Group 1 - The company successfully turned a profit in the first half of 2025, achieving operating revenue of 1,280.22 million yuan, a year-on-year increase of 15.91%, and a net profit attributable to shareholders of 11.06 million yuan, a year-on-year increase of 234.32% [1] - The company's digital business remains stable despite some fluctuations, while the green business is expected to enter a healthy development cycle due to new policies [1] Group 2 - The company is integrating industrial robots into its "two-in-one" solutions, enhancing system intelligence through the application of smart control, smart computing, and smart display technologies in various industries such as metallurgy and ports [2] - The company plans to adopt a dual-driven model for high-quality development, focusing on both organic growth and external investments, particularly in digital and green business sectors [3]

Group 1: Company Performance - In the first half of 2025, the company achieved an operating income of 128,021.68 million yuan, a year-on-year increase of 15.91% [3] - The net profit attributable to shareholders was 1,106.09 million yuan, marking a significant year-on-year increase of 234.32%, successfully turning a profit [3] Group 2: Robotics Sector Development - The company leverages its accumulated automation and information technology for the development of the robotics industry, integrating industrial robots into its "digital and green" solutions [4] - The company is focused on enhancing the adaptability, replicability, and iterative capabilities of its unmanned intelligent systems in various industries, including metallurgy and ports [4] Group 3: Future Business Strategy - The company plans to accelerate its internal development and external investment through collaborations with high-quality targets that have synergistic effects, focusing on digitalization and green initiatives [5] - The dual-driven model of internal growth and external mergers and acquisitions aims to solidify the company's capabilities and promote steady, high-quality development of its main business [5]

上海海得控制系统股份有限公司 简式权益变动报告书 上市公司名称：上海海得控制系统股份有限公司 股票上市地点：深圳证券交易所 股票简称：海得控制 股票代码：002184 信息披露义务人：郭孟榕 住所/通讯地址：上海市闵行区新骏环路 777 号 股份变动性质：持股比例减少（触及5%的整数倍） 签署日期：二○二五年九月 1 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》及相关法律、法规和规范性文件编写。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》等规定，本报 告书已全面披露信息披露义务人在上海海得控制系统股份有限公司中拥有权益 的股份变动情况。 截至本报告书签署日，除本报告书披露的持股信息外，信息披露义务人没有 通过任何其他方式增加或减少其在上海海得控制系统股份有限公司拥有权益的 股份。 三、信息披露义务人签署本报告书已获 ...

证券代码：002184 证券简称：海得控制 公告编号：2025-030 上海海得控制系统股份有限公司 关于控股股东、实际控制人权益变动 触及 5%整数倍的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 2025 年 9 月 3 日至 2025 年 9 月 9 日期间，信息披露义务人郭孟榕先生通过 集中竞价方式合计减持公司股份 552,000 股。 1、本次权益变动系控股股东、实际控制人郭孟榕先生履行此前披露的减持 计划，不触及要约收购，不会导致公司控制权发生变更，不会对公司治理结构及 持续经营产生重大影响。 2、本次权益变动前，郭孟榕先生及其一致行动人劳红为持有公司股份 70,933,039 股，占公司总股本（351,908,370 股）的 20. 1567%。本次权益变动后， 郭孟榕先生及其一致行动人劳红为持有公司股份 70,381,039 股，占公司总股本 （351,908,370 股）的 19.9998%，权益变动触及 5%的整数倍。 2025 年 9 月 9 日，公司收到控股股东、实际控制人郭孟榕先生出具的《简 式权益变动报告书 ...

Group 1 - The company Haide Control (SZ 002184) announced that it will accept a research visit from Penghua Fund on September 2, 2025, with participation from the company's Vice General Manager and Board Secretary Wu Qiunong [1] - For the first half of 2025, Haide Control's revenue composition was 67.8% from industrial automation and information technology, and 32.2% from new energy generation [1] - As of the report, Haide Control's market capitalization is 4.9 billion yuan [1]

Core Insights - The 2025 mid-year reports for listed instrument companies show a mixed performance, with 40 out of 50 companies reporting revenue growth, while 34 companies reported an increase in net profit [1][4][5] - Significant disparities in performance exist among companies, with some experiencing substantial profit growth while others face severe declines [3][7][9] Revenue Performance - Total revenue for the 50 listed instrument companies reached approximately 65.965 billion, with 40 companies showing revenue growth, and 14 companies achieving growth rates above 20% [1][4] - Companies with revenues exceeding 1 billion include: - 汇川技术 (Hui Chuan Technology) 20.509 billion - 三星医疗 (Samsung Medical) 7.972 billion - 川仪股份 (Chuan Yi Co.) 3.281 billion - 华测检测 (Hua Ce Testing) 2.96 billion - 科陆电子 (Ke Lu Electronics) 2.573 billion [5] Profit Performance - Total net profit for the 50 companies was approximately 8.735 billion, with 34 companies reporting profit growth, and 10 companies achieving growth rates above 50% [1][4] - Companies with net profits exceeding 1 billion include: - 汇川技术 (Hui Chuan Technology) 2.968 billion - 三星医疗 (Samsung Medical) 1.230 billion [5] Notable Performers - High performers include: - 高德红外 (Gao De Infrared) with a net profit growth of 906.85% and revenue growth of 68.24% [6] - 汇中股份 (Hui Zhong Co.) with a net profit growth of 102.72% and revenue growth of 51.67% [5] - 科陆电子 (Ke Lu Electronics) with a net profit growth of 579.14% [5] Underperformers - Companies facing significant declines include: - 聚光科技 (Ju Guang Technology) with a net profit decline of 210.86% [7] - 秦川物联 (Qin Chuan IoT) with a net profit decline of 209.73% [7] - 万讯自控 (Wan Xun Control) with a net profit decline of 253.92% [7] - 蓝盾光电 (Lan Dun Optoelectronics) with a net profit decline of 1877.03% [7] Market Trends - The performance disparity among companies is expected to continue, although overall A-share profitability may improve marginally due to supportive macroeconomic policies [9]

Group 1: Company Overview - The company operates in three main business segments: industrial electrical automation, industrial information technology, and renewable energy [3] Group 2: Financial Performance - For the first half of 2025, the company reported a revenue of ¥1,280,216,777.01, representing a year-on-year growth of 15.91% [4] - Net profit for the same period was ¥11,060,894.01, showing a significant increase of 234.32% year-on-year [4] - The company's non-recurring net profit was -¥5,929,773.07, indicating a year-on-year reduction in losses of 78.72% [4] - Revenue breakdown by segment: - Industrial electrical automation: ¥683,996,074.99 (53.43% of total revenue) [4] - Industrial information technology: ¥184,019,301.28 (14.37% of total revenue) [4] - Renewable energy: ¥412,201,400.74 (32.20% of total revenue) [4] Group 3: Shareholder Activity - Major shareholder Guo Menglong plans to reduce his stake by up to 10,557,250 shares (3% of total shares) between September 1, 2025, and November 30, 2025 [5] - The reduction is primarily due to the need for continued investment in related business developments [5] Group 4: Investor Interaction - The investor interaction session concluded at 14:30, with no undisclosed significant information leakage reported [6]

Group 1 - The company, Haide Control, reported that as of August 29, 2025, the number of shareholders is 42,531 [1]

Core Viewpoint - The PLC concept sector leads the market with a rise of 3.7%, indicating strong investor interest and potential growth in this area [1] Company Performance - In the PLC concept sector, Huichuan Technology experienced a significant increase of 5.17% [1] - Zhongkong Technology saw a rise of 3.03%, reflecting positive market sentiment [1] - Haide Control recorded an increase of 1.68%, contributing to the overall sector performance [1]

Core Insights - Company reported a total operating revenue of 1.28 billion yuan, an increase of 176 million yuan, representing a year-on-year growth of 15.91% [1] - Net profit attributable to shareholders reached 11.06 million yuan, an increase of 19.30 million yuan compared to the same period last year [1] - Net cash inflow from operating activities was 90.57 million yuan, an increase of 474 million yuan year-on-year [1] Financial Ratios - The latest debt-to-asset ratio is 55.81%, a decrease of 3.76 percentage points from the previous quarter [3] - The latest gross profit margin is 13.09%, an increase of 0.94 percentage points from the previous quarter [4] - The latest return on equity (ROE) is 0.96%, an increase of 1.56 percentage points compared to the same period last year [4] Earnings and Turnover - The diluted earnings per share are 0.03 yuan, an increase of 0.05 yuan compared to the same period last year [5] - The latest total asset turnover ratio is 0.37 times, an increase of 0.11 times year-on-year, representing a growth of 41.74% [5] - The latest inventory turnover ratio is 1.62 times, an increase of 0.65 times year-on-year, representing a growth of 66.16% [5] Shareholder Information - The number of shareholders is 54,400, with the top ten shareholders holding 167 million shares, accounting for 47.33% of the total share capital [5] - The top shareholder is Xu Hong, holding 21.8% of the shares [5]