电网有限公司电子商务平台，招标人为国家电网 有限公司，其他详细内容请查看国家电网有限公司电子商务平台：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 ...

Core Viewpoint - Hangzhou Juhua Technology Co., Ltd. has announced a significant contract win with China Southern Power Grid Co., Ltd., which is expected to positively impact the company's revenue and operations in 2025 [1][4]. Group 1: Contract Details - The company has won the bid for the "First Batch of Metering Equipment Framework Tender Project for 2025" from China Southern Power Grid, totaling 166.12 million yuan [4]. - The contract will be signed within 30 days of receiving the bid notification, with the execution period determined by the specific contract signed [4]. Group 2: Financial Impact - The total amount of the contract represents 8.19% of the company's projected revenue for the year 2024 [5]. - The execution of this contract is anticipated to have a positive effect on the company's operational performance in 2025 [5]. Group 3: Counterparty Information - The contracting party, China Southern Power Grid Co., Ltd., has a registered capital of 90.2 billion yuan and is involved in various businesses related to the investment, construction, and management of the southern regional power grid [3]. - There are no related party transactions between Juhua Technology and China Southern Power Grid, ensuring the independence of the business operations [3].

Group 1 - Dematech won a 900 million yuan overseas smart logistics project from a well-known e-commerce giant in Latin America, focusing on intelligent logistics cross-belt sorting systems and related services [1] - Kang En Bei received approval for the registration of short-term financing bonds and medium-term notes, with a total registration amount of 1 billion yuan, valid for two years [1][2] - Zhi Xiang Jin Tai's GR1803 injection for systemic lupus erythematosus clinical trial has been approved by the National Medical Products Administration [2] Group 2 - Jin Da Wei's subsidiary received approval for a veterinary drug product, pyridone, valid from September 3, 2025, to September 2, 2030 [4] - Fu Li Wang's subsidiary plans to invest 500 million yuan in a high-end wire material project, focusing on high-strength prestressed steel strands for various applications [5] - He Li Biological's subsidiary's Class III medical device registration application has been accepted, focusing on natural bone repair materials [12] Group 3 - Lin Yang Energy won a 244 million yuan metering equipment project from Southern Power Grid, expected to positively impact its 2025 and 2026 performance [20] - Sanxia Water plans to absorb its wholly-owned subsidiary, Chongqing Changdian United Energy, with all assets and liabilities to be inherited by Sanxia Water [13] - Tian Cheng Technology canceled the use of 91 million yuan of raised funds for permanent working capital, ensuring no impact on the normal operation of investment projects [24] Group 4 - Baosteel received approval to publicly issue bonds totaling 20 billion yuan to professional investors, valid for 24 months [52] - Tian Kang Biological reported a 10.15% year-on-year increase in pig sales in August, with a total of 263,800 pigs sold [53] - Xinjiang Construction won multiple major projects totaling 4.506 billion yuan, including a 2.4 billion yuan photovoltaic hydrogen synthesis project [18]

Group 1 - Company Juhua Technology (SZ 300360) announced on September 10 that it has received a bid notification from China Southern Power Grid Co., indicating that it has won the bid for the "2025 First Batch Framework Tender Project for Metering Equipment" [1] - The company won a total of 6 packages in this tender, with a total contract value of 166 million yuan [1] - For the year 2024, Juhua Technology's revenue composition is 99.46% from the instrumentation industry and 0.54% from other industries [1] Group 2 - As of the announcement, Juhua Technology has a market capitalization of 8 billion yuan [1]

Core Viewpoint - Hangzhou Juhua Technology Co., Ltd. has won a bid from China Southern Power Grid Co., Ltd. for the "2025 Metering Equipment First Batch Framework Tender Project," which will positively impact the company's operating performance in 2025 [1] Summary by Relevant Categories Contract Details - The company won a total of 6 packages in the tender, with a total contract value of 166.11738525 million yuan [1] - This contract amount represents 8.19% of the company's projected revenue for the year 2024 [1] - The contracts are expected to be signed within 30 days [1] Impact on Financial Performance - The fulfillment of these contracts is anticipated to have a positive effect on the company's operating performance in 2025 [1] Risks - There are potential risks associated with the execution of the contracts due to unforeseen or force majeure factors [1]

Core Insights - Juhua Technology (300360.SZ) has received a winning bid notification from China Southern Power Grid Co., Ltd. for the "2025 First Batch Framework Tender Project for Metering Equipment" [1] - The company won a total of 6 packages with a combined total amount of 166 million yuan [1] - The relevant contracts are expected to be signed within 30 days, with the performance period to be determined by the specific contracts signed [1]

Group 1 - The company, Juhua Technology (300360.SZ), has received a bid notification from China Southern Power Grid Co., Ltd., indicating that it has won the bid for the "First Batch of Framework Tender Project for Metering Equipment in 2025" [1] - The company won a total of 6 packages in this tender, with a total contract value of 166 million yuan [1] - The contract is expected to be signed within 30 days based on the bid notification, with the performance period to be determined by the specific contract signed [1]

证券代码：300360 证券简称：炬华科技 公告编号：2025-032 杭州炬华科技股份有限公司 关于重大经营合同中标的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、中标项目风险提示 1、合同在履行过程中如果遇到不可预计的或不可抗力等因素的影响，有可 能会导致合同无法全部履行或终止的风险。 2、交货时间需根据各地网省公司实际合同要求确定。 1、基本情况： 招标人：中国南方电网有限责任公司 注册资本：9,020,000 万元 法定代表人：孟振平 注册地址：广东省广州市萝岗区科学城科翔路 11 号 经营范围：投资、建设和经营管理南方区域电网，经营相关的输配电业务； 参与投资、建设和经营相关的跨区域输变电和联网工程；从事电力购销业务，负 责电力交易和调度，管理南方区域电网电力调度交易中心；根据国家有关规定， 经有关部门批准，从事国内外投融资业务；经国家批准，自主开展外贸流通经营、 国际合作、对外工程承包和对外劳务合作等业务；从事与电网经营和电力供应有 关的科学研究、技术开发、电力生产调度信息通信、咨询服务和培训业务；经营 国家批准或允许的其他业务。（依法 ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Juhua Technology, indicating a mixed sentiment in the market with a slight increase in stock price and notable financing activities [1][2] - On September 5, Juhua Technology's stock rose by 1.50%, with a trading volume of 154 million yuan. The net financing buy was negative at 780,800 yuan, indicating more repayments than new purchases [1] - As of September 5, the total margin balance for Juhua Technology was 424 million yuan, accounting for 5.29% of its market capitalization, which is above the 90th percentile of the past year, suggesting a high level of margin activity [1] Group 2 - As of August 29, the number of shareholders for Juhua Technology was 27,600, a decrease of 1.53% from the previous period, while the average circulating shares per person increased by 1.56% to 18,155 shares [2] - For the first half of 2025, Juhua Technology reported a revenue of 884 million yuan, a year-on-year decrease of 12.88%, while the net profit attributable to shareholders increased by 1.00% to 344 million yuan [2] - Since its A-share listing, Juhua Technology has distributed a total of 1.157 billion yuan in dividends, with 664 million yuan distributed over the past three years [3]