HAIMO(SZ:300084) Zhong Guo Zheng Quan Bao·2026-01-19 21:11Core Viewpoint - Haimer Technology is undergoing a strategic transformation that combines its traditional business with investments in semiconductor and artificial intelligence sectors, aiming for a dual-driven growth model [1][5]. Group 1: Strategic Transformation - The company is focusing on asset divestiture to enhance its financial strength, with plans to raise over 4.5 billion yuan through the sale of non-core assets [2]. - The board approved the transfer of 99.33% of Xi'an Sitan Instrument shares for 370 million yuan and 20% of Haimer Underwater Production Technology for 100 million yuan [1][2]. - The goal of these divestitures is to concentrate resources on more competitive and promising core businesses, thereby preparing for a second growth curve [2]. Group 2: Investment in Emerging Technologies - Haimer Technology plans to invest 200 million yuan in the Chongqing Zhongxin Xicheng Two Mountains Venture Capital Fund, which targets semiconductor and AI industries [2][3]. - The fund has a target size of 1.05 billion yuan and aims to invest in advanced packaging and related sectors [2]. - This investment is seen as a critical step in positioning the company for future growth and tapping into high-potential markets [3]. Group 3: Talent and Organizational Restructuring - The company has introduced a stock incentive plan for 107 key employees, granting up to 41.065 million shares, which represents 8.05% of the total share capital [3][4]. - A dual-layer assessment system will be implemented to ensure alignment between company performance and individual contributions [3]. - Organizational adjustments have been made to strengthen strategic investment management capabilities, combining various departments to enhance focus on emerging industries [4]. Group 4: Financial Stability and Future Outlook - The company’s traditional business still accounts for over 55% of its revenue, primarily from long-term contracts in the Middle East, providing a stable cash flow during the transition [4]. - The management emphasizes a commitment to maintaining a competitive edge in the oil and gas sector while pursuing breakthroughs in semiconductor and AI fields [5]. - The company expresses confidence in its strategic direction and readiness to adapt to new growth opportunities while ensuring a solid foundation [5].