Core Viewpoint - The company, Helen Zhe (300201), has confirmed the production and sales of its energy storage vehicles, which are designed for various applications including power supply assurance and network capacity enhancement [1] Group 1: Product Features - The energy storage vehicles come in two main types: vehicle-mounted and self-propelled, suitable for critical load power supply, network capacity enhancement, and uninterrupted operations [1] - The self-propelled energy storage robot features a hydraulic lifting system that allows it to climb slopes and briefly traverse water, making it ideal for use in basements and narrow spaces [1] - The vehicles are equipped with seamless switching inverters, intelligent control systems, and fire protection systems, enabling dual-mode operation (grid-connected and off-grid) and ensuring "zero flicker" power supply switching [1] Group 2: Operational Advantages - The energy storage vehicles support multiple units operating in parallel without communication, offering environmental friendliness, flexibility, and high power supply quality [1] - The company is focused on enhancing its market performance and plans to increase the promotion of its operational highlights and investment value while deepening interaction with investors [1]

Core Insights - Helen Zhe (300201) reported that as of November 10, 2025, the number of shareholders is 48,633 [1] Company Summary - The company has engaged with investors through an interactive platform, indicating a commitment to transparency and communication [1] - The specific date mentioned for the shareholder count suggests a forward-looking approach in tracking shareholder engagement [1]

Core Viewpoint - The company is currently experiencing a small proportion of overseas orders for its power vehicles and is actively working to expand its sales channels [2]. Group 1 - The company received inquiries from investors regarding the performance of its power vehicles in overseas markets due to severe electricity shortages [2]. - As of November 19, the company reported that overseas orders for its power vehicles constitute a minor share of its overall sales [2]. - The company is taking proactive steps to enhance its sales channels to increase its presence in the overseas market [2].

Group 1 - The core viewpoint is that Helenzheng (300201.SZ) is currently focusing on expanding its sales channels for power vehicles, as its overseas order proportion is still very small [1] Group 2 - The company is actively working to increase its presence in international markets [1] - The current overseas order ratio indicates potential growth opportunities for the company in the global market [1]

Group 1 - The core viewpoint is that Helenzheng (300201.SZ) has a small proportion of overseas orders for its power vehicles and is actively expanding its sales channels [1]

Core Insights - The engineering machinery sector experienced a decline of 1.04% on November 14, with Jin Dao Technology leading the losses [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Notable gainers in the engineering machinery sector included: - Huadong Heavy Machine (002685) with a closing price of 7.81, up 6.40% on a trading volume of 963,100 shares and a turnover of 744 million [1] - Tietuo Machinery (920706) closed at 25.35, up 4.80% with a trading volume of 77,700 shares and a turnover of 197 million [1] - Changling Hydraulic (6885509) closed at 63.38, up 3.56% with a trading volume of 15,300 shares and a turnover of 95.99 million [1] - Major decliners included: - Jin Dao Technology (301279) closed at 28.15, down 4.25% with a trading volume of 32,400 shares and a turnover of 92.63 million [2] - Weiman Sealing (301161) closed at 33.90, down 2.92% with a trading volume of 33,900 shares and a turnover of 117 million [2] - Liu Gong (000528) closed at 11.37, down 2.74% with a trading volume of 321,300 shares and a turnover of 36.9 million [2] Capital Flow - The engineering machinery sector saw a net outflow of 250 million from institutional investors, while retail investors contributed a net inflow of 176 million [2] - The capital flow for key stocks showed: - Huadong Heavy Machine had a net inflow of 126 million from institutional investors, but a net outflow of 18.7 million from retail investors [3] - Jin Dao Technology experienced a net outflow of 30.82 million from institutional investors, while retail investors had a net inflow of 6.47 million [3]

Core Points - Helen Zhe announced the convening of the 15th meeting of the 6th Board of Directors and the 11th meeting of the 6th Supervisory Board on October 13, 2025 [2] - The meetings approved the proposal regarding the achievement of the conditions for the second vesting period of the initial grant of the 2023 restricted stock incentive plan and the first vesting period of the reserved grant [2] - The company has completed the registration work for the shares of the second vesting period of the initial grant and the first vesting period of the reserved grant under the 2023 restricted stock incentive plan [2]

重要内容提示： 1、本次限制性股票归属日为 2025 年 11 月 7 日。 证券代码：300201 证券简称：海伦哲 公告编号：2025-074 徐州海伦哲专用车辆股份有限公司 关于 2023 年限制性股票激励计划首次授予部分第二个归属期及 预留授予部分第一个归属期归属结果暨股份上市的公告 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。 2、本次归属的限制性股票数量为 565.76 万股，激励对象 91 人。 3、本次归属的限制性股票的上市流通日：本次归属的限制性股票不设限售 期，董事和高级管理人员须遵守限售和转让限制，上市流通日为 2025 年 11 月 7 日。 徐州海伦哲专用车辆股份有限公司（以下简称"公司"）于 2025 年 10 月 13 日召开第六届董事会第十五次会议和第六届监事会第十一次会议，审议通过 了《关于 2023 年限制性股票激励计划首次授予部分第二个归属期及预留授予部 分第一个归属期归属条件成就的议案》。近日，公司办理了 2023 年限制性股票 激励计划首次授予部分第二个归属期及预留授予部分第一个归属期归属股份的 登记工作。现将有关事 ...

Core Viewpoint - The acquisition plan of Hailun Zhe to expand its market share in emergency drainage has been hindered by the termination of the agreement to acquire Hunan Huaxun's equity, which was initially aimed at enhancing the company's capabilities in the emergency drainage sector [1][3]. Group 1: Acquisition Details - Hailun Zhe signed a cooperation agreement in September 2024 to acquire control of Hunan Huaxun, which specializes in emergency drainage products, but after over a year of negotiations, the parties could not reach an agreement on key terms [2][3]. - The termination agreement confirms that there are no disputes regarding the original agreement and that both parties will adhere to confidentiality obligations [3]. Group 2: Financial Performance - In the third quarter of 2025, Hailun Zhe reported a revenue of 1.29 billion yuan, a year-on-year increase of 28.75%, and a net profit attributable to shareholders of 176 million yuan, up 32.57% year-on-year [1]. Group 3: Industry Context - The emergency industry is currently benefiting from policy incentives, with a target to exceed 1 trillion yuan in industry scale by 2025, aiming to develop over 10 leading enterprises with international competitiveness [4]. - As of August 2024, there has been a significant increase in demand for emergency products, particularly drainage vehicles, with a total tender amount of approximately 2.9 billion yuan [4]. Group 4: Product Development - Hailun Zhe is focusing on developing small, high-capacity urban drainage products and has made advancements in electric emergency power supply vehicles and robotic insulated boom vehicles, with over 110 units signed for a total of 154 million yuan [5]. - The company holds a 22.93% stake in Guangdong Xinyu Intelligent Equipment Co., which has seen a 89% year-on-year increase in new orders, primarily related to energy storage [6].

Core Viewpoint - The company Helen Zhe announced the termination of its equity acquisition cooperation with Changsha Zhenghao and Hunan Huaxun, which was initially aimed at gaining control over Hunan Huaxun, a company specializing in emergency drainage equipment [1][2][3]. Financial Performance - For the first three quarters of 2025, the company reported a revenue of 1.29 billion yuan, representing a year-on-year growth of 28.75% - The net profit attributable to shareholders reached 176 million yuan, up 32.57% year-on-year, with basic earnings per share approximately 0.19 yuan, an increase of 39.05% [1]. Acquisition Details - The acquisition agreement was signed in September 2024, with the intention to enhance the company's market share in emergency drainage products [2]. - Hunan Huaxun's products, including portable high-flow submersible pumps and emergency drainage vehicles, were highlighted for their application in disaster relief efforts [2]. Termination of Acquisition - After over a year of negotiations, the parties could not reach an agreement on key terms of the acquisition, leading to the termination of the original agreement without disputes or claims against each other [3]. - The company stated that this termination would not affect its normal operations or future development plans [3]. Industry Environment - The emergency industry is currently benefiting from policy incentives, with a target to exceed 1 trillion yuan in industry scale by 2025, aiming to develop over 10 leading enterprises with international competitiveness [4]. - As of August 2024, there were 1,953 emergency product tenders totaling approximately 2.9 billion yuan, with significant demand for drainage vehicles [4]. Product Development Focus - The company plans to focus on developing small, high-capacity urban drainage products and optimizing configurations for pumps with capacities between 3,000 m³/h and 5,000 m³/h [4]. - The introduction of intelligent and digital technologies is also a priority for enhancing product efficiency [4]. New Product Innovations - The company has developed a lightweight power supply vehicle aimed at improving emergency power supply operations in urban areas, along with a new robotic insulated boom lift, achieving over 110 signed contracts worth 154 million yuan [5]. Stake in Related Company - The company holds a 22.93% stake in Guangdong Xinyu Intelligent Equipment Co., becoming its largest shareholder, which specializes in lithium battery production equipment [6]. - The related company has seen a year-on-year order increase of approximately 89%, with 60% of new orders related to energy storage [6].