海伦哲所属申万行业为：机械设备-工程机械-工程机械整机。所属概念板块包括：低价、小盘、锂电 池、电力物联网、智能电网等。 截至11月10日，海伦哲股东户数4.86万，较上期减少0.00%；人均流通股20674股，较上期增加0.00%。 2025年1月-9月，海伦哲实现营业收入12.90亿元，同比增长28.75%；归母净利润1.76亿元，同比增长 32.57%。 分红方面，海伦哲A股上市后累计派现1.49亿元。近三年，累计派现6443.55万元。 机构持仓方面，截止2025年9月30日，海伦哲十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股494.87万股，为新进股东。交银启诚混合A（014038）退出十大流通股东之列。 11月25日，海伦哲盘中上涨2.17%，截至10:06，报6.13元/股，成交1.56亿元，换手率2.59%，总市值 61.85亿元。 资金流向方面，主力资金净流出30.48万元，特大单买入252.10万元，占比1.62%，卖出493.18万元，占 比3.17%；大单买入3238.14万元，占比20.79%，卖出3027.53万元，占比19.44%。 海伦哲今年以来股价涨17.2 ...

资金流向方面，主力资金净流出1280.22万元，特大单买入0.00元，占比0.00%，卖出302.28万元，占比 1.21%；大单买入4105.80万元，占比16.37%，卖出5083.73万元，占比20.27%。 机构持仓方面，截止2025年9月30日，海伦哲十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股494.87万股，为新进股东。交银启诚混合A（014038）退出十大流通股东之列。 海伦哲今年以来股价涨13.00%，近5个交易日涨3.50%，近20日涨4.60%，近60日涨2.07%。 截至11月10日，海伦哲股东户数4.86万，较上期减少0.00%；人均流通股20674股，较上期增加0.00%。 2025年1月-9月，海伦哲实现营业收入12.90亿元，同比增长28.75%；归母净利润1.76亿元，同比增长 32.57%。 11月21日，海伦哲盘中上涨2.07%，截至10:58，报5.91元/股，成交2.51亿元，换手率4.31%，总市值 59.63亿元。 分红方面，海伦哲A股上市后累计派现1.49亿元。近三年，累计派现6443.55万元。 资料显示，徐州海伦哲专用车辆股份有限公司位于江 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：海外缺电严重，请问贵公司的电源车今年的海外市场 怎么样？ 海伦哲（300201.SZ）11月19日在投资者互动平台表示，目前公司电源车海外订单占比很小，公司正在 积极拓展销售渠道。 ...

格隆汇11月19日丨海伦哲(300201.SZ)在投资者互动平台表示，目前公司电源车海外订单占比很小，公 司正在积极拓展销售渠道。 ...

格隆汇11月19日丨海伦哲(300201.SZ)在投资者互动平台表示，目前公司电源车海外订单占比很小，公 司正在积极拓展销售渠道。 ...

Core Viewpoint - Helen Zhe's stock price has shown fluctuations in recent trading days, with a year-to-date increase of 4.21% and a recent decline of 1.80% over the last five trading days [2] Group 1: Stock Performance - As of October 21, Helen Zhe's stock price increased by 2.06% to 5.45 CNY per share, with a total market capitalization of 5.499 billion CNY [1] - The stock has experienced a year-to-date increase of 4.21%, a decline of 1.80% over the last five trading days, a rise of 3.02% over the last 20 days, and a decrease of 4.72% over the last 60 days [2] Group 2: Financial Performance - For the period from January to June 2025, Helen Zhe achieved operating revenue of 803 million CNY, representing a year-on-year growth of 53.86%, and a net profit attributable to shareholders of 83.67 million CNY, reflecting a year-on-year increase of 63.42% [2] Group 3: Business Overview - Helen Zhe, established on March 21, 2005, and listed on April 7, 2011, specializes in the research, production, sales, and service of specialized vehicles [2] - The company's main revenue sources include: aerial work vehicles (44.89%), military and fire-fighting vehicles (26.35%), power supply vehicles (20.85%), spare parts repair training (4.75%), emergency repair vehicles (2.64%), and others (0.52%) [2] - The company is classified under the machinery equipment sector, specifically in engineering machinery [2] Group 4: Shareholder Information - As of September 19, 2025, the number of shareholders for Helen Zhe was 48,600, an increase of 0.64% from the previous period, with an average of 20,688 circulating shares per person, a decrease of 0.63% [2] - The company has distributed a total of 149 million CNY in dividends since its A-share listing, with 64.44 million CNY distributed over the last three years [3]

Group 1 - The core viewpoint of the news is that Helen Zhe's stock has shown significant growth in recent trading periods, with a year-to-date increase of 6.88% and a 20-day increase of 7.50% [2] - As of October 10, the stock price reached 5.59 CNY per share, with a market capitalization of 5.641 billion CNY and a trading volume of 1.02 billion CNY [1] - The company has reported a substantial increase in revenue and net profit for the first half of 2025, with revenue of 803 million CNY, up 53.86%, and net profit of 83.67 million CNY, up 63.42% [2] Group 2 - Helen Zhe's main business segments include high-altitude operation vehicles (44.89%), military and fire trucks (26.35%), and power supply vehicles (20.85%) [2] - The company has distributed a total of 149 million CNY in dividends since its A-share listing, with 64.44 million CNY distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include a new shareholder, the Jiangyin Qicheng Mixed A fund, holding 3.5608 million shares [3]

Core Viewpoint - The company, Helen Zhe (300201), is a leading player in the high-altitude work vehicle and platform industry, emphasizing technological advancement and differentiation in its product offerings [1] Group 1: Company Overview - The company is a key drafting unit for national and industry standards related to high-altitude work vehicles, power supply vehicles, and fire trucks [1] - It maintains a leading position in the mid-to-high-end market, focusing on lightweight, high-altitude, intelligent, and insulated non-power-off operations [1] - The company has achieved domestic technological leadership in several products, including insulated vehicles, and has become a comprehensive provider of emergency power supply vehicles [1] Group 2: Subsidiary and Product Range - The wholly-owned subsidiary, Gelaman, is recognized for its research, production, and sales of fire trucks and military special vehicles, boasting a century-long history [1] - Gelaman produces a wide range of fire truck models, including water tank foam fire trucks, rescue fire trucks, and various special emergency rescue equipment [1] - The subsidiary has the capacity to produce over 2,000 units of various equipment annually, demonstrating its leading position in infrastructure, equipment, and testing capabilities within the industry [1]

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]