智通财经记者 | 杨舒鸿吉 智通财经编辑 | 庄键 2026年的第一个工作日，上海将召开全市优化营商环境大会，发布《上海市加快打造国际一流营商环境 行动方案（2026年）》，这将是本市优化营商环境的第九版行动指南。 2025年，上海推出优化营商环境8.0行动方案，共提出58条任务举措。截至去年底，58项任务举措全部 完成。 根据世界银行截至去年12月底公布的调查数据，上海在22项营商环境评测点中保持全球最优。上海营商 环境持续改善，不但反映在上述调查中，同样体现在企业经营者们的实际体感上。 智通财经通过回顾2025年落地的八项关键举措，试图解码上海营商环境提升久久为功的密码。 "免申即享"服务企业超611万次 对于奔曜科技而言，2025年是发展迅猛的一年。这家国家高新技术企业专注于机器人、自动化和人工智 能技术研究与应用，已推动产品与解决方案进入全球市场。 奔曜科技首席产品官阎文舟告诉智通财经，企业研发需要长期的研发投入，上海"免申即享"政策通过大 数据匹配企业资质，企业全程无需主动申请、无需填写申请表、提交大量申请材料，就能快速享受 到"小升规"（小微工业企业发展为规模工业企业）带来的政策红利。 "无感化" ...

Core Insights - Company reported a revenue of 2.314 billion yuan for the first three quarters of 2025, a year-on-year decline of 5.5%, primarily due to reduced income from the new energy EPC business [1] - The company is focusing on diversifying its business by reducing reliance on traditional markets and exploring new sectors such as grain and oil, pharmaceuticals, and intelligent hazardous chemical parks [1][2] - The foreign trade business has shown significant growth, with revenue reaching 641 million yuan in the first half of the year, a year-on-year increase of 53.7%, and now accounting for 39% of total revenue [2][3] Business Performance - The decline in revenue is attributed to intensified competition in the traditional oil and gas process industry, leading to price pressures [1] - The company has made strategic moves in the Xinjiang coal chemical market, securing early orders that are expected to contribute to performance in 2026 [1] - The company has developed a comprehensive solution capability covering the entire technology chain of "smart factories" with 15 subsystems in its intelligent control system [1] Innovation and Growth - The company is leveraging its strong technical integration and cross-industry capabilities, particularly in the robotics sector, by collaborating with external partners rather than pursuing a fully autonomous supply chain [2] - Significant breakthroughs have been made in medical automation, with successful technology transfer of medical implant forming robots through partnerships with top hospitals and research institutions [2] - The foreign trade business is becoming a vital growth engine, with ongoing expansion of marketing networks in regions such as the Middle East, Europe, Southeast Asia, and plans to enter Africa and South America [2][3] Future Outlook - The company is actively expanding its microgrid business and has successfully obtained qualifications for related projects, while also executing orders for charging stations in logistics parks [3] - The foreign trade department is expected to continue driving future performance, supported by a robust order backlog and the establishment of a joint venture in Saudi Arabia aimed at market expansion [2][3]

Core Viewpoint - Huaron Co., Ltd. reported a revenue of 1.639 billion yuan for the first half of 2025, marking a year-on-year increase of 16.93%, while the net profit after deducting non-recurring items reached 197 million yuan, up 4.72% year-on-year [1] Group 1: Financial Performance - The company achieved a revenue of 1.639 billion yuan in the first half of 2025, reflecting a growth of 16.93% compared to the previous year [1] - The net profit after deducting non-recurring items was 197 million yuan, which is a 4.72% increase year-on-year [1] Group 2: Business Segments - The company's explosion-proof business maintained stable development, although new projects in the traditional oil and gas chemical sector decreased [1] - The foreign trade business generated a revenue of 641 million yuan, showing a significant growth of 53.7% year-on-year [1] Group 3: Future Outlook - The company plans to actively expand into new coal chemical and fine chemical sectors in the future [1] - The foreign trade business has become a crucial growth driver for the company's future performance, with a robust order reserve [1] - The marketing network for foreign trade is continuously improving, with the establishment of multiple international operation centers in the Middle East, Europe, and Southeast Asia, and further expansion into Africa and South America [1]

Core Viewpoint - In the first half of 2025, the company reported a revenue of 1.639 billion yuan, marking a 17% year-on-year increase, and a net profit attributable to shareholders of 197 million yuan, reflecting a 5% growth [1][2]. Group 1: Business Performance - The company's explosive business maintained stable development, with a focus on new projects in coal chemical and fine chemical sectors, particularly in regions like Xinjiang [2]. - The foreign trade business achieved a revenue of 641 million yuan, showing a significant growth of 53.7% year-on-year, with its contribution to total revenue rising from less than 24% to 39% since 2024 [2]. - The company has a robust order backlog, which is expected to drive future performance, and is expanding its marketing network internationally, including regions like the Middle East, Europe, Southeast Asia, and plans to enter Africa and South America [2]. Group 2: New Energy and Innovation - The new energy EPC business generated a revenue of 287 million yuan, representing a remarkable growth of 126% year-on-year, with a focus on logistics park charging stations and microgrid projects in mining [2]. - The company initiated a "special talent recruitment plan" in May 2025 to cultivate talents with international perspectives and innovative capabilities, emphasizing internal innovation and organizational resilience [2].

Group 1 - The company reported a revenue of 1.639 billion yuan for the first half of 2025, representing a year-on-year increase of 17% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 197 million yuan, up 5% year-on-year [1] - The foreign trade business achieved a revenue of 641 million yuan, growing by 53.7% year-on-year, and its share of total revenue increased from less than 24% to 39% since 2024 [1] Group 2 - The company is actively expanding into new fields such as coal chemical and fine chemical industries, with initial business orders secured in regions like Xinjiang, expected to contribute to revenue starting in 2026 [1] - The company’s foreign trade marketing network is continuously improving, with new international operation centers established in the Middle East, Europe, and Southeast Asia, and further expansion into Africa and South America [2] - The renewable energy EPC business generated a revenue of 287 million yuan, marking a 126% increase year-on-year, with plans to focus on logistics park charging stations and microgrid systems in mining [2] Group 3 - The company is undergoing internal reforms, including a talent recruitment program initiated in May 2025 to cultivate a team with international vision and innovative capabilities [2] - Management is enhancing the "Collaborative Intelligent Management Platform" and "Financial Platform" to improve operational efficiency and service quality, laying a foundation for sustainable development [2]

Group 1 - The core profit source of Huaron Co., Ltd. is the explosion-proof sector, with a focus on becoming a leading enterprise in the global explosion-proof field [1] - The company is expected to enhance its market share due to its comprehensive competitive advantages amid increasing domestic competition in the explosion-proof industry [1] - The foreign trade business is projected to continue its positive trend, while the domestic trade business is anticipated to recover in the first half of 2025, with revenue gradually confirmed in the second half [1] Group 2 - The company is strategically adjusting its intelligent safety business, optimizing its business structure, which is expected to improve profit margins despite a slowdown in revenue growth [1] - Huaron Co., Ltd. possesses technological advantages in the explosion-proof robot business, having successfully integrated explosion-proof technology with robotic systems [1] - The foreign trade segment is becoming a significant growth engine, with foreign trade revenue expected to increase by 35% and 85% year-on-year in 2024 and the first quarter of 2025, respectively [1] Group 3 - The company is waiting for the provincial regulations to be released to reassess the cost-effectiveness of its new energy EPC business, focusing on expanding into new business areas [1] - The professional lighting business is actively expanding and is currently in a platform development phase, gradually entering overseas markets [1]

Core Viewpoint - The explosion-proof equipment industry in China is experiencing stable growth driven by increasing demand in the oil, chemical, and coal industries, despite a slowdown in overall economic growth. The industry has matured from initial technological exploration to a stable phase, with a significant number of patents filed, indicating ongoing innovation and market potential [1][6][20]. Group 1: Industry Definition and Classification - Explosion-proof equipment is designed for safe operation in flammable and explosive environments, preventing ignition from internal or external sources [2]. - It can be classified based on explosion-proof principles (e.g., isolation type, increased safety type) and hazardous environments (e.g., gas, dust) [2]. Group 2: Current Industry Status - The global market for explosion-proof equipment reached $7.9 billion in 2022 and is projected to grow to approximately $8.59 billion by 2024 and $8.93 billion by 2025 [4]. - In China, the demand for explosion-proof electrical equipment remains strong, with a total of 824 patents filed from 2016 to 2024, peaking at 151 in 2018 [6][4]. Group 3: Industry Value Chain - The upstream of the explosion-proof equipment industry involves raw materials such as metals and non-metals, while the midstream focuses on research and production [8]. - The downstream applications include sectors like oil and gas, coal mining, pharmaceuticals, and dust processing [8]. Group 4: Competitive Landscape - The competition in the explosion-proof equipment industry is primarily based on product technology, quality, safety records, and after-sales service [10]. - Major companies include Huaron Technology Co., Ltd., Shenzhen Ocean King Lighting Technology Co., Ltd., and Electric Light Technology Co., Ltd., which dominate the market due to their product and technological advantages [11][14]. Group 5: Company Performance - Huaron Technology Co., Ltd. reported a revenue of 2.316 billion yuan and a gross margin of 56.52% in 2024, with a focus on expanding into new markets such as food and pharmaceuticals [16]. - New Dawn Technology Co., Ltd. achieved a revenue of 129 million yuan and a net profit of 53 million yuan in 2024, emphasizing its commitment to technological innovation and safety [18]. Group 6: Future Industry Trends - The explosion-proof equipment industry is expected to continue its stable growth trajectory, with trends moving towards high-end, digital, and intelligent solutions [20].