TGOOD(SZ:300001) Chang Jiang Shang Bao·2025-09-03 00:00Core Viewpoint - Teruid has been awarded as a candidate for several major projects, with a total pre-bid amount of approximately 698 million yuan, which is expected to positively impact the company's future operations and performance [1][2]. Group 1: Project Wins and Financial Impact - Teruid is the first candidate for the "2025-2026 New Energy 35kV Box Transformer Framework Procurement" project from China Huadian Group, with an expected bid amount of approximately 568 million yuan [2]. - The company also secured a bid for the "2025 Railway Construction Project" with a bid amount of 130 million yuan [2]. - The execution of these projects is anticipated to have a positive effect on the company's future operational work and performance [2]. Group 2: Business Performance - In the first half of 2025, Teruid achieved total operating revenue of 6.256 billion yuan, a year-on-year increase of 16.72%, and a net profit attributable to shareholders of 327 million yuan, up 69.32% [1][7]. - The "Intelligent Manufacturing + Integrated Services" segment generated revenue of 4.415 billion yuan, growing 20.17%, while the electric vehicle charging network segment achieved revenue of 1.841 billion yuan, a 9.19% increase [8]. Group 3: Market Position and Innovation - Teruid holds the leading market share in high-voltage prefabricated modular substations and new energy box transformers in the renewable energy sector [7]. - The company has established long-term stable business relationships with major enterprises, including State Grid, China Southern Power Grid, and various well-known companies [3]. - Teruid has over 1,500 patents and intellectual property rights, demonstrating its commitment to technological innovation [8]. Group 4: International Expansion - Teruid is actively expanding its overseas market, with contracts worth approximately 1 billion yuan in the first half of 2025, representing an 84% year-on-year increase [5]. - The company has established a subsidiary in the UAE to enhance its overseas project delivery capabilities and competitiveness [5].