海默科技（300084）今日晚间公告，计划向关联方上海深蓝协同企业管理合伙企业(有限合伙)转让海默 水下生产技术(深圳)有限公司20%股权，向关联方海默新宸水下技术(上海)有限公司转让及许可使用水 下油气开采产品业务相关无形资产，同时收回相关欠款。 在股权转让方面，海默科技拟以2500万元价格，将持有的海默水下20%股权(对应认缴出资额210.6万元) 转让给上海深蓝。交易完成后，海默科技对海默水下的持股比例将降至32.2317%，不再拥有控制权， 海默水下也将不再纳入公司合并报表范围。 上海深蓝成立于2025年11月20日，实际控制人为窦剑文，其持有上海深蓝70%股权，同时担任海默水下 法定代表人和执行董事，且为海默科技持股5%以上股东，本次交易构成关联交易。 海默新宸为海默水下全资子公司，目前为海默科技间接控股的子公司。 交易相关协议对款项支付、欠款偿还、交割安排等作出明确约定。上海深蓝需在协议生效后3个工作日 内一次性支付股权转让款2500万元，海默水下及海默新宸需在约定时限内分别偿还对海默科技的欠款 98.89万元及1336.99万元。窦剑文先生为上述款项支付提供连带责任保证担保。此外，协议还约定了竞 ...

对内： 优化资产结构回笼约5亿元现金 聚焦核心资源是海默科技战略转型的第一步。海默科技12月9日晚间发布的公告显示，公司拟以3.7亿元 的对价，将其持有的西安思坦仪器股份有限公司（以下简称"思坦仪器"）99.33%的股权转让给西安精英 光电技术有限公司。思坦仪器2020年至2024年累计亏损3411.38万元。交易顺利完成后，海默科技将不 再将思坦仪器纳入合并报表范围。 同时，海默科技拟将其持有的海默水下生产技术（深圳）有限公司（以下简称"海默水下"）20%股权出 售给上海深蓝协同企业管理合伙企业（有限合伙），转让价款为2500万元；并将公司水下多相流量计业 务相关无形资产转让及许可使用给海默水下子公司海默新宸水下技术（上海）有限公司，上述专利转让 和许可使用价格为7500万元。股权转让完成后，公司持有海默水下的股权比例为32.23%，不再拥有海 默水下控制权，海默水下不再纳入公司合并报表范围。 通过部分股权的转让，海默科技对海默水下实现了由控股权向重要参股权的转变，降低了直接管理成本 和持续资本开支压力，为海默科技管理层做大做强公司提供了充分的机遇。另一方面，通过无形资产交 易，公司前期研发投入能够实现较大 ...

格隆汇12月9日丨海默科技(300084.SZ)公布，为切实落实公司"提质增效、聚焦核心""发展第二增长曲 线"的战略方针，公司拟出售持有的海默水下生产技术（深圳）有限公司（简称"海默水下"）20%股 权，并将公司水下多相流量计业务相关无形资产转让及许可使用给海默水下子公司海默新宸水下技术 （上海）有限公司（下称"海默新宸"），同时海默水下、海默新宸将在协议生效后偿还对公司的欠款。 公司拟与上海深蓝协同企业管理合伙企业（有限合伙）（简称"上海深蓝"）、海默水下、窦剑文先生签 订《关于海默水下生产技术（深圳）有限公司之股权转让协议》，将持有的海默水下20%的股权转让给 上海深蓝，转让价款为2,500万元；股权转让完成后，公司持有海默水下的股权比例为32.2317%，不再 拥有海默水下控制权，海默水下不再纳入公司合并报表范围。公司拟与海默新宸、窦剑文先生签订《关 于水下业务相关资产转让协议》，将与水下油气开采产品业务相关专利转让及排他地长期许可使用给海 默新宸，上述专利转让和许可使用价格为7,500万元。公司拟与海默新宸、窦剑文先生签订《还款协 议》，明确海默新宸对公司的欠款金额并约定还款事宜。 ...

Core Insights - Lanzhou High-tech Zone has established a modern industrial system focusing on biomedicine as the leading industry, with intelligent manufacturing, new materials, and digital economy developing in synergy [1] Biomedicine Industry - The biomedicine sector in Lanzhou High-tech Zone has over 210 enterprises, generating nearly 24 billion yuan in total revenue, ranking 49th among the top 50 biomedicine parks in China for two consecutive years [2] - Key products include oral trivalent rotavirus vaccine and A+C group meningitis vaccine with an annual output value of 1.3 billion yuan and a domestic market share of approximately 70% [2] - Human albumin and intravenous immunoglobulin from China National Pharmaceutical Group generate an annual output value of 2.3 billion yuan [2] - Veterinary vaccines, such as foot-and-mouth disease vaccines, hold a 60% market share nationally [2] - Notable products in traditional Chinese medicine and medical devices include sales of nearly 1 billion yuan for certain herbal medicines and a 30% market share for a specific artificial heart valve [2] Intelligent Manufacturing Industry - The intelligent manufacturing sector includes over 50 specialized enterprises, achieving an annual output value exceeding 7 billion yuan [3] - Key technologies include underwater multiphase flow meters and multi-screw pumps, recognized for their international leading standards [3] - Companies like Haimer Technology and Lanzhou Vacuum Equipment are pivotal in their respective fields, contributing to the upgrade of China's high-end equipment manufacturing [3] New Materials Industry - The new materials sector comprises over 40 enterprises with an annual output value nearing 10 billion yuan [4] - Innovations include self-lubricating composite materials and memory alloys, with some products successfully replacing imported materials [4] - Companies like Lanzhou Zhongke Jurun and Lanzhou Ximai Memory Alloy are leading in their technological advancements [4] Digital Economy Industry - The digital economy sector has established three national-level platforms and includes 260 enterprises, with software and information companies accounting for 70% of the province's total [5] - Annual revenue in this sector exceeds 6 billion yuan, focusing on quantum communication, smart transportation, and industrial internet [5] - Companies like China Electronics Wande and Gansu Unisplendour are driving digital transformation and integration with the real economy [5]

Core Viewpoint - The controlling shareholder of Haimer Technology, Shandong New Journey Energy Co., Ltd., and its actual controller, Su Zhancai, are planning to transfer their equity and control of the company, which may lead to a change in the company's controlling shareholder and actual controller [2][3] Group 1: Shareholder Changes - Haimer Technology announced on June 9 that it is in the process of planning a share transfer and control change, which may result in a new controlling shareholder [2] - The company has received notification from Shandong New Journey and Su Zhancai regarding the control change, with the expected transaction counterpart being a natural person who will acquire at least 5% of the total share capital and corresponding voting rights [2] - As of March 31, 2025, Shandong New Journey holds 134 million shares, accounting for 26.31% of the total share capital, while Su Zhancai directly holds 4.25 million shares, accounting for 0.83% [3] Group 2: Business Performance and Challenges - Haimer Technology has been in the oil service industry for 30 years, growing from a small enterprise to a leading brand in multiphase metering, with products sold in regions such as the Middle East, North Africa, and North America [3] - Despite its leading technology and international brand advantages, the company faces challenges such as high customer concentration, significant impact from macroeconomic fluctuations and oil price volatility, and limited negotiation power [3] - The company reported a revenue of less than 600 million yuan in 2024, a year-on-year decline of 19.36%, with a net loss of 228 million yuan, primarily due to intensified industry competition [5] Group 3: Strategic Direction and Future Plans - The company aims to enhance its profitability and risk resistance by focusing on strengthening its core business and optimizing resource allocation [5] - Haimer Technology plans to explore new growth opportunities in emerging industries while solidifying its traditional business, leveraging policies that encourage new productive forces [6] - The company has completed a non-public offering, resulting in a cash flow of 98.67 million yuan from operating activities in 2024, with total cash reserves reaching 624 million yuan by the end of 2024 [6]

Group 1: Company Performance and Financials - The company reported a net cash flow from operating activities of 98.67 million in 2024, despite a decline in revenue and impairment losses leading to a reported loss [8] - As of the end of 2024, the company's cash reserves amounted to 624 million [8] - The average annual investment scale in oil and gas exploration and development reached 354.3 billion since the "14th Five-Year Plan," representing an increase of over 35% compared to the "13th Five-Year Plan" [6] Group 2: Strategic Direction and Growth Plans - The company aims to enhance operational efficiency by focusing on core business and optimizing resource allocation, while also exploring external mergers and acquisitions for a second growth curve [4] - The company is committed to maintaining a strict financial and fund management system to ensure the safety and efficiency of fund usage [4] - Future performance drivers include global oil and gas development investments, industry competition dynamics, and product market demand [8] Group 3: Market Position and Industry Outlook - The company operates in the oil and gas equipment and services sector, which is closely tied to global economic fluctuations, international trade policies, and energy market demands [5] - The domestic oil and gas exploration and development sector continues to progress steadily under the support of national energy security strategies [5] - The company has established an international marketing network covering multiple regions, including the Middle East, North Africa, and North America, with a focus on maintaining market share and cautious expansion [8]

Core Viewpoint - The article highlights the ongoing market adjustments, with a focus on the potential growth in the deep-sea technology sector, which is expected to significantly contribute to China's marine economy by 2025 [3]. Market Overview - The market continues to adjust, with the Shanghai Composite Index showing relative strength supported by blue-chip stocks, while the Shenzhen Composite Index and the ChiNext Index both declined by around 1% [1]. - Recent hot sectors, particularly robotics and AI computing stocks, have weakened, indicating a noticeable retreat in short-term market sentiment [2][6]. Deep-Sea Technology Sector - The government work report has introduced the direction to accelerate deep-sea technology research and industrialization, projecting a market potential of 3.25 trillion yuan by 2025, making it a key growth area within the 13 trillion yuan marine economy [3]. - Deep-sea technology encompasses advanced technologies and disciplines for exploring, developing, and utilizing deep-sea resources, including deep-sea detection, resource development, communication, navigation, and engineering technologies [3]. - The marine economy is expected to surpass 10 trillion yuan in 2024, with deep-sea technology being a significant growth driver [3]. Investment Opportunities in Deep-Sea Technology - Companies involved in deep-sea technology and equipment are highlighted, including: - Baose Co., Ltd. (19.73 billion yuan market cap) is engaged in national key deep-sea titanium alloy equipment projects [5]. - Baotai Co., Ltd. (82.00 billion yuan market cap) is the largest titanium and titanium alloy production and research base in China [5]. - Other notable companies include Jushi Co., Ltd., Haimeite Technology, and Zhongke Haixun, all of which are involved in various aspects of deep-sea technology and equipment [5]. Coal Sector Recovery - The coal sector has shown a recovery, with the sector index rising over 6% in six trading days, driven by increased industrial demand and a potential stabilization in coal prices [7]. - Factors contributing to this recovery include: - Economic recovery leading to higher industrial production and coal demand [7]. - Market funds shifting towards stable investment options, with coal being a traditional resource sector with risk resilience [7]. - The coal sector's high performance, cash flow, and dividend attributes, maintaining its appeal as a high-yield investment [7][8]. Conclusion - The article emphasizes the potential of the deep-sea technology sector as a significant growth area in China's marine economy, while also noting the recovery of the coal sector as a stable investment opportunity amidst market adjustments [3][7].