Core Viewpoint - The combustible ice concept sector experienced a decline of 4.14%, ranking among the top declines in concept sectors, with major stocks like Xinjin Power and Haimeike leading the drop [1][2] Market Performance - The top-performing concept sectors today included PET copper foil with a rise of 2.09%, while the combustible ice sector saw a decline of 4.14% [2] - Other declining sectors included brain-machine interface down 3.34% and short drama games down 3.07% [2] Fund Flow Analysis - The combustible ice sector faced a net outflow of 191 million yuan, with 9 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 10 million yuan [2] - Xinjin Power had the highest net outflow at 64.0018 million yuan, followed by Haimeike with 55.4108 million yuan and Taishan Petroleum with 29.4530 million yuan [2] Individual Stock Performance - Key stocks in the combustible ice sector included: - Xinjin Power: down 10.67% with a turnover rate of 23.89% and a net outflow of 64.0018 million yuan [2] - Haimeike: down 9.00% with a turnover rate of 19.54% and a net outflow of 55.4108 million yuan [2] - Taishan Petroleum: down 7.73% with a turnover rate of 24.53% and a net outflow of 29.4530 million yuan [2] - Conversely, stocks like Zhongji Group and Guangzhou Development saw net inflows of 37.5904 million yuan and 1.1178 million yuan, respectively [2]

Core Viewpoint - Fan Zhonghua, backed by Yinghai Group, aims to gain control of Haimer Technology by acquiring a 5% stake and 23.02% voting rights, totaling 28.02% voting power, despite the company facing significant financial losses [1][3][9] Group 1: Acquisition Details - Fan Zhonghua's acquisition price for the 5% stake is 7.9 yuan per share, totaling approximately 202 million yuan, sourced from personal and self-raised funds [3][9] - The control transfer involves a voting rights delegation agreement, allowing Fan to become the actual controller of Haimer Technology [3][4] - The voting rights agreement has termination conditions, raising concerns about the stability of Fan's control over the company [5][9] Group 2: Management Changes - Two key executives, Du Qinjie and Liu Miao, who recently joined Haimer Technology, are associated with Fan Zhonghua's investment entities, indicating potential pre-existing relationships [6][7] - Du Qinjie and Liu Miao's spouses have also engaged in share purchases, suggesting coordinated actions around the acquisition [7][8] Group 3: Company Background and Performance - Haimer Technology, listed since 2010, specializes in high-end oil and gas equipment manufacturing and services, but reported a significant net loss of approximately 228 million yuan in 2024 [9] - The company aims to enhance its core business and digital transformation under the new control, seeking to improve profitability and operational sustainability [9]

Group 1 - The core point of the news is the acquisition of control over Haimer Technology by Fan Zhonghua, who invested 202 million yuan for a 5% stake and additional voting rights, totaling 28.02% of the voting rights [2][4][6] - The acquisition price was set at 7.9 yuan per share, which is the latest closing price before the suspension, indicating no premium was paid [4][12] - Fan Zhonghua's background includes a significant family enterprise, Yinghai Group, which has a strong presence in the cement industry, and he has transitioned from family business management to equity investment [12][13] Group 2 - Haimer Technology reported a revenue of approximately 600 million yuan in 2024, with a net loss of about 228 million yuan, indicating a significant decline in profitability [13][14] - The company aims to expand through mergers and acquisitions to seek new growth avenues, although there are currently no plans for asset injection from Fan Zhonghua [13][14] - The oil and gas equipment service industry is experiencing a shift from being driven by cycles to being driven by structural changes, presenting new growth opportunities [14]

Core Viewpoint - The control of Haimer Technology (300084.SZ) has changed hands again through "agreement transfer + voting rights entrustment," with the original actual controllers reducing their stakes and cashing out [1][9]. Shareholder Changes - Shandong New Journey plans to transfer 20 million shares (3.92% of total shares) to Fan Zhonghua, while actual controller Su Zhancai will transfer 1.06 million shares (0.21% of total shares) to him. Shareholder Dou Jianwen will transfer 4.46 million shares (0.87% of total shares) to Fan Zhonghua. The total shares transferred amount to 25.53 million (5.00% of total shares) at a price of 7.9 yuan per share, totaling 202 million yuan [1][2]. - After the transfer, Fan Zhonghua will hold voting rights of 28.02%, with Shandong New Journey's voting rights reduced to 22.39% and Su Zhancai's to 0.62% [2]. Management and Board Control - The board of Haimer Technology consists of 9 members, with Fan Zhonghua entitled to nominate 5 non-independent directors and 3 independent directors, effectively allowing him to control the board [3]. Historical Context - This is not the first change of control for Haimer Technology. Previous attempts to change control have failed, including a 2020 attempt that was ultimately terminated due to lack of approval from the relevant authorities [5][6]. Business Performance - Haimer Technology primarily engages in high-end oilfield equipment manufacturing and related services, with a projected revenue of 600 million yuan in 2024, down 19% year-on-year. The company has reported a net loss of 228 million yuan, marking its third loss in five years [7][8]. - The company has issued a business warning, with undistributed profits at -813 million yuan, exceeding one-third of its paid-in capital [8]. New Business Ventures - The combination with Shandong New Journey is more focused on the renewable energy sector, with plans to establish several new companies in this field, although these have not yet significantly impacted overall operations [8]. Financial Gains for Controllers - Despite the company's losses, Su Zhancai has seen significant financial gains from capital operations, with a total investment of approximately 648 million yuan now valued at 1.396 billion yuan, yielding a floating profit of over 110% [9]. Future Control Dynamics - Fan Zhonghua's acquisition of control is seen as a strategic move, with provisions allowing for future increases in his shareholding and potential termination of voting rights entrustment if certain conditions are met [11].

海默科技（300084）公告，范中华先生受让转让方持有的上市公司合计2552.5万股流通股股份，占上市 公司总股本的5.00%；同时，范中华先生受托行使山东新征程、苏占才先生剩余持有的上市公司合计 1.17亿股股份的表决权，占上市公司总股本的23.02%。协议转让及表决权委托后，范中华合计持有上市 公司28.02%股份表决权，成为上市公司的控股股东、实际控制人。 ...

智通财经6月18日电，海默科技(300084.SZ)公告称，公司收到控股股东山东新征程和实际控制人苏占 才、持股5%以上股东窦剑文与范中华签订的《股份转让协议》和《表决权委托协议》。根据协议，范 中华将受让转让方合计持有的上市公司25,525,000股股份，占总股本的5.00%，同时山东新征程、苏占 才将委托范中华行使其剩余合计持有的23.02%股份的表决权。协议转让及表决权委托完成后，范中华 将成为公司控股股东、实际控制人。 海默科技：范中华将成为公司控股股东、实际控制人 ...

证券代码：300084 证券简称：海默科技 公告编号：2025—046 海默科技（集团）股份有限公司 关于披露权益变动报告书的提示性公告 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。 特别提示： 1、本次权益变动方式为股份协议转让和表决权委托，未触及要约收购。 2、本次权益变动以《股份转让协议》《表决权委托协议》分别约定的条件 达成作为实施要件，能否最终完成尚存在不确定性，敬请广大投资者注意投资 风险。 3、本次权益变动将导致公司控股股东、实际控制人发生变更。 1 给范中华先生行使，占上市公司总股本的 23.02%。表决权委托期限为本次股 份转让交割完成之日起至长期。若范中华先生或其关联方通过协议转让、大宗 交易或其他形式，实现范中华先生或其关联方实际合计持股比例达到 15%以上， 且山东新征程、苏占才先生或其关联方实际合计持股比例 7%以下时，《表决权 委托协议》自动终止。在符合相关法律法规的规定以及中国证监会、深交所监 管要求的前提下，《表决权委托协议》经双方协商一致可解除。 转让方不可撤销地承诺：在《股份转让协议》和《表决权委托协议》签署 后，转让方将 ...

海默科技（集团）股份有限公司 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》《公开发行证券的公司信息披露内容与格式准则第 16 号—上市公司收购报告书》及相关的法律、法规和规范性文件的有关规定编写。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》等相关的法 律、法规和规范性文件的规定，本报告书已全面披露信息披露义务人在海默科技 （集团）股份有限公司拥有权益的股份。 截至本报告书签署日，除本报告书披露的持股信息外，信息披露义务人没有 通过任何其他方式在海默科技（集团）股份有限公司中拥有权益。 详式权益变动报告书 信息披露义务人： 范中华 住所： 宁夏回族自治区银川市******** 通讯地址： 宁夏回族自治区银川市******** 权益变动性质： 增加（协议转让、表决权委托） 签署日期：二〇二五年六月 上市公司名称： 海默科技（集团）股份有限公司 上市地点： 深圳证券交易所 股票简称： 海默科技 股票代码： 300084 信息披露义务人声明 三、信息披露义务人为自然人，信息披露义务人签 ...

海默科技（集团）股份有限公司 简式权益变动报告书 上市公司名称： 海默科技（集团）股份有限公司 上市地点： 深圳证券交易所 股票简称： 海默科技 股票代码： 300084 信息披露义务人： 山东新征程能源有限公司 住所/通讯地址： 山东省淄博市张店区马尚街道办事处新村西路 185 号青年创 业园 D 座 403 室西区 403-4 号房 权益变动性质： 减少（协议转让、表决权委托） 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》及相关的法律、法规和规范性文件的有关规定编写。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》等相关的法 律、法规和规范性文件的规定，本报告书已全面披露信息披露义务人在海默科技 （集团）股份有限公司拥有权益的股份变动情况。 截至本报告书签署日，除本报告书披露的持股信息外，信息披露义务人没有 通过任何其他方式增加或减少其在海默科技（集团）股份有限公司中拥有权益的 股份。 三、信息披露义务人签署本报告书已获得必要的授权和批准。 四、本次权益变动 ...

北京博星证券投资顾问有限公司 关于海默科技（集团）股份有限公司 详式权益变动报告书 之 财务顾问核查意见 财务顾问 二〇二五年六月 上市公司：海默科技(集团)股份有限公司 上市地点：深圳证券交易所 证券简称：海默科技 证券代码：300084 | 第一节 | 释义 4 | | --- | --- | | 第二节 | 序言 6 | | 第三节 | 财务顾问承诺与声明 7 | | | 一、财务顾问承诺 7 | | | 二、财务顾问声明 7 | | 第四节 | 财务顾问意见 9 | | | 一、对本次详式权益变动报告书内容的核查 9 | | | 二、对信息披露义务人权益变动目的的核查 9 | | | 三、对信息披露义务人基本情况的核查 9 | | | 四、对信息披露义务人进行证券市场规范化运作辅导的情况 18 | | | 五、对本次权益变动方式的核查 18 | | | 六、对本次权益变动涉及的上市公司股份的权利限制情况的核查 19 | | | 七、对本次权益变动资金来源及合法性的核查 20 | | | 八、对过渡期安排的核查 21 | | | 九、对未来 12 个月内继续增持或者处置已拥有权益股份的计划的核查 21 ...