蓝海华腾 2025 年公告 | 赁）、运营管理服务；房屋租赁； | 赁）、运营管理服务；房屋租赁； | | --- | --- | | 工业自动控制系统装置制造；工 | 工业自动控制系统装置制造；工 | | 业自动控制系统装置销售；电机 | 业自动控制系统装置销售；电机 | | 及其控制系统研发；智能控制系 | 及其控制系统研发；智能控制系 | | 统集成；物联网设备制造；物联 | 统集成；物联网设备制造；物联 | | 网设备销售；物联网应用服务； | 网设备销售；物联网应用服务； | | 先进电力电子装置销售；电力电 | 先进电力电子装置销售；电力电 | | 子元器件销售；电力电子元器件 | 子元器件销售；电力电子元器件 | | 制造；合同能源管理；汽车零部 | 制造；合同能源管理；汽车零部 | | 件及配件制造；输配电及控制设 | 件及配件制造；输配电及控制设 | | 备制造；智能输配电及控制设备 | 备制造；智能输配电及控制设备 | | 销售；气体压缩机械制造；气体 | 销售；气体压缩机械制造；气体 | | 压缩机械销售；新能源汽车电附 | 压缩机械销售；新能源汽车电附 | | 件销售。（以上均不含法律 ...

Key Points - Zhongsheng Gaoke is planning a change in company control, with a potential transfer of 22.35% of shares at a valuation of 2.5 billion yuan, leading to a stock suspension starting July 16, 2025 [3][4] - Yanshan Technology's subsidiary is participating in a partnership to invest 41.64 million yuan in a fund that will ultimately invest in Bytedance Ltd [5] - Sanyuan Bio received an initial ruling of a 450.64% anti-dumping duty from the US Department of Commerce on erythritol, prompting a shift in sales strategy towards domestic markets [6] - Chutianlong is exploring digital currency projects but faces risks related to new technology development and commercial application [7] - Bertley is establishing a partnership to invest in humanoid robots and other emerging sectors, committing 198 million yuan [8] - China Merchants Highway's chairman resigned due to reaching retirement age [9] - Tibet Summit's controlling shareholder is under investigation for information disclosure violations, but it will not affect the company's operations [10][11] - ST Weir plans to acquire 51% of Zijiang New Materials for 546 million yuan, entering the lithium battery materials sector [12] - ST Yazhen's stock will be suspended for three days due to abnormal trading fluctuations [13] - Dahua Technology's subsidiary is shifting its listing to the Hong Kong Stock Exchange [14] Performance Forecasts - Zhongji Xuchuang expects a net profit increase of 52.64% to 86.57% for the first half of 2025, driven by strong demand for high-end optical modules [15] - Juchip Technology anticipates a 122.28% increase in net profit for the same period, benefiting from successful AI audio chip promotions [16] - Sitwei forecasts a net profit growth of 140% to 180%, with significant revenue increases from smartphone collaborations [17] - Tianyu Co. expects a net profit increase of 144.29% to 238.25%, aided by improved product structure and market strategies [18] - Jinli Yongci predicts a net profit growth of 151% to 180%, focusing on renewable energy and related sectors [19] - Blue Ocean Huaten expects a net profit increase of 152.76% to 190.68%, driven by growth in the new energy heavy truck market [20] - Maiqu'er anticipates a turnaround with a net profit of 1.4 million to 2 million yuan, compared to a loss in the previous year [21] - China Galaxy expects a net profit increase of 45% to 55%, with growth across various business segments [23] - Baicheng Pharmaceutical forecasts a significant decline in net profit, down 95.53% to 100% [24] Major Contracts - Jincheng signed a contract worth approximately 52.98 million USD for underground mining operations in the Democratic Republic of Congo [25] - ST Yundong entered a strategic cooperation agreement for drone development and investment with two companies [26] - Changgao Electric New's subsidiary won contracts totaling 445 million yuan from the State Grid [27] Shareholding Changes - Angli Education plans to reduce its repurchased shares by up to 573.1 million shares [28][29] - Lingzhi Software's shareholders plan to collectively reduce their holdings by up to 2.11% [30] - Founder Technology's major shareholder intends to reduce its stake by up to 2.27% [31] - Zhongfu Shenying's shareholder plans to reduce its stake by up to 1% [32] - Hangzhou Bank's shareholder intends to reduce its stake by up to 0.7% [33] - Haoyun Technology's chairman plans to reduce his stake by up to 400,000 shares [34] Financing Activities - Yuanwang Valley plans to raise up to 300 million yuan through a private placement for RFID production line projects and working capital [35]

Bluesea Huateng 2025 Semi-Annual Performance Forecast Analysis [Performance Forecast Overview](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company projects a significant year-on-year increase in 2025 first-half net profit, driven by enhanced core business profitability Performance Forecast Summary | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | **Profit: 40 million CNY to 46 million CNY** | Profit: 15.825 million CNY | | Year-on-Year Growth | 152.76% - 190.68% | - | | **Net Profit After Deducting Non-Recurring Gains/Losses** | **Profit: 35.415 million CNY to 41.415 million CNY** | Profit: 9.982 million CNY | | Year-on-Year Growth | 254.79% - 314.90% | - | [Reasons for Performance Change](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Change) Significant performance growth is primarily driven by strong demand in the new energy heavy truck market and positive non-recurring gains/losses - The core driver of performance growth is the favorable demand in the downstream new energy heavy truck market, leading to strong growth in the company's new energy vehicle business segment[5](index=5&type=chunk) - Non-recurring gains/losses are expected to have a positive impact of approximately **4.585 million CNY** on the company's net profit for the current reporting period[6](index=6&type=chunk) [Important Statement and Risk Warning](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm%20and%20IV.%20Other%20Related%20Explanations) This performance forecast is a preliminary, unaudited estimate, with final data to be disclosed in the 2025 semi-annual report, cautioning investors about investment risks - The data related to this performance forecast has not been audited by an accounting firm[4](index=4&type=chunk) - This performance forecast is a preliminary estimate by the company's finance department, and specific data will be subject to the 2025 semi-annual report, so investors are advised to be aware of investment risks[7](index=7&type=chunk)

蓝海华腾 2025 年公告 证券代码：300484 股票简称：蓝海华腾 公告编号：2025-045 深圳市蓝海华腾技术股份有限公司 关于 2022 年限制性股票激励计划部分限制性股票 回购注销完成的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要提示： 1、深圳市蓝海华腾技术股份有限公司（以下简称"公司"）本次回购注销 2022 年限制性股票激励计划74名限制性激励对象已获授但尚未解除限售的限制性股票 合计 469,000 股，回购价格为 5.70 元/股，占本次回购注销前公司总股本的 0.23%， 并按《2022 年限制性股票激励计划（草案）》（以下简称"《激励计划》"）的 规定加算银行同期存款利息，回购资金总额为 2,815,587.93 元（含利息）。 2、截至 2025 年 7 月 10 日，公司已在中国证券登记结算有限责任公司深圳分 公司办理完成上述部分限制性股票的回购注销手续。本次回购注销完成后，公司 总股本将由 207,632,900.00 股减少至 207,163,900.00 股。 一、本激励 ...

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：2025-044 深圳市蓝海华腾技术股份有限公司 关于持股 5%以上股东、董事减持股份触及 1%整数倍的公告 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、误导性陈述或者重大遗漏。 | 股份性质 | | 本次变动前持有股份 | 本次变动后持有股份 | | | --- | --- | --- | --- | --- | | | 股数（股） | 占总股本比 例 | 股数（股） | 占总股本比 例 | | 合计持有股份 | 13,456,348 | 6.4808% | 12,456,348 | 5.9992% | | 其中：无限售条件股份 | 3,364,087 | 1.6202% | 2,364,087 | 1.1386% | | 有限售条件股份 | 10,092,261 | 4.8606% | 10,092,261 | 4.8606% | | 股份种类（A | 股、B | 股） | 减持股数（股） | 减持比例（%） | | --- | --- | --- | --- | --- | ...

Core Viewpoint - Blue Ocean Huateng (300484.SZ) announced a share reduction plan by its controlling shareholder and related parties, which will not affect the company's control or governance structure [1][2]. Group 1: Share Reduction Plan - The controlling shareholder Qiu Wenyuan and related parties plan to reduce their holdings by up to 3,200,000 shares, representing 1.54% of the total share capital [1][2]. - The reduction is motivated by personal funding needs for Qiu Wenyuan and employee incentives for the investment companies involved [2]. - The shares will be sold through centralized bidding or block trading, with the selling price not lower than the issue price [2]. Group 2: Financial Performance - In 2024, the company reported revenue of 352 million yuan, a year-on-year increase of 7.95%, and a net profit attributable to shareholders of 27.67 million yuan, up 14.99% [2][3]. - The net profit excluding non-recurring items was 20.53 million yuan, reflecting a growth of 28.86% [2][3]. - The company experienced a negative cash flow from operating activities of -227,070 yuan [2][3]. Group 3: Q1 2025 Financial Results - For Q1 2025, the company achieved revenue of 131 million yuan, a significant increase of 87.04% year-on-year, and a net profit of 27.99 million yuan, up 273.83% [4]. - The net profit excluding non-recurring items reached 25.55 million yuan, marking a 410.22% increase [4]. - The basic earnings per share rose to 0.1348 yuan, an increase of 275.49% compared to the same period last year [4].

Core Viewpoint - The controlling shareholder of Blue Ocean Huateng, Qiu Wenyuan, along with associated parties, plans to reduce their shareholding by up to 3.2 million shares, representing 1.54% of the total share capital, due to personal financial needs and employee incentives [1] Shareholding Reduction Details - Qiu Wenyuan and associated parties hold a total of 32.3741 million shares, accounting for 15.59% of the company's total share capital [1] - The planned reduction includes up to 2.2 million shares from Qiu Wenyuan (1.06% of total share capital), up to 750,000 shares from Huating Investment (0.36%), and up to 250,000 shares from Zhongteng Investment (0.12%) [1] - The reduction will occur through centralized bidding or block trading from July 14, 2025, to October 13, 2025, with the selling price determined by market conditions but not lower than the issuance price [1]

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：2025-043 深圳市蓝海华腾技术股份有限公司 关于控股股东及其一致行动人股份减持计划的预披露公告 | 序 | 股东名称 | 股东身份 | 持有公司 股份数量 | 占公司总 | 拟减持股 份数量（股 | 拟减持股 份数量占 | | --- | --- | --- | --- | --- | --- | --- | | 号 | | | （股） | 股本比例 | <不超过>） | 公司总股 本的比例 | | | 邱文渊、 明华信德新经济一期 | 控股股东 | 26,412,085 | 12.72% | 2,200,000 | 1.06% | | 1 | 基金 | 邱文渊先 | | | | | | 2 | 华腾投资 | 生及其一 致行动人 | 4,437,000 | 2.14% | 750,000 | 0.36% | | 3 | 中腾投资 | | 1,525,000 | 0.73% | 250,000 | 0.12% | | | 合计 | ---- | 32,374,085 | 15.59% | 3,200,000 | 1.54% ...

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：2025-042 蓝海华腾 2025 年公告 | | 2025 | 年 | 6 | 月 10 | 日 | 21.84 | 150,000 | 0.07% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2025 | 年 | 6 | 月 17 | 日 | 21.36 | 100,800 | 0.05% | | | 2025 | 年 | 6 | 月 18 | 日 | 21.29 | 160,000 | 0.08% | | 合计 | | | | | -- | -- | 1,000,000 | 0.48% | 深圳市蓝海华腾技术股份有限公司 关于持股 5%以上股东、董事减持计划实施完毕的公告 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。 深圳市蓝海华腾技术股份有限公司（以下简称"公司"）于202 ...

深圳市蓝海华腾技术股份有限公司 2024 年年度权益分派实施公告 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：2025-041 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")2024年度权益分派方 案已获2025年5月20日召开的2024年年度股东会审议通过，现将权益分派事宜公 告如下： 1、公司于 2025 年 5 月 20 日召开 2024 年年度股东会，审议通过了《关于公 司 2024 年度利润分配预案的议案》，具体方案如下：公司拟以现有总股本 207,632,900 股为基数，向权益分派股权登记日登记在册的全体股东每 10 股派发 现金股利人民币 1.60 元（含税），共计派发现金股利人民币 33,221,264 元，上 述现金分红后，剩余未分配利润留存公司用于生产经营，不转增股本，不送红股。 公司董事会审议通过上述预案后至实施权益分派股权登记日期间，若公司总 股本发生变动，公司将维持每股分配比例不变，相应调整分配总额。 2、自分配方案披露至实施期间公司股本总额未 ...