According to Zhitong Finance, Junzhi Group (01300) surged over 11%. As of the time of writing, the stock was up 9.26% at 1.18 HKD, with a turnover of 7.5495 million HKD. On the news front, Junzhi Group recently announced that China Tower Corporation published the results of the selected candidates for its 2026 Feeder Products (Signal Cables) Concentrated Procurement Project via its online business platform (hereinafter referred to as the "Bid Award Announcement"). The Group's wholly-owned subsidiary, Jiangsu Junzhi Technology Co., Ltd. (hereinafter referred to as "Junzhi Technology"), was a successful bid candidate and was preliminarily selected for China Tower Corporation's 2026 Feeder Products (Signal Cables) Concentrated Procurement Project. The total value of this tender and bid was approximately 981 million yuan (tax exclusive), with Junzhi Technology ranking third among the winning bidders. China Tower Corporation is one of the Group's major clients. This signal cable centralised procurement will play a positive role in promoting both 5G and the construction of AI Data Centres (AIDCs) in China. To address the rapid growth in global artificial intelligence (AI) computing demand, the Group is making high-intensity strategic investments to fully expand its business presence in the domestic AIDC sector. As AIDC construction in China continues to expand and develop rapidly, the Company expects this business segment to make increasing contributions to the Group's overall business, becoming a core engine driving the Group's operations and leading the Group into a new cycle of high-quality development.

Prior to the 2025 SMM APAC Lead-Acid Battery Industry Conference, organized by Shanghai Metals Market (SMM), SMM led a delegation on a corporate visit to KIJO Battery (Vietnam) Co., Ltd. for exchange and insights.

On May 9, the winning bid result for the 2025 (Bijie City) PV Module Procurement Project for Base Stations by Guizhou Branch of Tower Energy Co., Ltd. was announced. Shanghai Datang Mobile Communications Equipment Co., Ltd. was the bid winner, with a total tax-inclusive response price (evaluation price) of 1,501,632 yuan and a unit price of 0.66 yuan/W. According to the tender announcement, Guizhou Branch of China Tower Corporation Limited planned to procure approximately 2,275,200 Wp of monocrystalline silicon PV modules for an estimated 474 base stations across Bijie City, setting a maximum price limit of 0.70 yuan/W (tax-exclusive unit price).

On April 30, the list of candidates for the 2025 (Bijie City) Base Station PV Module Procurement Project of Guizhou Branch of Steel Tower Energy Co., Ltd. was announced. The first-ranked candidate is Shanghai Datang Mobile Communications Equipment Co., Ltd., with a total tax-inclusive response price (evaluation price) of 1,501,632.00 yuan; the second-ranked candidate is Baode Lighting Group Co., Ltd., with a total tax-inclusive response price (evaluation price) of 1,660,896.00 yuan.

On April 30, the shortlisted candidates for the 2025 (Bijie City) Base Station PV Module Procurement Project of Guizhou Branch of Tower Energy Co., Ltd. were announced. The first shortlisted candidate was Shanghai Datang Mobile Communications Equipment Co., Ltd., with a total tax-inclusive response price (evaluation price) of 1,501,632.00 yuan; the second shortlisted candidate was Baode Lighting Group Co., Ltd., with a total tax-inclusive response price (evaluation price) of 1,660,896.00 yuan. According to the tender announcement, Guizhou Branch of China Tower Corporation Limited planned to procure approximately 2.2752 million Wp of monocrystalline silicon PV modules for an estimated 474 base stations across Bijie City, setting a maximum price limit of 0.7 yuan/W (excluding tax) for the unit price.

During the week from February 24 to March 2, 2025, SMM statistics showed that domestic enterprises won a total of 12 PV module projects, with winning bid prices concentrated in the range of 0.65-0.73 yuan/W. The weighted average price for the week was 0.67 yuan/W, a decrease of 0.02 yuan/W compared to the previous week. The total awarded procurement capacity was 210.9 MW, a reduction of 2,657 MW compared to the previous week.

Narada Power Source has won the bid for China Tower Corporation’s 2025 centralized tender for valve-regulated sealed lead-acid (VRLA) battery products, with a contract value of approximately 330 million RMB. Narada Power Source has been collaborating with China Tower for many years.

【Sodium Battery Procurement Tender: China Tower Tianjin Company Plans to Purchase 1,728 Sodium-ion Batteries】On September 19, 2024, the Tianjin Branch of China Tower Energy Co., Ltd. issued a tender announcement for the "2024 Bus Stop Advertising Billboard Backup Battery Service Framework Procurement Project." This project plans to procure 1,728 sodium-ion batteries, with a maximum bid unit price limit of 2,720 yuan (tax included), and a total budget amount (tax included) of 4.7 million yuan.

Tobacco shares: won the bid for the China Tower bidding project of about 340 million yuan. Tobacco shares announced that the company recently received a notice of winning the bid from the bidding agency China Communications, confirming that the company is the successful bidder for the centralized bidding project of lithium iron phosphate battery products for backup power for China Tower from 2023 to 2024, with a winning bid amount of about 3.4 billion yuan (including tax).

Nandu Power: Won the centralized bidding project for lithium iron phosphate battery products for backup power of China Tower in 2023-2024" Nandu Power announced that it won the centralized bidding project for lithium iron phosphate battery products for backup power of China Tower in 2023-2024, with a winning amount (including tax) of approximately 403 million yuan.