海默科技：持续推进提质增效 预计2025年同比大幅减亏

Core Viewpoint - Haimer Technology (300084) is expected to significantly reduce its net profit loss for the fiscal year 2025, projecting a loss of 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 [1] Group 1: Financial Performance - The improvement in the company's performance is primarily attributed to the continuous release of profitability from its core business, with revenue from multiphase flow meter products and related services reaching approximately 110 million yuan in the first half of 2025, a year-on-year increase of 37% [2] - Sales revenue from multiphase measurement products was 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 - Haimer Technology is advancing multiple asset integration efforts in 2025 to optimize its asset structure and focus resources, expecting to recover 500 million yuan by transferring non-core business equity and related assets, which will enhance cash flow and optimize financial structure [3] - The company has signed a strategic agreement with a leading domestic investment institution to establish an industrial fund focusing on new productive forces such as semiconductors and artificial intelligence, aiming to cultivate new long-term development momentum [3] Group 3: Talent and Incentives - The company has implemented an equity incentive plan covering core management, technical personnel, and key business staff, effectively aligning employee interests with the long-term development of the company, providing important support for strategic execution [3] Group 4: Future Outlook - Overall, Haimer Technology is combining solidification of its main business, asset optimization, and strategic incubation to achieve effective improvement in operational quality and clarity in development path for 2025, preparing for higher quality development and long-term value creation for investors [3]