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海伦哲控股及安盾:一次基于产业逻辑的战略协同
2026年1月16日,徐州海伦哲专用车辆股份有限公司(以下简称"海伦哲")召开2026年第一次临时股东会,审议通过《关于公司拟收购湖北及安盾消防科技 有限公司控制权的议案》,拟收购湖北及安盾消防科技有限公司(以下简称"及安盾")51%的股权。1月19日,双方正式签署附生效条件的股份转让协议, 交易各方均已顺利完成内部决策审批程序,协议已正式生效。目前,及安盾公司51%股权交割已经完成,正式成为海伦哲控股子公司,标志着双方战略融合 迈入全新阶段。 此次收购并非单纯的资本市场运作,而是基于战略协同与产业升级的长远布局。随着储能、电力系统、新能源汽车和数据中心等领域的快速发展,系统级消 防安全已成为保障项目合规、资产稳定与长期运营的基石。消防领域正从单一设备配套,向集预警、灭火、工程化实施于一体的系统解决方案演进。在此背 景下,专业消防技术与高端装备制造、工程实施能力的融合,正逐渐成为新能源产业体系中的关键一环。双方通过此次收购,有望实现显著的"1+1>2"的协 同效应。 在技术与产品层面,及安盾的气溶胶灭火系统、前端预警技术等,可与海伦哲旗下的消防车辆、消防机器人、高空作业车、应急电源车等高端装备深度集 成,推动 ...
辽宁电网高标准备战“十五冬”
Liao Ning Ri Bao· 2026-01-28 01:07
在"十五冬"场馆集中的王家湾,一场电网"强筋健骨"的升级工程正在进行中。在新建的李巴彦变电 站内,施工人员穿着全套防尘服,经过"风淋"清洁后,进入封闭空间安装核心供电设备。这种对洁净度 要求堪比手术室的安装环境,是为确保设备几十年稳定运行。同时,这里正在建设"双路供电"系统—— 即使一条线路出现故障,另一条也能瞬间切换,确保电力不间断。 赛场外的山脚下,几台醒目的黄色应急电源车静静停靠,构成赛事电力保障的最后一道防线。"我 们把它看作迎接'十五冬'的一次大考。"国网沈阳供电公司工作人员刘源,站在电源车旁说道。他和同 事们提前三周进场,像为电力线路做"全身CT"一样,用无人机和智能设备扫描了每段电缆和每个接 口,确保设备万无一失。赛事期间,260余名保电人员和70余辆抢修车分布在赛场内外,随时准备应对 突发状况。 "国际雪联单板滑雪障碍追逐世界杯"日前在沈阳鸣枪开赛,这不仅是我省首次承办的国际雪联A级 赛事,也是辽宁电网为第十五届全国冬运会供电保障进行的一场高标准"实战演练"。赛场内外稳定可靠 的电力供应,验证了为"十五冬"精心编织的赛事专项保电网络正加速成形。 ...
海伦哲:聚焦细分赛道谋突破
Core Insights - The article highlights the differentiated growth path of the company, Helen Zhe, focusing on high-value niche markets in emergency rescue, military support, and aerial work vehicles, rather than pursuing large-scale operations [2][3] - The company has successfully transformed its strategy over three years, achieving significant revenue growth and expanding its international presence [3][4] Group 1: Financial Performance - For the first three quarters of 2025, the company reported a revenue of 1.29 billion yuan, representing a year-on-year increase of 28.75%, and a net profit attributable to shareholders of 176 million yuan, up 32.57% [3] - The company's R&D expenses for the first three quarters of 2025 amounted to 41.719 million yuan, an increase of 4.098 million yuan year-on-year [6] Group 2: Market Strategy - The company adopts a "multi-variety, small-batch" customization strategy to meet personalized customer needs, enhancing product premium capabilities [3] - Helen Zhe is expanding its international footprint, with overseas orders reaching 30 million yuan in the first half of the year, surpassing the total for the previous year [3][4] Group 3: Technological Innovation - The company emphasizes technological breakthroughs, with products like the high-altitude drone fire truck and liquid nitrogen fire truck showcasing its commitment to innovation [5][6] - Helen Zhe has developed a glass fiber insulated arm for aerial work vehicles, achieving performance levels that meet or exceed imported products [6] Group 4: Future Directions - The company aims to deepen its core business while exploring new opportunities in related fields, focusing on the development of new products that adapt to diverse scenarios [8] - Intelligentization is a key driver for achieving strategic goals, with ongoing efforts in smart manufacturing and product development [9][10]
龙洲股份:龙岩畅丰专用汽车有限公司生产的应急电源车、移动储能车产品主要应用于保障应急电力供应
Zheng Quan Ri Bao Wang· 2026-01-08 11:40
Group 1 - The core viewpoint of the article is that Longzhou Co., Ltd. (002682) has confirmed through an interactive platform that its subsidiary, Longyan Changfeng Special Vehicle Co., Ltd., produces emergency power supply vehicles and mobile energy storage vehicles primarily for ensuring emergency power supply [1] Group 2 - The products manufactured by Longyan Changfeng Special Vehicle Co., Ltd. are specifically designed for applications in emergency power supply [1]
咸亨国际:目前,公司未研发和生产相关的固态电池产品
Mei Ri Jing Ji Xin Wen· 2025-10-10 09:17
Core Viewpoint - The company, Xianheng International, clarified its involvement in energy storage and solid-state batteries, stating that it primarily sells emergency power supplies and mobile power products for various applications, but does not currently develop or produce solid-state battery products [1]. Group 1 - The company sells emergency power supplies, mobile power, and emergency power vehicles to clients such as power grids [1]. - The products are used in scenarios like load power protection, emergency repairs, and outdoor construction [1]. - The company has not developed or produced any solid-state battery products as of now [1].
龙洲股份(002682) - 002682龙洲股份投资者关系管理信息20250514
2025-05-14 09:48
Group 1: Company Overview and Strategy - The company focuses on value creation through innovative business models, optimized governance, and enhanced R&D and talent development [2] - The strategic goal is to be a leader in road transportation and a value innovator in modern services [9] - The company aims to strengthen its asset quality and operational efficiency by exiting underperforming business segments [8] Group 2: Financial Performance - In 2024, the company achieved total revenue of CNY 300,064.27 million, a decrease of 19.26% compared to the previous year [6] - The net profit attributable to shareholders was CNY -34,846.22 million, with significant impairments including CNY 6,819.90 million for goodwill [8] - The logistics segment, primarily focused on the asphalt supply chain, reported a revenue of CNY 200,777.28 million, down 10.30% year-on-year [6] Group 3: Business Segments Performance - The automotive manufacturing and sales segment saw a revenue increase of 11.71%, totaling CNY 43,575.79 million [6] - The subsidiary Changfeng Special Vehicle achieved a revenue of CNY 39,972.04 million, up 45.83% year-on-year [6] - The automotive passenger transport segment experienced a revenue decline of 35.47%, totaling CNY 21,926.37 million [6] Group 4: Industry Insights - The asphalt supply chain industry is experiencing growth due to increased infrastructure investment, with a mature and competitive market [4] - The emergency vehicle manufacturing sector is expanding, supported by government policies and rising awareness of emergency management [5] - The public transportation sector is shifting towards faster and more convenient options, impacting the traditional road passenger transport market [5]