Group 1 - The company is currently developing supporting technologies for a leading humanoid robot company [2] - As of now, the company has not formed any orders or sales revenue with clients in the humanoid robot industry [2]

Core Viewpoint - The company is progressing in its collaboration with humanoid robot industry clients, but has not yet generated any orders or sales revenue as of now [1] Group 1 - Investors inquired about the company's collaboration with robot companies and the status of the bidding process [1] - The company confirmed that the cooperation with humanoid robot industry clients is advancing in an orderly manner [1] - There are no current orders or sales revenue from these collaborations [1]

Core Viewpoint - The company has developed PEEK modified materials but has not yet generated significant revenue from them, despite having some small-scale income from other polymer materials [1] Group 1: Company Developments - The company has prioritized the research and application of PEEK modified materials in recent years [1] - A dedicated R&D team has been organized to tackle the development of key components such as lightweight bionic skeletons, self-lubricating joint bearings, and high-temperature motor housings [1] - As of the date of the 2025 semi-annual report, the company has achieved small-scale revenue from its polymer materials, but PEEK modified materials have not yet produced any orders or sales revenue [1]

Core Insights - Qingdao Haitai Technology Molding Co., Ltd. (Haitai) has signed a cooperation agreement with China Mobile Shandong to jointly develop an AI-powered mold manufacturing project aimed at enhancing innovation across the entire lifecycle of mold design, production, and management [1][2] - The collaboration focuses on integrating AI into mold manufacturing, which is expected to shorten project development cycles, reduce product costs, and improve competitiveness in the automotive mold industry [1][2] Group 1 - The agreement outlines collaboration across six dimensions: expert support, product development, key tasks, R&D direction, achievement transformation, and application promotion [1] - The partnership aims to create a national-level innovation platform and accelerate the development of an AI model system for mold manufacturing [1][2] - This initiative is part of a broader strategy to promote the integration of AI in the mold industry and contribute to the establishment of an AI industrial cluster in Qingdao [1] Group 2 - Haitai has over 20 years of experience in automotive injection mold design and manufacturing, with a strong R&D capability reflected in its 105 patents, including 31 invention patents [2] - China Mobile Shandong brings significant advantages in AI technology development and resource integration, providing a solid technical foundation for the project [2] - This partnership follows a previous strategic collaboration signed in October 2025 with Wanhua Chemical and ENGEL, marking another step for Haitai in embracing advanced production technologies [2]

Core Viewpoint - The collaboration between Haitai Technology and China Mobile aims to leverage artificial intelligence to enhance the entire lifecycle of mold manufacturing, thereby improving competitiveness and driving high-quality development in the mold manufacturing industry [1][2]. Group 1: Collaboration Details - Haitai Technology and China Mobile signed a cooperation agreement for a joint development project focused on AI in mold manufacturing [1]. - The partnership will focus on six dimensions: expert support, product development, key tasks, R&D direction, achievement transformation, and application promotion [1]. - The goal is to create a national-level innovation platform and accelerate the integration of AI in the mold manufacturing sector [1]. Group 2: Company Background - Haitai Technology has over 20 years of experience in the automotive injection mold design and manufacturing sector, accumulating rich experience and high-quality design data [2]. - As of mid-2025, Haitai Technology holds 105 patents, including 31 invention patents and 74 utility model patents, with significant breakthroughs in various injection molding technologies [2]. - China Mobile provides strong technical support and resource assurance for the project through its research platforms and talent resources [2]. Group 3: Strategic Importance - This partnership is a significant step for Haitai Technology in embracing advanced production technologies and AI, following a previous strategic collaboration with Wanhua Chemical and ENGEL [2]. - The collaboration is expected to establish a solid technological foundation for Haitai Technology's future development [2].

Core Viewpoint - The company reported a mixed financial performance for the third quarter of 2025, with revenue growth but a decline in net profit compared to the previous year [5][6]. Trading Information Summary - On October 24, 2025, the company's stock closed at 34.83 yuan, down 0.49%, with a turnover rate of 3.96% and a trading volume of 26,400 shares, amounting to a transaction value of 92.31 million yuan [1]. Shareholder Changes - As of the end of the reporting period, the total number of ordinary shareholders was 13,545, with the top two shareholders, Sun Wenqiang and Wang Jixue, holding 26.25% and 14.84% respectively, acting in concert as controlling shareholders [3]. Performance Disclosure Highlights - The company reported a third-quarter revenue of 232 million yuan, a year-on-year increase of 15.89%, and a cumulative revenue of 618 million yuan for the first three quarters, up 21.34% [5]. - The net profit attributable to shareholders for the third quarter was 22.32 million yuan, a decrease of 3.75% year-on-year, while the cumulative net profit for the first three quarters was 58.70 million yuan, reflecting a significant increase of 91.11% [5][10]. - Excluding non-recurring gains and losses, the third-quarter net profit saw a substantial decline of 50.67% year-on-year, while the cumulative growth for the first three quarters was 95.69% [6]. Cash Flow and Financial Ratios - The net cash flow from operating activities was 46.72 million yuan, down 12.70% year-on-year [7]. - The weighted average return on net assets (ROE) was 5.84%, an increase of 2.85 percentage points year-on-year [8]. Company Announcements - The company announced the approval of several resolutions at the third board meeting, including the continuation of foreign exchange hedging activities with a limit not exceeding 400 million yuan, to mitigate exchange rate risks [9][10]. - The company received a compliance opinion from its sponsor, Guotai Junan Securities, confirming that the foreign exchange hedging activities align with operational needs and do not harm the interests of the company and its shareholders [11].

近日，公司使用暂时闲置募集资金在授权范围内进行现金管理，具体情况如下： 一、本次理财产品到期赎回的基本情况 公司于 2025 年 9 月 17 日与青岛银行股份有限公司辽宁路支行签署了《青岛银 行结构性存款销售协议书》，购买了结构性存款 40,000,000.00 元人民币；公司于 2023 年 8 月 7 日与中信银行股份有限公司青岛分行签署了《中信银行结构性存款产品总 协议》，于 2025 年 9 月 17 日购买了结构性存款 6,000,000.00 元。具体内容详见公司 于 2025 年 9 月 18 日发布于巨潮资讯网（www.cninfo.com.cn）的《关于使用暂时闲 置募集资金进行现金管理到期赎回并继续进行现金管理的进展公告》（公告编号： 2025-156）。 证券代码：301022 证券简称：海泰科 公告编号：2025-174 青岛海泰科模塑科技股份有限公司 关于使用暂时闲置募集资金进行现金管理到期赎回 并继续进行现金管理的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 青岛海泰科模塑科技股份有限公司（以下简称"公司"）于 202 ...

Core Insights - The company reported significant growth in revenue and net profit for the first three quarters of 2025, driven by increased orders and capacity release [1][2] - The company is transitioning from a single mold supplier to a comprehensive solution provider for automotive plastic components through its "mold-integration" strategy [1] - A strategic partnership with Wanhua Chemical and ENGEL aims to enhance the efficiency and cost-effectiveness of the automotive supply chain [2] Financial Performance - The company achieved a revenue of 618 million yuan, representing a year-on-year increase of 21.34% [1] - The net profit attributable to shareholders reached 58.7 million yuan, up 91.11% year-on-year [1] - The company's asset-liability ratio decreased to 35.97%, down 9.69 percentage points from the beginning of the year, indicating improved risk resilience [1] Strategic Initiatives - The company is implementing an integrated layout of "injection molds - polymer materials," which is expected to enhance business synergy and support sustained performance growth [1] - The company is entering the humanoid robot sector by developing supporting solutions for related companies, marking its entry into a new market [1] - A recent strategic cooperation agreement with Wanhua Chemical and ENGEL aims to provide a comprehensive solution from concept to mass production for automotive industry clients, improving development efficiency and optimizing production costs [2]

Core Insights - The company, Qingdao Haitai Technology (海泰科), reported record high revenue and net profit for the first three quarters of 2025, driven by increased orders and capacity release [1][2] - The domestic automotive industry continues to grow rapidly, with production and sales increasing by 13.3% and 12.9% respectively in the first nine months of the year [1] - The company is transitioning from a single mold supplier to a comprehensive solution provider for automotive plastic components through an integrated strategy [2] Financial Performance - For the first three quarters, the company achieved revenue of 618 million yuan, a year-on-year increase of 21.34% [1] - The net profit attributable to shareholders reached 58.7 million yuan, up 91.11% year-on-year, while the net profit excluding non-recurring items was 43.8 million yuan, reflecting a 95.69% increase [1] - The company's asset-liability ratio decreased to 35.97%, down 9.69 percentage points from the beginning of the year, indicating improved risk resistance [1] Strategic Developments - The company is enhancing its supply chain management to ensure production efficiency and timely product delivery, leading to sustained growth in injection mold business orders [1] - Haitai Technology is engaging in foreign exchange hedging to mitigate risks associated with international market operations, planning to conduct hedging activities totaling up to 400 million yuan [2] - A strategic cooperation agreement was signed with Wanhua Chemical and ENGEL to achieve full-chain collaboration, providing integrated molding solutions for automotive industry clients [2]

Core Viewpoint - Haitai Technology announced the continuation of foreign exchange hedging activities with a total amount not exceeding RMB 400 million or equivalent foreign currency, authorized by the board of directors [2] Group 1 - The third meeting of the third board of directors was held on October 23, 2025, where the proposal for foreign exchange hedging was approved [2] - The authorization allows the chairman to approve daily foreign exchange hedging activities within the specified limit, which is valid for 12 months from the date of approval [2] - Funds can be rolled over within the usage period and limit, with the resolution's validity automatically extended if a single transaction exceeds the resolution's effective period [2]