每经记者｜黄鑫磊 每经编辑｜魏官红 10月30日，高空作业车龙头海伦哲（300201.SZ，股价5.51元，市值55.6亿元）公告称，公司与长沙正浩 企业管理咨询有限公司（以下简称"长沙正浩"）、湖南华汛应急装备有限公司（以下简称"湖南华汛"） 签署终止相关股权并购合作的协议书。 原标题：高空作业车龙头海伦哲终止收购湖南华汛股权扩大应急排水市场占有率计划受阻 然而，经过一年多的磋商，各方未能就并购关键条款达成一致意见。根据终止协议，原协议自终止协议 生效之日起终止，各方确认就原协议的履行不存在纠纷，不存在依据原协议向其他方主张任何与本次并 购相关的权利、费用、赔偿或违约责任等情形，在尽职调查过程中已相互披露的保密信息仍受原协议约 束，保密期限及例外情形按原协议执行。海伦哲表示，此次终止事项不会影响公司正常经营，也不会影 响公司未来的发展规划，不存在损害公司及全体股东利益的情形。 重点开发城市排涝产品 从行业环境来看，应急产业仍处于政策红利期，《安全应急装备重点领域发展行动计划（2023—2025 年）》提出，力争到2025年安全应急装备重点领域产业规模超过1万亿元，形成10家以上具有国际竞争 力的龙头企业、5 ...

Core Viewpoint - The company Helen Zhe announced the termination of its equity acquisition cooperation with Changsha Zhenghao and Hunan Huaxun, which was initially aimed at gaining control over Hunan Huaxun, a company specializing in emergency drainage equipment [1][2][3]. Financial Performance - For the first three quarters of 2025, the company reported a revenue of 1.29 billion yuan, representing a year-on-year growth of 28.75% - The net profit attributable to shareholders reached 176 million yuan, up 32.57% year-on-year, with basic earnings per share approximately 0.19 yuan, an increase of 39.05% [1]. Acquisition Details - The acquisition agreement was signed in September 2024, with the intention to enhance the company's market share in emergency drainage products [2]. - Hunan Huaxun's products, including portable high-flow submersible pumps and emergency drainage vehicles, were highlighted for their application in disaster relief efforts [2]. Termination of Acquisition - After over a year of negotiations, the parties could not reach an agreement on key terms of the acquisition, leading to the termination of the original agreement without disputes or claims against each other [3]. - The company stated that this termination would not affect its normal operations or future development plans [3]. Industry Environment - The emergency industry is currently benefiting from policy incentives, with a target to exceed 1 trillion yuan in industry scale by 2025, aiming to develop over 10 leading enterprises with international competitiveness [4]. - As of August 2024, there were 1,953 emergency product tenders totaling approximately 2.9 billion yuan, with significant demand for drainage vehicles [4]. Product Development Focus - The company plans to focus on developing small, high-capacity urban drainage products and optimizing configurations for pumps with capacities between 3,000 m³/h and 5,000 m³/h [4]. - The introduction of intelligent and digital technologies is also a priority for enhancing product efficiency [4]. New Product Innovations - The company has developed a lightweight power supply vehicle aimed at improving emergency power supply operations in urban areas, along with a new robotic insulated boom lift, achieving over 110 signed contracts worth 154 million yuan [5]. Stake in Related Company - The company holds a 22.93% stake in Guangdong Xinyu Intelligent Equipment Co., becoming its largest shareholder, which specializes in lithium battery production equipment [6]. - The related company has seen a year-on-year order increase of approximately 89%, with 60% of new orders related to energy storage [6].

证券日报网讯海伦哲（300201）9月26日发布公告，在公司回答调研者提问时表示，电力保障市场是海 伦哲始终关注的领域，海伦哲在该市场具有核心竞争力。公司开发的进口替代国产化绝缘臂带电作业车 产品，多年来持续处于行业领先地位，获得国家电网等客户好评。近年来，公司开发的大功率电源车销 售状态持续保持良好态势。今年，公司研发了小型轻量化电源车，对于城市地下配电场所、狭窄道路空 间和老旧城区的应急保供电作业的效率、安全性能提升以及不停电作业的技术发展进步有积极意义，新 签订单已超过6000万元，市场反馈较好；公司成功开发机器人绝缘斗臂车新产品，投放市场后受到欢 迎，今年已累计签约超过110台，金额达1.54亿元，销售势头良好。下一步，公司将集中力量积极开发 电力应急保障领域的新产品，为经济社会发展作出积极贡献。 ...

Group 1: Fund Market Developments - In September, the market is expected to see the launch of 97 new funds, with equity funds dominating, including 52 stock funds, primarily passive index or enhanced index products, indicating continued expansion of ETFs [1] - The China Securities Regulatory Commission reported that as of September 5, 12 institutions have applied for 17 ETF-FOFs, with 16 expected to be submitted by 2025, reflecting a growing interest in ETF-FOFs due to market recovery and rising ETF popularity [1] Group 2: Hong Kong Stock Market Financing - The Hong Kong stock market has seen active refinancing activities, with total placement financing exceeding 200 billion HKD this year, marking a 506.33% year-on-year increase [2] - As of September 5, there have been 281 placements completed, with many companies adopting discounted placements to attract investors, indicating a rapid pace of financing [2] Group 3: Robotics Industry Financing - In the robotics sector, financing in the first eight months of this year has surpassed the total for the entire previous year, reaching 1.8 times last year's total, driven by a surge in capital interest, particularly in embodied intelligence [3] - Companies like Meikaman and Beijing Xingdong have announced significant funding rounds, indicating robust investor confidence in the robotics industry [3] Group 4: Automotive Industry Insights - Changan Automobile's executive vice president stated that at least 35% of users will continue to choose fuel vehicles despite the rapid development of new energy vehicles, highlighting a dual focus on both fuel and new energy vehicles [4][5] - The current number of private charging piles in China is only 12.49 million, suggesting that for many households without charging facilities, fuel vehicles remain a practical choice [5] Group 5: Battery Technology Advancements - CATL introduced the NP3.0 technology platform, which can prevent fire and smoke during thermal runaway, enhancing safety in battery technology [5] Group 6: Stock Market Movements - The U.S. stock market experienced declines, with the S&P 500 down 0.32% and the Dow Jones down 0.48%, amid concerns over disappointing non-farm payroll data and rising recession fears [9] - The market anticipates potential interest rate cuts by the Federal Reserve, with increased speculation on a 50 basis point cut in September [9]

Group 1 - The company, Helen Zhe (300201), reported that as of the end of August, it has signed 112 new orders for robotic insulated boom trucks, amounting to 154 million yuan [1] - Additionally, the company has secured 121 new orders for power vehicles, totaling 266 million yuan as of the end of August [1]

Group 1 - The company, Helen Zhe (300201.SZ), reported that as of the end of August, it has secured 112 new orders for robotic insulated boom trucks, amounting to 154 million yuan [1] - As of the end of August, the company has also signed 121 new orders for power vehicles, totaling 266 million yuan [1] - The company has sold over 50 units of firefighting and rescue robots developed this year, along with sales of anchoring test and experimental robots, and automated disinfection system robots [1]

Group 1: Company Performance - The company achieved a revenue of 803 million yuan in the first half of 2025, representing a year-on-year growth of 53.86% [4] - The net profit for the same period was 83.67 million yuan, showing a significant increase of 63.42% year-on-year [4] - As of the end of August 2025, the company signed 112 orders for robotic insulated vehicles, amounting to 154 million yuan [3] - The company also secured 121 orders for power supply vehicles, totaling 26.599 million yuan [3] Group 2: Market Expansion and Product Development - The company is focusing on international business expansion, targeting markets in the Middle East, Southeast Asia, Russia, and Australia [3] - The company has successfully delivered rolling batch orders in the Malaysian market, indicating positive progress [3] - The company’s new small lightweight power supply vehicle has received favorable market feedback, with new orders exceeding 60 million yuan [7] - The GKJH40 high-altitude, high-voltage insulated vehicle is expected to enter the market in November 2025 [6] Group 3: Investor Relations and Market Management - The company emphasizes long-term value creation for shareholders through business optimization, performance improvement, and cash dividends [2] - The management reassured investors about the stability of the company’s operations despite stock price fluctuations [4] - The company is actively managing its market image and maintaining communication with investors [2] - The company is addressing shareholder disputes, stating that they do not significantly impact normal operations [4] Group 4: Strategic Partnerships and Collaborations - The company signed a strategic cooperation agreement with China Aneng Group for emergency equipment development and market expansion [7] - The company is involved in a competitive negotiation procurement with the State Grid Corporation for special vehicles, amounting to 253 million yuan [7]