Core Viewpoint - 威胜控股's stock price surged over 6%, reaching a historical high of 13.12 HKD, following the announcement of significant contract wins from the State Grid Corporation of China [1] Group 1: Company Contracts - 威胜控股 secured contracts for approximately 490,000 smart meters and low-voltage current transformers valued at about 97.48 million HKD from the State Grid Corporation [1] - 威胜信息技术股份有限公司 obtained contracts for around 37,000 smart integrated terminals and dedicated transformer collection terminals, with a total value of approximately 67.96 million HKD [1] - The total value of contracts won by the company from the State Grid's centralized bidding process is approximately 398 million HKD for the year 2025 [1] Group 2: Industry Focus and Performance - The company is focusing on the data center industry and has actively participated in the East Data West Computing project, achieving significant orders from ByteDance in the first half of the year [1] - The Malaysian factory officially commenced production in the first half of the year, and the company has established partnerships with Siemens and GDS in the intelligent computing center power distribution sector, showcasing a technological advantage [1] - It is projected that the total orders for data centers will exceed 2 billion HKD in 2025, with conservative revenue recognition expected to surpass 1 billion HKD [1] - Among the orders, GDS accounts for 1.3 billion HKD (with 500 million HKD in hand and 480 million HKD in Q4), while the three major telecom operators and other industries are expected to contribute around 1 billion HKD, with deliveries estimated at 500-600 million HKD [1]
威胜控股涨超6%创新高 机构预计公司2025全年数据中心订单将超过20亿