证券代码：300201 证券简称：海伦哲 公告编号：2025-058 徐州海伦哲专用车辆股份有限公司 关于举行 2025 年半年度网上业绩说明会的通知 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"）《2025年半年度报 告 》 全 文 及 报 告 摘 要 已 于 2025 年 8 月 16 日 在 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露。为便于广大投资者更深入全面地了解公司 经营业绩、发展战略等情况，公司定于2025年9月5日（星期五）15:00-16:00通 过全景网举办2025年半年度网上业绩说明会，与投资者进行沟通和交流，广泛听 取投资者的意见和建议。本次业绩说明会将采用网络远程的方式举行，投资者可 登录"投资者关系互动平台"（https://ir.p5w.net）参与本次业绩说明会。 2、独立董事格桑穷达先生 一、说明会召开的时间、平台和方式 会议召开时间：2025年9月5日（星期五）15:00-16:00 会议召开平台：全景网 会议召开方式：网络互动方式 二、参 ...

Core Viewpoint - A lawsuit involving Jiangsu Electromechanical Research Institute against Zhongtianze Holdings has emerged from a controversial "1 yuan" transaction, potentially setting a significant precedent in the capital market [2][4]. Group 1: Lawsuit Details - Jiangsu Electromechanical Research Institute claims that Zhongtianze Holdings, while being the controlling shareholder of Helen Zhe, sold a subsidiary, Lianshuo Technology, for only 1 yuan, leading to significant financial losses [2][3]. - The lawsuit seeks 30 million yuan in compensation, highlighting that the total assets of Lianshuo Technology were valued at approximately 51.5 million yuan, with debts exceeding 133.5 million yuan [3][4]. - The case is notable as it involves allegations of misconduct by the controlling shareholder, who is accused of intentionally devaluing the subsidiary's assets before the sale [3][4]. Group 2: Background on Lianshuo Technology - Lianshuo Technology's operational issues began in 2020, with the controlling shareholder halting its operations and refusing to approve necessary expenditures, leading to a significant reduction in its asset value [2][3]. - By early 2021, Lianshuo Technology was reported to have a net asset value of 22.5 million yuan, which was planned to be sold for only 250,000 yuan [2][3]. Group 3: Implications for Bit Technology - The lawsuit has also brought attention to Bit Technology, another company controlled by the same individual, which faced issues with its IPO application and subsequently ceased operations due to 300 million yuan in uncollectible receivables [5][6]. - Bit Technology's IPO was initially accepted in May 2022 but was withdrawn, and the company faced severe financial difficulties shortly after, leading to a complete halt in operations by mid-2024 [6][8]. - The company's financial records indicate a troubling trend of increasing accounts receivable and declining collection rates, raising concerns about its financial health [12][14].

Core Viewpoint - A lawsuit involving Jiangsu Electromechanical Research Institute against Zhongtianze Holdings has emerged from a controversial "1 yuan" transaction, potentially setting a significant precedent in the capital market [3][4]. Group 1: Lawsuit Details - The lawsuit was initiated by Jiangsu Electromechanical Research Institute, which claims that Zhongtianze Holdings sold its stake in Helen Zhe for only 1 yuan, resulting in substantial losses [3][4]. - The case is notable as it could become an important legal precedent in the capital market if the plaintiff wins [3]. - The plaintiff is seeking 30 million yuan in damages from Zhongtianze Holdings and its actual controller, Jin Shiwei [6]. Group 2: Financial Context - In 2021, Helen Zhe sold Lianshuo Technology for 1 yuan, despite internal disagreements within the board regarding the appropriateness of this asset disposal [5]. - As of March 31, 2021, Lianshuo Technology had total assets of 51.49 million yuan and total liabilities of 133.45 million yuan, with Helen Zhe holding a debt claim of 70.18 million yuan against it [6]. - The plaintiff argues that even in a bankruptcy scenario, Helen Zhe could recover approximately 27 million yuan, highlighting the financial implications of the transaction [6]. Group 3: Related IPO Issues - The lawsuit has revealed discrepancies in the IPO application materials submitted by another company controlled by Jin Shiwei, Bit Technology, which faced issues leading to its IPO withdrawal [8][10]. - Bit Technology's IPO was initially accepted by the Shanghai Stock Exchange in May 2022 but was later withdrawn, and the company ceased operations within months due to significant accounts receivable issues totaling 300 million yuan [11][12]. - The company's financial practices, including a high proportion of "back-to-back" payment terms, have raised concerns about its revenue recognition and cash flow management [17][22]. Group 4: Accounts Receivable Risks - Bit Technology's accounts receivable have shown a troubling trend, with a significant increase in overdue receivables and a declining collection rate over the years [20][21]. - The company reported a low provision for bad debts compared to its peers, indicating potential risks in its accounts receivable management [22]. - Despite substantial revenue growth from 2019 to 2021, Bit Technology's operating cash flow did not align with this growth, raising further concerns about its financial health [22].

Core Viewpoint - The ongoing legal disputes surrounding the "seal-snatching" incident involving Helen Zhe continue to unfold, with the founder Ding Jianping suing former chairman Jin Shiwei for damages related to asset sales that allegedly caused significant financial losses to the company [2][4][6]. Group 1: Background of the Incident - The "seal-snatching" incident began in October 2021 when Ding Jianping and his team allegedly took control of the company's seals and announced a temporary management group, leading to a public dispute with Jin Shiwei [5][6]. - The conflict escalated after Jin Shiwei, who gained control of Helen Zhe in 2020, sold the company's subsidiary Shenzhen Lianshuo Automation Technology Co., Ltd. for a nominal price of 1 yuan, which Ding Jianping claims caused substantial economic damage to the company [4][9]. Group 2: Legal Proceedings - On August 15, 2023, Ding Jianping, representing Jiangsu Electromechanical Research Institute, filed a lawsuit against Jin Shiwei and Zhongtianze Holdings, seeking 30 million yuan in compensation for the alleged damages caused by the asset sale [2][7]. - The legal battle has seen various developments, including the withdrawal of a previous lawsuit by Helen Zhe against Jin Shiwei and Zhongtianze, which was attributed to the new major shareholder, Haide Capital, seeking a more conciliatory approach [6][7]. Group 3: Financial Implications - The sale of Shenzhen Lianshuo was part of a broader issue involving financial mismanagement and alleged fraud, with the company later admitting to financial irregularities that inflated profits during the years 2016-2019 [10][11]. - The financial losses attributed to the sale and the subsequent fallout have led to significant scrutiny from regulatory bodies, with the company facing administrative penalties related to the financial misconduct of its subsidiaries [12][13]. Group 4: Current Status - As of November 2023, Zhongtianze Holdings has begun to reduce its stake in Helen Zhe, currently holding only 0.89% of the shares, indicating a potential exit from the company [6][14]. - Ding Jianping's ongoing legal actions and reports of other business misconduct involving Jin Shiwei suggest that the conflict may continue to impact the company's reputation and operational stability [8][9].

Group 1 - The core viewpoint of the article highlights the financial performance and market activity of Helen Zhe (海伦哲), indicating a significant revenue growth and net profit increase in the latest financial report [1] - As of August 19, 2025, Helen Zhe's stock closed at 5.77 yuan, with a slight decline of 0.17% and a trading volume of 31.34 million shares, amounting to a total transaction value of 1.81 billion yuan [1] - The company reported a total operating revenue of 803 million yuan for the first half of 2025, representing a year-on-year growth of 53.86%, and a net profit attributable to shareholders of 83.67 million yuan, up 63.42% year-on-year [1] Group 2 - The company has a current liquidity ratio of 1.871 and a quick ratio of 1.540, indicating a strong short-term financial position, with a debt-to-asset ratio of 37.18% [1] - Helen Zhe has made investments in 21 companies and participated in 2,550 bidding projects, showcasing its active engagement in the market [2] - The company holds 15 trademark registrations and 381 patents, along with 92 administrative licenses, reflecting its commitment to innovation and compliance [2]

Core Insights - The company reported a total operating revenue of 803 million yuan, an increase of 281 million yuan compared to the same period last year, representing a year-on-year growth of 53.86% [1] - The net profit attributable to shareholders was 83.67 million yuan, an increase of 32.47 million yuan compared to the same period last year, reflecting a year-on-year increase of 63.42% [1] - The net cash flow from operating activities was -70.47 million yuan, an increase of 36.44 million yuan compared to the same period last year [1] Financial Ratios - The latest debt-to-asset ratio is 37.18% [3] - The latest gross profit margin is 30.94%, an increase of 1.31 percentage points from the previous quarter [3] - The latest return on equity (ROE) is 5.25%, an increase of 1.42 percentage points compared to the same period last year [3] Earnings Per Share - The diluted earnings per share (EPS) is 0.09 yuan, an increase of 0.04 yuan compared to the same period last year, representing a year-on-year increase of 71.43% [3] Asset Turnover - The latest total asset turnover ratio is 0.31 times, an increase of 0.07 times compared to the same period last year, reflecting a year-on-year increase of 28.48% [3] - The latest inventory turnover ratio is 1.85 times, an increase of 0.42 times compared to the same period last year, representing a year-on-year increase of 29.28% [3] Shareholder Information - The number of shareholders is 51,400, with the top ten shareholders holding 298 million shares, accounting for 29.51% of the total share capital [3] - The top shareholder is Haide Asset Management Co., Ltd., holding 12.3% of the shares [3]

Core Viewpoint - The company, Helen Zhe (300201), reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1]. Financial Performance - Total revenue for the first half of 2025 reached 803 million yuan, a year-on-year increase of 53.86% [1]. - Net profit attributable to shareholders was 83.67 million yuan, up 63.42% year-on-year [1]. - In Q2 2025, total revenue was 457 million yuan, reflecting a 53.17% increase compared to the same quarter last year [1]. - Q2 net profit attributable to shareholders was 55.03 million yuan, marking a 92.45% year-on-year growth [1]. - The company's gross margin was 30.94%, down 5.55% year-on-year, while the net margin improved to 10.97%, an increase of 10.07% [1]. Cash Flow and Receivables - The company has a significant amount of accounts receivable, with accounts receivable to net profit ratio reaching 414.58% [1][2]. - Cash and cash equivalents increased to 387 million yuan, a 133.77% rise from the previous year [1]. - The operating cash flow per share was -0.07 yuan, showing a 32.01% improvement year-on-year [1]. Business Growth and Market Trends - The company experienced steady growth in sales orders, particularly in high-altitude operation vehicles and emergency power supply vehicles, achieving record sales and revenue [3]. - The rental industry, especially for high-altitude operation vehicles, showed strong performance, with sales revenue for the first half of 2025 nearly matching the total for 2024 [3]. - The rapid growth in the emergency power supply vehicle and live working robot sectors indicates a shift in industry preference towards high-reliability and high-stability products [3].

Core Viewpoint - The company Helen Zhe (300201) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1][2]. Financial Performance - Total revenue for the first half of 2025 reached 803 million yuan, a year-on-year increase of 53.86% [1]. - Net profit attributable to shareholders was 83.67 million yuan, up 63.42% year-on-year [1]. - In Q2 2025, total revenue was 457 million yuan, reflecting a 53.17% increase compared to the same quarter last year [1]. - Q2 net profit attributable to shareholders was 55.03 million yuan, showing a substantial increase of 92.45% year-on-year [1]. Key Financial Ratios - Gross margin was 30.94%, down 5.55% year-on-year [1]. - Net margin improved to 10.97%, an increase of 10.07% year-on-year [1]. - Total operating expenses (sales, management, and financial expenses) amounted to 122 million yuan, accounting for 15.23% of revenue, a decrease of 7.47% year-on-year [1]. - Earnings per share (EPS) increased to 0.09 yuan, a rise of 71.43% year-on-year [1]. Cash Flow and Receivables - The company had a significant amount of accounts receivable, with accounts receivable to net profit ratio reaching 414.58% [1][2]. - Cash and cash equivalents increased to 387 million yuan, a 133.77% rise year-on-year [1]. Business Growth Drivers - The growth in revenue was primarily driven by an increase in sales orders, particularly in high-altitude operation vehicles and emergency power supply vehicles, which reached record levels [3]. - The rental industry, especially for high-altitude operation vehicles, showed strong performance, maintaining sales revenue comparable to the previous year [4].

Group 1 - The company did not distribute cash dividends, issue bonus shares, or increase capital from reserves during the reporting period [3] - There were no changes in the controlling shareholder or actual controller during the reporting period [5] - The company plans to sell 100% equity of its wholly-owned subsidiary, Shanghai Liangji Industrial Co., Ltd., for a total price of 48.29 million yuan, with the transaction counterparties having already signed the equity transfer agreement [4]

Core Viewpoint - The company, Helenzheng (300201.SZ), reported its mid-year financial results for 2025, showing a decline in revenue and profitability compared to previous periods [1][3]. Financial Performance - The total operating revenue for the company was 803 million yuan [1]. - The net profit attributable to shareholders was 83.67 million yuan [1]. - The net cash flow from operating activities was negative at -70.47 million yuan [1]. Financial Ratios - The latest debt-to-asset ratio stood at 37.18%, an increase of 0.97 percentage points from the previous quarter and 1.20 percentage points from the same period last year [3]. - The latest gross profit margin was 30.94%, down by 1.82 percentage points compared to the same period last year [3]. - The return on equity (ROE) was reported at 5.25% [3]. Earnings Per Share - The diluted earnings per share (EPS) was 0.09 yuan [4]. Asset Management - The total asset turnover ratio was 0.31 times [5]. - The inventory turnover ratio was 1.85 times [5]. Shareholder Structure - The number of shareholders was 51,400, with the top ten shareholders holding a total of 298 million shares, accounting for 29.51% of the total share capital [5]. - The largest shareholder, Haide Asset Management Co., Ltd., held 12.34% of the shares [5].