北京科锐中标4.98亿国网项目 拓展市场归母净利大增1417.6%

Core Viewpoint - Beijing Keri has won multiple projects from the State Grid, with a total bid amount of 498 million yuan, accounting for 24.36% of the company's audited revenue for 2024 [1][2]. Group 1: Project Details - The projects include various procurement items such as low-voltage power cables, transformers, and integrated ring network boxes across different regions, with specific bid amounts detailed for each project [3]. - The total bid amounts for specific projects are as follows: - Northwest and Tibet regions: approximately 28.93 million yuan - Central and Southwest regions: approximately 51.15 million yuan - Northeast region: approximately 36.52 million yuan - East China region: approximately 78.83 million yuan - North China region: approximately 84.75 million yuan [3]. Group 2: Financial Performance - In the first three quarters of 2025, Beijing Keri reported a net profit attributable to shareholders of 28.99 million yuan, a year-on-year increase of 1417.63%, with a gross margin of 22.36%, up 1.94 percentage points from the previous year [6]. - The company's operating revenue for the same period was 1.438 billion yuan, reflecting a year-on-year growth of 14.16% [6]. - The significant profit increase is attributed to investment income from subsidiary disposals, reduced fair value losses, and increased government subsidies [6]. Group 3: Strategic Initiatives - Beijing Keri is actively expanding its business in renewable energy, including solar and energy storage projects, in response to the national "dual carbon" strategy [4]. - The company has also increased its R&D investment, with expenses reaching 65.18 million yuan in the first three quarters of 2025, a year-on-year increase of 28.33% [5]. - A share repurchase plan was announced, with a total amount not less than 50 million yuan and not exceeding 100 million yuan, aimed at implementing employee stock ownership plans [6]. Group 4: Market Performance - As of December 10, 2025, Beijing Keri's stock price was 9.18 yuan per share, reflecting a 5.28% increase on that day and a cumulative increase of approximately 21.6% since the beginning of the year [7].