当前，全球油气勘探开发需求整体保持韧性，而国内市场在能源安全战略推动下进入平稳发展期。人工 智能等新技术的应用，为行业带来了新的发展机遇。海默科技致力于为油气田增产、生产优化和数字化 转型提供整体解决方案，其业务方向与行业发展趋势高度契合。 本报讯 （记者刘欢）8月27日晚间，海默科技（集团）股份有限公司（以下简称"海默科技"）交出了一 份稳中有进的中期成绩单。上半年，公司实现营业收入1.97亿元，创同期历史新高，同比增长20.28%； 归属于上市公司股东的净利润为-1255.81万元，与上年同期-3767.73万元相比，亏损大幅收窄66.67%； 归属于上市公司股东的扣除非经常性损益的净利润-1524.05万元，同比大幅减亏61.49%，公司主营业务 的盈利能力和经营效率正在持续改善。 今年上半年，在国际油价震荡、地缘政治不确定性增加的复杂背景下，海默科技持续推进"提质增效、 聚焦核心"发展战略，展现出强大的经营韧性。核心业务多相流量计在海外市场表现亮眼，成为驱动公 司业绩稳步修复的关键引擎。 报告期内，海默科技高技术附加值的多相计量产品成为增长的"火车头"。公司多相计量产品及相关服务 上半年实现营业收入1 ...

8月27日晚间，油气田高端装备与数字化技术服务提供商海默科技（300084）(300084.SZ)发布了2025年 半年度报告。在国际油价震荡、地缘政治不确定性增加的复杂背景下，公司持续推进"提质增效、聚焦 核心"发展战略，展现出强大的经营韧性。 报告期内，公司实现营业收入同比增长超20%，创近五年新高。归母净利润亏损大幅收窄，核心业务多 相流量计在海外市场表现亮眼，成为驱动公司业绩稳步修复的关键引擎。 营收稳健增长盈利能力修复 根据公告，海默科技在2025年上半年交出了一份稳中有进的成绩单。公司实现营业收入1.97亿元，较上 年同期的1.64亿元增长20.28%。更为引人注目的是盈利能力的显著改善。报告期内，公司归属于上市公 司股东的净利润为-1255.81万元，与上年同期-3767.73万元相比，亏损大幅收窄66.67%。扣除非经常性 损益后的归母净利润为-1524.05万元，同样实现61.49%的减亏，公司主营业务的盈利能力和经营效率正 在持续改善。 此外，基本每股收益由-0.0858元/股提升至-0.0246元/股，加权平均净资产收益率也提升了2.57个百分 点，进一步印证了公司正走在健康发展的轨道上 ...

Core Viewpoint - The control of Haimer Technology (300084.SZ) has changed hands again through "agreement transfer + voting rights entrustment," with the original actual controllers reducing their stakes and cashing out [1][9]. Shareholder Changes - Shandong New Journey plans to transfer 20 million shares (3.92% of total shares) to Fan Zhonghua, while actual controller Su Zhancai will transfer 1.06 million shares (0.21% of total shares) to him. Shareholder Dou Jianwen will transfer 4.46 million shares (0.87% of total shares) to Fan Zhonghua. The total shares transferred amount to 25.53 million (5.00% of total shares) at a price of 7.9 yuan per share, totaling 202 million yuan [1][2]. - After the transfer, Fan Zhonghua will hold voting rights of 28.02%, with Shandong New Journey's voting rights reduced to 22.39% and Su Zhancai's to 0.62% [2]. Management and Board Control - The board of Haimer Technology consists of 9 members, with Fan Zhonghua entitled to nominate 5 non-independent directors and 3 independent directors, effectively allowing him to control the board [3]. Historical Context - This is not the first change of control for Haimer Technology. Previous attempts to change control have failed, including a 2020 attempt that was ultimately terminated due to lack of approval from the relevant authorities [5][6]. Business Performance - Haimer Technology primarily engages in high-end oilfield equipment manufacturing and related services, with a projected revenue of 600 million yuan in 2024, down 19% year-on-year. The company has reported a net loss of 228 million yuan, marking its third loss in five years [7][8]. - The company has issued a business warning, with undistributed profits at -813 million yuan, exceeding one-third of its paid-in capital [8]. New Business Ventures - The combination with Shandong New Journey is more focused on the renewable energy sector, with plans to establish several new companies in this field, although these have not yet significantly impacted overall operations [8]. Financial Gains for Controllers - Despite the company's losses, Su Zhancai has seen significant financial gains from capital operations, with a total investment of approximately 648 million yuan now valued at 1.396 billion yuan, yielding a floating profit of over 110% [9]. Future Control Dynamics - Fan Zhonghua's acquisition of control is seen as a strategic move, with provisions allowing for future increases in his shareholding and potential termination of voting rights entrustment if certain conditions are met [11].

Core Viewpoint - The company, Haimer Technology, reported a decline in revenue for 2024 but showed growth in the first quarter of 2025, indicating a strategic shift towards core business focus and asset optimization [1][2]. Financial Performance - In 2024, Haimer Technology's revenue was 600 million yuan, a year-on-year decrease of 19.36% [1]. - For Q1 2025, the company achieved revenue of 77.68 million yuan, reflecting a year-on-year growth of 18.66% [1]. - The net profit attributable to shareholders for Q1 2025 was -18.58 million yuan [1]. Asset Management - The company undertook significant impairment losses in 2024, including approximately 70 million yuan in goodwill impairment, 60 million yuan in inventory write-downs, and 10 million yuan in fixed asset impairments, totaling about 144 million yuan, which accounted for approximately 61.30% of the total profit loss [1]. - Following the impairment process, the company indicated that goodwill has been largely accounted for, suggesting that future performance will not be affected by goodwill impairment [2]. Strategic Focus - Haimer Technology is focusing on core product development and enhancing R&D investment in high-value products, particularly in multi-phase metering products [2]. - The company is collaborating with major players in the Middle East, such as Saudi Aramco and Abu Dhabi National Oil Company, to promote the application of multi-phase flow meters in unconventional oil fields [2]. Management Confidence - Key executives and their families plan to increase their holdings in the company, with a total investment amounting to a maximum of 22 million yuan, reflecting management's confidence in the company's future prospects [3].

Core Viewpoint - Haimer Technology reported a revenue of 600 million yuan and a net loss of 228 million yuan for the year 2024, indicating challenges in the oil and gas equipment service industry [1] Group 1: Financial Performance - The company incurred significant impairment losses, including goodwill impairment of 67.42 million yuan, inventory impairment of 59.75 million yuan, fixed asset impairment of 10.22 million yuan, and intangible asset impairment of 6.15 million yuan, totaling 144 million yuan, which accounted for approximately 61.3% of the total profit loss [1] - In 2024, the company generated a net cash flow from operating activities of 98.67 million yuan and completed a 434 million yuan private placement, enhancing its cash reserves to 624 million yuan by the end of 2024 [2] Group 2: Business Strategy and Adjustments - Haimer Technology is focusing on core product development while gradually shutting down low-efficiency business lines, aiming for high-quality growth [2] - The company is collaborating with major players like Saudi Aramco and Abu Dhabi National Oil Company to promote the application of multiphase flow meters in unconventional oil fields [2] - The management plans to increase their holdings in the company by up to 22 million yuan, reflecting confidence in the company's future prospects [3] Group 3: Industry Position and Future Outlook - The company is responding to national energy security strategies by developing adaptive compensation models for complex working conditions, enhancing monitoring reliability under extreme conditions [3] - Haimer Technology aims to reduce reliance on imported technologies through the promotion of domestic multiphase flow meters, thereby strengthening its competitive position [3] - The company is looking to pursue external mergers and acquisitions to seek a second growth curve and achieve leapfrog development [3]