格隆汇9月30日｜山东科汇电力自动化股份有限公司发布股份回购进展公告。该公司于2025年4月29日通 过回购股份议案，回购期限为12个月，预计金额900万元 - 1600万元，用于员工持股计划或股权激励。 截至2025年9月30日，累计已回购股数47.04万股，占总股本比例0.4494%，累计已回购金额666.72万 元，实际回购价格区间为13.00元/股 - 16.30元/股。本次回购符合规定，公司将按规继续推进并及时披露 信息。 ...

智通财经APP讯，积成电子(002339.SZ)公告，公司为"国家电网有限公司2025年第五十三批采购(营销项 目第二次计量设备招标采购)"、"国家电网有限公司2025年第六十批采购(输变电项目第四次变电设备(含 电缆)招标采购)"和"国家电网有限公司2025年第六十一批采购(输变电项目第四次变电设备单一来源采 购)"项目的中标人，共中11个包，中标金额合计约为8183.60万元。 ...

Group 1 - The core point of the article is that Jicheng Electronics has won multiple bids from the State Grid Corporation for various products, which is expected to positively impact the company's operating performance [1][5] - The total bid amount is approximately 81.836 million yuan, which accounts for 3.15% of the company's projected revenue for 2024 [1][5] - The company has been actively participating in tenders from major clients like the State Grid and Southern Power Grid, indicating a strong position in the power automation market [1][5] Group 2 - In the first half of 2025, Jicheng Electronics reported a revenue of 1.091 billion yuan, a year-on-year increase of 23.75%, but still incurred a net loss of 50.08 million yuan [3][5] - The main business segments include power automation, public utility automation, and information security, with power automation contributing 71.35% of total revenue [3][5] - The company has increased its R&D investment to 121 million yuan, representing 11.09% of its revenue, focusing on smart grid and smart energy technologies [3][5] Group 3 - Despite significant revenue growth, the company faces challenges such as intensified industry competition, rising raw material costs, and long project payment cycles [5][6] - Accounts receivable stood at 1.367 billion yuan, indicating a high level of outstanding payments, while inventory increased by 181 million yuan [5][6] - The company is well-positioned to benefit from the ongoing digital transformation in China's power energy system, which is driving demand for smart metering and distribution automation [5][6]

Core Viewpoint - The company has been deeply engaged in the energy and power sector, providing various products and solutions for power generation, transmission, distribution, usage, and storage [1] Group 1: Business Focus - The company offers relay protection, automation and control systems, power electronics, integration of primary and secondary systems, and smart IoT solutions [1] - The company is actively expanding into other industrial automation and intelligent fields [1] Group 2: Specific Business Development - The unmanned boat business is seen as a synergistic expansion of the company's related technologies and products into relevant fields [1] - Current market conditions indicate that the business expansion of unmanned boats is not meeting expectations [1]

格隆汇9月23日丨四方股份(601126.SH)在投资者互动平台表示，公司长期深耕能源电力领域，为电力的 发、输、配、用、储等环节提供继电保护、自动化与控制系统、电力电子、一二次融合、智慧物联等产 品及解决方案。同时积极拓展其他工业自动化、智能化的领域。无人艇业务属于公司相关技术及产品在 相关领域的协同拓展，鉴于其市场情况，公司无人艇的业务拓展当前不及预期。 ...

截至发稿，积成电子市值为40亿元。 每经头条（nbdtoutiao）——始祖鸟深陷"炸山"风波，母公司大中华区新总裁上任才两个多月，被赞"专 业能力深厚"！安踏体育最新回应→ 每经AI快讯，积成电子（SZ 002339，收盘价：7.85元）9月22日晚间发布公告称，国家电网有限公司近 日在国家电网有限公司电子商务平台公告了"国家电网有限公司2025年第五十三批采购推荐的中标候选 人公示"、"国家电网有限公司2025年第六十批采购推荐的中标候选人公示"和"国家电网有限公司2025年 第六十一批采购推荐的成交候选人公示"，积成电子股份有限公司为上述项目的中标候选人之一，共中 11个包，中标金额合计约为8183.6万元。 2025年1至6月份，积成电子的营业收入构成为：电力自动化行业占比71.35%，公用事业自动化行业占 比18.63%，信息安全占比8.05%，其他行业占比1.97%。 （记者 曾健辉） ...

Core Viewpoint - The company has won bids in multiple procurement projects from the State Grid Corporation of China, totaling approximately 81.836 million yuan, which is expected to positively impact its operating performance, although there are risks as the company has not yet received the official bid notification [1] Group 1: Procurement Details - The company won five packages in the 53rd procurement project, amounting to a total of 74.0766 million yuan [1] - In the 60th procurement project, the company secured one package worth 2.8646 million yuan [1] - The company also won five packages in the 61st procurement project, totaling 4.8949 million yuan [1]

国电南自发布公告称， 9月16日，公司召开2 025年第二次临时监事会会议审议通过《关于公司监事会主席辞职及增补监事的议案》。 因工作需要， 公司监事会主席宋志强先生向本届监事会提出申请，辞去公司监事会主席及监事职务 ，辞职后将不在公司及控股子公司 担任任何职务。 此外，根据《公司章程》的有关规定，公司监事会同意增补曹敏女士为公司第九届监事会监事候选人，任期自股东大会审议通过之日起 至本届监事会任期届满之日止。 宋志强辞去国电南京自动化股份有限公司（以下简称"国电南自"）监事会主席等职务。 | | | | | 离任原 | 是否继续 在上市公 | 員体 职务 | 是否存 在末腹 | | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职 务 | 离任时间 | 原定任期 到期日 | 大 | 司及其控 | (如 | 行完毕 | | | | | | | 股子公司 | 适用) | 的公开 | | | | | | | 任职 | | 承诺 | | 宋志强 | 监事会 | 2025 年 9 | 2028 年 1 | 工作需 | 合 | 不适 | 否 | | | ...

Core Viewpoint - The article highlights the successful establishment of the STELCO microgrid laboratory in the Maldives by China Orient Electric Group, marking a significant step in the company's global expansion and commitment to renewable energy solutions [1][6]. Group 1: Global Expansion and Market Presence - Since 2003, China Orient Electric has been expanding its overseas presence, initially targeting markets in Malaysia and India, and has now established a foothold in over 60 countries and regions [1][3]. - The company has accelerated its global expansion since 2020, covering eight major regions and launching over ten national sites for its products through platforms like Amazon and Walmart [3][4]. - The company’s subsidiary, Yantai Dongli Electric Wire and Cable Co., has entered the smart consumer electronics sector, contributing to the overall growth of the company’s international sales [3]. Group 2: Technological Innovation and Leadership - China Orient Electric has transitioned from being a technology follower to a leader in the energy sector, showcasing strong competitive advantages and innovation in its products [4][5]. - The company has developed a comprehensive range of products and solutions in the power automation field, achieving numerous technological milestones recognized as "internationally leading" or "internationally advanced" [4][5]. - The company’s AMI system in the Maldives has revolutionized traditional manual meter reading, significantly reducing labor costs and enhancing energy management [5]. Group 3: Commitment to Sustainable Energy Solutions - The company is shifting its strategy from merely selling products to creating ecosystems that promote green energy solutions, addressing the urgent need for energy transition in various countries [6]. - In the Maldives, the company is involved in projects that aim to provide approximately 8.5 million kilowatt-hours of clean energy annually, significantly reducing carbon emissions [6]. - The company is replicating its zero-carbon island model in other regions, including Fiji and Micronesia, and is working on energy management projects in Sri Lanka and Nicaragua [6].

Core Viewpoint - Oriental Electronics Group is accelerating its overseas business development, marking a new phase in its "Green Power Silk Road" initiative, which aims to illuminate the global energy landscape through technology export and ecological co-construction [1][2]. Group 1: Overseas Expansion - Since 2003, Haihua Electric, a subsidiary of Oriental Electronics, has established a strong presence in Malaysia and India, maintaining the top market share in remote control terminal equipment in Malaysia [2]. - Following the Belt and Road Initiative, Oriental Electronics has expanded its business footprint to over 60 countries across eight major regions, including Southeast Asia, South Asia, the Middle East, Central Asia, Africa, Latin America, and Europe [2]. - The company has developed a multi-dimensional marketing network covering Europe, East Asia, and Southeast Asia through e-commerce platforms like Amazon and Walmart [3]. Group 2: Technological Innovation - Oriental Electronics boasts a full industry chain of products and solutions, with numerous technological achievements recognized as internationally leading, particularly in core power system products [4]. - The company has invested over 9% of its revenue in R&D, exceeding the industry average, and employs over 30% of its workforce in research and development [7]. - The company has deployed over 15,000 sets of operational automation systems and over 100,000 smart terminal devices globally, achieving significant market shares in various countries [6]. Group 3: Market Leadership - Oriental Electronics has transitioned from being a follower to a leader in the overseas market, with clients now actively seeking its Chinese smart energy systems [5]. - The company has received high praise from clients for its project progress, technical strength, and service capabilities, indicating a strong competitive advantage [5]. Group 4: Ecological Co-construction - The company is shifting from merely selling products to providing comprehensive ecological solutions, including management models and green energy concepts [9]. - In Maldives, the company is implementing a rooftop solar project expected to generate approximately 8.5 million kWh of clean electricity annually, reducing carbon emissions by about 2,000 tons [9][10]. - Oriental Electronics is actively participating in international zero-carbon island projects, replicating its successful models in various Pacific island nations [10].