Leading Smart Grid Company Hits Limit Up Three Consecutive Days: List of A-Share Companies in Smart Distribution and Power Grid Automation Sectors and Related Businesses

Smart grid concept stocks remain active. By the close on Friday, Shun Na Shares and Han Lan Shares both hit three consecutive limit-ups, Taihao Technology hit two, and Nanjing Digital 20CM limit-up, with YuanGuang Software, Aote Xun, HeWang Electric, GuangDian Electric, Samsung Medical all hitting the limit-up.

In news, the three major regional grid operators in the U.S. have each approved a total of $75 billion in transmission expansion projects, building a batch of 765 kV ultra-high voltage lines, with transmission capacity reaching six times that of traditional lines, extending total mileage to 10,000 miles, equivalent to four times the current mileage. Additionally, Samsung Medical announced that its subsidiary Samsung Sweden signed a framework contract worth €117 million with the Dutch Enexis electricity bureau for transformers.

According to previous analysis by Cailian Press, in the smart grid industry chain, listed companies involved in smart distribution and grid automation include XJ Electric, Dongfang Electronic, Beijing Kere, Haochuang Ruitong, Honglida, Sifang Co., State Grid Xintong, Nanjing Digital, and Guodian Nanzi, detailed in the chart below:

XJ Electric’s business is divided into six segments: DC transmission, smart transformation and distribution, smart medium-voltage power supply equipment, etc. Products are applied across generation, transmission, transformation, distribution, and consumption. The company’s core business products cover all aspects of the power system, with capabilities in ultra-high voltage/super-high voltage DC transmission, flexible DC transmission, smart transformation, smart distribution, smart electricity use, new energy generation, electric vehicle charging and swapping, industrial and rail transit power supply, energy internet, advanced energy storage, smart manufacturing, and comprehensive solutions, core equipment manufacturing, and engineering services. Dongfang Electronic was among the earliest in China to enter the distribution automation field. The company leverages its product technology advantages across the entire distribution industry chain and years of industry experience to create a modern smart distribution network integrating digital and intelligent solutions to meet new distribution grid construction needs.

Beijing Kere belongs to the manufacturing industry of power transmission, distribution, and control equipment. Its main business is R&D, production, and sales of distribution and control equipment at 12kV and below. In recent years, the company has strengthened its advantages in distribution equipment products while actively exploring IGBT, photovoltaic, energy storage, hydrogen technology, and has partnered with leading industry companies to develop new energy and integrated energy services, striving to provide partners across the industry with solutions covering new energy generation, energy storage, charging, hydrogen use, and comprehensive energy management. Haochuang Ruitong is a leading domestic supplier of smart distribution equipment, mainly including smart ring main units, smart pole-mounted switches, and box-type substations. Honglida’s main products include smart pole-mounted switches, fault indicators, and ground fault judgment auxiliary devices. After years of product R&D and technological innovation, the company has accumulated strong technical expertise and R&D strength, with products like smart switches effectively improving the convenience and reliability of distribution line operation and maintenance.

Sifang Co. is one of the few domestic manufacturers capable of providing complete key equipment and solutions for data center AC/DC power distribution systems. According to its 2025 semi-annual report, the revenue from automation products for power grids has steadily increased, with significant growth in power plant and industrial automation products. State Grid Xintong is a listed company controlled by State Grid Corporation of China through its wholly owned subsidiary State Grid Information & Communication Industry Group Co., Ltd. As of February 11, the company has been integrating cutting-edge technologies like quantum science deeply into core grid business scenarios, focusing on quantum communication, and has developed a series of products including quantum VPN gateways, quantum wireless security gateways, and 5G+ quantum communication terminals.

Nanjing Digital is a subsidiary of China Southern Power Grid Digital Power Group, serving as the main force in digital grid construction and digital transformation of power and energy enterprises. The company mainly provides digital solutions for clients in the power and energy sectors, including three major business systems: digital grid, enterprise digitalization, and digital infrastructure. In the secondary market, Nanjing Digital closed Friday with a 20CM limit-up. Guodian Nanzi’s main business includes power grid automation, power plant and industrial automation, rail transit automation, information and security technology, and power electronics. It primarily provides automation, information products, integrated equipment, and overall solutions for clients in overseas traditional energy, new energy, industry, and transportation sectors.

(Source: Cailian Press)