Core Insights - Haier has completed its acquisition of a controlling stake in New Times, positioning itself as the actual controller of the company, focusing on long-term empowerment to enhance core competitiveness rather than short-term contract numbers [2] Group 1: Supply Chain Management - Haier and New Times will strengthen collaboration in the industrial automation sector, leveraging Haier's supply chain resources to optimize cost and quality control, thereby improving profitability [2] Group 2: Technological Collaboration - The partnership will utilize the resources of the Caos Industrial Internet ecosystem and New Times' technological foundation to focus on the research and development of core embodied intelligence technologies and their practical applications [2] Group 3: Market and Channel Expansion - Haier will leverage its market channels and brand influence to assist New Times in expanding both domestic and international markets, enhancing market promotion and brand building to increase market value [2] Group 4: Operational Management - The introduction of Haier's intelligent manufacturing management system and sharing of digital management experiences will aim to enhance the operational efficiency of New Times [2]

Group 1 - The company plans to launch a general controller for embodied intelligence by the end of 2025 [2] - The focus is on industrial applications, specifically developing customized humanoid robots with a wheeled configuration [2] - The product will feature modular design allowing for switching between wheeled and footed configurations, with prototype development progressing as scheduled [2] Group 2 - The main applications for the new product include adaptive grasping robot sorting systems, smart welding, flexible automated PCB quality inspection, and dual-arm collaborative assembly [2] - Data collection and training for these applications are expected to be conducted using the developed prototypes by the end of the year [2]

（文章来源：证券日报） 证券日报网讯新时达9月2日在互动平台回答投资者提问时表示，截至2025年8月29日，公司股东总户数 为45779户。 ...

（文章来源：证券日报） 证券日报网讯新时达9月2日在互动平台回答投资者提问时表示，在具身智能的赛道里，新时达是"脑"领 域的稀缺公司，也是较少实现了专用控制的横向迭代并且拓展到通用控制领域的控制公司。基于"小 脑"控制技术，未来公司在具身智能/人形机器人领域主要提供整机产品。 ...

Core Insights - The company reported a total revenue of 1.644 billion yuan for the first half of 2025, marking an increase of 128 million yuan or 8.45% year-on-year [1] - The net profit attributable to shareholders reached 1.8654 million yuan, an increase of 20.6159 million yuan compared to the same period last year [1] - The net cash inflow from operating activities was 43.9907 million yuan, up 39.6401 million yuan year-on-year, achieving three consecutive years of growth [1] Financial Performance - The latest debt-to-asset ratio stands at 68.54%, a decrease of 0.31 percentage points from the previous quarter [3] - The gross profit margin is reported at 18.38%, an increase of 1.42 percentage points from the previous quarter [3] - The return on equity (ROE) is 0.15%, reflecting an increase of 1.38 percentage points year-on-year [3] Efficiency Metrics - The diluted earnings per share (EPS) is 0.00 yuan, an increase of 0.03 yuan compared to the same period last year [4] - The total asset turnover ratio is 0.40 times, ranking 14th among disclosed peers, with a year-on-year increase of 0.06 times [4] - The inventory turnover ratio is 1.30 times, ranking 57th among disclosed peers, with a year-on-year increase of 0.23 times [4] Shareholder Structure - The number of shareholders is 52,500, with the top ten shareholders holding 267 million shares, accounting for 40.25% of the total share capital [4] - The largest shareholder is Ji Defa with a holding of 13.42% [4] - Other significant shareholders include Qingdao Haier Kaos Industrial Intelligent Co., Ltd. at 10.00% and Ji Lu at 4.06% [4]

Financial Performance - The company reported a total revenue of 1.644 billion yuan for the first half of 2025, an increase of 8.45% year-on-year [1] - The net profit attributable to shareholders reached 1.8654 million yuan, showing a significant increase of 109.95% compared to the previous year [1] - The gross profit margin improved to 18.38%, up by 1.34% year-on-year, while the net profit margin turned positive at 0.12%, a rise of 109.56% [1] Cost and Efficiency - Total expenses for sales, management, and finance amounted to 197 million yuan, accounting for 11.99% of revenue, a decrease of 11.9% year-on-year [1] - The company’s operating cash flow per share increased dramatically by 911.15% to 0.07 yuan [1] Debt and Assets - The company’s interest-bearing liabilities decreased by 38.79% to 915 million yuan, indicating improved debt management [1] - Cash and cash equivalents fell by 26.44% to 415 million yuan, raising concerns about liquidity [1] Strategic Collaboration - The company is collaborating with Haier to leverage each other's strengths in technology and promote smart manufacturing solutions [6] - The partnership aims to integrate New Times' control technology with Haier's industrial internet platform, enhancing digital solutions for clients [6][7] Market Position - The company has been recognized for its historical performance, with a median ROIC of 2.96% over the past decade, indicating relatively weak investment returns [3] - The most significant fund holding the company’s shares is the Hai Fu Tong CSI 2000 Enhanced Strategy ETF, which recently increased its position [5]

2025年1至6月份，新时达的营业收入构成为：工业占比100.0%。 每经AI快讯，新时达（SZ 002527，收盘价：16.57元）8月30日发布公告称，上海新时达电气股份有限 公司于近期收到国家知识产权局颁发的发明专利证书。专利名称为"一种船电系统防直流母线崩溃方法 以及船电系统"。 （记者 胡玲） 每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 ...

Core Viewpoint - The company, New Times, has recently received a patent certificate from the National Intellectual Property Administration for an invention related to a method for preventing direct current bus collapse in ship electrical systems [2] Group 1 - The patent is titled "A Method for Preventing Direct Current Bus Collapse and Ship Electrical System" [2]

Core Viewpoint - The collaboration between Xinshi Da (002527) and Changan Automobile is progressing smoothly, focusing on the application of domestic robots in the automotive sector, driven by a strategic cooperation agreement signed in July 2025 with Haier Group [1] Group 1 - Xinshi Da is actively working with Changan Automobile to promote the application of domestic robots in the automotive industry [1] - The partnership aims to advance the process of domestic substitution and expand the application of embodied intelligent technology [1] - Xinshi Da will leverage its strong technical advantages in robot control and its extensive experience in robot production line projects to enhance production efficiency and product quality [1]

Core Viewpoint - The company reported a revenue of 1.644 billion yuan for the first half of 2025, reflecting a year-on-year growth of 8.45% [1] - The net profit attributable to shareholders was 1.8654 million yuan, while the net loss after deducting non-recurring gains and losses narrowed by 51.47% to 15.6881 million yuan [1] - Basic earnings per share were reported at 0.0028 yuan [1] Financial Performance - Revenue: 1.644 billion yuan, up 8.45% year-on-year [1] - Net profit: 1.8654 million yuan [1] - Net loss (after non-recurring items): 15.6881 million yuan, a reduction of 51.47% year-on-year [1] - Basic earnings per share: 0.0028 yuan [1]