Core Insights - The strategic agreement signed on September 15 involves Heertai (002402), Leju Intelligent (Shenzhen) Co., Ltd., and Guangdong Dongfang Precision Engineering (002611), focusing on the embodied intelligent robotics sector [1][3] - Heertai will hold a 60% stake in the joint venture, leading its strategic development and industrial layout [1][3] - The collaboration aims to integrate core resources and technological advantages to advance the research, production, and sales of robots and key components, facilitating the transition from laboratory to large-scale industrial application [3][4] Company Contributions - Heertai, as a leader in intelligent control, will leverage its expertise in system design, research, and manufacturing to provide core control systems and key components for robots, ensuring high precision, response speed, and stability [3][4] - Leju Intelligent, recognized as a national-level "specialized and innovative" enterprise, will contribute advanced technologies in humanoid robot structure design, core components, and AI algorithms [3] - Dongfang Precision Engineering, a leader in high-end equipment manufacturing, will offer strong capabilities in precision manufacturing and large-scale production [3] Industry Impact - The joint venture will focus on robot control systems and expand into diverse application scenarios, aiming to create an open and collaborative industrial ecosystem [3] - This strategic cooperation marks a significant step for Heertai in the intelligent robotics field, positioning the company to drive innovation and contribute to the high-quality development of China's intelligent manufacturing and robotics industry [4]

Group 1 - The stock price of Heertai has increased by 1.98% to 38.65 CNY per share, with a trading volume of 3.578 billion CNY and a turnover rate of 11.55%, resulting in a total market capitalization of 35.744 billion CNY [1] - Heertai's stock has risen for three consecutive days, with a cumulative increase of 7.57% during this period [1] - Heertai, established on January 12, 2000, and listed on May 11, 2010, specializes in the research, production, and sales of smart controllers for household appliances, new generation smart controllers, smart hardware, and microwave millimeter-wave analog phased array T/R chip design and services [1] Group 2 - The Taiping Zhongzheng 1000 Index Enhanced A fund holds 68,800 shares of Heertai, making it the largest holding in the fund, accounting for 0.72% of the fund's net value [2] - The fund has generated a floating profit of approximately 51,600 CNY today and 187,100 CNY during the three-day increase [2] - The Taiping Zhongzheng 1000 Index Enhanced A fund has a total scale of 197 million CNY and has achieved a return of 28.34% this year, ranking 1612 out of 4222 in its category [2]

Company Overview - Shenzhen Heertai Intelligent Control Co., Ltd. was established on January 12, 2000, and listed 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 [2] - The main business revenue composition includes: smart controllers for household appliances (65.41%), smart product controllers (11.34%), electric tool controllers (9.82%), automotive electronic controllers (7.63%), microwave and millimeter-wave T/R chip design and services (3.69%), and others (2.10%) [2] - The company operates in the electronic industry, specifically in consumer electronics and components, and is involved in concepts such as artificial intelligence, smart home, and chip technology [2] Financial Performance - For the first half of 2025, the company achieved a revenue of 5.446 billion yuan, representing a year-on-year growth of 19.21%. The net profit attributable to shareholders was 354 million yuan, with a year-on-year increase of 78.65% [2] - Since its A-share listing, the company has distributed a total of 770 million yuan in dividends, with 325 million yuan distributed in the last three years [3] Stock Performance - On September 12, the company's stock price increased by 2.01%, reaching 38.66 yuan per share, with a trading volume of 2.162 billion yuan and a turnover rate of 7.03%. The total market capitalization is 35.753 billion yuan [1] - Year-to-date, the stock price has risen by 114.66%, with an increase of 8.84% over the last five trading days, 28.95% over the last 20 days, and 93.49% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on August 25, where it recorded a net purchase of 242 million yuan [1] Shareholder Structure - As of June 30, 2025, the number of shareholders is 142,900, a decrease of 1.99% from the previous period. The average circulating shares per person increased by 2.59% to 5,639 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 13.2126 million shares, a decrease of 6.3066 million shares from the previous period [3]

Group 1 - The core viewpoint of the news is that Heertai's stock price increased by 5.08% to 37.83 CNY per share, with a trading volume of 2.217 billion CNY and a turnover rate of 7.43%, resulting in a total market capitalization of 34.985 billion CNY [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 company's main business revenue composition includes: 65.41% from household appliance smart controllers, 11.34% from intelligent product smart controllers, 9.82% from power tool smart controllers, 7.63% from automotive electronic smart controllers, 3.69% from microwave and millimeter-wave analog phased array T/R chip design and services, and 2.10% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Xinda Australia has a significant position in Heertai, with the Xinao New Target Flexible Allocation Mixed A Fund (003456) holding 3,300 shares, accounting for 0.07% of the fund's net value, ranking as the fifth-largest holding [2] - The Xinao New Target Flexible Allocation Mixed A Fund was established on October 19, 2016, with a latest scale of 3.261 million CNY, and has achieved a year-to-date return of 2.53%, ranking 7,340 out of 8,175 in its category [2] - The fund manager, Yang Bin, has been in position for 2 years and 313 days, with a total asset scale of 12.179 billion CNY, achieving a best return of 9.84% and a worst return of -0.36% during his tenure [3]

Company Overview - Shenzhen Heertai Intelligent Control Co., Ltd. was established on January 12, 2000, and listed on May 11, 2010. The company is located in Nanshan District, Shenzhen, Guangdong Province [2] - The main business includes the research, production, and sales of smart controllers for household appliances, next-generation smart controllers, smart hardware, and microwave millimeter-wave analog phased array T/R chip design and services [2] - The revenue composition is as follows: smart controllers for household appliances 65.41%, smart product controllers 11.34%, electric tool controllers 9.82%, automotive electronic controllers 7.63%, microwave millimeter-wave chips 3.69%, and others 2.10% [2] Financial Performance - For the period from January to June 2025, the company achieved operating revenue of 5.446 billion yuan, a year-on-year increase of 19.21%, and a net profit attributable to shareholders of 354 million yuan, a year-on-year increase of 78.65% [2] - The company has distributed a total of 770 million yuan in dividends since its A-share listing, with 325 million yuan distributed in the last three years [3] Stock Market Activity - As of September 11, the stock price of Heertai increased by 2.22%, reaching 36.80 yuan per share, with a total market capitalization of 34.033 billion yuan [1] - The stock has risen 104.33% year-to-date, with an increase of 8.59% in the last five trading days, 18.82% in the last 20 days, and 83.08% in the last 60 days [1] - The company has appeared on the trading leaderboard five times this year, with the most recent appearance on August 25, where it recorded a net purchase of 242 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 142,900, a decrease of 1.99% from the previous period, with an average of 5,639 circulating shares per person, an increase of 2.59% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 13.2126 million shares, a decrease of 6.3066 million shares from the previous period [3]

Core Insights - The company Heertai announced that it will hold its second R&D Technology Week on September 23, 2025, focusing on four main themes [2] Group 1 - The first theme will be a high-end guest forum that gathers industry wisdom [2] - The second theme will showcase significant upgrades to the company's four major technology platforms [2] - The third theme will present innovative human-vehicle-home interconnected solutions [2] - The fourth theme will feature the debut of embodied intelligence solutions [2]

和而泰所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：人工智能、智能 家居、砷化镓、氮化镓、芯片概念等。 截至6月30日，和而泰股东户数14.29万，较上期减少1.99%；人均流通股5639股，较上期增加2.59%。 2025年1月-6月，和而泰实现营业收入54.46亿元，同比增长19.21%；归母净利润3.54亿元，同比增长 78.65%。 9月9日，和而泰盘中下跌2.06%，截至11:18，报36.14元/股，成交11.73亿元，换手率3.99%，总市值 334.22亿元。 资金流向方面，主力资金净流出1.05亿元，特大单买入5595.87万元，占比4.77%，卖出1.14亿元，占比 9.73%；大单买入2.61亿元，占比22.29%，卖出3.08亿元，占比26.28%。 和而泰今年以来股价涨100.67%，近5个交易日跌2.72%，近20日涨29.21%，近60日涨93.57%。 今年以来和而泰已经5次登上龙虎榜，最近一次登上龙虎榜为8月25日，当日龙虎榜净买入2.42亿元；买 入总计5.03亿元 ，占总成交额比17.89%；卖出总计2.61亿元 ，占总成交额比9.28%。 资料 ...

Core Viewpoint - The announcement details the completion of a share reduction plan by the controlling shareholder and certain executives of Shenzhen Heertai Intelligent Control Co., Ltd, indicating a total reduction of up to 18,886,934 shares, which is approximately 2.05% of the company's total share capital [2][3]. Shareholder Reduction Details - The controlling shareholder, Liu Jianwei, reduced his holdings through centralized bidding and block trading, with an average reduction price of 20.13 yuan per share for 8,272,000 shares, and 20.36 yuan per share for 1,440,900 shares [3]. - Other executives, including Qin Hongwu, Luo Shanshan, Liu Ming, and Zuo Qin, also participated in the share reduction, with total reductions amounting to 10,172,963 shares, representing 1.1045% of the total share capital [3][4]. Post-Reduction Shareholding - After the reduction, the total shares held by the shareholders decreased from 148,475,000 shares (16.12%) to 138,762,100 shares (15.0655%) [3]. - Liu Jianwei's holdings decreased from 37,118,750 shares (4.03%) to 27,405,850 shares (2.9755%) [3]. Compliance and Regulations - The company confirmed that the share reduction complied with relevant regulations and did not violate any commitments regarding share lock-up or reduction [5].

Group 1 - The core point of the announcement is that Shenzhen Heertai Intelligent Control Co., Ltd. has completed the share reduction plan by its controlling shareholder Liu Jianwei and some directors and supervisors, with a total reduction of 10,172,963 shares, which is 1.1045% of the total shares [1] - The initial plan allowed for a maximum reduction of 18,886,934 shares, representing up to 2.05% of the total shares [1] - The share reduction was conducted through centralized bidding and block trading by Liu Jianwei, while other personnel used centralized bidding for their reductions [1] Group 2 - After the share reduction, the number and proportion of shares held by the relevant personnel have decreased [1] - The reduction complies with regulations and related commitments, and it aligns with the pre-disclosure plan without exceeding the planned reduction amount [1]

1、股东减持股份情况 证券代码：002402 证券简称：和而泰 公告编号：2025-063 深圳和而泰智能控制股份有限公司 关于控股股东、实际控制人及部分董事、监事及高级管理人员 减持股份计划期限届满暨实施情况公告 控股股东、实际控制人、董事长、总裁刘建伟先生，董事、执行总裁秦宏武先 生，董事、高级副总裁、财经中心总经理、董事会秘书罗珊珊女士，董事刘明先生， 监事左勤女士保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳和而泰智能控制股份有限公司（以下简称"公司"或"和而泰"）于 2025 年 5 月 15 日在巨潮资讯网披露了《关于控股股东、实际控制人及部分董事、监事及高级管理 人员减持股份的预披露公告》（公告编号：2025-039），公司控股股东、实际控制人、 董事长、总裁刘建伟先生拟通过大宗交易或集中竞价交易方式减持公司股份，用于偿还 质押融资债务以及个人资金需求；公司董事、执行总裁秦宏武先生，公司董事、高级副 总裁、财经中心总经理、董事会秘书罗珊珊女士，公司董事刘明先生，公司监事左勤女 士拟通过大 ...