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 - LinYong Energy (601222.SH) has won a bid from State Grid Corporation of China and State Grid Materials Co., Ltd. for the procurement of various smart electric meters and terminals, with a total bid amount of approximately 141.88 million yuan [1] Group 1 - The company received a bid notification on September 24, 2025, for the "53rd Batch Procurement of State Grid Corporation of China (Second Measurement Equipment Bidding Procurement)" [1] - The company won bids for 10 packages, including A-level single-phase smart electric meters, B-level three-phase smart electric meters, C-level three-phase smart electric meters, smart integration terminals, and dedicated transformer collection terminals [1] - The total bid amount is approximately 141.88 million yuan [1]

Core Viewpoint - Canaan Intelligent has won a bid from State Grid Corporation of China for the procurement of smart electric meters and related equipment, indicating a significant business opportunity for the company in the energy sector [1] Group 1: Bid Details - On September 23, 2025, Canaan Intelligent received a bid notification from State Grid Corporation and State Grid Materials Corporation for the "53rd Batch Procurement of State Grid Corporation 2025 (Second Measurement Equipment Tender Procurement)" [1] - The company won 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 specialized transformer collection terminals [1] - The total bid amount is approximately 73.1221 million yuan [1] Group 2: Contractual Obligations - The relevant contracts for the awarded projects are to be signed within 30 days of receiving the bid notification [1] - The performance period will be determined based on the final signed contracts [1]

Core Viewpoint - Jiangsu Linyang Energy Co., Ltd. has won multiple bids in the State Grid Corporation of China's procurement project, indicating a strong position in the smart energy meter market [1] Group 1 - The company received a bid notification from the State Grid Corporation and State Grid Materials Co., Ltd. on September 24, 2025 [1] - The company won bids for 10 packages in the "53rd batch of procurement in 2025" by the State Grid Corporation [1] - The total bid amount is approximately 141.8829 million yuan [1]

Core Viewpoint - Linyang Energy (601222.SH) has won a bid from State Grid Corporation of China for the procurement of various smart electric meters and terminals, with a total bid amount of approximately 142 million yuan [1] Group 1 - The company received a bid notification on September 24, 2025, from State Grid Corporation and State Grid Materials Co., Ltd. [1] - The project is part of the "State Grid Corporation of China 2025 53rd Batch Procurement (Marketing Project Second Measurement Equipment Tender Procurement)" [1] - The company won bids for 10 packages, including A-level single-phase smart electric meters, B-level three-phase smart electric meters, C-level three-phase smart electric meters, smart fusion terminals, and dedicated transformer collection terminals [1]

智通财经APP讯，林洋能源(601222.SH)发布公告，公司于2025年9月24日收到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，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)"(招标编号：0711-25OTL08322016)项目中，公司为此项目A级单相智能电能表、B级 三相智能电能表、C级三相智能电能表、智能融合终端、专变采集终端的中标人，共中10个标包，中标 总金额约1.42亿元。 ...

格隆汇9月24日丨炬华科技(300360.SZ)公布，收到国家电网有限公司、国网物资有限公司发给本公司的 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）（招标编号：0711-250TL08322016）"中标单位，共中10个包，合计总数量为440,900只，总金额为 14,191.970015万元。其中：A级单相智能电能表中标数量为320,000只，金额为4,319.764000万元；B级 三相智能电能表中标数量为75,000只，金额为2,544.189350万元；C级三相智能电能表中标数量为9,000 只，金额为483.502140万元；智能融合终端中标数量为13,000只，金额为3,340.163610万元；专变采集终 端中标数量为14,900只，金额为1,521.882305万元；专变终端（模组化）中标数量为9,000只，金额为 1,982.468610万元。相关合同根据中标通知书将在30日内签订，履行期限以具体签订的合同为准。本次 中标总金额为14,191.970015万元，交货时间需根据各地网省公司实际合同要求确定。 ...

格隆汇9月24日丨炬华科技(300360.SZ)公布，收到国家电网有限公司、国网物资有限公司发给本公司的 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）（招标编号：0711-250TL08322016）"中标单位，共中10个包，合计总数量为440,900只，总金额为 14,191.970015万元。其中：A级单相智能电能表中标数量为320,000只，金额为4,319.764000万元；B级 三相智能电能表中标数量为75,000只，金额为2,544.189350万元；C级三相智能电能表中标数量为9,000 只，金额为483.502140万元；智能融合终端中标数量为13,000只，金额为3,340.163610万元；专变采集终 端中标数量为14,900只，金额为1,521.882305万元；专变终端（模组化）中标数量为9,000只，金额为 1,982.468610万元。相关合同根据中标通知书将在30日内签订，履行期限以具体签订的合同为准。本次 中标总金额为14,191.970015万元，交货时间需根据各地网省公司实际合同要求确定。 ...

Group 1 - The company Canaan Intelligent (300880.SZ) 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 "53rd Batch Procurement of State Grid Corporation of China in 2025 (Second Bidding for Marketing Project of Metering Equipment)" with bid number 0711-25OTL08322016 [1] - The total bid amount for the six packages won by the company is approximately 73.1221 million yuan [1] Group 2 - The company is awarded contracts for A-level single-phase smart energy meters, B-level three-phase smart energy meters, C-level three-phase smart energy meters, and special transformer collection terminals [1] - The contracts related to the awarded projects are to be signed within 30 days of receiving the bid notification [1] - The performance period will be determined by the final signed contracts [1]