Core Viewpoint - Weisheng Holdings (03393) has seen a significant increase in stock price, reaching a historical high of 23.2 HKD, driven by substantial investment growth from the State Grid Corporation of China [1] Group 1: Company Performance - Weisheng Holdings' stock rose nearly 6%, with a trading volume of 96.54 million HKD [1] - The company is recognized as a leading smart meter provider and a core supplier to the State Grid, benefiting from the increased investment in the power equipment sector [1] Group 2: Industry Trends - The State Grid's fixed asset investment during the 14th Five-Year Plan has increased by over 40% compared to the previous plan, reaching a historical high [1] - Analysts expect that the rise in smart meter investments will lead to rapid growth in Weisheng Holdings' revenue and profits [1] Group 3: Strategic Developments - Weisheng Holdings announced that its subsidiary, Weiyuan Energy, has introduced strategic investor Boyu Capital, which will enhance business expansion and market competitiveness [1] - The collaboration with Boyu Capital is expected to leverage its extensive experience in data centers, technology, and new energy sectors, facilitating global expansion [1] - The strong demand in the data center sector is propelling the ADO business of Weisheng Holdings into a rapid growth phase, becoming a key driver for overall business growth [1]
威胜控股涨近6%继续创新高 国家电网投资规模提升 智能电表投资将进入景气阶段