消息面上，威胜控股发布公告，威胜集团有限公司在国家电网有限公司的招标中获得约49万台智能电表 和计量低压电流互感器的合约，合约价值约为9748万元；威胜信息技术股份有限公司也获得约3.7万台 智能融合终端和专变采集终端的合约，合约价值约为6796万元。公司在2025年内已获得国家电网集中招 标累计价值约3.98亿元的合约。 国元国际此前发布研报称，公司重点聚焦数据中心行业，深度参与东数西算工程，并在上半年实现字节 跳动的订单突破；在海外市场方面，上半年马来西亚工厂正式投产，通过技术出海与西门子、万国数据 等企业合作，在智算中心配电领域具有技术领先优势。预计2025全年数据中心订单将超过20亿，保守按 50%出库确认收入将超过10亿。其中万国数据订单13亿(在手5亿+Q48亿)，交付约5亿，三大运营商和其 他行业约10亿，交付约5-6亿左右。 威胜控股(03393)早盘涨超6%，高见13.12港元，创历史新高。截至发稿，涨5.37%，报12.96港元，成交 额2623.99万港元。 ...

消息面上，威胜控股发布公告，威胜集团有限公司在国家电网有限公司的招标中获得约49万台智能电表 和计量低压电流互感器的合约，合约价值约为9748万元；威胜信息技术股份有限公司也获得约3.7万台 智能融合终端和专变采集终端的合约，合约价值约为6796万元。公司在2025年内已获得国家电网集中招 标累计价值约3.98亿元的合约。 国元国际此前发布研报称，公司重点聚焦数据中心行业，深度参与东数西算工程，并在上半年实现字节 跳动的订单突破；在海外市场方面，上半年马来西亚工厂正式投产，通过技术出海与西门子、万国数据 等企业合作，在智算中心配电领域具有技术领先优势。预计2025全年数据中心订单将超过20亿，保守按 50%出库确认收入将超过10亿。其中万国数据订单13亿(在手5亿+Q48亿)，交付约5亿，三大运营商和其 他行业约10亿，交付约5-6亿左右。 智通财经APP获悉，威胜控股(03393)早盘涨超6%，高见13.12港元，创历史新高。截至发稿，涨 5.37%，报12.96港元，成交额2623.99万港元。 ...

格隆汇9月26日｜新联电子公告，南京新联电子股份有限公司近日收到国家电网有限公司及国网物资有 限公司发来的中标通知书，通知公司为"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）"的中标单位，共中5个包，中标总金额为5,577.56万元。公司在"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）"共中5个包：分标SG2531-1108-23005"智 能融合终端"的包32、包75，分标SG2531-1108-23006"专变采集终端"的包10、包36、包47,中标总金额为 人民币5,577.56万元。中标产品包括智能融合终端、专变采集终端等产品。 ...

Group 1 - The company received a bid notification from State Grid Corporation of China and State Grid Materials Co., Ltd. on September 23, 2025 [1] - The company won the bid for the "State Grid Corporation of China 2025 Fifth Batch Procurement (Marketing Project Second Metering Equipment Tender Procurement)" project [1] - The company secured a total of 6 bid packages, including A-level single-phase smart electric meters, B-level three-phase smart electric meters, C-level three-phase smart electric meters, and special transformer collection terminals, with a total bid amount of approximately 73.1221 million yuan [1] Group 2 - The contracts related to the awarded projects are to be signed within 30 days from the receipt of the bid notification [1] - The performance period will be determined based on the final signed contracts [1]

Group 1 - Multiple listed companies in A-shares have disclosed large orders since September, indicating a structural recovery in industry demand and vibrant core sectors [1][2] - Suzhou Ruima Precision Industrial Group announced a sales forecast of approximately 556 million yuan for air spring assemblies in a new energy vehicle project, marking a breakthrough in domestic precision manufacturing [1] - Jiangsu Linyang Energy won a bid for smart electric meters totaling 142 million yuan, which is 2.1% of its audited revenue for 2024, expected to positively impact its performance in 2025 and 2026 [1] Group 2 - Zhejiang Transportation Technology announced winning bids for highway construction projects totaling about 7.2 billion yuan, which aligns with its strategic business layout and could enhance its market competitiveness in the Yangtze River Delta [2] - Hubei Jing Shan Light Industry Machinery signed a procurement agreement worth approximately 1.005 billion yuan with a leading lithium battery company, representing 11.52% of its audited revenue for 2024, anticipated to positively affect future performance [2] - Recent large orders for listed companies are attributed to the implementation of relevant industrial policies and the upgrading of industries, driven by initiatives like "dual carbon" actions and the shift towards intelligent new energy vehicles [2]

Core Viewpoint - Wan Sheng Intelligent (300882.SZ) has received a bid notification from State Grid Corporation of China and State Grid Materials Co., Ltd. for various smart energy metering products, with a total bid amount of approximately 67.982855 million yuan, which is expected to positively impact the company's future operating performance [1] Group 1 - The company has been awarded a bid for A-level single-phase smart energy meters, B-level three-phase smart energy meters, specialized transformer collection terminals, low-voltage current transformers, and various voltage transformers [1] - The total bid amount of approximately 67.982855 million yuan accounts for about 7.25% of the company's audited operating income for the year 2024 [1] - The formal contract signing and successful implementation of the bid project are anticipated to have a positive effect on the company's future business performance without affecting its operational independence [1]

Core Viewpoint - The company Wan Sheng Intelligent (300882.SZ) has received a bid notification from State Grid Corporation of China, indicating a significant contract win that is expected to positively impact future operating performance [1] Group 1: Contract Details - The company won a bid for various smart energy metering devices, including A-level single-phase smart energy meters, B-level three-phase smart energy meters, and other related equipment [1] - The total bid amount is approximately 67.982855 million yuan, which accounts for about 7.25% of the company's audited revenue for the fiscal year 2024 [1] Group 2: Future Implications - The signing of the formal contract and successful implementation of the project is anticipated to have a positive effect on the company's future operating performance [1] - The contract win is not expected to affect the company's operational independence [1]

Group 1 - The company has received a "Notice of Winning Bid" from State Grid Corporation of China, confirming its status as one of the recommended bidders for the 2025 fifth batch procurement (second bidding for metering equipment) [1] - The awarded goods include Class A single-phase smart electric meters, Class B three-phase smart electric meters, and special transformer collection terminals, with a total bid amount of approximately 67.9829 million yuan [1] - This bid amount represents about 7.25% of the company's audited revenue for the fiscal year 2024, indicating a significant potential impact on future operating performance [1] Group 2 - The company has not yet signed a formal contract with State Grid Corporation or its subsidiaries, and the specific terms and settlement amounts will be determined upon the final contract signing [1]

Core Viewpoint - The company, Wansheng Intelligent, has received a bid notification from State Grid Corporation of China and State Grid Materials Co., Ltd., indicating a successful bid for various smart metering equipment with a total contract value of approximately 67.983 million yuan [1] Group 1 - The company won the bid for A-level single-phase smart electric meters and B-level three-phase smart electric meters [1] - The contract also includes specialized collection terminals, low-voltage current transformers, and various voltage and current transformers for 10-35kV and 10kV [1] - The total bid amount is approximately 67.983 million yuan, which reflects the company's capability in the smart metering sector [1]

新联电子公告，公司近日收到国家电网有限公司及国网物资有限公司发来的中标通知书，成为"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）"的中标单位，共中5个包，中 标总金额为5577.56万元。此次中标的产品包括智能融合终端、专变采集终端等，占公司2024年营业收 入的7.28%，将对公司经营业绩产生积极影响。 ...