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赛晶科技(00580) - 自愿公告 - 签订海上风电项目电力电子器件协议
2025-12-18 14:54
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示,概不對因本公告的全部或任何部份內容而產生或因倚賴該等 內容而引致的任何損失承擔任何責任。 本公告乃由賽晶科技集團有限公司(「本公司」,連同其附屬公司統稱為「本集團」)自願刊發。 近日,本公司旗下子公司(「供應商」)與南京南瑞繼保電氣有限公司(「南京南瑞」)旗下子公司(「採購 方」)簽訂協議。根據該協議,採購方將採購總金額為人民幣142,598,300元(含稅)的電力電子器件, 供應商將於二零二六年上半年分批交貨。該電力電子器件將應用於海上風電項目。 海上風電是清潔能源的重要組成部分。海上風電的加速建設將帶動該產業鏈各個環節的需求增長。 本集團作為電力電子器件供應商,將積極拓展海上風電市場,以實現在該市場的持續穩定發展。同 時,本集團在國家新型能源體系的建設中,將持續推進自身的高質量發展。 1 本公司董事(「董事」)做出一切合理查詢後所深知、盡悉及深信,南京南瑞子公司及其之最終實益擁 有人均為獨立於本公司及本公司關聯人士(定義見香港聯合交易所有限公司證券上市規則)的第三 方。 承董事會命 自 ...
赛晶科技:柔性输电业务和新能源发电与储能业务协调发力造就35%的增长
Zhong Jin Zai Xian· 2025-09-11 03:10
Core Insights - The company, Saijing Technology, is positioned at the forefront of China's energy revolution, focusing on domestic innovation in the power electronics sector and aiming to break international monopolies [1][4] - The company has reported significant growth in revenue, with a 35.5% year-on-year increase to 890 million yuan in the first half of 2025, driven by strong performance in flexible transmission and renewable energy sectors [2] - Saijing Technology has achieved key technological breakthroughs, particularly in dry direct current support capacitors and SiC products, enhancing its competitive edge in the domestic market [3][4] Financial Performance - In the first half of 2025, Saijing Technology achieved revenue of 890 million yuan, a 35.5% increase compared to the previous year [2] - The revenue from the power transmission and distribution sector was 467 million yuan, up 30% year-on-year, with flexible transmission contributing significantly [2] - The industrial and other business segments generated 356 million yuan, reflecting a 57% increase, with renewable energy and storage business growing by 108% [2] Technological Advancements - Saijing Technology is the only domestic company with independent technology for the anode saturation reactor used in ultra-high voltage direct current transmission [2] - The company has made significant progress in the development of dry direct current support capacitors, achieving a 62.5% market share in the domestic market for the 800kV flexible transmission project [3] - The company has also launched advanced SiC MOSFET products and modules, enhancing its position in the semiconductor field [3] Strategic Positioning - Saijing Technology's business aligns closely with China's dual carbon strategy, providing essential components for photovoltaic inverters, energy storage systems, and ultra-high voltage transmission [4] - The company is positioned as a key player in the energy transition, with a focus on domestic production and technological independence [4] - Despite facing international competition and challenges in yield and cost control, Saijing Technology's technological barriers and supply chain advantages make it a critical force in the energy transformation landscape [4]