证券简称：海得控制 证券代码：002184 2025 年 9 月 2 日投资者关系活动记录表 答：公司主营业务涵盖工业电气自动化业务、工业信息化业务、新能源业务 等三大板块。业务分别是为设备制造商的自动化与智能化生产场景提供综合的产 品解决方案和技术服务、为工厂和基础设施领域的数字化与智能化提供系统解决 方案、利用同属自动化领域范畴的电力电子技术为新能源电力及源网荷储提供专 用设备及系统等。 2、公司半年度的经营状况如何？ 答：2025年半年度，公司营业收入1,280,216,777.01元，同比增长15.91%；净 利润11,060,894.01元，同比增长234.32%；扣非净利润-5,929,773.07元，同比减亏 78.72%。 其中，工业电气自动化业务实现营业收入683,996,074.99元，占营业收入比 重为53.43%。 工业信息化业务实现营业收入184,019,301.28元，占营业收入比重为14.37%。 新能源业务总体实现营业收入412,201,400.74元，占营业收入比重为32.20%。 其中，变流器业务因政策波动及市场快速变动等原因，营业收入下降；储能业务 营业收入上升。 编号： ...

证券日报网讯汇川技术（300124）8月28日发布公告，在公司回答调研者提问时表示，公司的储能业务 正在向数字能源管理转型，未来规模目标在新品类中会率先突破十亿级别的规模。传感器、视觉、气动 等新的品类，借助公司整体解决方案的销售策略，增长的潜力也比较好。 ...

报告期内，公司新能源变流器业务虽面临市场加量不加价的压力，但通过合理优化各项期间费用，保持 了业务的稳定。同时，公司在新能源储能业务上的表现尤为突出。面对市场价格波动的不利影响，公司 主动收缩集中式储能业务的市场投入，聚焦于优质客户和项目，通过在研发、运营和管理端的资源整 合，落实降本增效措施，费用同比大幅减少。此外，公司在工商储业务商业模式和市场机会方面的探索 也初见成效，推动了新能源储能业务营业收入和营业利润的同比大幅增长。 公开资料显示，海得控制主营业务涵盖工业电气自动化业务、工业信息化业务、新能源业务等三大板 块。业务分别是为设备制造商的自动化与智能化生产场景提供综合的产品解决方案和技术服务、为工厂 和基础设施领域的数字化与智能化提供系统解决方案、利用同属自动化领域范畴的电力电子技术为新能 源电力及源网荷储提供专用设备及系统等。 2025年上半年，海得控制在工业信息化、工业电气自动化和新能源三大业务板块的协同发力下，实现了 营业收入和营业利润的显著增长。工业电气自动化、工业信息化、新能源业务分别实现营业收入6.84亿 元、1.84亿元、4.12亿元，同比变动分别为4.42%、-7.54%、64.58% ...

Group 1 - The stock price of Haide Control is reported at 13.84 yuan, down 0.33 yuan or 2.33% from the previous trading day, with a trading volume of 1.67 billion yuan [1] - Haide Control's main business includes three segments: industrial electrical automation, industrial information technology, and new energy [1] - The company expects to achieve a net profit attributable to shareholders of 10 million to 15 million yuan in the first half of 2025, marking a turnaround from losses, primarily due to revenue growth in the new energy sector and cost reduction measures [1] Group 2 - On the evening of August 8, Haide Control announced that its controlling shareholder and actual controller, Guo Mengrong, plans to reduce his holdings by no more than 10.5573 million shares, accounting for 3% of the company's total share capital, potentially cashing out approximately 146 million yuan at current stock prices [1] - Guo Mengrong and his concerted parties currently hold a total of 20.16% of the shares [1]

Group 1 - In 2024, Changsha ranked 32nd in the global technology cluster and 23rd in global research cities, improving by 9 and 11 positions respectively since 2022 [1] - The number of various R&D institutions in Changsha reached 3,823 by May 2023, with 1,796 new institutions established since September 2023, effectively doubling the total [1][13] - The "1+2" national laboratory system is being rapidly constructed, with 35 national key laboratories being reorganized and the total number of national technology innovation centers increasing to 3 [1][22] Group 2 - Changsha is recognized as a key driver for high-quality development and international competitiveness, with a consensus on building it into a global R&D center city [2][3] - The local government emphasizes prioritizing optimal land for research institutions and the best facilities for innovative enterprises [2] Group 3 - The establishment of the global R&D center by Magmeter in Changsha has led to a 21% revenue growth for the company last year [6] - Magmeter operates in over 30 countries, with its global R&D center in Changsha supporting its extensive product development [7][9] Group 4 - The Yue Lu Mountain Industrial Innovation Center has produced numerous original achievements that have been transformed into practical applications, contributing to high-quality industrial development [10][12] - The center has developed key materials and core processes for the comprehensive utilization of industrial solid waste, with significant market success [11][12] Group 5 - Changsha has seen a 29% increase in the number of high-tech enterprises, reaching 8,609, and a 51% increase in national-level specialized and innovative "little giant" enterprises, totaling 213 [21] - The city has implemented a comprehensive support system for technology transfer and innovation, including financial backing and service enhancements [29][30] Group 6 - Changsha is focusing on future industries such as artificial intelligence, quantum technology, and genetic technology, with a significant increase in the number of unicorn companies [32] - The city has improved talent quality, attracting over 1,000 high-level scientific talents and increasing the number of foreign experts by nearly 10% annually [33] Group 7 - The construction of a global R&D center city is seen as essential for developing new productive forces and modern industrial systems, with significant progress in national laboratory systems and key research projects [22][24] - Changsha aims to integrate technology innovation with industrial transformation, enhancing its role in the global innovation network [34][35]

Financial Performance - The company reported a total revenue of 692 million yuan for Q1 2025, representing a year-on-year increase of 44.76% compared to 478 million yuan in Q1 2024 [1] - The net profit attributable to the parent company for Q1 2025 was -6.35 million yuan, an improvement of 48.39% from -12.30 million yuan in Q1 2024 [1] - The gross margin decreased to 12.15%, down 39.83% year-on-year from 20.20% [1] - The net margin improved to -0.68%, a 75.42% increase from -2.78% [1] - Total expenses (selling, administrative, and financial) amounted to 67.49 million yuan, accounting for 9.76% of revenue, a decrease of 38.56% year-on-year [1] Cash Flow and Financial Ratios - The company reported a negative operating cash flow per share of -0.32 yuan, which is an improvement of 63.20% from -0.88 yuan [1] - The cash and cash equivalents decreased to 662.1 million yuan, down 7.79% from 717 million yuan [1] - The ratio of cash to current liabilities is 60.53%, indicating potential liquidity concerns [4] Business Strategy and Market Position - The company focuses on integrating information technology with manufacturing, emphasizing a dual strategy of digitalization and green technology [4][5] - The business model relies heavily on marketing-driven performance, necessitating a thorough examination of the underlying drivers [3] - The company aims to enhance its core competitiveness by optimizing operational strategies and forming collaborative industry ecosystems [5]