Core Viewpoint - The actual controller of Haimer Technology is planning to transfer control just over two years after taking over, indicating ongoing instability in the company's ownership and governance structure [1][4][10]. Group 1: Control Change Planning - Haimer Technology's actual controller, Su Zhancai, is planning a transfer of control and equity, with the new party expected to acquire at least 5% of the total shares and 22.39% of voting rights [4][5]. - This marks the third time since 2020 that Haimer Technology has planned a change in control, reflecting ongoing challenges in stabilizing ownership [6][10]. Group 2: Historical Context of Ownership Changes - In July 2020, the founder and major shareholder, Dou Jianwen, attempted to transfer 5% of shares to Gansu Guokai Investment Co., which would have changed the control of the company [6][8]. - The previous attempt to change control was terminated in April 2022 due to a lack of approval from the Gansu Provincial Government, highlighting regulatory challenges [7]. - In January 2023, Su Zhancai successfully took over control from Dou Jianwen, indicating a shift in ownership dynamics [8][9]. Group 3: Financial Performance - Haimer Technology's financial performance has been under pressure since 2020, with revenues of approximately 5.04 billion, 6.09 billion, 6.27 billion, and 7.44 billion from 2020 to 2023, respectively [11]. - The company reported net losses of approximately 5.98 billion, 2.62 billion in 2020 and 2021, but achieved small profits in 2022 and 2023 [11]. - However, in 2024, the company faced a significant loss again, with revenues around 6 billion and a net loss of approximately 2.28 billion [11]. Group 4: Industry Outlook - Despite challenges from the development of renewable energy, oil and gas resources are expected to remain crucial in global energy supply for the foreseeable future, especially in developing countries [12]. - The oil and gas equipment service industry is anticipated to achieve sustainable development through technological advancements that enhance production efficiency and reduce costs [12].

二、交易进展情况及继续停牌事项的说明 证券代码：300084 证券简称：海默科技 公告编号：2025—042 海默科技（集团）股份有限公司 关于公司控制权变更事项继续停牌的公告 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。 一、停牌情况概述 海默科技（集团）股份有限公司（以下简称"公司"）于 2025 年 6 月 10 日在中国证监会指定创业板信息披露媒体上发布了《关于筹划公司控制权变更 的停牌公告》（公告编号：2025—041）。公司控股股东山东新征程能源有限 公司（以下简称"山东新征程"）及实际控制人苏占才先生正在筹划公司股权 转让及控制权变更相关事宜，交易对手方为自然人，预计本次交易完成后，交 易对手方将获得不低于公司总股本 5.00%的股份以及 22.39%股份对应的表决 权，本次股权转让事项完成后，可能导致公司控制权发生变更。本次权益变动 尚需履行协议转让相关程序，除此之外不涉及有权部门事前审批。为保证公平 信息披露，维护投资者利益，避免公司股价异常波动，经公司向深圳证券交易 所申请，公司股票（证券简称：海默科技，证券代码：300084）自 202 ...

Investment Rating - The report highlights the deep-sea technology sector as a strategic emerging industry, with a projected global market size exceeding $500 billion by 2025, growing at an annual rate of over 15% [1][4]. Core Insights - The report emphasizes the rapid development of the global deep-sea technology market, with significant investment opportunities in sub-sectors such as deep-sea equipment manufacturing, resource exploration, and deep-sea biomedicine [1][4]. - The Chinese deep-sea economy is expected to reach approximately $3.25 trillion by 2025, accounting for 25% of the total marine economy, with a growth rate exceeding 20% [43][44]. Summary by Sections Industry Overview - The deep-sea technology sector has been recognized as a key area for strategic development, with the Chinese government prioritizing its growth in the 2025 Government Work Report [1][4]. - The global deep-sea technology market is projected to surpass $500 billion by 2025, with a compound annual growth rate (CAGR) of over 15% [1][4]. Industry Status - The report indicates that the global deep-sea technology market is experiencing rapid growth, with the deep-sea oil and gas sector remaining a cornerstone, while emerging fields like underwater mining and underwater vehicles are also expanding significantly [37][39]. - The underwater mining market is expected to grow from approximately $3.7 billion in 2024 to $15.9 billion by 2029, with a CAGR of 33.7% [37][39]. Investment Strategy - The report suggests focusing on investment opportunities in extreme environment equipment that relies on high-strength titanium alloys, nanocomposite materials, and intelligent control systems [4][37]. - Short-term strategies include capitalizing on domestic replacements driven by policy support, while long-term strategies should focus on breakthroughs in materials and core components [4][37]. Industry Chain and Key Enterprises - The report categorizes the industry chain into upstream (materials and technology), midstream (precision components and complete equipment), and downstream (applications and commercialization scenarios) [52][53]. - Key players in the upstream segment include companies like Western Materials and BaoTi Co., while midstream players include China Shipbuilding and China Heavy Industry [52][53].

Group 1 - New stock offering for Huazhi Jie with an issuance price of 19.88 yuan per share and a subscription limit of 0.80 million shares [2] - The State Statistics Bureau reported a decrease in the Consumer Price Index (CPI) by 0.2% month-on-month and 0.1% year-on-year for May, while the Producer Price Index (PPI) fell by 0.4% month-on-month and 3.3% year-on-year, with the year-on-year decline widening by 0.6 percentage points [4] - The General Administration of Customs announced that China's total goods trade value for the first five months reached 17.94 trillion yuan, a year-on-year increase of 2.5%, with exports at 10.67 trillion yuan (up 7.2%) and imports at 7.27 trillion yuan (down 3.8%) [4] Group 2 - Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect eligible securities list, with new additions including Bruker, Gu Ming, and Mixue Group, effective from June 9, 2025 [5] - Beijing's Economic and Information Technology Bureau and other departments released a plan for high-quality development of the fashion industry from 2025 to 2027, focusing on immersive experiences and new retail models to enhance product consumption [5] - The Suzhou Artificial Intelligence Industry Association plans to collect innovative products and solutions to enhance the performance of the Suzhou football team in the 2025 Jiangsu Province Urban Football League [5] Group 3 - Co-creation Turf reported that the impact of domestic football sports events on the company's operating performance is minimal [7] - Filinger announced a suspension of trading starting June 10 for stock price fluctuation investigation [7] - Yiyuan Lithium Energy is planning to issue H-shares and list on the Hong Kong Stock Exchange [7]

2025年第一季度，公司实现营业收入7768.15万元，同比增长18.66%；同期实现归属于上市公司股东的 净利润为亏损1857.79万元。 6月9日晚间，海默科技（300084）发布关于筹划公司控制权变更的停牌公告。 据披露，公司于6月8日收到控股股东山东新征程及实际控制人苏占才出具的《关于筹划海默科技控制权 变更的通知》，其正在筹划公司股权转让及控制权变更相关事宜，预计交易完成后，交易对手方将获得 不低于公司总股本5.00%的股份，以及22.39%股份对应的表决权。本次股权转让事项完成后，可能导致 公司控制权发生变更。 公告显示，该次交易对手方为自然人，权益变动尚需履行协议转让相关程序，除此之外不涉及有权部门 事前审批。截至公告披露日，各方主体正就具体交易方案、协议等相关事项进行论证和磋商，具体情况 以各方签订的相关协议为准。 "鉴于上述事项存在不确定性，为保证公平信息披露，维护投资者利益，避免公司股价异常波动，根据 相关规定，经公司向深交所申请，公司股票自6月9日(星期一)上午开市起停牌，预计停牌时间不超过2 个交易日。"公司表示。 一季报显示，截至3月31日，公司控股股东山东新征程及实际控制人苏占才持 ...

关于筹划公司控制权变更的停牌公告 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。 证券代码：300084 证券简称：海默科技 公告编号：2025—041 海默科技（集团）股份有限公司 公司于 2025 年 6 月 8 日收到控股股东山东新征程及实际控制人苏占才先生 出具的《关于筹划海默科技控制权变更的通知》，其正在筹划公司股权转让及 控制权变更相关事宜，预计本次交易完成后，交易对手方将获得不低于公司总 股本 5.00%的股份以及 22.39%股份对应的表决权，交易对手方为自然人。本次 股权转让事项完成后，可能导致公司控制权发生变更。本次交易对手方为自然 人，本次权益变动尚需履行协议转让相关程序，除此之外不涉及有权部门事前 审批。截至本公告披露日，各方主体正就具体交易方案、协议等相关事项进行 论证和磋商，具体情况以各方签订的相关协议为准。 鉴于上述事项存在不确定性，为保证公平信息披露，维护投资者利益，避 免公司股价异常波动，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 6 号——停复牌》等相关规定，经公司向深 2 1 圳证券交 ...

智通财经6月9日电，深交所公告，海默科技（集团）股份有限公司拟披露重大事项，公司股票于2025年 6月9日开市起停牌，待公司通过指定媒体披露相关公告后复牌。 拟披露重大事项 海默科技今日开市起停牌 ...

Group 1 - The A-share marine economy concept has experienced significant fluctuations, with companies such as ShenKai Co., Ltd. and JuLi Rigging reaching their daily limit increase [1] - Other companies that followed the upward trend include HaiMo Technology, XinJin Power, QianNeng HengXin, and ShiHua Machinery [1]

二○二五年五月 第一章 总则 第二章 管理机构 第三章 薪酬标准与构成 海默科技（集团）股份有限公司 董事及高级管理人员薪酬与考核管理制度 1 第1条 为进一步完善海默科技（集团）股份有限公司（以下简称"公司"）董事和高级 管理人员（以下简称"董事高管"）薪酬与考核管理，建立科学有效的激励与约 束机制，充分调动董事高管的工作积极性和创造性，促进公司的持续健康发展， 根据《公司法》《上市公司治理准则》相关法律、法规和《公司章程》《董事会 薪酬与考核委员会工作细则》等规定，结合公司实际情况，制定本制度。 第2条 适用范围：《公司章程》规定的董事和高级管理人员。 第3条 公司董事高管薪酬分配遵循以下原则： (1) 体现责、权、利相匹配的原则，薪酬与岗位价值高低、承担责任大小相符； (2) 体现个人收入水平与公司规模、效益及工作目标挂钩的原则； (3) 体现公司长远利益的原则，与公司持续健康发展的目标相符； (4) 体现激励与约束并重、奖罚对等的原则，薪酬发放与考核挂钩、与奖惩挂钩。 第4条 公司股东会负责审议董事薪酬标准，公司董事会负责审议公司高级管理人员的 薪酬标准。 第5条 公司董事会薪酬与考核委员会负责董事、 ...

海默科技（集团）股份有限公司 会计师事务所选聘制度 二○二五年五月 第一章 总则 第二章 会计师事务所执业质量要求 1 第一条 为规范海默科技（集团）股份有限公司(以下简称"公司")选聘(含 续聘、改聘，下同)会计师事务所的行为，切实维护股东利益，提高 财务信息质量，保证财务信息的真实性和连续性，根据《中华人民 共和国公司法》《中华人民共和国证券法》《深圳证券交易所创业 板股票上市规则》《国有企业、上市公司选聘会计师事务所管理办 法》等相关法律法规及《海默科技（集团）股份有限公司章程》（以 下简称"《公司章程》"）的有关规定，结合公司实际情况，特制 定本制度。 第二条 本制度所称选聘会计师事务所，是指公司根据相关法律法规要求， 聘任会计师事务所对公司财务会计报告发表审计意见、出具审计报 告的行为。公司选聘会计师事务所从事除财务会计报告审计之外的 其他法定审计业务的，视重要性程度可参照本制度执行。 第三条 公司选聘会计师事务所应当经董事会审计委员会(以下简称"审计 委员会")审核后，报经董事会和股东会审议并批准。提交董事会审 议前，应经公司审计委员会全体成员过半数同意。 第四条 公司控股股东、实际控制人不得在公 ...