证券代码：300201 证券简称：海伦哲 公告编号：2025-061 徐州海伦哲专用车辆股份有限公司 关于公司重大诉讼的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 重要内容提示： 5、诉讼对上市公司损益产生的影响：本次收到的《民事判决书》尚未生效， 对公司的影响仍存在不确定性；对公司本期利润或期后利润的实际影响以生效法律 裁判文书以及公司最终实际收到的业绩补偿款为准。公司将继续跟进案件进展，并 将依法采取相关法律措施，维护公司及股东合法权益。 徐州海伦哲专用车辆股份有限公司（以下简称"公司""海伦哲"）于 2024 年 11 月 20 日披露《关于公司提起重大诉讼的公告》（公告编号：2024-095），公 司向江苏省徐州市中级人民法院起诉杨娅等深圳连硕自动化科技有限公司原股东， 请求判令杨娅等向公司支付业绩承诺补偿款、返还现金红利等暂合计约 2.48 亿元。 2024 年 12 月 31 日，公司发布《关于公司重大诉讼的进展公告》（公告编号： 2024-108），公司与被告之一姚志向达成庭前和解，并于 2024 年 12 月 30 日收到 姚志向 ...

Market Performance - The engineering machinery sector increased by 2.81% on September 17, with Wantong Hydraulic leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Individual Stock Performance - Wantong Hydraulic (code: 830839) closed at 45.91, up 12.41% with a trading volume of 50,300 shares and a turnover of 221 million yuan [1] - Changling Hydraulic (code: 605389) closed at 53.37, up 10.00% with a trading volume of 27,100 shares [1] - Hangcha Group (code: 603298) closed at 28.85, up 8.09% with a trading volume of 180,100 shares and a turnover of 506 million yuan [1] - Zhonglian Heavy Industry (code: 000157) closed at 7.71, up 4.76% with a trading volume of 2,696,700 shares and a turnover of 2.043 billion yuan [1] Capital Flow Analysis - The engineering machinery sector saw a net inflow of 197 million yuan from institutional investors, while retail investors experienced a net outflow of 75.92 million yuan [2] - The main stocks with significant net inflows included Zhonglian Heavy Industry with 202 million yuan and Zhejiang Dingli with 89.57 million yuan [3] Summary of Stock Movements - The overall performance of the engineering machinery sector indicates a positive trend, with several key players showing substantial gains in both stock price and trading volume [1][2] - The capital flow data suggests a strong interest from institutional investors, contrasting with the outflows from retail investors, indicating a potential shift in market sentiment [2][3]

徐州海伦哲专用车辆股份有限公司 简式权益变动报告书 上市公司名称：徐州海伦哲专用车辆股份有限公司 上市地点：深圳证券交易所 证券简称：海伦哲 证券代码：300201 信息披露义务人：MEI TUNG(CHINA) LIMITED 住所：ROOMS 1002-1004 10/F TUNG CHIU COMMERCIAL CENTRE 193 LOCKHART ROAD WANCHAI HK 股份变动性质：减持公司股票导致持股比例下降至 5%以下 签署日期：2025 年 9 月 15 日 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》、《上市公司收购管理办法》、《公 开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》及相关法律、 法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定，本报告 书已全面披露信息披露义务人在徐州海伦哲专用车辆股份有限公司（以下简称"海伦哲"） 中拥有权益的股份变动情况；截至本报告书签署之日，除本报告书披露的信息外，信息 披露义务人没有通过任何其他方式增加或减少 ...

证券代码：300201 证券简称：海伦哲 公告编号：2025-060 2、公司于2025年7月30日发布《关于公司股东股份减持计划的预披露公告》 （2025-050），股东美通公司计划自该公告披露之日起15个交易日后的3个月内 通过大宗交易方式减持股份不超过780,000股，截至目前该减持计划已实施完成。 3、本次权益变动不触及要约收购，不会导致公司控股股东及实际控制人发 生变化。 徐州海伦哲专用车辆股份有限公司（以下简称"公司"）收到股东MEI TUNG(CHINA) LIMITED 出具的《股份减持告知函》及《简式权益变动报告书》， 获悉上述股东于2025年9月15日通过大宗交易方式减持其持有的公司股份 778,400股，减持后其持有公司股份49,744,925股，占总股本的4.929908%，占剔 1 除公司回购专用证券账户股份后总股本的4.999994%，美通不再是公司持股5%以 上股东，公司于2025年7月30日发布的美通公司的减持计划已实施完成。 徐州海伦哲专用车辆股份有限公司 关于公司持股 5%以上股东持股比例降至 5%以下暨减持计划 实施完成的提示性公告 股东MEI TUNG(CHINA) L ...

Group 1 - On September 15, Helenzheng conducted a block trade of 778,400 shares, with a transaction amount of 3.7052 million yuan, accounting for 3.84% of the total transaction amount for the day [1][2] - The transaction price was 4.76 yuan, representing a discount of 10.02% compared to the market closing price of 5.29 yuan [1][2]

Investment Rating - The report maintains a "Positive" investment rating for the mechanical equipment industry [6]. Core Insights - The mechanical equipment industry experienced a year-on-year revenue growth of 7.64% in Q2 2025, with a narrowing growth rate compared to the previous quarter. Key segments with accelerated revenue growth include wind power equipment, PCB(A), shipbuilding, lithium battery equipment, and instruments [13][18]. - The industry saw a year-on-year increase in net profit excluding non-recurring items of 16.22% in Q2 2025, with wind power and lithium battery equipment showing accelerated growth. The shipbuilding sector led with a 106% year-on-year increase, although this was affected by a low base [18][31]. - The overall profitability of the mechanical equipment industry strengthened in Q2 2025, with notable performance in the shipbuilding, railway equipment, and oil and gas equipment sectors [31]. Summary by Sections Overall Mechanical Equipment Overview - The mechanical equipment industry reported a year-on-year revenue growth of 7.64% in Q2 2025, with revenue growth accelerating in specific segments [13]. - The net profit excluding non-recurring items grew by 16.22% year-on-year, with wind power and lithium battery equipment leading the growth [18]. - The industry’s net profit margin increased by 0.38 percentage points year-on-year in Q2 2025, indicating improved profitability across various segments [25]. Subsector Performance - The engineering machinery sector saw a revenue increase of 8.7% in H1 2025, driven by strong overseas sales and diversified business contributions [44]. - Major companies in the engineering machinery sector, such as SANY Heavy Industry and XCMG, reported significant revenue growth, with SANY achieving a 15% increase year-on-year in H1 2025 [41][44]. - The overall net profit for the engineering machinery sector reached 161 billion yuan in H1 2025, reflecting a 25.1% year-on-year increase, with profit growth outpacing revenue growth [45].

Market Performance - The engineering machinery sector rose by 0.9% on September 11, with Hengli Hydraulic leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Individual Stock Performance - Hengli Hydraulic (601100) closed at 89.75, up 2.34% with a trading volume of 70,500 shares and a transaction value of 624 million [1] - Huadong Heavy Machine (002685) closed at 8.36, up 2.33% with a trading volume of 572,200 shares and a transaction value of 473 million [1] - Changling Hydraulic (605389) closed at 44.93, up 2.28% with a trading volume of 16,500 shares and a transaction value of 7.32 million [1] - Other notable performers include Shaoyang Hydraulic (301079) up 2.12% and Jinzhi Technology (301279) up 1.88% [1] Capital Flow Analysis - The engineering machinery sector experienced a net outflow of 341 million from institutional investors, while retail investors saw a net inflow of 313 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Detailed Capital Flow for Selected Stocks - Huadong Heavy Machine saw a net inflow of 26.1 million from institutional investors but a net outflow of 16.9 million from retail investors [3] - Hengli Hydraulic had a net inflow of 6.1 million from institutional investors, with retail investors showing a net outflow of 7.3 million [3] - Zhejiang Dingli (603338) had a net inflow of 3.1 million from institutional investors, while retail investors contributed a net inflow of 789.86 thousand [3]

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]