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%, reaching 23.2 HKD, 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, marking a historical high [1] - Analysts expect that the rise in investment will lead to a prosperous phase for smart meter investments, resulting in 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 through collaboration in data centers, technology, and new energy sectors [1] - The strong demand for data center services is propelling the ADO business of Weisheng Holdings into a rapid growth phase, becoming a key driver for the overall business growth of the group [1]
港股异动 | 威胜控股(03393)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