Group 1 - The core viewpoint of the news is that HaiMo Technology's stock has experienced a decline of 5.07%, with a current price of 8.24 CNY per share and a total market capitalization of 4.204 billion CNY [1] - HaiMo Technology specializes in oil and gas exploration and production, technology research and development, and oilfield services, with its main revenue sources being multiphase metering products and related services (55.37%), downhole testing tools (21.09%), fracturing equipment (11.08%), and oil and gas sales (9.96%) [1] - The company is located in Lanzhou, Gansu Province, and was established on December 18, 2000, with its listing date on May 20, 2010 [1] Group 2 - The top circulating shareholder of HaiMo Technology includes a fund from Qianhai Kaiyuan, which has recently entered the top ten shareholders with 1.0724 million shares, accounting for 0.31% of circulating shares [2] - The Qianhai Kaiyuan fund has reported a year-to-date return of 14.59% and a one-year return of 59.92%, ranking 4727 out of 8189 and 1827 out of 7969 respectively [2] - The fund manager, Wei Chun, has been in position for 6 years and 235 days, with a total asset scale of 1.197 billion CNY and a best fund return of 127.88% during his tenure [3] Group 3 - The Qianhai Kaiyuan fund holds 1.0724 million shares of HaiMo Technology, representing 5.99% of the fund's net value, making it the fifth-largest holding [4] - The estimated floating loss for the fund today is approximately 471,900 CNY [4]

Core Viewpoint - The recent financial report of Haimer Technology (300084) shows significant improvements in revenue and net profit, indicating a positive trend in the company's financial health [1]. Financial Performance - The total revenue for the first half of 2025 reached 197 million yuan, a year-on-year increase of 20.28% [1]. - The net profit attributable to shareholders was -12.56 million yuan, showing a year-on-year improvement of 66.67% [1]. - In Q2 2025, total revenue was 120 million yuan, up 21.36% year-on-year, with a net profit of 6.02 million yuan, reflecting a 136.48% increase [1]. Profitability Metrics - The gross margin increased to 45.13%, up 1.69% year-on-year, while the net margin improved to -6.67%, a significant increase of 67.99% [1]. - The total of selling, administrative, and financial expenses was 86.13 million yuan, accounting for 43.63% of revenue, down 18.75% year-on-year [1]. Balance Sheet Highlights - Cash and cash equivalents rose to 329 million yuan, a substantial increase of 164.41% [1]. - Interest-bearing liabilities decreased to 368 million yuan, down 28.44% year-on-year [1]. - The net asset value per share was 2.55 yuan, a decrease of 4.89% compared to the previous year [1]. Historical Context - The company has shown weak historical performance with a median ROIC of 1.72% over the past decade, indicating a fragile business model [3]. - The company has reported losses in three out of its fourteen annual reports since going public, highlighting ongoing challenges in its business operations [3].

Group 1 - The board of directors of Haimer Technology received a resignation letter from Sun Peng, who served as both a director and the board secretary, due to personal reasons, effective immediately upon delivery of the resignation [1] - In the interim period before a new board secretary is appointed, the responsibilities will be handled by Zhang Lei, the company's vice president [1] - For the fiscal year 2024, Haimer Technology's revenue is entirely derived from the oil and gas extraction services sector, accounting for 100% of its business [1] Group 2 - As of the report, Haimer Technology has a market capitalization of 4.4 billion yuan [1]

证券代码：300084 证券简称：海默科技 公告编号：2025—059 海默科技（集团）股份有限公司 关于董事兼董事会秘书辞职暨高管代行董事会秘书 职责的公告 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。 孙鹏先生的辞职申请自送达董事会之日起生效，孙鹏先生辞任不会导致公 司董事会成员人数低于法定最低要求，不会影响公司董事会的正常运作，亦不 会对公司日常经营管理产生重大影响，公司将尽快确定董事候选人并完成补选 工作。孙鹏先生在任职期间恪尽职守、勤勉尽责，对公司的规范运作和经营发 展发挥了积极作用，公司及董事会对孙鹏先生在任职期间为公司发展做出的贡 献表示衷心的感谢！ 二、高管代行董事会秘书职责情况 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司 自律监管指引第 2 号——创业板上市公司规范运作》等有关法律法规、规范性 文件及《公司章程》的相关规定，为保证公司信息披露等工作正常进行，公司 在未正式聘任董事会秘书期间，暂由公司副总裁张雷先生代行董事会秘书职责， 1 公司将尽快确定董事会秘书候选人并完成董事会秘书的聘任工作。 张雷先生代行董事会秘书 ...

Core Insights - The company reported a strong mid-year performance with a revenue of 197 million yuan, marking a historical high for the same period and a year-on-year increase of 20.28% [2] - The net profit attributable to shareholders was -12.56 million yuan, significantly narrowing the loss by 66.67% compared to -37.68 million yuan in the same period last year [2] - The core business, particularly the multiphase flow meters, showed robust performance in overseas markets, driving steady recovery in the company's performance [2][3] Financial Performance - The company's multiphase measurement products and related services generated a revenue of 109 million yuan in the first half of the year, reflecting a year-on-year growth of 37.33% [2][3] - The net profit excluding non-recurring gains and losses was -15.24 million yuan, a substantial reduction in losses by 61.49% compared to the previous year [2] Market Strategy - The company is focusing on quality improvement and efficiency enhancement while concentrating on core business strategies, demonstrating strong operational resilience amid fluctuating international oil prices and geopolitical uncertainties [2][3] - The company has successfully captured opportunities in overseas markets, particularly in the Middle East and North Africa, leveraging its established customer base and brand reputation [3] Future Outlook - The company aims to provide comprehensive solutions for oilfield production enhancement, optimization, and digital transformation, aligning its business direction with industry development trends [3] - With the recent change in actual control, the new major shareholder is expected to inject new vitality and resources into the company's strategic development, business growth, and market expansion [4]

Group 1 - The company, Haimer Technology, announced the convening of its 38th meeting of the 8th Board of Directors on August 26, 2025, which was conducted through a combination of on-site and remote voting [1] - The meeting reviewed the full text and summary of the 2025 semi-annual report among other documents [1] Group 2 - The news highlights a significant medical advancement with the world's first successful transplantation of gene-edited pig lungs into a human [1] - The article includes a dialogue with key participants discussing the timeline for clinical application of this breakthrough [1]

Core Viewpoint - The company, Haimer Technology, has demonstrated strong operational resilience and significant improvement in profitability despite challenges in the oil and gas sector, driven by its focus on high-value products and digital solutions [1][4]. Financial Performance - In the first half of 2025, Haimer Technology achieved revenue of 197 million yuan, a year-on-year increase of 20.28% from 164 million yuan [2]. - The net loss attributable to shareholders narrowed significantly to 12.56 million yuan from 37.68 million yuan, representing a reduction of 66.67% [2]. - The basic earnings per share improved from -0.0858 yuan to -0.0246 yuan, and the weighted average return on equity increased by 2.57 percentage points [2]. Product and Market Strategy - The company's multiphase flow meters have become a key growth driver, particularly in overseas markets, enhancing overall performance [2][3]. - Haimer Technology has successfully capitalized on opportunities in traditional markets like the Middle East and North Africa, leveraging established customer relationships and brand reputation [3]. Future Outlook - The company is well-positioned for future growth, with a focus on digital transformation and solutions that align with industry trends towards high-quality and intelligent development [4]. - Haimer Technology aims to explore new growth points through mergers and acquisitions, enhancing operational quality and core competitiveness [4]. - A recent change in the actual controlling shareholder is viewed positively, potentially injecting new vitality and resources into the company's strategic development and market expansion [5].

Group 1 - The core viewpoint of the report highlights that Haimer Technology (300084) achieved a significant revenue growth of over 20% year-on-year, reaching 197 million yuan in the first half of 2025, marking a five-year high [1] - The company's net loss narrowed significantly by 66.67%, with the net profit attributable to shareholders amounting to -12.56 million yuan, compared to -37.68 million yuan in the same period last year [1] - The basic earnings per share improved from -0.0858 yuan to -0.0246 yuan, indicating a positive trend in profitability [1] Group 2 - The high-tech, value-added multiphase metering products served as the growth engine for the company, with an increase in overseas orders significantly boosting overall performance [2] - Haimer Technology successfully capitalized on opportunities in overseas markets, particularly in traditional strongholds like the Middle East and North Africa, leveraging established customer resources and brand reputation to expand market share [2] - The recent change in actual controlling shareholder is expected to inject new vitality and resources into the company's strategic development, business growth, and market expansion [2]

根据中国证券监督管理委员会《上市公司募集资金监管规则》、深圳证券交 易所《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范 运作》（以下简称《创业板上市公司规范运作》）及《深圳证券交易所创业板上 市公司自律监管指南第 2 号——公告格式》等监管要求和《海默科技（集团） 股份有限公司募集资金管理办法》（以下简称《募集资金管理办法》）的规定， 海默科技（集团）股份有限公司（以下简称"公司"）编制了 2025 年半年度募 集资金存放与使用情况的专项报告，具体情况如下： 一、募集资金基本情况 （一）扣除发行费用后的实际募集资金金额、资金到账时间 经中国证券监督管理委员会《关于同意海默科技（集团）股份有限公司向 特定对象发行股票注册的批复》（证监许可〔2023〕2495 号）同意注册，公司 向特定对象发行人民币普通股（A）股 114,260,979 股，每股面值为人民币 1 元，每股发行价格为 3.88 元。本次发行募集资金总额为 443,332,598.52 元， 扣 除 各 项 发 行 费 用 （ 不 含 税 ） 8,859,269.05 元 ， 募 集 资 金 净 额 为 434,473,329 ...

法定代表人： 杜勤杰 主管会计工作负责人：刘淼 会计机构负责人：梁鲲 | 非经营性资金占用 | 资金占用方名称 | 占用方与上 市公司的关 | 上市公司 核算的会计 | 2025 年期 初占用资 | 2025 年半年度 占用累计发生 金额 | 2025 年半年 度占用资金 的利息 | 2025 年半 年度偿还 累计发生 | 2025 年半年 度占用资金 | 占用形成 原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 联关系 | 科目 | 金余额 | （不含利息） | （如有） | 金额 | 余额 | | | | 控股股东、实际控制 | | | | | | | | | | | | 人及其附属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 前控股股东、实际控 | | | | | | | | | | | | 制人及其附属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 其他关联方 ...