Core Viewpoint - The company is focusing on leveraging policy advantages and market opportunities to achieve profitability by 2025 through digital and green business initiatives [5][6]. Shareholder Changes - As of May 20, 2025, the number of shareholders is 48,300, a decrease of 1,864 or 3.71% from May 9, 2025. The average shareholding per account increased from 7,009 shares to 7,280 shares, with an average market value of 90,300 yuan [2][6]. Institutional Research Highlights - The company has minimal exposure to U.S. business, resulting in a negligible impact from reciprocal tariff policies. This situation may provide domestic companies with more opportunities for import substitution [3][6]. - The company’s wind turbine operation and maintenance services primarily supply products and debugging services to independent service providers and those backed by original equipment manufacturers [3]. Performance Disclosure Highlights - The company’s main business segments are digital and green initiatives, including industrial electrical automation and information technology, as well as new energy storage and high-power power electronics. The goal for 2025 is to utilize policy advantages to drive growth and achieve profitability [5][6]. - The company aims to improve operational quality and efficiency while exploring new growth opportunities, including international expansion, to navigate industry cycles [5].

Summary of Key Points from Conference Call Records Company: 海得控制 (Haide Control) Industry: Automation and Robotics - **Technological Integration**: Haide Control has accumulated automation and information technology that can be reused in the development of the robotics industry. Industrial robots are integrated into the company's "digitalization" solutions, focusing on control and data interaction layers [1][2] - **Military Applications**: The company has developed the NetSCADA-M monitoring software, which has been applied in military projects and has passed project acceptance by the former General Equipment Department. The software is aimed at the mid-to-high-end HMISCADA automation market and has been widely used in various industries, although military business volume is relatively small [2][3] - **Cloud Solutions**: Haide Control has created the IndusCloud industrial private cloud solution to enhance IT resource utilization efficiency. This solution has been successfully applied in the highway and petrochemical industries [3][4] - **Chip Development**: The company is focusing on the development of intelligent products based on chips, integrating automation and information technology to provide industrial intelligent solutions. The EH11 series PLC has completed domestic chip replacement and is now in sales [4][5] Company: 北斗星通 (Beidou Star) Industry: Satellite Navigation and Chip Services - **Employee Stock Ownership Plan**: Beidou Star has elected members for its 2025 employee stock ownership plan management committee, indicating a focus on employee engagement and retention [5][6] - **Core Business Areas**: The company specializes in satellite navigation products, location-based services, and has established a leading position in high-precision receiver components for mapping and military applications. The company’s products are also used in robotics, with a market share exceeding 60% in the drone sector [6][7] - **Collaboration with Huawei**: Beidou Star has been collaborating with Huawei since 2020, involving various business units and product lines, including chips and antennas [7][8] Company: 信邦智能 (Xingbang Intelligent) Industry: Industrial Robotics and Automation - **Acquisition Plans**: Xingbang Intelligent plans to acquire controlling stakes in Wuxi Yindi Chip Microelectronics, indicating a strategic move to enhance its capabilities in the semiconductor sector [8][9] - **Focus on Robotics**: The company is heavily invested in industrial and collaborative robotics, providing automation solutions across various sectors, including aerospace and military. Their autonomous mobile robots (AMRs) are designed to improve operational efficiency [9][10] - **Development of Monitoring Systems**: The company has developed an automatic monitoring system for drones, which can be applied in military contexts, showcasing its commitment to innovation in the robotics field [10][11] Additional Insights - **Market Trends**: The integration of automation and information technology is a common theme across the companies, highlighting a trend towards smart manufacturing and digital transformation in various industries [1][3][4] - **Military and Civilian Applications**: Both Haide Control and Beidou Star emphasize their involvement in military applications, reflecting the growing importance of military-civilian integration in technology development [2][6] - **Collaborations and Partnerships**: Strategic partnerships, particularly with major tech firms like Huawei, are crucial for these companies to enhance their technological capabilities and market reach [7][8]

Group 1: Impact of Tariff Policies - The company's exposure to U.S. business is minimal, resulting in a limited impact from reciprocal tariff policies on its main operations [2] - Domestic companies may benefit from increased sales opportunities for import substitution products due to the tariff policies [2] Group 2: Wind Turbine Operation and Maintenance Services - The wind turbine operation and maintenance market has two main business models: independent service providers and those based on original equipment manufacturers [3] - The company primarily provides specialized product supply and debugging services to operation and maintenance companies, with increasing demand as the number of out-of-warranty turbines rises [3] Group 3: Inventory Management in Industrial Automation - The company employs a combination of regular inventory and on-demand procurement, similar to industry standards [4] - Inventory levels are gradually normalizing, but remain high due to market demand; significant reductions in average monthly inventory are expected in 2024 through improved management [4] Group 4: Software Sales Product Structure - The company primarily sells self-developed software products, including NetSCADA, iWorx, and industrial intelligent network management software [5] Group 5: Investor Interaction Summary - The investor interaction concluded at 12:30 PM, with no undisclosed material information leakage reported [6]

Group 1: Business Overview - The company operates in two main business segments: digitalization (including industrial electrical automation and industrial information technology) and green technology (including new energy storage and high-power power electronics) [2] - The digitalization segment aims to improve operational quality and sales gross margin while maintaining growth rates comparable to competitors [2][3] - The green technology segment focuses on cost reduction and efficiency improvement to navigate market price fluctuations while ensuring order delivery capabilities [3] Group 2: Market Challenges and Opportunities - The company faces challenges such as insufficient internal demand, intensified industry competition, and external environmental pressures [5][6] - Despite these challenges, the digitalization and green technology sectors are seen as vital growth areas, supported by national policies promoting artificial intelligence and low-carbon initiatives [5][6] - The company aims to leverage policy advantages and seek new growth points, including overseas business expansion, to achieve profitability [5] Group 3: Industry Performance and Trends - The industrial control industry is crucial for manufacturing transformation, with significant profit pressure across various sectors [6][7] - In 2024, traditional industries like coal and oil saw profit declines exceeding 50%, while sectors like chemical fibers and wind power equipment experienced growth rates above 20% [6] - The automation market is characterized by weak domestic demand and price declines, with a notable shift towards international markets [6][7] Group 4: Future Outlook - The company anticipates a recovery in market demand and infrastructure investment, but must address challenges in sales gross margin and market expansion for new products [7] - The new energy storage business faces competition from leading enterprises, while opportunities arise from the establishment of a new power system and market-oriented electricity trading [7]

Core Viewpoint - The company acknowledges ongoing challenges due to external environment, insufficient internal demand, and intensified industry competition, but sees opportunities in the digitalization and green transformation sectors, which are aligned with national policies and industry trends [1] Group 1: Company Performance Outlook - The company aims to leverage policy and sector advantages to promote digital business development through green initiatives, seeking to achieve synergy between digital and green operations [1] - The company is targeting operational quality improvement, increased efficiency, and exploring new growth points such as international business to navigate industry cycles and strive for profitability in 2025 [1] Group 2: Business Segments - The company's main business includes three segments: industrial electrical automation, industrial information technology, and new energy, providing comprehensive product solutions and technical services for automation and intelligent production scenarios [1] - The company offers system solutions for digitalization and intelligence in factories and infrastructure, and specialized equipment and systems for new energy power and energy storage [1]

证券代码：002184 证券简称：海得控制 公告编号：2025-023 上海海得控制系统股份有限公司 关于子公司诉讼事项的进展公告 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： 1、案件所处的诉讼阶段：法院已受理，尚未开庭审理； 2、上市公司所处的当事人地位：上海海得控制系统股份有限公司（以下简 称"公司"或"上市公司"）控股子公司浙江海得智慧能源有限公司（以下简称 "浙江海得智慧能源"）为案件原告； 3、涉案金额：合计暂定为 3.17 亿元； 4、对上市公司损益产生的影响：截至公告披露日，案件尚未开庭审理，该 诉讼事项对公司本期利润或未来利润的具体影响尚存在不确定性，公司将根据相 关法律法规及案件进展情况及时履行信息披露义务。 一、本次诉讼事项受理的基本情况 （二）案件二 2023 年 4 月、7 月，浙江海得智慧能源与元动新能源（锡林郭勒盟）先后签 订了《设备合同》及《设备合同补充协议》。2023 年 9 月，浙江海得智慧能源向 元动新能源（锡林郭勒盟）交付完毕全部货物。因元动新能源（锡林郭勒盟）并 未按合同约定向浙江海得智慧能源支付货款，浙 ...

Financial Performance - The company reported a total revenue of 692 million yuan for Q1 2025, representing a year-on-year increase of 44.76% compared to 478 million yuan in Q1 2024 [1] - The net profit attributable to the parent company for Q1 2025 was -6.35 million yuan, an improvement of 48.39% from -12.30 million yuan in Q1 2024 [1] - The gross margin decreased to 12.15%, down 39.83% year-on-year from 20.20% [1] - The net margin improved to -0.68%, a 75.42% increase from -2.78% [1] - Total expenses (selling, administrative, and financial) amounted to 67.49 million yuan, accounting for 9.76% of revenue, a decrease of 38.56% year-on-year [1] Cash Flow and Financial Ratios - The company reported a negative operating cash flow per share of -0.32 yuan, which is an improvement of 63.20% from -0.88 yuan [1] - The cash and cash equivalents decreased to 662.1 million yuan, down 7.79% from 717 million yuan [1] - The ratio of cash to current liabilities is 60.53%, indicating potential liquidity concerns [4] Business Strategy and Market Position - The company focuses on integrating information technology with manufacturing, emphasizing a dual strategy of digitalization and green technology [4][5] - The business model relies heavily on marketing-driven performance, necessitating a thorough examination of the underlying drivers [3] - The company aims to enhance its core competitiveness by optimizing operational strategies and forming collaborative industry ecosystems [5]

Group 1 - The core viewpoint of the articles highlights the strong performance of the robotics sector, particularly the rise of humanoid robots, with significant investments and advancements expected in 2025 [3][4]. - The China Robotics Index (H30590) saw a robust increase of 1.26%, with notable gains from constituent stocks such as Xunbang Intelligent (up 7.77%) and Hechuan Technology (up 6.28%) [3]. - Tesla's first-quarter update for 2025 revealed plans for the production of thousands of Optimus humanoid robots by the end of 2025, with a long-term goal of producing one million units annually by 2029-2030 [3][4]. Group 2 - The application scenarios for robots are expanding, with the Ministry of Industry and Information Technology indicating that new intelligent equipment is increasingly being applied in various manufacturing processes [4]. - The Robot ETF (159770) closely tracks the China Robotics Index and has seen a significant increase in scale, with a growth of 4.26 billion yuan over the past week [4]. - The Robot ETF has experienced continuous net inflows totaling 520 million yuan over the past five days, indicating strong investor interest [4]. Group 3 - As of April 28, 2025, the Robot ETF has achieved a net value increase of 31.42% over the past three years, ranking first among comparable funds [5]. - The Robot ETF has a management fee rate of 0.50% and a custody fee rate of 0.10%, which are among the lowest in its category [5]. - The tracking error of the Robot ETF over the past two months is 0.009%, indicating high tracking precision compared to other funds [5].

为充分尊重投资者、提升交流的针对性，现就公司 2024 年度网上业绩说明 会提前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于 2025 年 5 月 14 日（星期三）下午 15:00 前访问 http://ir.p5w.net/zj/，或扫描下方二维 码，进入问题征集专题页面。公司将在 2024 年度网上业绩说明会上，对投资者 普遍关注的问题进行回答。欢迎广大投资者积极参与。 证券代码：002184 证券简称：海得控制 公告编号：2025-022 关于举行 2024 年度网上业绩说明会的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 上海海得控制系统股份有限公司（以下简称"公司"）第九届董事会第五次 会议审议通过了《2024 年年度报告及摘要》，具体内容详见公司于 2025 年 4 月 28 日刊登在《中国证券报》《证券时报》和巨潮资讯网（http://www.cninfo.com.cn） 上的相关文件，敬请投资者查阅。 为使投资者能够进一步了解公司的经营情况，公司定于 2025 年 5 月 15 日（星 期四）下午 15:00-17:00 在 ...

Financial Performance - The company's revenue for Q1 2025 reached ¥691,634,451.68, representing a 44.76% increase compared to ¥477,796,542.19 in the same period last year[5] - The net loss attributable to shareholders narrowed to ¥6,345,648.61, a 48.39% improvement from a loss of ¥12,294,960.90 in the previous year[5] - The net cash flow from operating activities improved by 63.20%, amounting to -¥113,634,761.78, compared to -¥308,822,029.89 in the same period last year[5] - Total operating revenue for the current period reached ¥691,634,451.68, a significant increase of 45.6% compared to ¥477,796,542.19 in the previous period[18] - The net loss for the current period was ¥4,733,954.82, an improvement from a net loss of ¥13,304,835.00 in the previous period[19] - The basic and diluted earnings per share were both reported at -0.0180, an improvement from -0.0349 in the previous period[20] Assets and Liabilities - The company's total assets decreased by 6.72% to ¥3,462,948,074.82 from ¥3,712,245,984.49 at the end of the previous year[5] - Total current assets decreased from 2,996,887,314.81 CNY to 2,748,984,226.51 CNY, a reduction of approximately 8.27%[14] - Total liabilities decreased from 2,996,887,314.81 CNY to 2,748,984,226.51 CNY, reflecting a decrease of approximately 8.27%[14] - The company reported a total liability of ¥2,062,773,901.38, down from ¥2,313,409,716.67 in the previous period, indicating a reduction in overall debt[18] Cash Flow - Cash flow from operating activities was ¥551,440,988.18, slightly up from ¥533,479,525.60 in the previous period, reflecting stable cash generation[21] - Net cash flow from operating activities was -$113.63 million, an improvement from -$308.82 million year-over-year[22] - Total cash inflow from operating activities was $558.33 million, while cash outflow was $671.97 million, resulting in a net cash outflow of $113.63 million[22] - Cash inflow from investment activities was $62.08 million, with a net cash outflow of $113.60 million, compared to a net inflow of $1.31 million in the previous year[22] - Cash inflow from financing activities totaled $70.91 million, with a net cash inflow of $47.87 million, down from $88.24 million year-over-year[22] Shareholder Information - Total number of common stock shareholders at the end of the reporting period is 56,067[11] - The largest shareholder, Xu Hong, holds 21.84% of shares, totaling 76,850,924 shares[11] - The second largest shareholder, Guo Mengrong, holds 19.88% of shares, totaling 69,948,471 shares[11] Research and Development - The company's R&D expenditures capitalized increased, leading to a new development expenditure of ¥3,486,006.04[8] - Research and development expenses decreased to ¥24,491,087.40 from ¥32,338,907.74, indicating a potential shift in investment strategy[19] Other Financial Metrics - The company experienced a 90.22% decline in non-operating income, which fell to ¥97,660.10, compared to ¥998,557.67 in the previous year[9] - The company's financial expenses surged by 371.42% to ¥2,090,621.98, primarily due to a decrease in interest income compared to the previous year[9] - The investment income increased significantly by 878.24% to ¥665,037.04, attributed to gains from other non-current financial assets[9] - Other comprehensive income after tax for the current period was ¥6,005,002.49, compared to a loss of ¥6,319,596.06 in the previous period, indicating a recovery in this area[20] - The company's long-term borrowings increased to ¥157,800,000.00 from ¥108,700,000.00, suggesting a strategy to leverage debt for growth[18]