北京市立方律师事务所 关于徐州海伦哲专用车辆股份有限公司 北京市立方律师事务所 关于徐州海伦哲专用车辆股份有限公司 2023 年限制性股票激励计划授予价格调整、 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 暨作废部分限制性股票的 法律意见书 北京市东城区香河园街1号院信德京汇中心12层 邮编:100028 电话:8610 64096099 传真:8610 64096260/64096261 www.lifanglaw.com 2023 年限制性股票激励计划授予价格调整、 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 归属条件成就暨作废部分限制性股票的 法律意见书 致：徐州海伦哲专用车辆股份有限公司 根据北京市立方律师事务所（以下简称"本所"）与徐州海伦哲专用车辆股 份有限公司（以下简称"海伦哲"）签订的《专项法律服务协议》，本所作为海伦 哲 2023 年限制性股票激励计划（以下简称"本激励计划"）的特聘专项法律顾问， 已就本激励计划出具了《北京市立方律师事务所关于徐州海伦哲专用车辆股份有 限公司 2023 年限制性股票激励计划（草案）的法律意见书》（以下简称"《法律 意见书》"）、 ...

Group 1 - The core viewpoint of the news is that Helen Zhe's stock has shown significant growth in recent trading periods, with a year-to-date increase of 6.88% and a 20-day increase of 7.50% [2] - As of October 10, the stock price reached 5.59 CNY per share, with a market capitalization of 5.641 billion CNY and a trading volume of 1.02 billion CNY [1] - The company has reported a substantial increase in revenue and net profit for the first half of 2025, with revenue of 803 million CNY, up 53.86%, and net profit of 83.67 million CNY, up 63.42% [2] Group 2 - Helen Zhe's main business segments include high-altitude operation vehicles (44.89%), military and fire trucks (26.35%), and power supply vehicles (20.85%) [2] - The company has distributed a total of 149 million CNY in dividends since its A-share listing, with 64.44 million CNY distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include a new shareholder, the Jiangyin Qicheng Mixed A fund, holding 3.5608 million shares [3]

Group 1 - Company Helen Zhe announced the receipt of invention patent certificates from the National Intellectual Property Administration for two patents related to adjustable arm devices and control systems for insulated aerial work platforms [1] - The revenue composition for Helen Zhe in 2024 is as follows: Electric power systems account for 51.79%, military and public security for 17.12%, other industries for 17.12%, municipal street lighting for 13.58%, and construction for 0.17% [1] Group 2 - The market capitalization of Helen Zhe is currently 5.5 billion yuan [2]

证券代码：300201 证券简称：海伦哲 公告编号：2025-062 徐州海伦哲专用车辆股份有限公司 关于公司及子公司取得发明专利证书的公告 特此公告 徐州海伦哲专用车辆股份有限公司 | 序 | 证书号 | 发明名称 | 专利号 | 专利 | 专利申请 | 授权公告 | 专利权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | | | | 类型 | 日 | 日 | | | 1 | 第 8313876 号 | 一种工作位置 可调的臂架装 | ZL 2023 1 | 发明 | 2023年03 | 2025年09 | 徐州海伦 哲专用车 | | | | 置及其工作方 | 0197973.8 | 专利 | 月03日 | 月30日 | 辆股份有 | | | | 法 | | | | | 限公司 | | 2 | 第 | 一种绝缘斗臂 | | | | | 徐州海伦 | | | 8316432 | 车斗端回转检 | ZL 2019 1 | 发明 | 2019年12 | 2025年09 | 哲特种车 | | | 号 | 测装置及控制 | 1343837.5 | ...

Core Viewpoint - Helenzheng's subsidiary Suzhou Yisheng Robotics Technology Co., Ltd. is expected to experience significant sales growth in 2024 due to the expansion of Apple's smartphone production lines, with projected increases of 34.2% in robotics, 63.58% in sliding tables, and 31.62% in vision products [1] Group 1 - Suzhou Yisheng is 18.18% owned by Helenzheng and focuses on the research, production, application, and sales of core automation products such as industrial robots, sliding tables, and industrial cameras [1] - The company is an authorized distributor and value-added solution provider for EPSON industrial robots and a key partner for SMC pneumatic products and Panasonic sensors in China [1] - Suzhou Yisheng provides factory automation planning and solution integration for various industries, including consumer electronics, automotive, new energy, OLED, 5G, and smart warehouses, and is a significant supplier of industrial robots for Apple's production lines [1]

Group 1 - The core viewpoint of the articles highlights the significant growth potential of Helenzheng's investment in Guangdong Xinyu Intelligent Equipment Co., Ltd., which has seen a substantial increase in new orders, particularly in the energy storage sector [1][2] - Helenzheng holds a 22.93% stake in Xinyu Intelligent, making it the largest shareholder, and is expected to benefit from the company's performance driven by a 89% year-on-year increase in new orders, with energy storage orders accounting for approximately 60% of this growth [1] - Xinyu Intelligent specializes in the research and production of equipment related to lithium battery production lines and is actively tracking the development of solid-state battery production line equipment, positioning itself strongly in the market [1][2] Group 2 - In August 2023, Helenzheng outlined its development strategy for 2023-2025, focusing on high-end intelligent equipment manufacturing and expanding into new energy equipment, robotics, and drones, aiming to create multiple growth trajectories [1] - The company reported a revenue of 803 million yuan in the first half of 2025, representing a growth of approximately 54%, and a net profit of 84 million yuan, which is a 63% year-on-year increase, marking the best performance for the company in the first half of its history [1] - The company plans to leverage its technical advantages in the lithium battery intelligent equipment sector to build a supply capability covering key equipment for energy storage and solid-state batteries, while continuously optimizing resource investment and enhancing R&D innovation [2]

Core Viewpoint - The company reported a decline in gross margin in the first half of the year, primarily due to changes in the product sales structure, with a significant growth in low-margin rental products [1] Group 1: Financial Performance - The company's rental industry high-altitude operation vehicle products experienced rapid growth, but these products have a lower gross margin [1] - The subsidiary Shanghai Gelaman Fire Truck saw a significant increase in revenue year-on-year, but also contributed to a lower gross margin for the company [1] Group 2: Operational Efficiency - The company achieved good results in supply chain improvement, leading to continuous enhancements in production efficiency [1] - Cost reduction and efficiency enhancement efforts are expected to positively impact the company's net profit, with long-term benefits for high-quality development [1]

Core Viewpoint - Helen Zhe (300201) announced the development of various firefighting robots by its wholly-owned subsidiary, Shanghai Gelaman International Firefighting Equipment Co., Ltd, which aims to enhance safety and efficiency in firefighting operations [1] Group 1: Product Development - The company has developed multiple types of firefighting robots, including explosion-proof reconnaissance robots, firefighting smoke evacuation robots, rescue firefighting robots, and more [1] - These robots are equipped with features such as remote control, wireless communication, flame recognition, autonomous navigation, and positioning [1] Group 2: Market Performance - Since the beginning of the year, Shanghai Gelaman has sold over 50 units of firefighting and rescue robots [1] - The company has also achieved sales of other products, including anchoring test and experimental robots, as well as automated decontamination system robots [1] Group 3: Industry Recognition - Shanghai Gelaman has been recognized as a "Benchmark Enterprise in Robotics" by the Shanghai municipal government [1]

Core Viewpoint - Helenzheng holds a 22.93% stake in Guangdong Xinyu Intelligent Equipment Co., making it the largest shareholder, with the company focusing on the development and production of equipment related to lithium battery production lines [1] Group 1: Company Overview - Guangdong Xinyu specializes in the research and production of equipment for lithium battery production, including processes such as slitting, packaging, stacking, and welding [1] - The company has a strong brand competitiveness within the industry [1] Group 2: Financial Performance - In 2023, the company experienced a significant increase in new orders, with a year-on-year growth of approximately 89% [1] - About 60% of the new orders are related to energy storage [1] Group 3: Future Prospects - The company is actively tracking the research and development of equipment related to solid-state battery production lines [1] - There is potential for the company's main products, including slitting, packaging, stacking, and welding equipment, to be applicable in the manufacturing of solid-state batteries in the future [1]

Core Viewpoint - Helen Zhe (300201) announced on September 26 that the company typically offers clients a credit period of 3-6 months and has established a warranty deposit system [1] Group 1: Credit Terms and Payment Structure - For major clients like State Grid, approximately 95% of the payment is made after product delivery and acceptance, with the remaining 5% held as a warranty deposit for a period of 1-3 years [1] - Non-State Grid power clients pay 90%-95% upon product delivery and acceptance, with 5%-10% retained as a warranty deposit for 1-2 years [1] - Leasing clients generally pay in full, while military products require about 30% prepayment upon contract signing, with the remaining payment made after acceptance [1] Group 2: Client Base and Credit Risk - The company's main clients include power grid companies, street lighting, municipal, fire protection, emergency management departments, and military units, which have a high social credit rating and good payment collection [1] - The likelihood of encountering customer credit risk is low due to the high credibility of the client base [1]