港股异动 | 威胜控股(03393)涨超6% 年内涨超65% 附属中标国家电网逾4亿元人民币合约
威胜控股(03393)午后涨超6%，年内累计涨幅超65%。截至发稿，涨5.9%，报1634.33万港元。
消息面上，威胜控股此前公布，于4月7日，国家电网公布2024年第一次计量设备招标采购结果，其中附属威胜集团夺得约89.9万台智能电表的合约，合约价值约为3.06亿元人民币。同时，附属威胜信息技术亦夺得约56,000台数据采集终端和集中器的合约，合约价值约为1.06亿元。公司于年内已夺得国家电网集中招标累计价值约4.12亿元的合约。
中信建投此前表示，继续看好电力设备出海(一次设备、电能表)，网内投资上行，关注海内外需求弹性大的标的。国元国际则指出，威胜控股在海外市场份额保持稳定。总体看来，24年-25年海外业务高增长持续；同时ADO业务在储能智能化生产线的投产后，收入增长将提速，并带来毛利率提升，公司整体业绩增长势头向好。
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