主业筑基显韧性 海默科技预计2025年净利润同比大幅减亏

Core Viewpoint - Haimer Technology (Group) Co., Ltd. is expected to significantly reduce its net profit loss for the fiscal year 2025, projecting a loss between 37.5 million to 75 million yuan, which represents a reduction of 67.2% to 83.6% compared to the same period in 2024, indicating a positive shift in the company's operational fundamentals [2] Group 1: Financial Performance - The improvement in Haimer Technology's performance is primarily attributed to the continuous release of profitability in its core business, with multi-phase flow meter products and related services generating approximately 110 million yuan in revenue for the first half of 2025, marking a year-on-year increase of 37% [2] - Sales revenue from multi-phase measurement products reached about 50 million yuan, while related service revenue was approximately 60 million yuan, reflecting year-on-year growth of 49% and 29% respectively [2] Group 2: Strategic Developments - The company's self-developed Well Testing Management System (WTMS) achieved commercial success in the Oman oil field in 2025, contributing nearly 1 million USD in revenue and securing framework contracts for the next two years, laying a solid foundation for the growth of its overseas digital business [3] - Haimer Technology is undertaking asset integration efforts by transferring non-core business equity and related assets, which is expected to recover 500 million yuan, enhancing cash flow and optimizing financial structure for future strategic investments [3] - A strategic agreement has been signed with a leading domestic investment institution to establish an industrial fund focusing on sectors like semiconductors and artificial intelligence, aiming to cultivate new long-term growth drivers [3] Group 3: Talent and Incentives - The company has introduced an equity incentive plan covering core management, technical personnel, and key business staff, which will align employee interests with the company's long-term development and provide important support for strategic execution [4] Group 4: Overall Strategy - Haimer Technology is effectively enhancing its operational quality and clarifying its development path through a combination of solidifying its core business, optimizing assets, and incubating new strategies, preparing for higher quality development and long-term value creation for investors [4]