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。 ...

智通财经APP讯，万胜智能(300882.SZ)发布公告，近日，公司收到了国家电网有限公司及国网物资有限 公司发给公司的《中标通知书》，中标货物名称：A级单相智能电能表、B级三相智能电能表、专变采 集终端、计量低压电流互感器、10-35kV计量电流及电压互感器、10kV计量组合互感器，本次中标总金 额约为6798.2855万元。 本次中标总金额约为6798.2855万元，约占公司2024年度经审计的营业收入的7.25%。中标项目签订正式 合同并顺利实施后，预计将对公司未来经营业绩产生积极的影响，且不会影响公司经营的独立性。 ...

万胜智能（300882）(300882.SZ)发布公告，近日，公司收到了国家电网有限公司及国网物资有限公司 发给公司的《中标通知书》，中标货物名称：A级单相智能电能表、B级三相智能电能表、专变采集终 端、计量低压电流互感器、10-35kV计量电流及电压互感器、10kV计量组合互感器，本次中标总金额约 为6798.2855万元。 本次中标总金额约为6798.2855万元，约占公司2024年度经审计的营业收入的7.25%。中标项目签订正式 合同并顺利实施后，预计将对公司未来经营业绩产生积极的影响，且不会影响公司经营的独立性。 ...

万胜智能9月25日公告，公司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》，中标 货物包括A级单相智能电能表、B级三相智能电能表、专变采集终端、计量低压电流互感器、10-35kV计 量电流及电压互感器、10kV计量组合互感器，中标总金额约为6798.29万元。 ...

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。 ...

Core Viewpoint - 威胜控股's stock price increased by 4.31%, reaching HKD 12.09, with a trading volume of HKD 14.72 million, following the announcement of significant contract wins from the State Grid Corporation of China [1] Group 1: Contract Wins - 威胜控股's subsidiary, 威胜集团有限公司, secured a contract for approximately 487,000 smart meters and low-voltage current transformers, valued at approximately RMB 97.48 million [1] - Another subsidiary, 威胜信息技术股份有限公司, won a contract for about 37,000 smart integrated terminals and dedicated transformer collection terminals, valued at approximately RMB 67.96 million (around HKD 74.22 million) [1] - The total contract value obtained by the company in this tender ranked first, with a cumulative value of approximately RMB 398 million in contracts from the State Grid for the year 2025 [1]

Group 1 - The core point of the article is that 威胜控股 (03393.HK) has secured significant contracts from 国家电网 for smart metering equipment, totaling approximately RMB 16.5 million [1] - 威胜集团有限公司 won a contract for about 487,000 smart meters and low-voltage current transformers, valued at approximately RMB 97.48 million [1] - 威胜信息技术股份有限公司 secured a contract for about 37,000 smart integrated terminals and dedicated transformer collection terminals, valued at approximately RMB 67.96 million [1] Group 2 - The total contract value obtained by the company from 国家电网's centralized bidding in 2025 has reached approximately RMB 398 million [1] - The company ranked first in total contract value awarded in this bidding process [1]

Core Viewpoint - 威胜控股 has secured significant contracts from the State Grid Corporation of China, indicating strong performance in the smart metering sector and a leading position in the recent bidding process [1] Group 1: Contract Wins - 威胜控股's subsidiary, 威胜集团有限公司, won a contract for approximately 487,000 smart meters and low-voltage current transformers, valued at around RMB 97.48 million [1] - Another subsidiary, 威胜信息技术股份有限公司, secured a contract for about 37,000 smart integrated terminals and dedicated transformer collection terminals, valued at approximately RMB 67.96 million (around HKD 74.22 million) [1] - The total contract value obtained by the company in this bidding round ranks first among all participants [1] Group 2: Cumulative Contract Value - As of the date of the announcement, 威胜控股 has secured a cumulative contract value of approximately RMB 398 million from the State Grid's centralized bidding in 2025 [1]