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威胜控股午后涨超5% 两附属中标南方电网订单 ADO业务受益海外数据中心需求

Core Viewpoint - 威胜控股's stock rose over 5% following the announcement of significant contract wins in the metering equipment sector, indicating strong market performance and growth potential [1] Group 1: Contract Wins - 威胜控股's subsidiary, 威胜集团有限公司, won a contract worth approximately RMB 201.16 million in the first batch of framework tender results announced by 南方电网 for metering equipment [1] - Another subsidiary, 威胜信息技术股份有限公司, secured a contract valued at approximately RMB 168.97 million [1] - The company ranked first in terms of the total amount won in this framework tender [1] Group 2: Financial Performance - In the first half of the year, 威胜控股 reported a net profit increase of 32.8% year-on-year, reaching RMB 440 million, surpassing market expectations [1] - The full-year net profit is projected to rise by 28.3% to RMB 906 million [1] - Revenue from the smart distribution and utilization system and solutions business (ADO) grew by 9.2% year-on-year, driven by strong demand from overseas data centers [1] Group 3: Future Outlook - Management has maintained a dividend payout ratio of 50% for 2025 and provided guidance on capital expenditures [1] - The company anticipates strong performance in new orders from overseas data centers, which is expected to support a 21% growth in ADO business revenue for the year [1]