拟收购及安盾消防科技，协同升级驱动新增长 ——公司点评报告 工程机械 国际扩张成效显著》2025-10-15 2、《2024 年业绩稳健增长，订单高 增成长可期》2025-04-26 执业证书编号：S0740519080001 Email：wangke03@zts.com.cn | 基本状况 | | | --- | --- | | 总股本(百万股) | 1,009.04 | | 流通股本(百万股) | 1,003.72 | | 市价(元) | 6.97 | | 市值(百万元) | 7,033.03 | | 流通市值(百万元) | 6,995.94 | 海伦哲（300201.SZ） 证券研究报告/公司点评报告 2026 年 01 月 08 日 | 买入（维持） 评级： | | 公司盈利预测及估值 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 指标 | | | | 2023A | 2024A | 2025E | 2026E | 2027E | | 分析师：王可 | | 营业收入（百万元） | | 1,352 | 1, ...

国安达成立于2008年1月10日，于2020年10月29日在深圳证券交易所上市，注册及办公地址均为福建省厦 门市。公司是国内较早进入自动灭火装置领域的企业，技术实力强，产品应用广泛。 公司控股股东为洪伟艺，实际控制人为洪伟艺、洪俊龙、洪清泉。董事长兼总经理洪伟艺，1966年出生， 中国国籍，无境外永久居留权，大专学历，高级工程师，福建省C类高层次人才等。他身兼多职，在行业 内有重要地位。其薪酬2024年为79.87万，2023年为98.4万，同比减少18.53万。 A股股东户数较上期减少2.47% 截至2025年9月30日，A股股东户数为1.49万，较上期减少2.47%；户均持有流通A股数量为8157.51，较上 期增加2.54%。 公司主营业务为自动灭火装置等安全应急产品的研发、生产及销售，所属申万行业为机械设备-专用设备- 其他专用设备，涉及小盘、低空经济、机器人概念、核聚变、超导概念、核电等概念板块。 经营业绩：营收行业80，净利润行业71 2025年三季度，国安达营业收入2.07亿元，行业排名80/89，远低于行业第一名科达制造的126.05亿元和第 二名豪迈科技的80.76亿元，行业平均数为12.1 ...

Group 1 - The latest stock price of Guoanda is 22.97 yuan, with an increase of 0.02 yuan compared to the previous trading day. The intraday high reached 23.20 yuan, while the low was 22.62 yuan, with a trading volume of 37,805 hands and a transaction amount of 0.86 billion yuan [1] - Guoanda operates in the specialized equipment manufacturing industry, focusing on the research, production, and sales of fire safety equipment. Its products include automatic fire extinguishing devices and firefighting robots, which are widely used in sectors such as electricity, transportation, and petrochemicals [1] - The company plans to invest no more than 200 million yuan through its subsidiary Guoxiang Aviation to build a low-altitude economic industrial park project in Pinghe County, Zhangzhou City. This project is a significant move for the company to expand into the low-altitude economic sector [1] Group 2 - On August 8, Guoanda experienced a net inflow of main funds amounting to 1.4641 million yuan, accounting for 0.05% of its circulating market value. Over the past five trading days, there has been a cumulative net outflow of 5.4283 million yuan, representing 0.19% of its circulating market value [1]

Group 1 - Yinlun Co., Ltd. plans to establish a joint venture company, Suzhou Yizhi Lingqiao Drive Technology Co., Ltd., with an investment of 10 million yuan, holding a 20% stake, to enhance the development of embodied intelligent robot components [1] - Zhimin Da's controlling shareholder plans to transfer 5.03 million shares, representing 3.00% of the total share capital, through an inquiry transfer method [1][2] - ST Ningke's subsidiary plans to invest 100 million yuan in a technical transformation project for the production of bio-fermentation products, aiming to enhance market competitiveness [3][4] Group 2 - Fujian Jinsen's chairman resigned due to work reasons, and the resignation will take effect after the election of a new chairman [5][6] - Kanghong Pharmaceutical's subsidiary received approval for clinical trials of Songling Xue Mai Kang capsules, aimed at treating functional ventricular premature beats [7][8] - Ruizhi Pharmaceutical plans to sell a 32.59% stake in its associate company, Guangdong Shenghetang Health Food Co., Ltd., for 60 million yuan [9] Group 3 - Meili Cloud's shareholder, China Metallurgical Paper Group, is undergoing bankruptcy reorganization, with its shares frozen and partially pledged [10] - Mongolian Grass Ecological plans to raise up to 1.495 billion yuan through a private placement for various ecological projects and working capital [11] - Aikelan's major shareholder plans to reduce their stake by up to 3% due to personal funding needs [12] Group 4 - Chaojie Co., Ltd. has three shareholders planning to reduce their stakes by a total of up to 3.73% for personal funding needs [13] - Haitai Biological's director plans to reduce their stake by up to 0.14% for personal funding needs [14] - New Guodu's executives plan to reduce their stakes by a total of up to 50.19 million shares for personal funding needs [15] Group 5 - Zhiguang Electric's vice chairman plans to reduce their stake by up to 304.06 million shares for personal funding needs [16] - *ST Jinbi's controlling shareholder plans to transfer 47.0853 million shares, making Yuan Yi Cheng Wu the new controlling shareholder [17][18] - Kaizhong Precision received a project designation from a leading global new energy battery manufacturer, with expected sales of approximately 700 million yuan [19][20] Group 6 - Defang Nano's director plans to reduce their stake by up to 133,200 shares for personal funding needs [21] - ST Hongtai's stock will have its risk warning removed, changing its name and increasing the price fluctuation limit [22] - Guoanda's directors plan to reduce their stakes by a total of up to 101,700 shares for personal funding needs [23] Group 7 - Lanshi Heavy Industry plans to acquire 100% of Qingdao Equipment for 99.9821 million yuan to enhance its delivery capabilities [24] - Qingdao Bank's major shareholder plans to increase its stake to no more than 19.99%, pending regulatory approval [25]