深圳市蓝海华腾技术股份有限公司 2025 年半年度报告全文 深圳市蓝海华腾技术股份有限公司 Shenzhen V&T Technologies Co., Ltd. 2025 年半年度报告 公告编号：2025-054 2025 年 08 月 公司负责人邱文渊、主管会计工作负责人樊鹏及会计机构负责人(会计主管人员)何西伟声明：保证 本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司半年度报告如有涉及未来计划等前瞻性陈述，不构成公司对投资者的实质承诺，投资者及相关 人士均应当对此保持足够的风险认识，并请理解计划、预测与承诺之间的差异。 一、宏观经济波动风险 公司所处的工业自动化行业及新能源汽车产业受宏观经济波动影响较大，产业与宏观经济波动的相 关性明显，尤其是工业制造的需求、基础设施投资、交通运输景气度及汽车消费需求等宏观经济重要影 响因素强相关。国内宏观经济运行呈现的周期性波动，公司所处的工控下游行业存在景气度不达预期以 及汽车消费需求低迷的情况，将会影响公司产品销售，可能导致公司订单减少、销售困难、回款缓慢， 因此公司存在受宏观经济波动影响的风险。 二、电动汽车电机 ...

Group 1 - The company, Blue Ocean Huaten, announced that its wholly-owned subsidiary, Wuxi Blue Ocean Huaten Technology Co., Ltd., received an invention patent certificate from the National Intellectual Property Administration of the People's Republic of China [2] - The patents include "Method, Device, and Storage Medium for Determining Current Zero Position" and "Control Method and Device for Permanent Magnet Synchronous Motor" [2] - For the year 2024, the company's revenue composition is 100% from industrial automation [2]

蓝海华腾 2025 年公告 | 专利名称 | 证书号 | 专利号 | 专利申请日期 | 专利类型 | | --- | --- | --- | --- | --- | | 电流零位确定方法、 装置和存储介质 | 第8146113号 | ZL202011336146.5 | 2020年11月25日 | 发明专利 | | 永磁同步电机控制 方法及装置 | 第8147739号 | ZL202011375799.4 | 2020年11月30日 | 发明专利 | 证券代码：300484 证券简称：蓝海华腾 公告编号：2025-050 深圳市蓝海华腾技术股份有限公司 关于全资子公司取得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市蓝海华腾技术股份有限公司（以下简称"公司"）的全资子公司无 锡蓝海华腾技术有限公司（以下简称"无锡蓝海华腾"）于近日收到中华人民共 和国国家知识产权局颁发的发明专利证书，具体情况如下： 本发明"电流零位确定方法、装置和存储介质"公开了一种电流零位确定方 法、装置和存储介质，属于电机控制技术领域。所述方法包括：在控制器的启 ...

蓝海华腾 2025 年公告 证券代码：300484 证券简称：蓝海华腾 公告编号：2025-049 深圳市蓝海华腾技术股份有限公司 蓝海华腾 2025 年公告 | | 2025 | 年 7 | 月 | 21 | 日 | 22.15 | 14,500 | 0.01% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2025 | 年 7 | 月 | 22 | 日 | 22.46 | 7,400 | 0.00% | | | 2025 | 年 7 | 月 | 25 | 日 | 22.00 | 3,800 | 0.00% | | | 2025 | 年 7 | 月 | 28 | 日 | 22.10 | 2,000 | 0.00% | | | 2025 | 年 7 | 月 | 29 | 日 | 22.28 | 1,000 | 0.00% | | | 2025 | 年 7 | 月 | 31 | 日 | 21.30 | 600 | 0.00% | | | 2025 | 年 | 8 月 | 1 | 日 | 21.00 | 700 | 0.00% | | ...

Fundraising Activities - Zhongke Chuangxing announced the first closing of its fund with a scale of 2.617 billion yuan, focusing on hard technology projects in various industries including artificial intelligence [5] - KKR successfully raised 28 billion USD, increasing its assets under management (AUM) by 14% to 686 billion USD, with a target of reaching 1 trillion USD AUM by 2029 [9] - China Chengtong signed a framework cooperation agreement with Jiangsu Province to establish a 10 billion yuan fund, targeting strategic emerging industries [11] - Coller Capital announced a record fundraising of 6.8 billion USD for its second credit opportunities fund, showcasing its strong position in the private secondary market [14] - BlueFive Capital completed fundraising for its 2 billion USD private equity fund, focusing on sectors like healthcare and technology in the GCC region [16] - Changjiang Industrial Group established a 5 billion yuan fund focusing on specialized vehicles and high-end manufacturing [18] - Suzhou Taikang Investment Fund was registered with a total contribution of 3.1 billion yuan, marking the establishment of a new RMB fund in Suzhou [20] - Yuanhe Puhua launched its first private equity fund in Shanghai, focusing on the integrated circuit industry [22][23] - Dongfang Jiafu established a 1.6 billion yuan fund in Ordos, focusing on advanced manufacturing and information technology [25] - Kewai Fund announced the establishment of a 1 billion yuan smart energy fund, supported by Total Energy [27] Investment Strategies - KKR's new fundraising efforts are part of a broader trend of significant dollar fundraising among VC firms, indicating a shift in the domestic dollar fund ecosystem [7] - Blackstone announced an investment of over 25 billion USD in Pennsylvania's digital and energy infrastructure, aiming to stimulate an additional 60 billion USD in investments [13] - The establishment of AIC pilot funds by Shenzhen Investment Control Capital aims to connect financial resources with the real economy, supporting high-quality development in Shenzhen [34] Sector Focus - The funds established by various companies are primarily targeting sectors such as artificial intelligence, advanced manufacturing, new materials, and digital infrastructure, reflecting a strategic focus on innovation and technology [5][11][25][34] - The collaboration between Renault and Chinese private equity firms aims to explore investment opportunities in the electric vehicle sector, emphasizing technology innovation and industry capital empowerment [43]

天眼查商业履历信息显示，深圳市蓝海华腾技术股份有限公司，成立于2006年，位于深圳市，是一家以 从事软件和信息技术服务业为主的企业。企业注册资本20716.39万人民币，实缴资本3903.61万人民币。 公司法定代表人为邱文渊。 通过天眼查大数据分析，深圳市蓝海华腾技术股份有限公司共对外投资了23家企业，参与招投标项目18 次，知识产权方面有商标信息189条，专利信息135条，此外企业还拥有行政许可19个。 来源：金融界 金融界消息 截至2025年7月30日收盘，蓝海华腾（300484）报收于21.02元，下跌5.06%，换手率 8.97%，成交量14.92万手，成交金额3.16亿元。 资金流向方面，今日主力资金净流出2507.88万元，占比成交额7.93%。其中，超大单净流出1035.00万 元、占成交额3.27%，大单净流出1472.88万元、占成交额4.66%，中单净流出流入1090.11万元、占成交 额3.45%，小单净流入1417.77万元、占成交额4.49%。 蓝海华腾最新一期业绩显示，截至2025一季报，公司营业总收入1.31亿元、同比增长87.04%，归属净利 润2799.24万元，同比增长2 ...

Group 1: Company Announcements - Zhixiang Jintai received approval for clinical trials of its drug, Sileweimi Monoclonal Antibody Injection, for passive immunity in children and adolescents exposed to suspected rabies virus [1] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure laws, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million yuan [1] - Shijia Photon reported a net profit of 217 million yuan for the first half of 2025, a year-on-year increase of 1712% [2] - Xinghua New Materials expects a net profit of 75 million to 85 million yuan for the first half of 2025, representing a year-on-year growth of 12.37% to 27.36% [3] - Greenland Holdings achieved a contract sales amount of 21.752 billion yuan in the second quarter, a year-on-year increase of 16.93% [4] Group 2: Shareholder Actions - Bluefeng Biochemical announced that a shareholder plans to reduce its stake by up to 2.61% [5] - Jiahe Meikang's shareholder intends to reduce its stake by up to 3% [5] - Lakaala reported that Lenovo Holdings reduced its stake by 535,960 shares, representing 0.68% of the total share capital [12] - Anji Food's controlling shareholder plans to reduce its stake by up to 2% [16] - Tongding Interconnect's shareholder plans to reduce its stake by up to 2.08% [20] Group 3: Strategic Partnerships and Investments - Yitian Intelligent signed distribution agreements with SMEG and Simico for a three-year period [6] - Daoshi Technology entered into a strategic cooperation agreement with Nengsida and Chipason to collaborate on materials for humanoid robot components [22]

蓝海华腾（300484）(300484.SZ)公告，公司董事徐学海拟减持公司股份，拟减持股份数量不超过150万 股。 ...

转自：证券时报 人民财讯7月29日电，蓝海华腾(300484)7月29日晚间公告，持股6.01%的公司股东、董事徐学海计划通 过集中竞价、大宗交易方式减持公司股份不超过150万股（占公司总股本的0.72%）。 ...

证券代码：300484 证券简称：蓝海华腾 公告编号：2025-048 深圳市蓝海华腾技术股份有限公司 关于持股 5%以上股东、董事股份减持计划的预披露公告 蓝海华腾 2025 年公告 持股 5%以上股东、董事徐学海先生保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 （一）减持计划 1、本次拟减持的原因：自身资金需求 2、股份来源： 公司首次公开发行前已发行的股份、参与公司年度利润分配送转的股份及增 持的股份。 3、减持数量及占公司总股本的比例： 徐学海先生减持股份数量不超过1,500,000股，占公司总股本比例0.72%。（若 计划减持期间公司有送股、资本公积金转增股本等股份变动事项，上述股份数量 蓝海华腾 2025 年公告 深圳市蓝海华腾技术股份有限公司（以下简称"蓝海华腾"或"公司"）董 事会近日收到公司持股 5%以上股东、董事徐学海先生《关于拟减持深圳市蓝海 华腾技术股份有限公司股份的告知函》，现将有关情况公告如下： | 序 | | | | 持有公司 | 占公司 | 拟 ...