海伦哲: 2025年半年度报告

Core Viewpoint - The company aims to achieve significant growth in its operational performance and establish itself as a leading enterprise in the special intelligent equipment manufacturing industry by 2025 [3][26]. Company Overview and Financial Indicators - The company reported a revenue of approximately 802.88 million yuan for the first half of 2025, representing a 53.86% increase compared to the same period last year [2]. - The net profit attributable to shareholders was approximately 63.10 million yuan, a 29.25% increase year-on-year [2]. - The basic earnings per share increased by 71.43% to 0.0888 yuan [2]. Industry Situation - The demand for special vehicles, such as aerial work vehicles and emergency response vehicles, is expected to grow steadily due to ongoing urban infrastructure development and the need for reliable power supply [3][4]. - The special vehicle industry is characterized by diverse customer needs, high technical barriers, and seasonal demand patterns [4][5]. Company Position in the Industry - The company is recognized as a leading provider of high-altitude operation vehicles in China, with a comprehensive product range and established market position [5][6]. - The company has developed a full series of emergency drainage vehicles and is continuously enhancing its product competitiveness through innovation [5][6]. Main Products - The company offers a wide variety of high-altitude operation vehicles, including insulated aerial work vehicles and customized special equipment for various industries [8][9]. - The product lineup includes emergency power supply vehicles, which are tailored for electricity, communication, and municipal emergency supply operations [10][11]. Business Model - The company employs a business model that combines customized production with predictive batch production to meet market demands efficiently [20][21]. - The sales strategy focuses on major clients in the electricity, municipal, and emergency rescue sectors, leveraging technological advantages to meet specific customer needs [21][22]. Key Developments in the First Half of 2025 - The company has made significant progress in research and development, launching new products such as high-altitude insulated vehicles and emergency drainage vehicles [23][24]. - The company has seen a surge in orders for electric power emergency vehicles, indicating strong market demand [24]. Competitive Advantages - The company maintains a strong market position due to its comprehensive product range, technological innovation, and solid customer relationships [26]. - The subsidiary, Graman, is a well-established player in the fire truck industry, enhancing the company's competitive edge in emergency response equipment [26].