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]

Core Viewpoint - The company, Juhua Technology, has secured significant contracts with Southern Power Grid and State Grid, indicating strong growth potential in the electric power IoT sector as investments in the grid are set to accelerate in 2025 [1][2][3]. Group 1: Contract Wins - Juhua Technology has been announced as a candidate for the Southern Power Grid's 2025 metering equipment framework tender, with an expected total bid amount of approximately 166 million yuan [2]. - In June, Juhua Technology won a major contract from the State Grid, totaling approximately 197 million yuan for 748,300 units of metering equipment [3]. - The company is well-positioned to benefit from the anticipated increase in grid investments, with State Grid planning over 650 billion yuan and Southern Power Grid forecasting 175 billion yuan in investments for 2025 [3]. Group 2: Financial Performance - Juhua Technology has shown steady growth in revenue and net profit for six consecutive years, with revenues increasing from 892 million yuan in 2019 to 2.029 billion yuan in 2024, reflecting a compound annual growth rate [5]. - The company reported a total revenue of 884 million yuan in the first half of 2025, a year-on-year decrease of 12.88%, while net profit increased by 1% to 344 million yuan [5][6]. - The decline in revenue is attributed to a decrease in orders, but the company’s strong profitability in IoT communications and sensor products has helped maintain net profit growth [6][7]. Group 3: Financial Health - As of June 30, 2025, Juhua Technology's debt-to-asset ratio was a low 13.98%, indicating a strong financial position [7]. - The company had cash reserves of 2.473 billion yuan, with short-term borrowings and current liabilities being significantly lower [7].