证券代码：002527 证券简称：新时达 公告编号：临2025-044 上海新时达电气股份有限公司 关于控股股东、实际控制人拟发生变更的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、本次控股股东、实际控制人拟发生变更情况概述 2025 年 2 月 14 日，上海新时达电气股份有限公司（以下简称"公司"或"上 市公司"）实际控制人纪德法、刘丽萍、纪翌与青岛海尔卡奥斯工业智能有限公 司（以下简称"海尔卡奥斯工业智能"）签署《关于上海新时达电气股份有限公 司之股份转让协议》《关于上海新时达电气股份有限公司之表决权委托协议》《关 于上海新时达电气股份有限公司之一致行动协议》，纪德法、刘丽萍、纪翌拟通 过协议转让的方式将其持有的上市公司 66,306,129 股股份转让给海尔卡奥斯工 业智能（以下简称"本次协议转让"），并将其持有的剩余上市公司 127,583,569 股股份对应的表决权在委托期限内自愿、无条件且不可撤销地全权委托予海尔卡 奥斯工业智能行使，委托期限为自本次协议转让股份交割日起至上市公司向海尔 卡奥斯工业智能发行股票在中国证券登记结算有限 ...

Core Viewpoint - The article discusses the strategic investment by Haier Group in New Times, highlighting the potential for synergy in the smart manufacturing sector and the market's mixed reactions to the company's transformation efforts [3][4][14]. Group 1: Haier's Strategic Investment - Haier Kaos acquired a 10% stake in New Times at a price of 19.61 yuan per share, representing a 93% premium over the pre-suspension price, totaling 1.3 billion yuan [4]. - Following a private placement, Haier's total investment reached 2.519 billion yuan, resulting in a controlling stake of over 40% in New Times, positioning Haier as the actual controller [4]. - The acquisition is seen as a strategic move to enhance Haier's capabilities in smart manufacturing, leveraging New Times' core technologies in motion control and industrial robotics [4]. Group 2: Market Reactions and Financial Performance - New Times' stock price surged by 90% within three months following Haier's investment, indicating positive market sentiment [7]. - However, New Times faces significant financial challenges, with cumulative losses exceeding 1.5 billion yuan from 2022 to 2024, and a net loss of 8.13 million yuan in Q1 2025 despite a 14.54% year-on-year revenue increase [7]. - The company's gross margin declined by 1.1 percentage points to 16.96%, raising concerns about its ability to improve profitability post-acquisition [7]. Group 3: Institutional Interest and Management Actions - In May 2025, New Times hosted nearly 100 institutional investors, focusing on three main areas: the progress of the Haier synergy, the development of humanoid robots, and inventory management strategies [8][9]. - The company plans to launch humanoid robots by the end of 2025 and is currently negotiating technology collaborations with several firms [8]. - On May 14, two executives announced plans to sell up to 200,000 shares, causing a temporary dip in stock prices, although the management emphasized their continued confidence in the company's future [10][14]. Group 4: Long-term Outlook - Analysts suggest that the enthusiasm from institutional investors reflects a recognition of the long-term potential in smart manufacturing, while the executives' share reduction serves as a cautionary signal regarding short-term valuation risks [13]. - The future success of New Times will depend on the realization of significant collaborative projects with Haier, which could determine the company's ability to navigate its transformation [14].

Group 1: Company Acquisition and Integration - The acquisition by Haier Group is pending approval from relevant government authorities and compliance review by the Shenzhen Stock Exchange [1] - The transaction aims to enhance collaboration between the companies post-delivery, focusing on shared global supply chains, digital marketing, and brand resources [1] - The partnership is expected to improve asset management efficiency and strengthen core technological barriers, enabling better market opportunities [1] Group 2: Strategic Development and Competitive Advantage - The collaboration will leverage Haier's existing industrial internet platform to enhance synergy in the industrial automation sector [1] - The goal is to provide comprehensive smart manufacturing solutions, laying a solid foundation for future expansion in the industrial internet ecosystem [2] - This strategic move is anticipated to boost the company's overall competitiveness and sustainable profitability [2]

Group 1 - Huate Gas plans to reduce its shareholding by up to 2% through block trading from June 9, 2025, to September 8, 2025, totaling no more than 2.4 million shares [1] - Huazhong Co. reported April sales of 208,200 pigs, with a revenue of 375 million yuan, showing a month-on-month decrease of 4.28% [2] - Haizheng Biomaterials intends to reduce its shareholding by up to 1% starting from June 9, 2025, due to funding needs [3] Group 2 - Lisheng Sports plans to repurchase shares worth between 20 million and 40 million yuan for employee stock ownership plans [5] - Hongjing Technology signed a service contract worth 563 million yuan for a smart computing project, lasting five years [6] - Ugreen Technology aims to participate in the pre-restructuring of Zhongzhi Real Estate, targeting 100% equity acquisition [8] Group 3 - Jingquan Hua plans to reduce its shareholding by up to 1.67% starting from June 6, 2025 [9] - New Times plans to reduce its shareholding by up to 0.3% starting from June 6, 2025 [10] - Baofeng Energy intends to repurchase shares worth between 1 billion and 2 billion yuan, with a maximum price of 22.80 yuan per share [10] Group 4 - Yuanli Co. plans to reduce its shareholding by up to 3% starting from June 6, 2025 [14] - Huakai Yibai intends to reduce its shareholding by up to 3% starting from June 6, 2025 [15] - Guangshengtang's innovative hepatitis B drug GST-HG131 has completed Phase II clinical trials, showing significant efficacy [17] Group 5 - Electric Media plans to invest 115 million yuan in a cultural technology venture capital fund, which has a total expected scale of 2 billion yuan [21] - China Merchants Port reported a total of 17.059 million TEUs in April, a year-on-year increase of 6% [23] - Changguang Huaxin plans to reduce its shareholding by up to 2% starting from June 9, 2025 [25] Group 6 - Huace Film plans to reduce its shareholding by up to 1.11% starting from June 6, 2025, to reduce debt [26] - BeiGene's HHLR Fund reduced its shareholding from 6.03% to 4.89% after selling 16 million shares [27] - Heertai plans to reduce its shareholding by up to 2.05% starting from June 6, 2025 [28] Group 7 - Biyin Lefen's director plans to reduce his shareholding by up to 491,300 shares starting from June 6, 2025, due to personal funding needs [29]

Important Announcements - Sinopec's controlling shareholder has increased its stake by 302 million H-shares, accounting for 0.25% of the total issued shares, with an investment of HKD 1.232 billion [4] - Shenghe Resources plans to acquire Peak Rare Earths Limited for AUD 158 million (approximately RMB 74.26 million), focusing on the Ngualla rare earth project in Tanzania [5] - Qibin Group has terminated the acquisition of 28.78% equity in its subsidiary Qibin Solar Energy due to changes in market conditions and transaction cycles [8] - Baofeng Energy intends to repurchase shares worth between RMB 1 billion and 2 billion, with a repurchase price not exceeding RMB 22.8 per share [9] - Hongjing Technology has signed a service contract for a smart computing project worth RMB 563 million [13] Shareholder Actions - Huate Gas shareholders plan to reduce their holdings by up to 2% of the company's shares, totaling no more than 2.4 million shares [6] - Haizheng Materials' shareholder, Sinopec Group Capital, intends to reduce its stake by up to 1% of the total shares, approximately 202,680 shares [2] - New Times plans for its directors and deputy general manager to collectively reduce their holdings by up to 0.3% of the company's shares [10] - Jingquan Hua's actual controller and board members plan to reduce their holdings by up to 1.67% of the company's shares [11] Project Developments - China National Petroleum Engineering's subsidiary has won a contract for an overseas project worth RMB 11.538 billion, involving the construction of a gas processing facility in Iraq [3] - Hainan Haicong New Materials is set to establish a new company with a registered capital of RMB 25 million to develop an aluminum alloy door and window project with an investment of RMB 55 million [17] - Huakang Clean has signed a construction contract worth RMB 143 million for a hospital project [18]

证券代码：002527 证券简称：新时达 公告编号：临2025-043 上海新时达电气股份有限公司 公司董事王春祥先生、副总经理蔡亮先生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。 特别提示： 股，占公司总股本的 1.25%。 遇法律法规规定的窗口期等禁止减持的期间则不减持。 一致。 第 18 号——股东及董事、高级管理人员减持股份》第五条至第九条规定的情形。 二、本次减持计划的主要内容 司实施权益分派送转的股份等。 超过 1,000,000 股，占公司总股本比例 0.15%。蔡亮先生计划减持其持有的公司 股票数量不超过 1,000,000 股，占公司总股本比例 0.15%。若减持期间公司发生 送股、资本公积转增股本等股份变动事项，将保持减持比例不变，减持数量进行 相应调整。 股份 14,027,953 股（占本公司总股本比例 2.12%）的公司董事王春祥先生计划 在本公告披露之日起 15 个交易日后的 3 个月内以集中竞价交易或大宗交易方式 减持本公司股份合计不超过 1,000,000 股（占本公司总股 ...

证券代码：002527 证券简称：新时达 公告编号：临2025-043 上海新时达电气股份有限公司 关于董事、高级管理人员减持股份的预披露公告 公司董事王春祥先生、副总经理蔡亮先生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。 特别提示： 1、持有上海新时达电气股份有限公司（以下简称"公司"、"本公司"） 股份 14,027,953 股（占本公司总股本比例 2.12%）的公司董事王春祥先生计划 在本公告披露之日起 15 个交易日后的 3 个月内以集中竞价交易或大宗交易方式 减持本公司股份合计不超过 1,000,000 股（占本公司总股本比例 0.15%）。 2、持有公司股份 8,315,479 股（占本公司总股本比例 1.25%）的公司副总 经理蔡亮先生计划在本公告披露之日起 15 个交易日后的 3 个月内以集中竞价交 易或大宗交易方式减持本公司股份合计不超过 1,000,000 股（占本公司总股本比 例 0.15%）。 公司于近日收到公司董事王春祥先生、副总经理蔡亮先生的《股份减持计划 告知函》，现将有关 ...

新时达：两高管计划减持不超过200万股公司股份 智通财经5月14日电，新时达(002527.SZ)公告称，公司董事王春祥和副总经理蔡亮计划在公告披露之日 起15个交易日后的3个月内，以集中竞价交易或大宗交易方式减持公司股份合计不超过200万股，占公司 总股本比例0.3%。减持原因为个人资金需要，减持股份来源为公司首次公开发行前已发行的股份以及 公司实施权益分派送转的股份等。 ...

新时达（002527）公告，公司董事王春祥和副总经理蔡亮计划在公告披露之日起15个交易日后的3个月 内，通过集中竞价交易或大宗交易方式分别减持不超过100万股，各占公司总股本的0.15%。王春祥目 前持有公司2.12%股份，蔡亮持有1.25%股份，减持原因为个人资金需求。减持价格将根据市场价格确 定，且减持计划符合相关法律法规及此前承诺。 ...

Group 1: Company Overview - Shanghai New Times Dahua Electric Co., Ltd. is involved in the robotics industry, offering a range of products including multi-joint robots, SCARA robots, semiconductor robots, and special robots, applicable across various sectors such as 3C, semiconductor, automotive parts, and more [2] - The company is one of the few domestic manufacturers that entered the robot body market through its own controller, leveraging its proprietary control systems for high-speed and high-precision operations [2] Group 2: Product Details - The semiconductor robots developed by the company are fully autonomous and controllable, with a product matrix covering eight series and dozens of models, suitable for various semiconductor processes [2] - The company’s robots are designed to replace imported equipment, with successful applications in the production of simulation chips, power chips, sensor chips, and LED chips [2] Group 3: Competitive Advantages - The company’s robotics business is built on a deep understanding of motion control technology, with a history of product development dating back to 2008 [3] - Key components such as reducers, servo systems, and controllers are all supplied by the company, ensuring control technology is a core competitive advantage [3] Group 4: Future Plans - The company aims to enhance its elevator business through AI-driven digitalization, focusing on global customer strategies and expanding overseas market investments [3] - Collaboration with Haier Group is expected to enhance asset management efficiency and improve competitive capabilities in the industrial automation sector [3]