海川智能控制权变更后股价活跃，2025年三季报业绩承压

Management Changes - The controlling shareholder of Guangdong Haichuan Intelligent Machine Co., Ltd. changed to Suzhou Zhongjing Zhixin Semiconductor Partnership (Limited Partnership) in June 2025, with the actual controller being Deng Yongyi. This new shareholder has a semiconductor industry background and local state-owned capital involvement, which is expected to drive the company's strategic transformation from automatic weighing equipment to high-end intelligent manufacturing and semiconductors [1]. Stock Price and Capital Performance - In 2026, Haichuan Intelligent's stock price showed active performance, with a 6.58% increase in the week ending January 9, 2026, reaching a nearly one-year high of 38.25 yuan. The net inflow of main funds during that week was 15.2883 million yuan. In 2025, the company's stock price accumulated an increase of over 75% [2]. Business Performance - According to the Q3 2025 report, the company achieved an operating revenue of 162 million yuan in the first three quarters, a year-on-year decrease of 7.02%. The net profit attributable to the parent company was 27.6182 million yuan, down 24.82% year-on-year. Investors are advised to pay attention to the upcoming annual report for a comprehensive understanding of the company's full-year performance [3]. Industry Policy and Environment - The high-end equipment manufacturing sector, to which the company belongs, has received policy attention. In February 2026, ten departments jointly issued the "Guidelines for the Construction of Low-altitude Economic Standard System," aimed at promoting the development of related industries. Additionally, there is a high market focus on semiconductor and artificial intelligence sectors, which are related to the new shareholder's industry background [4].