（浙江省台州市天台县始丰街道永昌路 109 号） 2025 年第三季度报告 $$\Xi{\bf{\cal{O}}}\,{\bf{\Xi}}{\bf{\bar{H}}}{\bf{\bar{H}}}+{\cal{H}}$$ 1 浙江万胜智能科技股份有限公司 2025 年第三季度报告 浙江万胜智能科技股份有限公司 Zhejiang Wellsun Intelligent Technology Co.,Ltd. 证券代码：300882 证券简称：万胜智能 公告编号：2025-050 浙江万胜智能科技股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 2 □适用 不适用 浙江万胜智能科技股份有限公司 2025 年第 ...

Core Viewpoint - Wan Sheng Intelligent has shown a significant increase in stock price and trading volume, indicating positive market sentiment and potential growth in the smart energy sector [1][2]. Financial Performance - For the first half of 2025, Wan Sheng Intelligent achieved operating revenue of 567 million yuan, representing a year-on-year growth of 16.35% [2]. - The net profit attributable to shareholders reached 97.05 million yuan, reflecting a year-on-year increase of 12.96% [2]. Stock Performance - As of October 27, Wan Sheng Intelligent's stock price increased by 27.51% year-to-date, with a 6.18% rise over the last five trading days and a 10.85% increase over the last 20 days [1]. - The stock was trading at 20.44 yuan per share, with a total market capitalization of 5.85 billion yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 4.69% to 16,000, while the average circulating shares per person decreased by 4.48% to 16,693 shares [2][3]. - The company has distributed a total of 235 million yuan in dividends since its A-share listing, with 178 million yuan distributed over the past three years [3]. Business Overview - Wan Sheng Intelligent, established on July 21, 1997, specializes in the research, production, and sales of smart electric meters and electricity information collection systems [1]. - The company's main business revenue composition includes smart metering (83.20%), other segments (11.61%), and smart distribution network (5.19%) [1]. Market Position - Wan Sheng Intelligent operates within the electric equipment industry, specifically in the power grid equipment and electrical instruments sector [1]. - The company is associated with concepts such as virtual power plants, power IoT, smart grids, energy interconnection, and margin financing [1].

证券代码：300882 证券简称：万胜智能 公告编号：2025-047 1、出让方：天台县自然资源和规划局 2、受让人：浙江万胜智能科技股份有限公司 3、地块编号：天台经济开发区 TSF080801-05 地块 4、坐落位置：天台县始丰街道华顶路与官塘路交叉口南侧 浙江万胜智能科技股份有限公司 关于参与竞拍土地使用权的进展公告 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。 一、土地竞拍情况概述 浙江万胜智能科技股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日召 开第四届董事会第九次会议，审议通过了《关于参与竞拍土地使用权的议案》。 为满足公司未来战略发展需求，公司拟使用自有资金不超过 5,000 万元参与土地 使用权竞拍，并授权公司管理层负责办理本次土地使用权竞拍、后续土地购买相 关手续及签署全部相关文件。 本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。具体内容详见公司 2025 年 9 月 22 日在指定信息披露 媒体及巨潮资讯网（http://www.cninfo.com.cn）上刊登的公告。 二 ...

Core Insights - The National Development and Reform Commission and other departments have issued an action plan to double the service capacity of electric vehicle charging facilities by 2027, aiming to establish 28 million charging facilities and provide over 300 million kilowatts of public charging capacity to meet the demand of over 80 million electric vehicles [1][2]. Group 1: Action Plan Details - The action plan emphasizes enhancing the charging network, improving charging efficiency, optimizing service quality, and innovating the industry ecosystem to boost consumer confidence and promote wider adoption of electric vehicles [2]. - It includes upgrading public charging facilities, particularly in urban areas, with a focus on fast charging and high-power charging networks, aiming to build 40,000 "super fast combined" charging stations along highways by 2027 [2]. - The plan also addresses rural charging infrastructure, targeting the addition of at least 14,000 direct current charging guns in townships without public charging stations by 2027 [2]. Group 2: Industry Outlook - The action plan is part of a broader governmental focus on charging infrastructure, with previous initiatives aimed at promoting high-power charging facilities, which are expected to exceed 100,000 units nationwide by 2027 [4]. - The demand for high-power charging facilities is anticipated to grow significantly, with a shift from AC to DC charging and from low to high power, indicating a potential for substantial growth in the related supply chain [4]. - Companies like Heshun Electric and Futec Technology are actively investing in R&D and product upgrades in the charging station sector, positioning themselves competitively in the market [5][6]. Group 3: Company Performance - Futec Technology, a key supplier of high-voltage power components for electric vehicles, reported a revenue of 1.474 billion yuan in the first half of 2025, a year-on-year increase of 122.64%, with a net profit of 66.95 million yuan, up 15.15% [6]. - Wansheng Intelligent, involved in smart metering and digital grid development, achieved a revenue of 567 million yuan in the first half of the year, reflecting a 16.35% year-on-year growth, with a net profit of 97.05 million yuan, up 12.96% [6].

证券日报网讯 9月25日晚间，万胜智能发布公告称，近日，公司收到了国家电网有限公司及国网物资有 限公司发给本公司的《中标通知书》。本次中标总金额约为6，798.2855万元。 （文章来源：证券日报） ...

格隆汇9月25日丨万胜智能(300882.SZ)公布，国家电网有限公司于2025年9月19日在其电子商务平台公 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"。浙江万胜智能科技股份有限公司为上述项目的中标候选人之一，根据预中标数量以及报价测 算，预计中标总金额约为6,798.2855万元。具体内容详见公司于2025年9月23日在中国证监会指定创业板 信息披露网站巨潮资讯网披露的《关于国家电网项目预中标的提示性公告》。近日，公司收到了国家电 网有限公司及国网物资有限公司发给本公司的《中标通知书》。 ...

Core Viewpoint - Wan Sheng Intelligent (300882.SZ) has received a bid notification from State Grid Corporation of China and State Grid Materials Co., Ltd. for various smart energy metering products, with a total bid amount of approximately 67.982855 million yuan, which is expected to positively impact the company's future operating performance [1] Group 1 - The company has been awarded a bid for A-level single-phase smart energy meters, B-level three-phase smart energy meters, specialized transformer collection terminals, low-voltage current transformers, and various voltage transformers [1] - The total bid amount of approximately 67.982855 million yuan accounts for about 7.25% of the company's audited operating income for the year 2024 [1] - The formal contract signing and successful implementation of the bid project are anticipated to have a positive effect on the company's future business performance without affecting its operational independence [1]

Core Viewpoint - The company Wan Sheng Intelligent (300882.SZ) has received a bid notification from State Grid Corporation of China, indicating a significant contract win that is expected to positively impact future operating performance [1] Group 1: Contract Details - The company won a bid for various smart energy metering devices, including A-level single-phase smart energy meters, B-level three-phase smart energy meters, and other related equipment [1] - The total bid amount is approximately 67.982855 million yuan, which accounts for about 7.25% of the company's audited revenue for the fiscal year 2024 [1] Group 2: Future Implications - The signing of the formal contract and successful implementation of the project is anticipated to have a positive effect on the company's future operating performance [1] - The contract win is not expected to affect the company's operational independence [1]

Group 1 - The company has received a "Notice of Winning Bid" from State Grid Corporation of China, confirming its status as one of the recommended bidders for the 2025 fifth batch procurement (second bidding for metering equipment) [1] - The awarded goods include Class A single-phase smart electric meters, Class B three-phase smart electric meters, and special transformer collection terminals, with a total bid amount of approximately 67.9829 million yuan [1] - This bid amount represents about 7.25% of the company's audited revenue for the fiscal year 2024, indicating a significant potential impact on future operating performance [1] Group 2 - The company has not yet signed a formal contract with State Grid Corporation or its subsidiaries, and the specific terms and settlement amounts will be determined upon the final contract signing [1]

Core Viewpoint - The company, Wansheng Intelligent, has received a bid notification from State Grid Corporation of China and State Grid Materials Co., Ltd., indicating a successful bid for various smart metering equipment with a total contract value of approximately 67.983 million yuan [1] Group 1 - The company won the bid for A-level single-phase smart electric meters and B-level three-phase smart electric meters [1] - The contract also includes specialized collection terminals, low-voltage current transformers, and various voltage and current transformers for 10-35kV and 10kV [1] - The total bid amount is approximately 67.983 million yuan, which reflects the company's capability in the smart metering sector [1]