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]

证券日报网讯海伦哲（300201）9月26日发布公告，在公司回答调研者提问时表示，海伦哲持有广东新 宇智能装备有限公司22.93%股份，为其第一大股东。该公司主营锂电池产线相关极片冲切、封装、叠 片、焊接等设备研发生产，在行业具有较强品牌竞争力。今年以来，受行业快速发展等积极因素影响， 该公司新签订单同比增长89%左右，其中约60%的新增订单与储能相关，并正在积极跟踪固态电池产线 相关设备研发，未来公司极片冲切、封装、叠片及焊接等主营产品有望适用于固态电池生产制造。 ...

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]

Core Viewpoint - Helen Zhe (300201) reported a significant increase in product orders in the Tibet region, driven by the government's increased investment in local infrastructure projects [1] Group 1: Company Products and Market Position - The company’s main products include aerial work platforms, emergency power supply vehicles, and emergency drainage vehicles, which enhance work efficiency and safety in complex operational environments [1] - The company holds a high market share for its products in the Tibet region [1] Group 2: Financial Performance and Growth Opportunities - Since last year, the total product orders in the Tibet region have reached 186 million yuan, showing a substantial increase compared to previous years [1] - The company is focusing on opportunities related to the construction of the Yaxia Hydropower Project in Tibet and plans to further develop and promote adaptive products [1]

证券日报网讯海伦哲（300201）9月26日发布公告，在公司回答调研者提问时表示，电力保障市场是海 伦哲始终关注的领域，海伦哲在该市场具有核心竞争力。公司开发的进口替代国产化绝缘臂带电作业车 产品，多年来持续处于行业领先地位，获得国家电网等客户好评。近年来，公司开发的大功率电源车销 售状态持续保持良好态势。今年，公司研发了小型轻量化电源车，对于城市地下配电场所、狭窄道路空 间和老旧城区的应急保供电作业的效率、安全性能提升以及不停电作业的技术发展进步有积极意义，新 签订单已超过6000万元，市场反馈较好；公司成功开发机器人绝缘斗臂车新产品，投放市场后受到欢 迎，今年已累计签约超过110台，金额达1.54亿元，销售势头良好。下一步，公司将集中力量积极开发 电力应急保障领域的新产品，为经济社会发展作出积极贡献。 ...

证券日报网讯海伦哲（300201）9月26日发布公告，在公司回答调研者提问时表示，上半年海外订单 3000万元，远超去年全年，上半年海外营收1795万元，占比2.24%。公司重点布局东南亚、中东、俄罗 斯、澳大利亚等市场，通过多元化区域拓展提升国际业务整体规模，力争国际业务实现较大突破。马来 西亚市场属于公司重点布局的区域之一，目前已经实现滚动批量订单交付，业务进展顺利。 ...

证券日报网讯海伦哲（300201）9月26日发布公告，在公司回答调研者提问时表示，公司现金流压力不 大，目前运营资金充足，公司已经获批的授信额度十分充足。 ...

Core Viewpoint - The company, Helen Zhe (300201), is a leading player in the high-altitude work vehicle and platform industry, emphasizing technological advancement and differentiation in its product offerings [1] Group 1: Company Overview - The company is a key drafting unit for national and industry standards related to high-altitude work vehicles, power supply vehicles, and fire trucks [1] - It maintains a leading position in the mid-to-high-end market, focusing on lightweight, high-altitude, intelligent, and insulated non-power-off operations [1] - The company has achieved domestic technological leadership in several products, including insulated vehicles, and has become a comprehensive provider of emergency power supply vehicles [1] Group 2: Subsidiary and Product Range - The wholly-owned subsidiary, Gelaman, is recognized for its research, production, and sales of fire trucks and military special vehicles, boasting a century-long history [1] - Gelaman produces a wide range of fire truck models, including water tank foam fire trucks, rescue fire trucks, and various special emergency rescue equipment [1] - The subsidiary has the capacity to produce over 2,000 units of various equipment annually, demonstrating its leading position in infrastructure, equipment, and testing capabilities within the industry [1]

（编辑 袁冠琳） 证券日报网讯 海伦哲9月26日发布公告，在公司回答调研者提问时表示，2022-2024年每年研发投入金 额占营业收入比例分别为4.33%、3.73%、4.08%，2025年上半年为4.69%。公司2024年研发人数占比为 15%，研发人员队伍相对稳定，也是公司的核心竞争力之一。公司已于2023年推出最新一期股权激励计 划，涉及激励对象91人，激励股票2080万股，约占当时公司总股本的2%。接下来会继续考虑丰富激励 手段。 ...