Group 1 - The core viewpoint of the article highlights that Haimer Technology (300084) reported a significant decline in both revenue and net profit for the third quarter of 2025 [1] Group 2 - The company achieved an operating income of 108 million yuan in Q3 2025, representing a year-on-year decrease of 20.78% [1] - The net profit for the same period was -47.986 million yuan, indicating a year-on-year decline of 189.47% [1]

Group 1 - The company, Haimer Technology, announced that its ninth second board meeting will be held on October 29, 2025, combining on-site and remote voting methods [1] - The meeting will review the "2025 Third Quarter Report" and other documents [1] - For the year 2024, the company's revenue composition is entirely from the oil and gas extraction services industry, accounting for 100.0% [1] Group 2 - As of the report, Haimer Technology has a market capitalization of 5.1 billion yuan [1]

Core Viewpoint - Haimer Technology (300084.SZ) reported a decline in revenue and a net loss for the third quarter of 2025, indicating ongoing financial challenges for the company [1] Financial Performance - The company achieved operating revenue of 84.41 million yuan in the third quarter, a year-on-year decrease of 1.07% [1] - The net loss for the third quarter was 2.16 million yuan [1] - For the first three quarters, the company reported total operating revenue of 216 million yuan, reflecting a year-on-year decrease of 2.32% [1] - The cumulative net loss for the first three quarters amounted to 19.77 million yuan [1]

证券代码：300084 证券简称：海默科技 公告编号：2025—083 海默科技（集团）股份有限公司 关于与中芯熙诚私募基金管理（北京）有限公司签署 《战略合作协议》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。 特别提示： 1、本协议系双方建立合作关系而签署的意向性合作协议，具体合作内容尚 需进一步协商确定，有关合作安排以双方另行签订的书面协议为准，后续进展尚 存在不确定性，敬请广大投资者注意投资风险。 2、本次签订的《战略合作协议》不涉及具体的投资金额，暂时无法预计本 次协议对公司未来经营业绩的影响。 1 1、基本情况 公司名称：中芯熙诚私募基金管理（北京）有限公司 法定代表人：赵森 3、公司最近三年披露的相关协议具体情况详见本公告具体内容"六、其他 相关说明"。 一、签署《战略合作协议》概况 2025 年 10 月 29 日，海默科技（集团）股份有限公司（以下简称"公司" 或"海默科技"）与中芯熙诚私募基金管理（北京）有限公司（以下简称"中芯 熙诚"或"合作方"）签署了《战略合作协议》。双方本着"长期合作、资源整合、 互利共赢、协同发展"的原则， ...

证券代码：300084 证券简称：海默科技 公告编号：2025—082 海默科技（集团）股份有限公司 关于与专业投资机构共同投资产业基金的公告 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。 海默科技（集团）股份有限公司（以下简称"公司"或"海默科技"）于 2025 年 10 月 29 日召开的第九届董事会第二次会议审议通过了《关于与专业投资机 构共同投资产业基金的议案》，为深化落实公司"培育第二增长曲线"的发展战 略，加快公司战略转型升级，提升公司综合竞争力，董事会同意公司作为有限合 伙人以自有资金认缴出资人民币 20,000 万元，参与投资重庆中芯熙诚两山创业 投资基金合伙企业（有限合伙）（以下简称"中芯熙诚合伙企业"或"合伙企业"）， 该合伙企业由专业投资机构中芯熙诚私募基金管理（北京）有限公司管理，主要 以股权投资方式投资于先进封装及半导体产业链上下游相关领域的项目。截至本 公告披露日，本次共同投资合作各方尚未签署正式的合伙协议，相关合伙企业的 协议签署、募集尚存在不确定性。敬请广大投资者审慎决策，注意投资风险。 一、本次投资基本情况 当前中国正处于经 ...

证券代码：300084 证券简称：海默科技 公告编号：2025—080 二、董事会会议审议情况 会议以记名投票方式审议并通过以下议案： 1、《2025 年第三季度报告》 海默科技（集团）股份有限公司 第九届董事会第二次会议决议公告 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、董事会会议召开情况 海默科技（集团）股份有限公司（以下简称"公司"）第九届董事会第二次 会议于 2025 年 10 月 29 日以现场和通讯表决相结合的方式召开。会议通知于 2025 年 10 月 24 日以电子邮件方式送达全体董事。本次会议应出席董事 9 人， 实际出席董事 9 人（董事张力天、周龙环以通讯表决方式出席会议，其余董事均 出席现场会议）。公司高级管理人员列席会议。会议由公司董事长杜勤杰先生主 持。会议的召集、召开符合《公司法》及《公司章程》的规定。 公司董事会成员认真审核了 2025 年第三季度报告，认为该报告所载资料真 实、准确、完整地反映了本公司的实际情况，不存在虚假记载、误导性陈述或者 重大遗漏。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 本议案已 ...

Core Insights - The company reported a revenue of 108 million yuan for the third quarter, representing a decline of 20.78% [1] - The net profit for the third quarter was a loss of 47.986 million yuan, a decrease of 189.47% [1] - For the first three quarters, the company achieved a revenue of 306 million yuan, which is an increase of 1.62% [1] - The net profit for the first three quarters was a loss of 60.5441 million yuan, reflecting a decline of 11.59% [1] Financial Performance - Third quarter revenue: 108 million yuan, down 20.78% [1] - Third quarter net profit: loss of 47.986 million yuan, down 189.47% [1] - Year-to-date revenue: 306 million yuan, up 1.62% [1] - Year-to-date net profit: loss of 60.5441 million yuan, down 11.59% [1]

Financial Performance - The company's revenue for Q3 2025 was ¥108,270,098.55, a decrease of 20.78% compared to the same period last year[5] - The net profit attributable to shareholders was -¥47,986,047.77, representing a decline of 189.47% year-on-year[5] - Basic earnings per share were -¥0.094, reflecting a decrease of 123.81% compared to the previous year[5] - The weighted average return on equity was -3.76%, a decline of 2.18% year-on-year[5] - Total operating revenue for the current period reached ¥305,652,486.68, a slight increase from ¥300,765,456.21 in the previous period, representing a growth of approximately 1.3%[35] - Net loss for the current period was ¥62,281,858.47, compared to a net loss of ¥51,320,617.19 in the previous period, indicating a worsening of approximately 21.5%[37] - The company reported a total comprehensive loss of ¥60,774,356.25, compared to a loss of ¥56,256,130.68 in the previous period, indicating a decline of approximately 8.9%[37] - Basic and diluted earnings per share for the current period were both -0.1186, compared to -0.1374 in the previous period, showing an improvement in loss per share[38] Cash Flow - The cash flow from operating activities showed a significant increase of 130.64%, amounting to ¥66,817,871.33[5] - Total cash inflow from operating activities reached ¥595,133,605.67, up from ¥460,725,656.90, reflecting a growth of 29.1%[39] - Cash received from other operating activities increased significantly to ¥114,849,244.08 from ¥29,048,434.96, marking a growth of 295.5%[39] - The company’s cash flow from operating activities was positively impacted by a reduction in tax payments, which decreased to ¥30,088,822.43 from ¥33,860,477.87, a decline of 11.4%[39] - Cash inflow from financing activities totaled ¥318,350,000.00, while cash outflow was ¥510,903,074.10, leading to a net cash flow from financing activities of -¥192,553,074.10[40] - Cash outflow from investing activities was ¥875,213,938.18, resulting in a net cash flow from investing activities of -¥142,384,960.02, compared to -¥21,666,017.40 in the previous period[40] - The ending cash and cash equivalents balance was ¥325,566,344.45, compared to ¥139,500,618.59 at the end of the previous period, indicating a decrease of 133.3%[40] - The company received cash from investment recoveries amounting to ¥721,637,364.71, which was not present in the previous period[40] - The company reported a cash inflow of ¥2,640,009.45 from investment income, which was not recorded in the previous period[40] Assets and Liabilities - The total assets at the end of the reporting period were ¥2,003,949,470.25, down 10.31% from the end of the previous year[5] - The company's total assets decreased to ¥2,003,949,470.25 from ¥2,234,266,441.08, reflecting a decline of about 10.3%[34] - Total liabilities also decreased to ¥738,910,136.72 from ¥909,959,248.71, a reduction of approximately 18.8%[34] - The company's total equity decreased to ¥1,265,039,333.53 from ¥1,324,307,192.37, indicating a decline of about 4.5%[34] - The company's fixed assets decreased from CNY 289,081,523.04 to CNY 258,012,690.65 during the same period[31] - As of September 30, 2025, the total current assets amounted to CNY 1,347,427,043.62, down from CNY 1,529,010,683.23 at the beginning of the period[31] Shareholder Information - Total number of common shareholders at the end of the reporting period is 23,667[11] - Shandong New Journey Energy Co., Ltd. holds 22.39% of shares, totaling 114,260,979 shares, with 59,000,000 shares pledged[11] - The largest shareholder, Dou Jianwen, holds 7.58% of shares, totaling 38,664,456 shares[11] - The company has a total of 114,260,979 restricted shares, which will be released on May 18, 2026[14] - The company has a total of 2,188,100 shares held by shareholder Deng Gang, with 1,322,100 shares in a regular account and 866,000 shares in a margin account[12] - Dou Jianwen's shares are subject to a lock-up period until August 5, 2026, with 25% of his total shares eligible for circulation each year[14] - The company has not disclosed any changes in the shareholding structure of the top 10 shareholders due to margin trading[12] - The company has a total of 2,740,717 shares held by Morgan Stanley & Co. International PLC, representing 0.54% of shares[11] - The company has a total of 2,543,759 shares held by Goldman Sachs International, representing 0.50% of shares[11] - The voting rights of 117,447,279 shares, representing 23.02% of the total share capital, have been entrusted to Fan Zhonghua until July 30, 2025[11] - The company completed the repurchase and cancellation of 86,818 restricted shares, with a total payment of RMB 276,443.82[20] - The company's registered capital was changed to RMB 510,334,717 following board and shareholder approvals[18] - The total number of shares after the repurchase and cancellation is now 510,247,899[20] - The company transferred a total of 25,525,000 shares, representing 5.00% of the total share capital, to Mr. Fan Zhonghua, changing the controlling shareholder to him[22] - The voting rights of 117,447,279 shares, accounting for 23.02% of the total share capital, were irrevocably entrusted to Mr. Fan Zhonghua[23] - Mr. He Xiaodeng reduced his shareholding by 134,800 shares, which is 0.0264% of the total share capital[24] - Mr. Dou Jianwen reduced his shareholding by 8,427,302 shares, representing 1.65% of the total share capital[25] - Mr. Ma Jun reduced his shareholding by 700,000 shares, which is 0.14% of the total share capital[26] Management and Governance - The company appointed Du Qinjie as the new chairman and CEO, effective from January 8, 2025[16] - The company has undergone changes in its board of directors, including the resignation of non-independent director Peng Duan[16] - The company completed the election of 5 non-independent directors and 3 independent directors during the board's early re-election[27] - The company relocated its office to a new address in Lanzhou, Gansu Province[28] - The company decided to repurchase and cancel a total of 1,858,000 restricted shares due to the disqualification of certain incentive plan participants[29] - The company reported a total of 165,862,133 restricted shares held by 71 incentive targets[19] - The company will implement a stock incentive plan with a gradual release of shares for executives[19] - The company has a lock-up period for executive shares until March 28, 2026, with 25% of shares becoming tradable annually[19] - The company completed the necessary registration and documentation for changes in its legal representative and capital structure[18] Investment and Expenses - Investment income surged by 1257.27% to ¥2,638,958.87, attributed to returns from purchased financial products[9] - Research and development expenses increased to ¥32,148,503.80 from ¥26,388,549.69, representing a growth of approximately 21.5%[35] - The company recorded an asset impairment loss of -¥25,411,574.35, a significant increase of 456.60% due to prudent asset valuation measures[9] - The company paid ¥138,814,837.12 in employee compensation, slightly up from ¥134,160,220.93, reflecting a 3.9% increase[39]

Market Overview - The specialized equipment sector increased by 1.11% on the previous trading day, with Lingge Technology leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Top Gainers in Specialized Equipment Sector - Lingge Technology (920284) closed at 46.90, up 15.35% with a trading volume of 90,000 shares [1] - Dazhu CNC (301200) closed at 133.00, up 10.66% with a trading volume of 105,600 shares and a transaction value of 1.348 billion [1] - Yuanda Intelligent (002689) closed at 4.92, up 10.07% with a trading volume of 746,300 shares and a transaction value of 355 million [1] - Haimer Technology (300084) closed at 10.02, up 9.63% with a trading volume of 577,300 shares and a transaction value of 563 million [1] - Yizhiming (300415) closed at 26.14, up 8.29% with a trading volume of 402,500 shares [1] Top Losers in Specialized Equipment Sector - Shenkai Co. (002278) closed at 13.26, down 7.66% with a trading volume of 1,254,300 shares and a transaction value of 1.677 billion [2] - Haixiang Technology (002337) closed at 6.90, down 7.51% with a trading volume of 1,678,700 shares and a transaction value of 1.269 billion [2] - Shandong Molong (002490) closed at 7.33, down 7.45% with a trading volume of 1,038,500 shares and a transaction value of 767 million [2] Capital Flow Analysis - The specialized equipment sector experienced a net outflow of 375 million from institutional investors and 184 million from retail investors, while retail investors saw a net inflow of 559 million [2][3] - Notable net inflows from retail investors were observed in several companies, including Yuanda Intelligent with a net inflow of 105 million [3]

Market Overview - The Shanghai Composite Index closed at 4001.98 points, above the five-day moving average, with a gain of 0.35% [1] - The total trading volume of A-shares reached 183.41 billion yuan [1] Stocks Performance - A total of 484 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Digital People (11.77%) - Sanxiang Technology (10.45%) - Jinhua New Materials (9.20%) [1] Top Stocks by Deviation Rate - Digital People: - Today's price increase: 15.20% - Turnover rate: 16.90% - Latest price: 16.37 yuan [1] - Sanxiang Technology: - Today's price increase: 13.27% - Turnover rate: 10.72% - Latest price: 21.76 yuan [1] - Jinhua New Materials: - Today's price increase: 12.75% - Turnover rate: 23.32% - Latest price: 54.57 yuan [1] Additional Notable Stocks - Kangzhi Pharmaceutical: - Today's price increase: 14.37% - Turnover rate: 30.60% - Latest price: 7.96 yuan [1] - Huaxin Yongdao: - Today's price increase: 12.00% - Turnover rate: 8.41% - Latest price: 44.91 yuan [1] - Longi Green Energy: - Today's price increase: 10.00% - Turnover rate: 5.01% - Latest price: 20.79 yuan [1]