Core Viewpoint - The company Heertai (002402) has clarified its accounting treatment regarding its investment in Moer Thread, stating that it is recorded under "other comprehensive income" as per the relevant accounting standards [1] Group 1 - Heertai's investment in Moer Thread is classified under "other comprehensive income" according to the Enterprise Accounting Standards [1] - Chengchang Technology is a subsidiary of Heertai, and its financial statements are included in the consolidated financial statements of the company [1]

证券代码：002402 证券简称：和而泰 公告编号：2026-003 深圳和而泰智能控制股份有限公司 关于与专业投资机构共同投资的公告 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。 一、与专业投资机构共同投资概况 深圳和而泰智能控制股份有限公司（以下简称"公司"）作为有限合伙人于2026 年1月14日与硬核坚果（北京）私募基金管理有限责任公司、杭州欣俊驰科技创新有限 公司、吴龙全等签署了《嘉兴坚络股权投资合伙企业（有限合伙）合伙协议》（以下简 称"合伙协议"）。合伙企业总认缴出资额为人民币21,500万元，公司作为有限合伙人， 拟以自有资金认缴合伙企业出资额人民币1,000万元，占合伙企业认缴出资总额的4.65%。 本次交易不构成关联交易，亦不构成重大资产重组。根据《深圳证券交易所股票上 市规则》《深圳证券交易所上市公司自律监管指引第7号——交易与关联交易》及《公 司章程》等的规定，本次交易事项，无需提交董事会和股东会审议。 二、专业投资者机构基本情况 1、基金管理人基本信息 机构名称：硬核坚果（北京）私募基金管理有限责任公司 成立时间：2022年4月14日 ...

格隆汇1月15日丨和而泰(002402.SZ)公布，公司作为有限合伙人于2026年1月14日与硬核坚果（北京） 私募基金管理有限责任公司、杭州欣俊驰科技创新有限公司、吴龙全等签署了《嘉兴坚络股权投资合伙 企业（有限合伙）合伙协议》（简称"合伙协议"）。合伙企业总认缴出资额为人民币21,500万元，公司 作为有限合伙人，拟以自有资金认缴合伙企业出资额人民币1,000万元，占合伙企业认缴出资总额的 4.65%。 ...

格隆汇1月15日丨和而泰(002402.SZ)公布，公司作为有限合伙人于2026年1月14日与硬核坚果（北京） 私募基金管理有限责任公司、杭州欣俊驰科技创新有限公司、吴龙全等签署了《嘉兴坚络股权投资合伙 企业（有限合伙）合伙协议》（简称"合伙协议"）。合伙企业总认缴出资额为人民币21,500万元，公司 作为有限合伙人，拟以自有资金认缴合伙企业出资额人民币1,000万元，占合伙企业认缴出资总额的 4.65%。 ...

Core Viewpoint - The stock of Heertai experienced a decline of 2.02% on January 15, with a trading price of 39.31 yuan per share and a total market capitalization of 36.348 billion yuan. The company has shown mixed performance in recent trading days, with a slight year-to-date increase of 0.49% but a significant decline of 23.57% over the past 60 days [1]. Company Overview - Heertai, officially known as Shenzhen Heertai Intelligent Control Co., Ltd., was established on January 12, 2000, and went public on May 11, 2010. The company specializes in the research, production, and sales of smart controllers for household appliances, next-generation smart controllers, smart hardware, and related services. Additionally, it is involved in the design, development, production, and sales of microwave and millimeter-wave analog phased array T/R chips [1]. - The main revenue sources for Heertai include smart controllers for household appliances (65.41%), smart product controllers (11.34%), electric tool controllers (9.82%), automotive electronic controllers (7.63%), and microwave/millimeter-wave chips (3.69%) [1]. Financial Performance - For the period from January to September 2025, Heertai reported a revenue of 8.27 billion yuan, reflecting a year-on-year growth of 17.47%. The net profit attributable to shareholders was 603 million yuan, marking a significant increase of 69.66% compared to the previous year [2]. - Since its A-share listing, Heertai has distributed a total of 770 million yuan in dividends, with 325 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, Heertai had 246,300 shareholders, an increase of 72.35% from the previous period. The average number of circulating shares per person decreased by 41.98% to 3,272 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 52.2924 million shares, an increase of 39.0798 million shares from the previous period. Other notable shareholders include Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, with varying changes in their holdings [3].

（文章来源：证券日报） 证券日报网讯 1月14日，和而泰在互动平台回答投资者提问时表示，实控人减持基于其本人资金需求安 排，公司实控人坚定看好公司长期发展，也会一如既往致力于企业经营，以优秀的经营业绩回馈广大投 资者。 ...

2、截至本公告披露日，上述限制性股票已在中国证券登记结算有限责任公司深圳 分公司办理完成注销手续。 一、限制性股票激励计划已履行的程序 1、2022年11月30日，公司召开第六届董事会第三次会议和第六届监事会第三次会 议，审议通过了《关于<2022年限制性股票激励计划（草案）>及其摘要的议案》等相 关议案，公司独立董事对此发表了同意的独立意见，北京君合（杭州）律师事务所就此 事 项 出 具 了 法 律 意 见 书 。 具 体 内 容 详 见 2022 年 12 月 2 日 登 载 于 巨 潮 资 讯 网 （www.cninfo.com.cn）的相关公告文件。 2、2022年12月2日，公司通过巨潮资讯网及内部系统发布了《2022年限制性股票激 励计划激励对象名单》，公示时间为2022年12月2日-2022年12月12日，公示期间内，公 司监事会未收到任何异议。2022年12月14日，公司在巨潮资讯网（www.cninfo.com.cn） 刊登了《监事会关于2022年限制性股票激励计划激励对象名单的审核意见及公示情况说 明》（2022-094）。 特别提示： 本公司及董事会全体成员保证信息披露的内容真实、准确、 ...

Group 1 - The stock of Heertai fell by 5.2%, trading at 40.46 yuan per share, with a transaction volume of 2.218 billion yuan and a turnover rate of 6.67%, resulting in a total market capitalization of 37.413 billion yuan [1] - Heertai, established on January 12, 2000, and listed on May 11, 2010, is based in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of smart controllers for household appliances, next-generation smart controllers, and smart hardware [1] - The main revenue sources for Heertai include smart controllers for household appliances (65.41%), smart controllers for intelligent products (11.34%), smart controllers for power tools (9.82%), automotive electronic smart controllers (7.63%), and microwave millimeter-wave analog phased array T/R chips (3.69%) [1] Group 2 - The Xinda Aoya Fund holds a significant position in Heertai, with the Xinda New Target Flexible Allocation Mixed A Fund (003456) reducing its holdings by 2,700 shares to 600 shares, representing 0.05% of the fund's net value, making it the fourth-largest holding [2] - The Xinda New Target Flexible Allocation Mixed A Fund has a total scale of 2.4078 million, with a year-to-date return of 1.1% and a one-year return of 4.54%, ranking 7350 out of 8836 and 7440 out of 8091 respectively [2]

Group 1 - The consumer electronics sector rose by 1.73% on January 12, with Yunzhong Technology leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Notable gainers in the consumer electronics sector included Yunzhong Technology, which increased by 16.44% to a closing price of 36.05, and Tonglian Precision, which rose by 12.19% to 58.00 [1] Group 2 - The consumer electronics sector experienced a net outflow of 645 million yuan from institutional investors and 724 million yuan from retail investors, while individual investors saw a net inflow of 1.369 billion yuan [2] - The trading volume for notable stocks included 1.947 million shares for XW Communication, with a transaction value of 17.231 billion yuan [1] - The stock performance of Linyi Intelligent showed a net inflow of 164.2 million yuan from institutional investors, while it faced a net outflow of 751 million yuan from retail investors [3]

Core Viewpoint - The share reduction plan announced by Liu Jianwei, the controlling shareholder and actual controller of Heertai, has caused significant fluctuations in the company's stock price, indicating market sensitivity to insider selling [2]. Group 1: Share Reduction Announcement - Heertai announced that Liu Jianwei plans to reduce his holdings by up to 18.42 million shares, which is no more than 2% of the company's total share capital, from January 28 to April 27, 2026 [2]. - The reason for the share reduction is primarily to repay pledged financing debts and meet personal funding needs [2]. Group 2: Share Pledge Details - As of December 31, 2025, Liu Jianwei had pledged approximately 76.76 million shares, accounting for over 55% of his total holdings [2]. Group 3: Market Reaction - Following the announcement of the share reduction, Heertai's stock price fell significantly, with an intraday drop exceeding 5%, ultimately closing down by 4.69% [2]. - As of January 7, 2026, Heertai's closing price was 38.80 yuan, giving the company a market capitalization of approximately 35.88 billion yuan [2]. - If Liu Jianwei sells the 18.42 million shares at the closing price, he would raise over 700 million yuan [2].