智通财经获悉，赛晶科技(00580)早盘涨超7%，截至发稿，涨3.59%，报2.02港元，成交额284.46万港 元。 中泰国际此前指出，"十五五"期间的特高压项目以柔性输电技术为主，赛晶为国产输配电元器件龙头供 应商，在手订单充足，相关收入稳步增长；输配电元器件国产化率提升有利于支撑毛利率；同时受益于 国产功率半导体渗透提升，自研IGBT芯片业务收入爆发式增长。 本文源自：智通财经网 消息面上，赛晶科技公布，公司旗下子公司与南京南瑞子公司签订协议。根据该协议，南京南瑞子公司 将采购总金额为人民币1.43亿元的电力电子器件，公司将于2026年上半年分批交货。该电力电子器件将 应用于海上风电项目。 ...

Core Viewpoint - Sijian Technology (00580) has signed an agreement with Nanjing Nari Technology Co., Ltd. for the procurement of power electronic devices worth RMB 143 million, which will be delivered in batches in the first half of 2026 for offshore wind power projects [5]. Group 1: Company Developments - Sijian Technology's stock price increased by 3.59% to HKD 2.02, with a trading volume of HKD 6.5997 million [5]. - The agreement with Nanjing Nari is part of the company's strategy to strengthen its position in the power electronics market, particularly in offshore wind energy applications [5]. Group 2: Industry Insights - According to Zhongtai International, during the 14th Five-Year Plan period, the focus on flexible transmission technology in ultra-high voltage projects will benefit Sijian Technology as a leading supplier of domestic power distribution components [5]. - The increase in the localization rate of power distribution components is expected to support profit margins, while the penetration of domestic power semiconductors is anticipated to lead to explosive growth in the company's self-developed IGBT chip business [5].

Group 1 - The core point of the article is that SaiJing Technology (00580) has seen its stock price increase by over 7% in early trading, currently at 2.02 HKD with a trading volume of 2.8446 million HKD [1] - SaiJing Technology announced that its subsidiary has signed an agreement with Nanjing Nari Technology Co., Ltd. for the procurement of power electronic devices worth 143 million RMB, with deliveries scheduled in batches during the first half of 2026 [1] - The power electronic devices will be utilized in offshore wind power projects, indicating a strategic move towards renewable energy applications [1] Group 2 - According to Zhongtai International, during the 14th Five-Year Plan period, the ultra-high voltage projects will primarily focus on flexible transmission technology, positioning SaiJing as a leading domestic supplier of power distribution components with a robust order backlog [1] - The increase in the localization rate of power distribution components is expected to support the gross profit margin, while the rising penetration of domestic power semiconductors is anticipated to lead to explosive growth in the revenue from self-developed IGBT chip business [1]

本文源自：智通财经网 海上风电是清洁能源的重要组成部分。海上风电的加速建设将带动该产业链各个环节的需求增长。集团 作为电力电子器件供应商，将积极拓展海上风电市场，以实现在该市场的持续稳定发展。同时，集团在 国家新型能源体系的建设中，将持续推进自身的高质量发展。 智通财经讯，赛晶科技(00580)发布公告，近日，公司旗下子公司(供应商)与南京南瑞继保电气有限公司 (南京南瑞)旗下子公司(采购方)签订协议。根据该协议，采购方将采购总金额为人民币约1.43亿(含税)的 电力电子器件，供应商将于2026年上半年分批交货。该电力电子器件将应用于海上风电项目。 ...

海上风电是清洁能源的重要组成部分。海上风电的加速建设将带动该产业链各个环节的需求增长。集团 作为电力电子器件供应商，将积极拓展海上风电市场，以实现在该市场的持续稳定发展。同时，集团在 国家新型能源体系的建设中，将持续推进自身的高质量发展。 赛晶科技(00580)发布公告，近日，公司旗下子公司(供应商)与南京南瑞继保电气有限公司(南京南瑞)旗 下子公司(采购方)签订协议。根据该协议，采购方将采购总金额为人民币约1.43亿(含税)的电力电子器 件，供应商将于2026年上半年分批交货。该电力电子器件将应用于海上风电项目。 ...

Core Viewpoint - The company has signed an agreement with Nanjing Nari for the supply of power electronic devices worth RMB 143 million, which will be delivered in batches in the first half of 2026, aimed at offshore wind power projects [1] Group 1: Company Developments - The agreement involves a total procurement amount of RMB 143 million (including tax) for power electronic devices [1] - The company aims to actively expand its presence in the offshore wind power market to achieve sustainable and stable development [1] Group 2: Industry Insights - Offshore wind power is a crucial component of clean energy, and its accelerated construction will drive demand growth across various segments of the industry chain [1] - The company is committed to promoting high-quality development within the national new energy system [1]

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 ...

Group 1: National Grid Developments - The National Grid announced the commissioning of the Ningxia-Hunan ±800 kV UHVDC project, which is China's first UHV transmission channel primarily for renewable energy from the "Shagehuang" wind and solar base, enhancing clean energy distribution and power supply security [1] - The Shaanxi-Anhui ±800 kV UHVDC project is currently in the installation phase of core equipment, with a planned completion date in the first half of 2026 [1] - Since the beginning of the 14th Five-Year Plan, the National Grid has completed over 18,000 kilometers of UHV projects, with a total of 41 projects in operation, increasing cross-regional transmission capacity to over 350 million kW, a 30% increase from the end of the 13th Five-Year Plan [1] Group 2: Investment Insights - Guojin Securities reported that the total investment for the Yarlung Tsangpo River downstream hydropower project in Tibet is 1.2 trillion yuan, with an installed capacity exceeding 60 GW and an expected annual generation of 3,000 billion kWh, which will significantly boost demand for UHV and GIL equipment [2] - Huatai Securities noted that from January to May this year, the total investment in China's power grid reached 204 billion yuan, a 19.8% increase year-on-year, with strong demand for main network bidding [2] - The recent acceleration in UHV construction and the approval of two new DC lines are expected to support the performance growth of companies in the sector, with a projected increase in market share under the new procurement model [2] Group 3: Company-Specific Developments - Saijing Technology announced a total procurement agreement worth 624 million yuan for power electronic devices to be used in the Gansu-Zhejiang ±800 kV UHVDC project, indicating strong demand for UHV technology [3] - The company also signed a contract worth approximately 479 million yuan for power electronic devices for a project in Saudi Arabia, showcasing its international market expansion efforts [3] - Weisheng Holdings reported a 50% year-on-year increase in overseas market revenue, reaching 2.397 billion yuan, which now accounts for 27% of total revenue, reflecting a balanced global market presence [4]