Core Viewpoint - 威胜控股's stock rose over 4% following the announcement of significant contract wins in the metering equipment sector from China Southern Power Grid, indicating strong market positioning and growth potential for the company [1] Group 1: Contract Wins - 威胜控股's subsidiary, 威胜集团有限公司, secured a contract worth approximately RMB 201.16 million (around HKD 219.83 million) from the first batch of framework bidding projects announced by China Southern Power Grid for 2025 [1] - Another subsidiary, 威胜信息技术股份有限公司, won a contract valued at approximately RMB 168.97 million (around HKD 184.65 million) [1] - The company ranked first in terms of contract value in this framework bidding [1] Group 2: Operational Developments - 中金 noted that 威胜控股's new factory in Hungary has entered a normal delivery operation phase, while new factories in Indonesia and Malaysia have officially commenced operations [1] - The localization strategy is expected to enhance order volumes in Europe and Asia [1] Group 3: Market Opportunities - In the data center sector, the company is collaborating deeply with partners such as 万国数据, DAYONE, and 西门子 to expand its overseas market presence [1] - The domestic market has seen a breakthrough with orders from 字节跳动, and the company is actively positioning itself in liquid cooling products alongside its supply and distribution systems [1] - The company is well-positioned to capitalize on the growing demand for data center construction both domestically and internationally due to its customer resources, overseas supply chain support, and comprehensive solution offerings [1]
威胜控股涨超4% 夺南方电网约3.7亿元合同 公司数据中心业务持续突破