Core Viewpoint - The company, Yingweike (002837.SZ), is actively engaged in the energy storage thermal management sector and has developed liquid cooling heat dissipation technologies, which are already applied in several energy storage projects [1] Group 1: Company Developments - The company has made significant advancements in energy storage thermal management and possesses relevant technological capabilities in liquid cooling heat dissipation [1] - Specific project implementation details and order information will be disclosed in accordance with legal and regulatory requirements once they meet the disclosure standards [1] Group 2: Financial Performance - In the first half of 2025, the company's revenue from energy storage applications is projected to be approximately 800 million yuan, representing a year-on-year growth of about 35% [1]

Core Viewpoint - 威胜控股's stock rose over 4% following the announcement of significant contract wins in the metering equipment sector from China Southern Power Grid, indicating strong market positioning and growth potential for the company [1] Group 1: Contract Wins - 威胜控股's subsidiary, 威胜集团有限公司, secured a contract worth approximately RMB 201.16 million (around HKD 219.83 million) from the first batch of framework bidding projects announced by China Southern Power Grid for 2025 [1] - Another subsidiary, 威胜信息技术股份有限公司, won a contract valued at approximately RMB 168.97 million (around HKD 184.65 million) [1] - The company ranked first in terms of contract value in this framework bidding [1] Group 2: Operational Developments - 中金 noted that 威胜控股's new factory in Hungary has entered a normal delivery operation phase, while new factories in Indonesia and Malaysia have officially commenced operations [1] - The localization strategy is expected to enhance order volumes in Europe and Asia [1] Group 3: Market Opportunities - In the data center sector, the company is collaborating deeply with partners such as 万国数据, DAYONE, and 西门子 to expand its overseas market presence [1] - The domestic market has seen a breakthrough with orders from 字节跳动, and the company is actively positioning itself in liquid cooling products alongside its supply and distribution systems [1] - The company is well-positioned to capitalize on the growing demand for data center construction both domestically and internationally due to its customer resources, overseas supply chain support, and comprehensive solution offerings [1]