截至6月30日，煜邦电力股东户数6913.00，较上期减少6.26%；人均流通股48612股，较上期增加 45.09%。2025年1月-6月，煜邦电力实现营业收入3.54亿元，同比增长0.35%；归母净利润2405.43万元， 同比减少37.91%。 10月9日，煜邦电力涨2.51%，成交额7831.27万元。两融数据显示，当日煜邦电力获融资买入额724.79 万元，融资偿还571.89万元，融资净买入152.90万元。截至10月9日，煜邦电力融资融券余额合计 7375.94万元。 分红方面，煜邦电力A股上市后累计派现1.20亿元。近三年，累计派现6927.95万元。 融资方面，煜邦电力当日融资买入724.79万元。当前融资余额7375.94万元，占流通市值的2.56%，融资 余额超过近一年70%分位水平，处于较高位。 责任编辑：小浪快报 融券方面，煜邦电力10月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，北京煜邦电力技术股份有限公司位于北京市东城区和平里东街11号航星科技园航星1号 ...

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。 ...

9月29日，许继电气盘中上涨2.04%，截至09:58，报25.57元/股，成交4.06亿元，换手率1.60%，总市值 260.49亿元。 今年以来许继电气已经1次登上龙虎榜，最近一次登上龙虎榜为7月21日，当日龙虎榜净买入-2.48亿 元；买入总计2.98亿元 ，占总成交额比9.75%；卖出总计5.45亿元 ，占总成交额比17.87%。 资料显示，许继电气股份有限公司位于河南省许昌市许继大道1298号，成立日期1996年12月26日，上市 日期1997年4月18日，公司主营业务涉及智能变配电、智能用电、直流输电控制保护、特种节能一次设 备、工业及交通智能供用电等五大业务。主营业务收入构成为：智能变配电系统28.64%，智能电表 23.71%，智能中压供用电设备20.76%，新能源及系统集成10.79%，充换电设备及其它制造服务8.96%， 直流输电系统7.14%。 许继电气所属申万行业为：电力设备-电网设备-电网自动化设备。所属概念板块包括：直流输电、虚拟 电厂、特高压、农村电网、无线充电等。 截至8月20日，许继电气股东户数11.40万，较上期减少2.48%；人均流通股8844股，较上期增加2.54%。 ...

Core Insights - The smart instrument industry in China is experiencing significant growth, driven by rapid economic development, urbanization, and advancements in industrial automation, with the market size projected to increase from 492.4 billion yuan in 2018 to 708.4 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 6.25% [1][10][11] - The future of smart instruments is expected to focus on increased intelligence, integration, high precision, and the fusion of multiple technologies, enhancing their role in industrial internet and smart city applications [1][11][17][18][19] Industry Overview - Smart instruments are high-tech products that integrate modern information and sensing technologies, capable of data collection, processing, and display, widely used in various fields such as industrial automation, environmental monitoring, medical diagnostics, and aerospace [1][10] - The classification of smart instruments includes temperature, pressure, and flow smart instruments, and they can be categorized by output methods such as local display, remote transmission, and network connection [3][4] Market Growth - The smart instrument market in China is projected to reach 757.3 billion yuan by 2025, indicating a continuous upward trend in demand due to urban management, energy monitoring, and water resource management [1][11] - The smart water meter market is expected to grow from 4.92 billion yuan in 2017 to 13.188 billion yuan in 2024, with a CAGR of 15.13% [11][12] - The smart electric meter market is also expanding, with the number of tenders increasing from 38.1875 million units in 2017 to 89.33 million units in 2024 [12][13] - The smart gas meter market is projected to grow from 5.636 billion yuan in 2017 to 10 billion yuan in 2024, with a CAGR of 8.54% [13] Industry Policies - The Chinese government has implemented various policies to support the development of the smart instrument industry, including initiatives aimed at innovation in manufacturing and quality improvement [7][10] Industry Structure - The smart instrument industry is characterized by intense competition, with companies categorized into two main types: those focusing on industrial automation solutions and those specializing in water and gas management [14] - Key players in the industry include Chuan Yi Automation, Hanwei Technology, and others, with a clear tiered structure based on revenue and market presence [14][15] Development Trends - The industry is moving towards deeper intelligence, with future smart instruments expected to incorporate AI algorithms for self-learning and predictive maintenance [17] - Integration is a key trend, with devices becoming more compact and multifunctional, enhancing operational efficiency [18] - High precision and the fusion of technologies such as IoT and big data are critical for meeting the demands of high-end manufacturing and environmental monitoring [19]

全球储能市场加速扩张，国际能源合作需求迫切。对中国企业而言， 出海已从战略层 面的 "选择题" 变为发展必需的 "必答题" ，推动储能产业从"单一技术输出"向"产品 +标准+服务+生态"的一体化出海模式升级， 南亚、东南亚等热门市场恰是这一转型中 的核心发力点。 巴基斯坦四大能源需求 ESIE&巴基斯坦电力部 携手推动中巴能源合作 巴基斯坦电力部长Le gha r i在第十三届储能国际峰会暨展览会ESIE 2 0 2 5曾表示， "储能 对巴基斯坦至关重要，无论电池储能、抽水蓄能还是微电网，都将支持可再生能源消纳， 推动能源安全、经济发展与可持续转型。" 巴基斯坦目前重点关注四个能源领域需求： 电池储能系统（BESS） 电表制造与智能电网集成 (AMI) 电动出行与回收合作 输电基础设施与电池支撑的电网扩展 01 ESIE 2026 电池储能系统（BESS） 巴基斯坦在并网和离网电池储能解决方案方面存在巨大合作机会，尤其在本地化生产锂 离子、钠离子及其他新兴储能技术方面。 具体包括在巴基斯坦现有的光伏、风电独立发电商（IPP）项目中开发公用事业规模储 能。开发符合巴基斯坦负荷特性和价格敏感度的家用和商用BES ...

资金流向方面，主力资金净流入1937.34万元，特大单买入1861.44万元，占比5.18%，卖出2119.94万 元，占比5.89%；大单买入1.04亿元，占比28.90%，卖出8199.55万元，占比22.80%。 许继电气今年以来股价跌8.67%，近5个交易日涨5.06%，近20日涨6.36%，近60日涨15.74%。 今年以来许继电气已经1次登上龙虎榜，最近一次登上龙虎榜为7月21日，当日龙虎榜净买入-2.48亿 元；买入总计2.98亿元 ，占总成交额比9.75%；卖出总计5.45亿元 ，占总成交额比17.87%。 资料显示，许继电气股份有限公司位于河南省许昌市许继大道1298号，成立日期1996年12月26日，上市 日期1997年4月18日，公司主营业务涉及智能变配电、智能用电、直流输电控制保护、特种节能一次设 备、工业及交通智能供用电等五大业务。主营业务收入构成为：智能变配电系统28.64%，智能电表 23.71%，智能中压供用电设备20.76%，新能源及系统集成10.79%，充换电设备及其它制造服务8.96%， 直流输电系统7.14%。 9月25日，许继电气盘中上涨2.00%，截至09:52，报 ...

Core Viewpoint - Linyang Energy has secured significant contracts, indicating strong demand for smart meters and a robust growth strategy in both domestic and international markets [1][2][3] Group 1: Major Contracts and Orders - Linyang Energy has been selected as a pre-bid candidate for the State Grid Corporation of China's 2025 procurement, involving 445,300 smart meters with an estimated total value of approximately 142 million yuan [1][2] - The company has received multiple large orders since 2025, including a contract worth about 278 million yuan from the Southern Power Grid and another worth approximately 165 million yuan from the State Grid [2] - The total value of contracts won by Linyang Energy in 2025 is substantial, reflecting the company's strong position in the smart meter market [2] Group 2: International Expansion and Revenue Growth - Linyang Energy has actively pursued international markets, achieving a significant increase in overseas revenue, which reached 693 million yuan in the first half of 2025, a year-on-year growth of 61.73% [1][3] - The company has expanded its product offerings in the smart meter sector, successfully winning bids for new projects in various markets, including the State Grid and Southern Power Grid [3] - The company has developed over 1.3 GW of renewable energy power station resources and has ongoing projects exceeding 1225 MW, enhancing its international market presence [3] Group 3: Operational Achievements and Future Strategy - Linyang Energy has established a strong operational service network, serving over 280 clients and covering more than 360 renewable energy stations, with a total operational capacity exceeding 20 GW [4] - The company has made significant strides in the energy trading sector, managing 15 self-owned power stations with a total installed capacity of over 1 GW [4] - Looking ahead, Linyang Energy plans to focus on market dynamics, optimize operational efficiency, and enhance profitability to strengthen its competitive position in core markets [5]

Market Overview - Super Typhoon "Haikui" is impacting the Hong Kong stock market, with the Hang Seng Index down by 0.70% [1] - Following the Federal Reserve's interest rate cut, U.S. stocks have strengthened, while the Chinese market has not followed suit, leading to declines in real estate stocks like New World Development and Sunac China, both down over 5% [1] U.S.-China Relations - After the recent summit, communication between the U.S. and China has increased, including a high-level U.S. congressional delegation visiting China for the first time in six years [2] - The U.S. agricultural sector faces challenges, with Argentina suspending export taxes on various agricultural products, leading to increased soybean orders from China, negatively impacting U.S. farmers [2] - Poland's closure of border crossings due to military exercises has disrupted a key land route for Chinese goods entering the EU, causing delays for approximately 300 freight trains and increasing supply chain costs by over 15% [2] Regulatory Developments - Chinese securities regulators have advised local brokers to suspend real-world asset (RWA) tokenization activities in Hong Kong, leading to a significant drop in shares of Guotai Junan International by over 11% [3] - The demand for gold is rising, with central banks increasing their reserves, pushing the price of gold to a historical high of $3,740 per ounce [3] Corporate Actions - Datang Gold announced a share placement at HKD 0.275 per share, raising approximately HKD 274 million, with significant investment from Victor Soar Investment Limited, leading to a surge in Datang Gold's shares by over 28% [4] - Nvidia plans to invest up to $100 billion in OpenAI, providing data center chips, which has positively impacted related stocks like AI advertising company Huixian Technology and cloud service provider Kingsoft Cloud [5] Sector Focus - Semiconductor wafer prices are expected to rise significantly starting Q4 2025, driven by AI chip demand and recovery in non-AI sectors, with major companies like GlobalWafers and Winbond seeing substantial stock price increases [7] - Key stocks in the semiconductor sector include SMIC, Hua Hong Semiconductor, and ASMPT [7] Individual Company Insights - Kingsoft Cloud reported Q2 revenue of RMB 2.35 billion, a year-on-year increase of 24.2%, driven by strong AI-related income, with AI revenue growing over 120% [8][9] - The company’s public cloud service revenue reached RMB 1.63 billion in Q2, up 32% year-on-year, with AI contributing significantly to this growth [9]

截至本公告刊发日期，公司于2025年内已夺得国家电网集中招标累计价值约人民币3.98亿元的合约。 消息面上，威胜控股发布公告，于2025年9月19日，国家电网有限公司公布2025年第二次计量设备招标 结果，其中公司的附属公司威胜集团有限公司夺得约48.7万台智能电表和计量低压电流互感器的合约， 合约价值约为人民币9748万元。此外，公司的附属公司威胜信息技术股份有限公司亦夺得约3.7万台智 能融合终端和专变采集终端的合约，合约价值约为人民币6796万元(约7422万港元)。公司在本次招标取 得的合同总额名列第一。 智通财经APP获悉，威胜控股(03393)再涨超4%，截至发稿，涨4.31%，报12.09港元，成交额1472.48万 港元。 ...