中国西电（601179）(601179.SH)发布公告，2025年11月28日，国家电网有限公司电子商务平台发布 了"国家电网有限公司2025年第六十四批采购(特高压项目第四次设备招标采购)中标公告"。公司下属8 家子公司为相关中标人，总中标金额为29.7967亿元。 ...

Core Points - China Xidian (601179.SH) announced that eight of its subsidiaries won bids for the State Grid Corporation of China's 2025 sixth batch procurement, which includes high-voltage project equipment [2] - The total bid amount for the project is 2.97967 billion yuan, covering products such as converter transformers and AC transformers [2] - The execution of this project is expected to have a positive impact on the company's future operations, although formal contracts have not yet been signed, leading to uncertainties regarding contract terms and current performance impact [2]

Core Viewpoint - XJ Electric has won a bid for the State Grid Corporation of China's 2025 sixth batch procurement, specifically for ultra-high voltage project equipment, amounting to 1.518 billion yuan [1] Group 1 - The total amount of the bid won by XJ Electric is 1.518 billion yuan [1] - The products included in the bid are converter valves, direct current control protection systems, and measuring devices [1]

（http://ecp.sgcc.com.cn）发布了"国家电网有限公司2025年第六十四批采购（特高压项目第四次设备招 标采购）中标公告"。公司及子公司为相关项目中标单位，中标金额合计约为7.73亿元，占2024年营业 收入的6.24%。 格隆汇11月28日丨平高电气(600312.SH)公布，日前，国家电网有限公司电子商务平台 ...

智通财经APP讯，平高电气(600312.SH)公告，公司及子公司为"国家电网有限公司2025年第六十四批采 购(特高压项目第四次设备招标采购)"中标单位，中标金额合计约为7.73亿元，占2024年营业收入的 6.24%。 ...

Group 1 - The company and its subsidiaries have won a bid in the "State Grid Corporation of China 2025 Sixth Batch Procurement (Fourth Equipment Bidding for UHV Projects)" with a total bid amount of approximately 773 million yuan [1] - The winning bid amount represents about 6.24% of the company's projected revenue for 2024 [1]

Core Viewpoint - Yingjie Electric experienced a decline of 5.17% on November 28, with a stock price of 56.00 yuan per share and a trading volume of 392 million yuan, resulting in a total market capitalization of 12.411 billion yuan [1] Group 1: Company Overview - Yingjie Electric, established on January 16, 1996, is located at 686 Jinsha River West Road, Deyang City, Sichuan Province [1] - The company was listed on February 13, 2020, and specializes in the research, production, and sales of industrial power supply equipment, particularly power control power supplies and special power supplies [1] Group 2: Revenue Composition - The revenue composition of Yingjie Electric is as follows: power control devices and systems account for 61.71%, power modules and systems for 28.37%, and other sources for 9.84%, with a negligible 0.08% from supplementary sources [1] Group 3: Fund Holdings - According to data, one fund under China Merchants Fund holds a significant position in Yingjie Electric, specifically the China Merchants Ruihe 1-Year Holding Period Mixed A Fund (011397), which held 4,600 shares, representing 0.59% of the fund's net value, making it the eighth largest holding [2] - The fund's latest scale is 26.4318 million yuan, with a year-to-date return of 4.04%, ranking 7166 out of 8156 in its category, and a one-year return of 5.09%, ranking 6454 out of 8062 [2] - Since its inception, the fund has achieved a return of 15.74% [2]

Core Viewpoint - Yingjie Electric experienced a decline of 5.17% on November 28, with a stock price of 56.00 yuan per share and a total market capitalization of 12.411 billion yuan [1] Company Overview - Yingjie Electric, established on January 16, 1996, is located at 686 Jinsha West Road, Deyang, Sichuan Province. The company was listed on February 13, 2020. Its main business involves the research, production, and sales of industrial power supply equipment, particularly power control power supplies and special power supplies [1] - The revenue composition of Yingjie Electric is as follows: power control devices and systems account for 61.71%, power supply modules and systems for 28.37%, and other sources for 9.84% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Chuangjin Hexin holds a significant position in Yingjie Electric. The Chuangjin Hexin Specialized and Innovative Stocks Initiation A (014736) held 302,100 shares in the third quarter, representing 4.95% of the fund's net value, making it the ninth-largest holding [2] - The fund has reported a floating loss of approximately 921,400 yuan as of the current date [2] Fund Performance - The Chuangjin Hexin Specialized and Innovative Stocks Initiation A (014736) was established on January 26, 2022, with a current scale of 107 million yuan. Year-to-date returns are at 37.76%, ranking 863 out of 4206 in its category. Over the past year, returns are 26.84%, ranking 1451 out of 4008, and since inception, the fund has achieved a return of 53.17% [2]

格隆汇11月28日丨英威腾(002334.SZ)在投资者互动平台表示，公司研发生产的UPS不间断电源是属于服 务器的关键电力保障适配产品。 ...

Group 1 - The Hang Seng Index opened up 0.25% and the Hang Seng Tech Index rose 0.43%, with semiconductor and electrical equipment sectors leading the gains [1] - The largest ETF tracking the Hang Seng Tech Index (513180) has seen significant capital inflow, with a net inflow of 9.72 billion yuan over the last five trading days, indicating strong demand [1] - The Hang Seng Tech Index has shown a notable stabilization trend, attracting active capital allocation in the tech sector [1] Group 2 - Dongwu Securities suggests that short-term risk factors for Hong Kong stocks are decreasing, but a rebound confirmation requires catalysts [2] - The expectation of a potential interest rate cut by the Federal Reserve could benefit the recovery of Hong Kong stocks, as the narrative around the AI tech bubble in the US weakens [2] - CITIC Securities highlights the "14th Five-Year Plan" which emphasizes building a modern industrial system and accelerating high-level technological self-reliance, suggesting that strategic emerging industries may receive new policy support [2]