Group 1 - The core point of the article is that Youxunda (300514.SZ) has been awarded a contract in the National Grid Corporation's procurement for metering equipment, with a total bid amount of approximately 107 million yuan [1] Group 2 - The company won bids in 11 packages as part of the procurement process [1] - The announcement highlights the company's involvement in significant projects within the energy sector [1] - The awarded amount indicates a positive development for the company's revenue stream [1]

Group 1 - The company Youxunda (300514.SZ) announced that it has been selected as a candidate for the procurement of measurement equipment in the 53rd batch of National Grid Corporation of China for 2025, with a total winning bid amount of approximately 107 million yuan [1]

截至发稿，友讯达市值为28亿元。 每经头条（nbdtoutiao）——始祖鸟深陷"炸山"风波，母公司大中华区新总裁上任才两个多月，被赞"专 业能力深厚"！安踏体育最新回应→ （记者 王晓波） 每经AI快讯，友讯达（SZ 300514，收盘价：14.15元）9月22日晚间发布公告称，2025年9月19日，国家 电网有限公司电子商务平台发布了《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》（招标编号：0711-250TL08322016），公司中11个包，中标金额 约为人民币约1.07亿元。 由于上述项目目前尚处于公示阶段，还未收到正式中标通知书，能否最终中标，并签订正式项目合同， 尚存在一定的不确定性。 2025年1至6月份，友讯达的营业收入构成为：电力行业占比98.97%，其他业务占比1.03%。 ...

友讯达公告，2025年9月19日，国家电网有限公司电子商务平台发布了《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》（招标编号：0711- 250TL08322016），公司中11个包，中标金额约为人民币1.07亿元。 ...

二、项目预中标的主要内容 关于重大经营活动中标的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 2025年9月19日，国家电网有限公司电子商务平台发布了《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》（招标编号：0711-250TL08322016），公司中11个包，中标金额约为人 民币10,659.61万元。 现将具体事项公告如下： 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）（招标编号：0711-250TL08322016）由国家电网有限公司委托国网物资有限 公司为招标代理机构，采用公开招标方式进行，已于2025年8月15日在国家电网 有限公司电子商务平台发布了详细的公开招标信息。 证券代码：300514 证券简称：友讯达 公告编号：2025-040 深圳友讯达科技股份有限公司 根据国家电网有限公司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显示，公司本次共中11个包，分别为： | 分标编号 | | | 项目单位 | ...

证券日报网讯友讯达9月19日在互动平台回答投资者提问时表示，公司有充电桩相关的智慧能源解决方 案和产品，可实现计量，采集，通信，协同控制等功能。 （文章来源：证券日报） ...

证券日报网讯友讯达9月18日在互动平台回答投资者提问时表示，截至2025年9月10日，公司股东人数为 15，215户。 （文章来源：证券日报） ...

Company Overview - Shenzhen Youxunda Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on September 4, 2002. The company went public on April 26, 2017 [2] - The main business involves the production and sales of wireless sensing network technology (CFDA) communication modules for electric meters, collectors, and concentrators, along with embedded communication modules for smart water, gas, and heat meters [2] - The revenue composition includes: electric meters 46.01%, power terminal products 27.68%, wireless network products 18.59%, and others 7.73% [2] Stock Performance - As of September 18, the stock price decreased by 2.01% to 14.12 CNY per share, with a total market capitalization of 2.824 billion CNY [1] - Year-to-date, the stock price has dropped by 0.14%, with a decline of 1.26% over the last five trading days and 3.02% over the last 20 days, while it has increased by 8.03% over the last 60 days [2] - The trading volume on September 18 was 47.5256 million CNY, with a turnover rate of 2.07% [1] Financial Performance - For the first half of 2025, the company reported a revenue of 380 million CNY, a year-on-year decrease of 25.34%, and a net profit attributable to shareholders of 53.6165 million CNY, down 38.25% year-on-year [2] - Since its A-share listing, the company has distributed a total of 190 million CNY in dividends, with 130 million CNY distributed over the last three years [3] Shareholder Information - As of September 10, the number of shareholders increased to 15,200, up by 2.52% from the previous period, with an average of 10,532 circulating shares per shareholder, a decrease of 2.46% [2]

Investment Rating - The report maintains an "Overweight" rating for the electric equipment and new energy industry [2] Core Insights - The report highlights the issuance of the "New Energy Storage Scale Construction Special Action Plan" by the National Development and Reform Commission and the National Energy Administration, aiming for a new energy storage capacity of over 180 million kilowatts by 2027, with direct investment of approximately 250 billion yuan [5][36] - The electric equipment sector has shown strong performance, with a 28.39% increase year-to-date, outperforming the CSI 300 index by 12.81 percentage points [12][18] - The report suggests focusing on leading inverter companies that benefit from the development of new energy storage technologies [40] Market Review - As of September 11, 2025, the electric equipment industry has risen by 11.64% over the past two weeks, ranking first among 31 industries [12] - The wind power equipment sector increased by 0.35%, while the photovoltaic equipment sector rose by 13.34% [18] - The battery sector saw a significant increase of 19.50% in the same period [18] Valuation and Industry Data - The electric equipment sector's PE (TTM) is 31.61 times, with sub-sectors like the motor sector at 61.67 times and photovoltaic equipment at 25.19 times [25] - The report provides detailed valuation metrics for various sub-sectors, indicating a strong market position for electric equipment [25] Industry News - The report discusses the "Electric Equipment Industry Steady Growth Work Plan (2025-2026)" aimed at improving equipment supply quality and promoting high-quality development of new energy equipment [36] - It also mentions the ongoing efforts to enhance the acceptance and regulation capabilities of the grid for clean energy [36] Company Announcements - The report includes various company announcements, such as the completion of registration procedures by Xidian New Energy in Thailand and significant contract wins by Youxunda [38] Weekly Perspective - The report emphasizes the importance of the new energy storage plan and its implications for the electric equipment sector, suggesting that companies with advanced technology and scale in inverter production should be closely monitored [39][40]

Group 1 - China Shipbuilding has completed the share swap absorption merger with China Shipbuilding Industry Corporation, with 3.053 billion new shares listed on September 16, 2025 [1] - Transsion Holdings' shareholder plans to transfer 2% of the company's shares, amounting to approximately 22.807 million shares [1] Group 2 - Chipone Technology reported a record high in new orders from July 1 to September 11, 2025, totaling 1.205 billion yuan, with AI computing orders accounting for about 64% [2] - Chipone Technology's total order amount reached 3.025 billion yuan by the end of the second quarter of 2025, indicating a significant increase [2] Group 3 - Chipone Technology plans to acquire 97.0070% equity of Chipai Technology through a combination of share issuance and cash payment, with the stock resuming trading on September 12 [3] Group 4 - Xinjun Network received a notice of share reduction from its major shareholder, Shanghai Senxiao Investment Center, which reduced its holdings by 1.6271 million shares, bringing its ownership down to 5.29% [4] Group 5 - Yangjie Technology intends to acquire 100% equity of Better Electronics for 2.218 billion yuan, with a profit commitment of no less than 555 million yuan from 2025 to 2027 [5] Group 6 - Shoukai Co. announced that its subsidiary, Yingxin Company, indirectly holds approximately 0.3% equity in Yushu Technology, indicating a low ownership stake [6] Group 7 - Xiamen Airport reported a total passenger throughput of 2.707 million in August, representing a year-on-year increase of 5.18% [9] - *ST Tianshan experienced a significant decline in livestock sales revenue, down 95.80% year-on-year in August [9] Group 8 - Taihe Intelligent's shareholder plans to transfer 5.79% of the company's shares to Sunshine New Energy [9] - Jilin Expressway's subsidiary won a construction project worth 9.592 billion yuan [9] - Tianyong Intelligent secured a project with SAIC Group for engine assembly line renovation [9]