（文章来源：证券日报） 证券日报网讯 2月24日，海得控制在互动平台回答投资者提问时表示，截至2026年2月13日，公司的股 东人数为42519户。 ...

Group 1 - The company, Haide Control, reported that as of February 10, 2026, the number of shareholders is 42,951 [2]

经济观察网海得控制（002184）近期有多项动态值得关注。 业绩经营情况 股东人数情况 截至2026年1月31日，公司股东户数为43,322户，较上期减少7.02%，显示筹码集中度上升。 以上内容基于公开资料整理，不构成投资建议。 公司于2026年1月31日发布了2025年度业绩预告，预计净利润亏损5000万元至7500万元，同比减亏 66.33%至77.55%，但正式年度报告尚未披露，具体数据以审计后为准。 业务进展情况 公司正在探索东南亚国家的电力微网市场，因该地区电力缺口较大，可能为未来业务带来新机会。这一 布局反映了公司绿色化业务的战略调整。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-04 | 002184 | 海得控制 | 11.93 | 184.22 | | 2,197. | 平安证券股份有限 | | | | | | | | 公司上海分公司 | 公司上海分公司 | 2月4日，海得控制大宗交易成交184.22万股，成交额2197.74万元，占当日总成交额的23.94%，成交价 11.93元，较市场收盘价13.17元折价9.42%。 ...

Group 1 - The company, Haide Control, reported that as of January 30, 2026, the number of its shareholders reached 43,322 households [1]

Core Viewpoint - The company, Haide Control, forecasts a net loss attributable to shareholders of 50 million to 75 million yuan for the year 2025, with a net loss excluding non-recurring gains and losses expected to be between 80 million and 105 million yuan [1] Group 1: Digital Business - The digital business segment has seen revenue and operating profit growth year-on-year due to improved management and operational efficiency, despite facing pressures from weak infrastructure investment [1] - The industrial information technology business, however, experienced a decline in both revenue and operating profit year-on-year due to ongoing market challenges [1] Group 2: Green Business - The high-power power electronics product segment is under pressure from a "volume without price increase" market environment, leading to increased revenue but decreased gross margins [1] - The energy storage business has not significantly increased revenue due to short-term policy changes and supply-demand adjustments in the industry, although operational losses have narrowed significantly year-on-year due to strategic adjustments and cost reduction measures [1] - Overall, while the company has reduced losses significantly in 2025, it has not achieved its goal of turning a profit [1]

Financial Performance - The company expects a net loss attributable to shareholders of between 50 million and 75 million yuan for the year 2025, representing a 66.33% improvement compared to a loss of 222.74 million yuan in the previous year[3]. - The net loss after deducting non-recurring gains and losses is projected to be between 80 million and 105 million yuan, which is a 59.40% improvement from a loss of 258.59 million yuan in the previous year[3]. - The basic earnings per share is expected to be between -0.1421 yuan and -0.2131 yuan, compared to -0.6330 yuan per share in the previous year[3]. - The company aims to reduce operational losses significantly but has not achieved profitability for the fiscal year 2025[6]. - The performance forecast data is preliminary and has not been audited by an accounting firm, with final figures to be disclosed in the official 2025 annual report[7]. Business Segments - The industrial automation business has seen revenue and profit growth due to improved management and operational efficiency, despite challenges in the industrial information sector[5]. - The green power electronics segment faces pressure with revenue growth but declining gross margins, and the energy storage business has not significantly increased revenue due to short-term industry policy changes[6]. Cost Management - The company has implemented cost reduction measures and resource integration, leading to a significant decrease in expenses compared to the previous year[6].

Core Viewpoint - The company, Haide Control, is actively developing its industrial information technology business with a focus on high-reliability solutions, although it has not yet entered the aerospace central enterprise supplier system [1] Group 1: Product Offerings - The company has launched a range of proprietary hardware and software products, including redundant medium PLCs, edge controllers, Web SCADA, lightweight MES, industrial switches, fault-tolerant servers, and private cloud platforms [1] Group 2: Market Position - Currently, the company has not yet become part of the supplier system for aerospace central enterprises, indicating potential growth opportunities in this sector [1]

Group 1 - The company Haide Control announced that it will accept research from CITIC Securities between January 15 and January 16, 2026, with participation from key executives including the Deputy General Manager and Board Secretary Wu Qiunong, as well as representatives from the securities affairs team [1] - The silver market has seen a significant increase, with prices rising over 80% in the last 50 days, indicating a level of speculation that surpasses that of gold, suggesting a potential peak in the precious metals bull market [1] - Historically, surges in silver prices have often signaled the climax of a bull market in precious metals, raising questions about the current market dynamics and whether this trend will hold true this time [1]

Group 1: Energy Storage Business Insights - The energy storage industry is currently in a low-price competition phase, with a disconnect between market expansion and profitability [3] - The turning point for the energy storage sector is anticipated to be the comprehensive promotion of electricity market transactions, with European market mechanisms being more mature compared to domestic ones [3] - The company is cautiously advancing centralized energy storage while focusing on higher-margin commercial storage business and actively participating in domestic electricity trading pilots [3] Group 2: Industrial Software and Digital Transformation - The company's industrial information technology services cater to sectors such as transportation, electricity, chemicals, metallurgy, mining, pharmaceuticals, and municipal services, representing a strong profit-generating segment [4] - The second-generation industrial intelligent network management software provides a reliable monitoring solution for industrial control networks, addressing issues of disparate maintenance and data interoperability [4] - The company is exploring the integration of AI with edge computing to enhance existing edge controllers, aiming to develop intelligent controllers with autonomous decision-making capabilities [4] Group 3: International Expansion of Energy Storage - The company's international expansion focuses on Europe, facing challenges such as varying grid access standards and long certification cycles [5] - The company is also exploring business opportunities in Southeast Asia, where there is a significant electricity gap suitable for microgrid project development [5]