9月15日，海伦哲大宗交易成交77.84万股，成交额370.52万元，占当日总成交额的3.84%，成交价4.76 元，较市场收盘价5.29元折价10.02%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | (万元) | | | | 2025-09-15 | 300201 | 海伦哲 | 4.76 | 77.84 | 370.52 | 华泰证券股份有限 | 中信证券股份有限 | | | | | | | | 公司南京庐山路证 | 公司深圳分公司 | | | | | | | | 券营业部 | | ...

2025-09-12 %% %% research.95579.com 机械行业2025Q2综述 长江证券研究所机械研究小组 %% %% 1 证券研究报告 • 证券研究报告 • 评级 看好 维持 分析师及联系人 | 分析师 赵智勇 | 分析师 臧雄 | 分析师 倪蕤 | 分析师 曹小敏 | | --- | --- | --- | --- | | SAC执业证书编号：S0490517110001 | SAC执业证书编号：S0490518070005 | SAC执业证书编号：S0490520030003 | SAC执业证书编号：S0490521050001 | | SFC执业证书编号：BRP550 | SFC执业证书编号：BVO790 | | | | 分析师 刘晓舟 | 分析师 屈奇 | | | | SAC执业证书编号：S0490524030001 | SAC执业证书编号：S0490524070003 | | | %% %% %% %% research.95579.com 2 01 机械设备2025Q2综述总起 02 细分板块2025Q2综述 目 录 01 机械设备2025Q2综述总起 %% %% %% %% ...

证券之星消息，9月11日工程机械板块较上一交易日上涨0.9%，恒立液压领涨。当日上证指数报收于 3875.31，上涨1.65%。深证成指报收于12979.89，上涨3.36%。工程机械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601100 | 恒立液压 | 89.75 | 2.34% | 7.05万 | 6.24亿 | | 002685 | 华东重机 | 8.36 | 2.33% | 57.22万 | 4.73亿 | | 605389 | 长龄液压 | 44.93 | 2.28% | ● 1.65万 | 7324.27万 | | 301079 | 邵阳液压 | 28.37 | 2.12% | 3.28万 | 9199.89万 | | 301279 | 金直科技 | 23.85 | 1.88% | 1.70万 | 3986.22万 | | 603298 | 杭叉集团 | 26.00 | 1.80% | 11.85万 | 3.06亿 | | 603638 | 艾迪精密 | ...

Group 1 - The company, Helen Zhe (300201), reported that as of the end of August, it has signed 112 new orders for robotic insulated boom trucks, amounting to 154 million yuan [1] - Additionally, the company has secured 121 new orders for power vehicles, totaling 266 million yuan as of the end of August [1]

Group 1 - The company, Helen Zhe (300201.SZ), reported that as of the end of August, it has secured 112 new orders for robotic insulated boom trucks, amounting to 154 million yuan [1] - As of the end of August, the company has also signed 121 new orders for power vehicles, totaling 266 million yuan [1] - The company has sold over 50 units of firefighting and rescue robots developed this year, along with sales of anchoring test and experimental robots, and automated disinfection system robots [1]

Group 1: Company Performance - The company achieved a revenue of 803 million yuan in the first half of 2025, representing a year-on-year growth of 53.86% [4] - The net profit for the same period was 83.67 million yuan, showing a significant increase of 63.42% year-on-year [4] - As of the end of August 2025, the company signed 112 orders for robotic insulated vehicles, amounting to 154 million yuan [3] - The company also secured 121 orders for power supply vehicles, totaling 26.599 million yuan [3] Group 2: Market Expansion and Product Development - The company is focusing on international business expansion, targeting markets in the Middle East, Southeast Asia, Russia, and Australia [3] - The company has successfully delivered rolling batch orders in the Malaysian market, indicating positive progress [3] - The company’s new small lightweight power supply vehicle has received favorable market feedback, with new orders exceeding 60 million yuan [7] - The GKJH40 high-altitude, high-voltage insulated vehicle is expected to enter the market in November 2025 [6] Group 3: Investor Relations and Market Management - The company emphasizes long-term value creation for shareholders through business optimization, performance improvement, and cash dividends [2] - The management reassured investors about the stability of the company’s operations despite stock price fluctuations [4] - The company is actively managing its market image and maintaining communication with investors [2] - The company is addressing shareholder disputes, stating that they do not significantly impact normal operations [4] Group 4: Strategic Partnerships and Collaborations - The company signed a strategic cooperation agreement with China Aneng Group for emergency equipment development and market expansion [7] - The company is involved in a competitive negotiation procurement with the State Grid Corporation for special vehicles, amounting to 253 million yuan [7]

Core Points - Helenzheng announced the convening of the 13th meeting of the 6th Board of Directors on July 28, 2025, and the 3rd extraordinary shareholders' meeting on August 14, 2025, to review the proposals for amendments and changes in company type [2] - The company has recently completed the business registration change procedures and obtained a new business license issued by the Xuzhou Market Supervision Administration [2]

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 徐州海伦哲专用车辆股份有限公司（以下简称"公司"）分别于 2025 年 7 月 28 日、2025 年 8 月 14 日召开第六届董事会第十三次会议、2025 年第三次临 时股东会，审议通过《关于修订<公司章程>的议案》《关于工商变更公司类型的 议案》，具体情况详见公司披露于巨潮资讯网（www.cninfo.com.cn）的《关于 修订<公司章程>的公告》（公告编号：2025-047）、《关于工商变更公司类型的 公告》（公告编号：2025-048）、《2025 年第三次临时股东会决议公告》（公 告编号：2025-054）。 证券代码：300201 证券简称：海伦哲 公告编号：2025-059 徐州海伦哲专用车辆股份有限公司 关于完成工商变更登记并换发营业执照的公告 许可项目：输电、供电、受电电力设施的安装、维修和试验(依法须经批准 的项目，经相关部门批准后方可开展经营活动，具体经营项目以审批结果为准) 公司已于近日完成了工商变更登记手续，并取得了徐州市市场监督管理局换 发的《营业执照》。现将有关情况公告如下： 一 ...

Core Points - Helen Zhe reported a total revenue of 803 million yuan for the first half of 2025, representing a year-on-year growth of 53.86% [1] - The net profit attributable to shareholders reached 83.67 million yuan, with a year-on-year increase of 63.42% [1] - The company has a current ratio of 1.871 and a quick ratio of 1.540, indicating strong liquidity [1] Financial Performance - Total revenue for the first half of 2025: 803 million yuan, up 53.86% year-on-year [1] - Net profit attributable to shareholders: 83.67 million yuan, up 63.42% year-on-year [1] - Deducted non-recurring profit: 63.10 million yuan, up 29.25% year-on-year [1] - Current ratio: 1.871 [1] - Quick ratio: 1.540 [1] - Debt-to-asset ratio: 37.18% [1] Company Overview - Helen Zhe was established in 2005 and is located in Xuzhou, primarily engaged in the manufacturing of specialized equipment [1] - The registered capital of the company is approximately 1.009 billion yuan, with a paid-in capital of 50 million yuan [1] - The legal representative of the company is Ding Bo [1] Investment and Intellectual Property - The company has made investments in 21 enterprises and participated in 2,551 bidding projects [2] - It holds 15 trademark registrations and 381 patents [2] - The company has obtained 93 administrative licenses [2]

Group 1 - The company, Xuzhou Helen Zhe Special Vehicle Co., Ltd., will hold an online performance briefing for the first half of 2025 on September 5, 2025, from 15:00 to 16:00 [1] - The briefing aims to provide investors with a comprehensive understanding of the company's operating performance and development strategy [1] - Investors can submit questions in advance until September 4, 2025, to enhance the relevance of the discussion during the briefing [1][2] Group 2 - The performance briefing will be conducted via the Panoramic Network platform, allowing for remote interaction [1] - The company encourages active participation from investors to facilitate a more targeted exchange of information [2]