电梯控制系统

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新时达: 关于2025年度日常关联交易预计的公告
Zheng Quan Zhi Xing· 2025-06-25 17:57
Core Viewpoint - The company, Shanghai New Times Electric Co., Ltd., has announced its expected daily related transactions for the year 2025, estimating a total transaction amount not exceeding RMB 26.2 million, primarily involving sales and purchases with related parties such as Haier Group and its subsidiaries [1][2][10]. Summary by Sections Daily Related Transactions Overview - The company anticipates daily related transactions with Haier Group and its subsidiaries, SIGRINER AUTOMATION, and Shanghai Haokang Automation Technology Co., Ltd. for the year 2025, with a total expected transaction amount of up to RMB 26.2 million [1][2]. - The expected transactions include sales of products and procurement of raw materials and services, with specific amounts allocated to each related party [3][4]. Expected Transaction Categories and Amounts - The expected daily related transactions for 2025 include: - Sales to Haier Group and its subsidiaries: up to RMB 18.2 million - Sales to SIGRINER AUTOMATION: up to RMB 5 million - Sales to Shanghai Haokang: up to RMB 3 million [1][2][9]. Related Parties and Relationships - Haier Group is identified as the actual controller of the company, establishing a related party relationship under the Shenzhen Stock Exchange regulations [5][6]. - SIGRINER AUTOMATION is 50% owned by the company, and Shanghai Haokang is 35% owned, further solidifying the related party status [6][7]. Transaction Pricing Principles - The pricing for transactions with related parties will be based on market fair prices, ensuring compliance with national laws and regulations [8][9]. - The transactions are characterized by principles of voluntariness, equality, mutual benefit, and fairness, with no adverse effects on the company or minority shareholders [10]. Purpose and Impact of Related Transactions - The anticipated related transactions are deemed necessary for normal business operations and align with the company's operational and future development needs [10]. - The transactions are expected to be continuous and regular, with fair pricing that does not harm the interests of the company or its shareholders [10]. Independent Directors' Review Opinion - The independent directors have reviewed and approved the expected related transactions, confirming their normalcy and reasonableness in the context of the company's operations [10].
海尔入主后新时达动作频频:高管减持与机构扎堆调研背后的多空博弈
机器人圈· 2025-05-20 10:22
以下文章来源于机器人技术与应用 ,作者罗伯特 机器人技术与应用 . 传播企业信息和市场行情,交流业内创新成果,推动行业技术进步。宣传报道国内外机器人技术领域最新技术、 成果和信息,促进企业转型升级,搭建产学研交流平台。 根据2月17日公告,海尔卡奥斯通过协议转让方式以19.61元/股(较停牌前溢价93%)收购新时达10%股权,转让 价款合计为13亿元,并通过表决权委托获得19.24%的表决权18个月,合计控制29.24%表决权。 同时,以7.99元/股的包揽定增1.53亿股(占上市公司总股本的16.83%),耗资12.19亿元,意味着完成定增后海 尔卡奥斯耗资25.19亿元,最终持股比例达26.83%,总控制权超40%, 海尔集团成为新时达实际控制人 。 这一动 作被解读为海尔在智能制造领域的战略补位: 新时达在运动控制、工业机器人领域的核心技术,与海尔卡奥斯工业 互联网平台及家电制造场景存在显著的协同空间。 市场对此给予积极反馈,股价在3个月内最高涨幅达90%。 然而,新时达的财务压力不容忽视:2022-2024年累计 亏损超15亿元,2025年一季度虽营收同比增长14.54%至7.86亿元,但归母净利润仍 ...
展鹏科技加速推进双主业融合 公司所处的电梯配件行业竞争大幅加剧 受此影响去年营业收入同比有所下降
Zheng Quan Ri Bao· 2025-05-19 16:11
Core Viewpoint - In 2024, the company experienced a decline in both revenue and net profit, attributed to intensified competition in the elevator parts industry and challenges in the military simulation sector [2][3] Financial Performance - The company reported total revenue of 469 million yuan in 2024, a year-on-year decrease of 6.80% - The net profit attributable to shareholders was 9.96 million yuan, down 87.80% year-on-year - In Q1 2025, revenue fell by 25.86% to 54.24 million yuan, with a net profit of -15.13 million yuan, indicating a shift from profit to loss [2][3] Business Segments - The company has established a dual business model focusing on elevator control systems and military simulation products, with the latter contributing significantly to profits in 2024 - Excluding the military simulation segment, the elevator control systems reported a net loss of 6.96 million yuan [2][3] Industry Challenges - The elevator parts industry is facing unprecedented challenges, including fierce competition and seasonal downturns, impacting overall revenue and profit [2][3] - The military simulation business is characterized by a unique industry nature, leading to fewer contract verifications and revenue generation [3] Strategic Developments - The company acquired a controlling stake in Beijing Lingwei Junrong Technology Co., Ltd., enhancing its dual business structure [2] - The military simulation segment focuses on developing products for aviation combat training, with a key product being the portable general digital air combat simulation system [3] Integration and Collaboration - The company is working on integrating resources between its existing operations and the newly acquired military simulation business, aiming for efficient resource allocation [3][4] - A new facility for the military simulation segment has been established, facilitating collaborative R&D efforts in various technical areas [3] Future Focus - The company plans to enhance its elevator control systems by developing new products and exploring IoT-based intelligent monitoring solutions - The military simulation segment aims to upgrade its product platform by incorporating large language models to improve performance and usability [5]
5天3板牛股突遭“减持空袭”!两股东拟抛6%股份,去年盈利仅996万
Ge Long Hui· 2025-05-14 16:18
5天3板的展鹏科技,突然抛下一枚"减持炸弹"! 5月14日晚间,近期连续大涨的人气牛股展鹏科技发布公告称,两大股东计划在2025年5月20日至8月19日期间,合计减持不超过6%的公司股份。 回溯行情可见,自5月8日至14日,短短5个交易日内,展鹏科技便斩获3个涨停板。今日更是以9.37元强势涨停收盘,总市值达27.36亿元。 两股东减持不超过6% 根据公告,股东奚方目前持有展鹏科技14,599,434股,占公司股份总数的4.99997%,计划减持不超过876万股,占公司股份总数的3.00%。股东丁煜目前持有 9,030,619股,占公司股份总数的3.09%,计划减持不超过876万股,占公司股份总数的3.00%。 两人减持期间均为2025年5月20日至2025年8月19日,减持方式包括大宗交易和集中竞价交易。 尽管公告提到,两位股东减持原因为自身资金需求,但通常情况下,上市公司股东及高管减持可能被市场解读为对公司未来增长潜力、盈利前景缺乏信心, 进而引发市场担忧,对股价造成冲击。 | 股东 | 减持数量 | 減持 | 减持期间 | 減持 | 減持价格 区间 | 减持总金额(元) | 减持完 | 当前持股数 | ...
5天3板!展鹏科技盘中涨停 互动平台回应
Zheng Quan Ri Bao Zhi Sheng· 2025-05-14 06:42
2024年,展鹏科技实现营业总收入4.69亿元,同比下降6.80%;实现归属于上市公司股东的净利润为 996.39万元,同比下降87.80%。其中,领为军融实现营业收入1.39亿元,净利润贡献为4970.56万元,为 公司2024年主要利润来源。剔除领为军融后,展鹏科技原有其电梯控制系统相关产品业务本期收入贡献 3.30亿元,公司净利润为-695.79万元。 上海与梅管理咨询合伙企业合伙人沈萌对《证券日报》记者表示:"虽然当下电梯浅层增量需求有所下 滑,但是在电梯行业深层需求方面,尤其是科技含量高的领域仍是一片蓝海。而军事仿真目前可应用场 景相对有限,在扩大上市公司营业收入的潜在空间方面,仍需投入更多资源。" 目前,面积约1700平方米的领为军融无锡分公司已落地展鹏科技厂区,双方已在座舱采集系统、操纵负 荷系统、座舱结构设计等领域展开研发合作。 盘古智库高级研究员江瀚在接受《证券日报》记者采访时表示:"军事仿真能够模拟真实的战场环境和 作战场景,为军事决策提供有力支持,降低实战成本和风险,具有较大的市场需求和发展潜力。在虚拟 现实、人工智能、大数据等技术的不断发展和应用下,军事仿真的真实性和智能化水平将进一步 ...
蓝海华腾(300484) - 蓝海华腾:2025年5月8日投资者关系活动记录表
2025-05-08 09:48
蓝海华腾投资者关系活动记录表(2025 年度) 证券代码:300484 证券简称:蓝海华腾 编号:2025-001 蓝海华腾投资者关系活动记录表(2025 年度) 2,799.24 万元,同比增长 273.83%。在国家和地方对新能源汽车 行业及工业自动化行业的政策支持下,公司依托现有的资源优 势,较好的落实了客户需求,公司营业收入整体稳定增长。感谢 关注! Q5:公司之后的盈利有什么增长点? A:尊敬的投资者您好,公司电动汽车电机控制器产品主要匹配 新能源商用车,目前,我国新能源商用车销售渗透率仍较低,特 别是新能源重卡的渗透率还很低,随着排放标准不断升级、各类 换电模式规范标准逐步完善,新能源重卡经济性凸显,新能源重 卡技术提升带来整车成本下降,将会带动新能源重卡渗透率提 升,未来市场渗透率仍有较大的提升空间。 工业自动化控制方 面,我国自动化行业的技术水平和产品质量都在不断提高,并拥 有性价比高、客户需求响应及时等优势,借助国内制造业产业升 级带来机遇,推动了自动化设备的国产替代趋势。公司也将持续 加大工业自动化产品业务的布局与市场拓展力度,以期实现工业 自动化业务的增长。感谢关注! 深圳市蓝海华腾技术 ...