关于第一大股东之控股股东及其实际控制人因非本公司事项 证券代码：300201 证券简称：海伦哲 公告编号：2025-077 徐州海伦哲专用车辆股份有限公司 徐州海伦哲专用车辆股份有限公司 董事会 1 收到《立案告知书》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。 徐州海伦哲专用车辆股份有限公司（以下简称"公司"）从第一大股东海徳 资产管理有限公司处获悉，其控股股东海南海德资本管理股份有限公司及其实际 控制人王广西于 2025 年 11 月 28 日分别收到中国证券监督管理委员会（以下简 称"中国证监会"）出具的《立案告知书》（编号：证监立案字 0292025006 号、 证监立案字 0292025007 号）。因涉嫌信息披露违法违规，根据《中华人民共和 国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会决定对海南 海德资本管理股份有限公司及王广西立案。 上述《立案告知书》所涉主体为海南海德资本管理股份有限公司及其实际控 制人王广西，涉及的事项与公司无关，不会对公司的日常经营和业务活动产生影 响。公司目前无控股股东及实际控制人，按照上市公司信 ...

Group 1 - The company has received inquiries regarding the recent surge in lithium battery materials and the increase in lithium battery demand, specifically about the sales and profit growth rates of its lithium battery and energy storage products [2] - The company holds a 22.93% stake in Guangdong Xinyu Intelligent Equipment Co., which specializes in the R&D and production of equipment related to lithium battery production lines, indicating a strong brand competitiveness in the industry [2] - The contribution of Guangdong Xinyu Intelligent Equipment Co. to the company's profits is relatively small, and the order proportion for energy storage products in 2025 is also expected to be minimal [2]

Group 1 - The company has secured over 30 million yuan in overseas orders in the first half of the year, primarily for aerial work vehicles, indicating rapid growth in international business [2] - The company is currently focusing on expanding into Southeast Asia, the Middle East, Russia, and Australia, aiming to enhance the overall scale of its international business through diversified regional expansion [2] - The company has achieved rolling batch orders in certain regions and is striving for significant breakthroughs in its international business in the future [2]

Core Viewpoint - The company, Helenze (300201.SZ), is currently collaborating with Apple in the field of industrial robotics but has not established partnerships with other domestic companies such as Huawei, Xiaomi, or Tencent [1] Group 1: Company Collaboration - Helenze's subsidiary, Suzhou Yisheng Robot Technology Co., Ltd., focuses on the research, production, application, and sales of core automation products including industrial robots, industrial slides, and industrial cameras [1] - The company serves as a supplier of industrial robots for Apple's production line [1] Group 2: Future Partnerships - As of now, there are no collaborations with other domestic production lines, indicating a potential area for future growth or partnership opportunities [1]

Core Insights - The engineering machinery sector experienced a slight increase of 0.08% on November 27, with N Nant leading the gains [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Engineering Machinery Sector Performance - N Nant saw a significant rise in its closing price to 24.51, with a remarkable increase of 183.03% and a trading volume of 525,200 shares, resulting in a transaction value of approximately 1.396 billion yuan [1] - Other notable performers included Hengli Hydraulic, which increased by 10.00% to a closing price of 101.38, with a trading volume of 322,700 shares and a transaction value of about 3.172 billion yuan [1] - The overall trading activity in the engineering machinery sector showed mixed results, with some stocks experiencing declines [2] Capital Flow Analysis - The engineering machinery sector saw a net outflow of 263 million yuan from institutional investors and a net outflow of 107 million yuan from speculative funds, while retail investors contributed a net inflow of 370 million yuan [2] - Specific stocks like Hengli Hydraulic and N Nant had varying capital flows, with Hengli Hydraulic experiencing a net inflow of approximately 56.73 million yuan from institutional investors [3] - The overall sentiment in the sector indicates a cautious approach from institutional and speculative investors, contrasted by retail investor confidence [2][3]

证券代码：300201 证券简称：海伦哲 公告编号：2025-076 徐州海伦哲专用车辆股份有限公司 截至2025年4月17日，上海良基实业有限公司（现已更名为"钽达（上海） 实业有限公司"）已完成工商变更登记，其股东由徐州海伦哲专用车辆股份有限 公司变更为陶浩平、刘磊；自此，公司不再持有上海良基实业有限公司的股权； 公司已收到交易对方向公司支付的第一期、第二期转让款累计3,863.20万元。具 体详见公司于2025年4月18日在巨潮资讯网发布的《关于出售全资子公司股权的 进展公告》（公告编号：2025-027）。 截至2025年5月30日，交易对方已向公司支付第四笔转让款482.90万元，公 1 司累计收到转让款4,346.10万元。具体详见公司于2025年6月4日在巨潮资讯网发 布的《关于出售全资子公司股权的进展公告》（公告编号：2025-038）。 二、交易进展情况 截至2025年11月27日，交易对方已向公司支付最后一笔转让款482.90万元， 公司已收到全部转让款4,829万元（大写：人民币肆仟捌佰贰拾玖万元整）。 关于出售全资子公司股权的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确 ...

Core Insights - The engineering machinery sector experienced a 1.9% increase on November 26, with Liugong leading the gains [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Engineering Machinery Sector Performance - Liugong (000528) closed at 12.04, up 6.74% with a trading volume of 1.2395 million shares [1] - Huadong Heavy Machinery (002685) closed at 8.29, up 6.15% with a trading volume of 1.2092 million shares [1] - Other notable performers include: - XD Hangcha (603298) at 25.62, up 3.22% - Shantui (000680) at 10.56, up 3.02% - Zoomlion (000157) at 8.15, up 2.52% [1] Capital Flow Analysis - The engineering machinery sector saw a net inflow of 63.9794 million yuan from institutional investors, while retail investors experienced a net outflow of 5.171 million yuan [2] - Major stocks with significant capital inflows include: - Huadong Heavy Machinery with a net inflow of 209 million yuan [3] - Xugong Machinery with a net inflow of 40.2421 million yuan [3] - Hengli Hydraulic with a net inflow of 38.9485 million yuan [3]

Market Overview - The engineering machinery sector increased by 0.26% on November 25, with Helen Zhe leading the gains [1] - The Shanghai Composite Index closed at 3870.02, up 0.87%, while the Shenzhen Component Index closed at 12777.31, up 1.53% [1] Individual Stock Performance - Helen Zhe (300201) closed at 6.36, up 6.00% with a trading volume of 1.5095 million shares and a turnover of 944 million yuan [1] - Jin Dao Technology (301279) closed at 28.89, up 5.13% with a trading volume of 27,900 shares and a turnover of 797.584 million yuan [1] - Xia Gong Co. (600815) closed at 3.74, up 3.31% with a trading volume of 1.382 million shares and a turnover of 511 million yuan [1] - Changling Hydraulic (605389) closed at 67.01, up 3.20% with a trading volume of 20,900 shares and a turnover of 140 million yuan [1] - Aidi Precision (603638) closed at 19.90, up 3.11% with a trading volume of 137,300 shares and a turnover of 274 million yuan [1] Capital Flow Analysis - The engineering machinery sector experienced a net outflow of 23.2778 million yuan from institutional investors and 12.6804 million yuan from speculative funds, while retail investors saw a net inflow of 35.9582 million yuan [2] - The top net inflows from institutional investors included Zhonglian Cheke (000157) with 38.2059 million yuan and Helen Zhe (300201) with 36.83 million yuan [3] - The largest net outflows from retail investors were seen in Zhonglian Cheke (000157) with -50.0579 million yuan and Helen Zhe (300201) with -25.7235 million yuan [3]

Group 1 - The stock price of Helen Zhe increased by 2.17% on November 25, reaching 6.13 CNY per share, with a trading volume of 1.56 billion CNY and a turnover rate of 2.59%, resulting in a total market capitalization of 61.85 billion CNY [1] - Year-to-date, Helen Zhe's stock price has risen by 17.21%, with a 9.66% increase over the last five trading days, a 9.46% increase over the last 20 days, and a 6.24% increase over the last 60 days [1] - The company's main business includes the research, production, sales, and service of specialized vehicles, with revenue composition as follows: aerial work vehicles 44.89%, military and fire trucks 26.35%, power supply vehicles 20.85%, spare parts repair training 4.75%, emergency repair vehicles 2.64%, and others 0.52% [1] Group 2 - As of November 10, the number of shareholders in Helen Zhe was 48,600, with an average of 20,674 circulating shares per person [2] - For the period from January to September 2025, Helen Zhe achieved operating revenue of 1.29 billion CNY, representing a year-on-year growth of 28.75%, and a net profit attributable to shareholders of 176 million CNY, reflecting a year-on-year increase of 32.57% [2] - Since its A-share listing, Helen Zhe has distributed a total of 149 million CNY in dividends, with 64.44 million CNY distributed over the past three years [3]

Core Viewpoint - Helen Zhe's stock price has shown a positive trend with a year-to-date increase of 13.00%, indicating strong market performance and investor interest [2]. Company Overview - Helen Zhe, established on March 21, 2005, and listed on April 7, 2011, is located in Xuzhou Economic Development Zone, Jiangsu Province. The company specializes in the research, production, sales, and service of specialized vehicles [2]. - The main revenue composition includes: aerial work vehicles (44.89%), military and fire-fighting vehicles (26.35%), power supply vehicles (20.85%), spare parts repair and training (4.75%), emergency repair vehicles (2.64%), and others (0.52%) [2]. - The company belongs to the machinery equipment industry, specifically in engineering machinery, and is associated with concepts such as small-cap, low-price, lithium batteries, smart grid, and power IoT [2]. Financial Performance - For the period from January to September 2025, Helen Zhe achieved operating revenue of 1.29 billion yuan, representing a year-on-year growth of 28.75%. The net profit attributable to the parent company was 176 million yuan, with a year-on-year increase of 32.57% [2]. - Since its A-share listing, the company has distributed a total of 149 million yuan in dividends, with 64.44 million yuan distributed over the past three years [3]. Shareholder Information - As of November 10, 2025, the number of shareholders for Helen Zhe was 48,600, with an average of 20,674 circulating shares per person, showing no change from the previous period [2]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the seventh largest circulating shareholder, holding 4.9487 million shares as a new shareholder, while the Jiao Yin Qi Cheng Mixed A fund exited the top ten circulating shareholders [3]. Market Activity - On November 21, Helen Zhe's stock price increased by 2.07%, reaching 5.91 yuan per share, with a trading volume of 251 million yuan and a turnover rate of 4.31%. The total market capitalization stood at 5.963 billion yuan [1]. - In terms of capital flow, there was a net outflow of 12.8022 million yuan from main funds, with significant buying and selling activities recorded [1].