Core Insights - The storage industry saw significant growth in H1 2025, with 507 new projects and a total capacity of 21.4GW/53.8GWh, marking a year-on-year increase of 55% and 60.86% respectively [3][20] - Over 90% of storage-related companies reported positive net profit growth, indicating that the new energy sector is becoming a crucial component of corporate growth [5][14] - The number of IPO applications related to storage reached approximately 200, a sevenfold increase compared to the same period last year, with around 16 related to storage [6] Policy Analysis - The end of the tariff buffer period for storage batteries in the US and China will see tariffs rise to 64.9% by the end of 2025, and to 82.4% starting January 1, 2026 [6] Price Trends - The average price of grid-connected storage systems decreased by 0.06 yuan/Wh, a drop of 11.2%, with a 10% decrease in Q2 [8] - The average price of grid-connected storage systems fell by 0.155 yuan/Wh, with a decline of 22.6%, and a near 30% decrease in Q2 after a brief increase [8] Company Performance - As of July 31, 2025, 23% of 61 listed companies in the battery, PCS, and system integration sectors disclosed their performance, with significant growth noted in the new energy business [12] - Notable companies like Ningde Times and Southern Power Storage achieved over 28% growth in net profit and non-recurring net profit [14] Product and Technology Dynamics - The storage industry is evolving towards larger capacity cells and systems, with a focus on standardizing specifications around 587Ah and 684Ah [7][17] - The trend is moving towards larger storage systems, with capacities reaching 9MWh and 10MWh, disrupting traditional 20-foot container models [8][17] Project Dynamics - In H1 2025, 167 storage orders were publicly announced, totaling 292.739GWh, with 107 projects signed, under construction, or in operation [9][10] - The distribution of new projects shows that 13 regions exceeded 1GW in new capacity, with Yunnan, Xinjiang, and Hebei leading [20][23][28]

据证券时报统计，机器人概念股年内股价平均上涨27.34%，中大力德、山河智能的股价涨幅居前，年 内分别上涨191.4%和129.51%。 目前机器人概念股中，有28股发布上半年业绩预告或快报，综合预估下限和快报数据来看，业绩同比增 长的概念股有14只。巨星科技的净利润规模最高，公司业绩略增，预测净利润约12.53亿元至13.73亿 元，同比增长5%至15%。 科沃斯的净利润规模次之，公司预计净利润约9.6亿元至9.9亿元，同比增长57.64%至62.57%。上半年， 公司通过创新产品组合、多价格带布局及线上线下并重等举措，实现国内外业务的持续稳步增长，带动 公司收入预计同比增长约25%。2025年二季度，公司收入预计同比增长近40%。 远大智能、海得控制、天奇股份、爱仕达等7股上半年业绩预计扭亏。东方精工的净利润预计呈翻倍增 长，公司预计上半年净利润约3.61亿元至4.26亿元，同比增长120%至160%。 ...

Group 1 - The core viewpoint of the news is that Haide Control (002184) has shown significant financial growth in its latest quarterly report, with a notable increase in revenue and net profit [1] - As of August 4, 2025, Haide Control's stock closed at 13.94 yuan, reflecting a 4.26% increase, with a trading volume of 395,300 lots and a transaction amount of 548 million yuan [1] - The company reported total operating revenue of 692 million yuan for the first quarter of 2025, representing a year-on-year growth of 44.76%, and a net profit attributable to shareholders of 6.35 million yuan, up 48.39% year-on-year [1] Group 2 - The company has a liquidity ratio of 1.483 and a quick ratio of 1.152, indicating a strong short-term financial position [1] - Haide Control has invested in 25 enterprises and participated in 252 bidding projects, showcasing its active engagement in the market [2] - The company holds 52 trademark registrations and 148 patents, along with 21 administrative licenses, reflecting its commitment to innovation and compliance [2]

Group 1 - The company HaiDe Control (002184) reported that as of July 31, 2025, the number of shareholders is 45,357 [1]

[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates a net profit attributable to shareholders of 10 million to 15 million yuan for H1 2025, achieving a turnaround from loss with significant year-on-year growth Key Performance Indicators for H1 2025 Performance Forecast | Item | Current Reporting Period (2025 H1) | Prior Period | Year-on-Year Change | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Profit: 10 million - 15 million yuan | Loss: 8.2346 million yuan | Increase: 221.44% - 282.16% | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: 4.7 million - 7 million yuan | Loss: 27.8713 million yuan | Increase: 74.88% - 83.14% | | **Basic Earnings Per Share** | Profit: 0.0284 - 0.0426 yuan/share | Loss: 0.0234 yuan/share | - | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company clarifies that the current performance forecast data has not undergone audit by an accounting firm - This performance forecast has not been audited by an accounting firm[3](index=3&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The company's turnaround to profitability is primarily driven by increased new energy business revenue and effective cost reduction measures - The company's operating revenue achieved significant year-on-year growth and turned a loss into a profit, primarily driven by increased new energy business revenue[4](index=4&type=chunk) - The company reduced expenses year-on-year through resource integration in R&D, operations, and management, adjusting investment scale and progress, and implementing cost reduction and efficiency improvement measures[4](index=4&type=chunk) - The company's digitalization business remained generally stable during the reporting period, despite some quarterly fluctuations[4](index=4&type=chunk) - Building on a significant narrowing of year-on-year losses in the first quarter, the company achieved an overall turnaround to profit in the first half[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) Investors are advised that this performance forecast is preliminary and unaudited, with final data subject to the official semi-annual report - This performance forecast data is a preliminary estimate by the company's finance department and has not been audited; the specific data will be subject to the company's officially disclosed 2025 semi-annual report[6](index=6&type=chunk)

Market Overview - A-shares experienced a rally in the afternoon, with the ChiNext Index and the STAR Market Index both rising over 1% [1] - The Shanghai Composite Index closed up 0.23% at 3384.1 points, while the Shenzhen Component Index rose 0.58% to 10203.5 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 13.172 billion yuan, an increase of nearly 1.4 billion yuan compared to the previous day [1] Sector Performance - The food and beverage sector saw a pullback, with Yanjinpuzi dropping over 8% [1] - Pharmaceutical stocks also weakened, with Jinkai Biotechnology down nearly 10% and Sinovac Biotech falling over 8% [1] - The CPO concept stocks surged, with Shengyi Electronics and Haide Control hitting the daily limit [3][4] - The computing power concept stocks were strong, with Huijin Co. and Qingyun Technology also reaching the daily limit [1][3] - The virtual power plant concept gained traction, with Hengshi Technology and Ankao Zhidian both hitting the daily limit [7][8] - The sports concept remained active, with Jinling Sports achieving a three-day limit increase and Gongchuang Lawn hitting the limit for four consecutive days [9][10] CPO Concept - The CPO concept saw significant gains, with Shengyi Electronics closing at a 20% limit increase [3][4] - Other notable performers included Shijia Photon and Haide Control, both reaching their daily limits [3][4] Virtual Power Plant Concept - The virtual power plant concept also experienced a strong performance, with Hengshi Technology closing at a 20% limit increase [7][8] - Other companies in this sector, such as Ankao Zhidian and Jinzhi Technology, also saw substantial gains [7][8] Sports Sector - The sports sector showed continued strength, with Jinling Sports achieving a 20% limit increase and a cumulative increase of approximately 94% over four days [9][10] - The Jiangsu Province City Football League attracted significant attendance, boosting local tourism and consumption [11] Policy Developments - The National Energy Administration has initiated pilot projects focusing on new power system construction, including virtual power plants and intelligent microgrids [8][9] - The National Development and Reform Commission and the Energy Administration have introduced policies to promote green electricity connections, enhancing the traceability of renewable energy consumption [9]

Market Overview - The Shanghai Composite Index closed at 3378.82 points, above the five-day moving average, with a slight increase of 0.08% [1] - The total trading volume of A-shares reached 728.469 billion yuan [1] Stocks Performance - A total of 363 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Huachuang Technology (华强科技) with a deviation rate of 10.80% and a daily increase of 14.03% [1] - Jinming Precision Machinery (金明精机) with a deviation rate of 8.08% and a daily increase of 10.20% [1] - Suli Co., Ltd. (苏利股份) with a deviation rate of 7.93% and a daily increase of 10.03% [1] Additional Stocks with Positive Movement - Other stocks showing positive movement include: - Jicheng Electronics (积成电子) with a daily increase of 9.94% and a deviation rate of 7.71% [1] - Huitong Group (汇通集团) with a daily increase of 10.10% and a deviation rate of 7.66% [1] - Haide Control (海得控股) with a daily increase of 10.03% and a deviation rate of 7.66% [1] Stocks with Smaller Deviation Rates - Stocks with smaller deviation rates that have just crossed the five-day moving average include: - Fuyao Glass (福耀玻璃) and Jiu Gui Jiu (酒鬼酒) with minor deviation rates [1] - The table lists various stocks with their respective daily performance metrics, including trading volume and deviation rates [2]

Meeting Overview - The annual general meeting of Shanghai Haide Control System Co., Ltd. was held on May 28, 2025, combining on-site and online voting [1] - The meeting was convened by the board of directors and chaired by Chairman Xu Hong, with attendance from directors, supervisors, and senior management [1] Attendance and Voting - A total of 226 shareholders participated, representing 153,695,202 shares, which is 43.6748% of the total voting shares [2] - Among these, 222 were small investors, representing 4,979,380 shares, or 1.4150% of the total voting shares [2] Proposal Review - No proposals were rejected or modified during the meeting [2] - The voting results showed that 153,431,640 shares were in favor of the proposals, accounting for 99.9433% of the valid votes cast [3] Small Shareholder Voting Results - Small shareholders voted 4,645,118 shares in favor, representing 93.2871% of the small shareholder votes [4] - The voting results for various proposals indicated a strong majority in favor, with minor abstentions [5][6] Legal Opinion - The legal opinion confirmed that the meeting's procedures and voting methods complied with relevant laws and regulations, ensuring the legitimacy of the attendees and the voting process [11]

证券代码：002184 证券简称：海得控制 公告编号：2025-024 上海海得控制系统股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决议案的情形； 2、本次股东大会无变更前次股东大会决议的情形； 一、会议召开和出席情况 上海海得控制系统股份有限公司（以下简称"公司"）2024 年年度股东大会 于 2025 年 5 月 28 日采取现场会议与网络投票相结合的方式召开。其中，现场会 议于 2025 年 5 月 28 日（星期三）下午 14:30 在上海市闵行区新骏环路 777 号 1 号楼 4 楼报告厅召开；2025 年 5 月 28 日（星期三）上午 9:15 至 9:25，9:30 至 11:30，和下午 13:00 至 15:00 通过深圳证券交易所交易系统进行网络投票；2025 年 5 月 28 日（星期三）上午 9:15 至下午 15:00 的任意时间通过深圳证券交易所 互联网投票系统进行网络投票。 会议由公司董事会召集，董事长许泓先生主持。公司董事、监事出席了本次 ...

国浩律师（上海）事务所 法律意见书 关于上海海得控制系统股份有限公司 2024年年度股东大会的法律意见书 国浩律师（上海）事务所 致：上海海得控制系统股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共 和国证券法》（以下简称"《证券法》"）和中国证券监督管理委员会《上市公司 股东大会规则》的规定，国浩律师（上海）事务所接受上海海得控制系统股份有 限公司（以下简称"公司"）董事会的聘请，指派许航律师、刘悦律师出席并见证 了公司于2025年5月28日在上海市闵行区新骏环路777号1号楼4楼报告厅召开的 2024年年度股东大会，并依据有关法律、法规、规范性文件及《公司章程》的规 定，对本次股东大会的召集、召开程序、出席人员资格、召集人资格、大会表决 程序等事宜进行了审查，现发表法律意见如下： 一、本次股东大会的召集、召开程序 1、公司已于2025年4月28日在巨潮资讯网向公司股东发出了召开公司2024 年年度股东大会的会议通知。经核查，通知载明了会议的时间、地点、内容、会 议出席对象，并说明了有权出席会议的股东的股权登记日、出席会议的股东的登 记方法、联系电话和联系人的姓名等事项。 ...