Group 1 - The central government emphasizes the high-quality development of the marine economy, with the national marine GDP expected to reach 11.18 trillion yuan in 2025, reflecting a year-on-year growth of 5.9% in 2024 [4][11][20] - The marine economy's contribution to the national GDP is projected to be 7.8%, with 15 marine industries achieving a total added value of 4.3733 trillion yuan in 2024, growing by 7.5% [21][22] - The deep-sea technology sector is identified as a key area for development, with significant investments and strategic initiatives aimed at enhancing capabilities in underwater observation, construction, and resource extraction [9][30][31] Group 2 - The report identifies 11 companies within the deep-sea economic industry chain listed on the Beijing Stock Exchange, including Audiwei (ultrasonic underwater ranging sensors), Wantong Hydraulic (hydraulic cylinders for offshore drilling platforms), and Klete (ventilation and air treatment systems) [40] - The marine engineering equipment manufacturing industry in China is experiencing a recovery, with an expected added value of 112.6 billion yuan in 2025, following a growth of 9.1% to 103.2 billion yuan in 2024 [30][33] - The report highlights the increasing market interest in deep-sea technology, with emerging sectors such as deep-sea energy storage and carbon sequestration expected to drive future growth [31][32]

具体来看，今日上榜营业部中，第一大买入营业部为南京证券股份有限公司太原高新街证券营业部，买 入金额为929.99万元，第一大卖出营业部为中国银河证券股份有限公司佛山顺德大良证券营业部，卖出 金额为367.19万元。 近半年该股累计上榜龙虎榜26次，上榜次日股价平均涨0.36%，上榜后5日平均跌0.72%。（数据宝） 方正阀门7月2日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 南京证券股份有限公司太原高新街证券营业部 | 929.99 | 166.07 | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 530.04 | 171.44 | | 买三 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 317.42 | 213.42 | | 买四 | 上海证券有限责任公司宁波北仑新大路证券营业部 | 288.42 | 0.00 | | 买五 | 中国中金财富证券有限公司浙江分公司 | 283.33 | 0.00 | | 卖一 | 中国银河证券股份有 ...

Industry Overview - The Chinese ball valve industry is projected to reach a market size of approximately 29 billion yuan in 2024, with a compound annual growth rate (CAGR) of 4.92% over the past five years [1]. - The ball valve has been developed in China for over 70 years, with significant advancements in long-distance pipeline ball valves and metal-sealed ball valves since the 21st century [1]. Market Trends - The number of bidding projects in the ball valve industry has shown an upward trend, increasing from around 3,000 projects in 2021 to over 8,000 projects expected in 2024 [4]. Competitive Landscape - Key players in the domestic ball valve manufacturing industry include Neway Valve (纽威股份), Fangzheng Valve (方正阀门), Jiangsu Shentong (江苏神通), Yongsheng Technology (永盛科技), Jintai Meilin (金泰美林), and Zhongde Technology (中德科技) [7]. - Neway Valve is noted for having the most comprehensive product offerings and the largest revenue scale, positioning it in the leading tier of the domestic ball valve market [7]. Product Offerings - Neway Valve specializes in floating ball valves, fixed ball valves, and double ball valves [8]. - Jiangsu Shentong offers hard-sealed ball valves, ceramic ball valves, high-temperature and high-pressure ball valves, and various nuclear-grade ball valves [8]. - Zhongde Technology provides a range of ball valves including floating hard-sealed, fixed soft-sealed, and LNG ultra-low temperature ball valves [8]. - Fangzheng Valve focuses on side-mounted, top-mounted, and fully welded ball valves, among others [8]. - Zhejiang Lino offers various types of ball valves including flange V-type ball valves and floating ball valves [8].

Group 1 - The stock of Fangzheng Valve (920082) increased by 8.85% today, with a turnover rate of 37.79% and a trading volume of 271 million yuan, showing a volatility of 15.93% [1] - Institutional investors net bought 2.77 million yuan, while brokerage seats collectively net sold 2.59 million yuan [1][2] - The stock has appeared on the Dragon and Tiger list 26 times in the past six months, with an average price increase of 0.20% the day after being listed and an average decline of 1.24% over the following five days [3] Group 2 - The top five brokerage seats on the Dragon and Tiger list had a total transaction volume of 57.93 million yuan, with a net buying amount of 183,200 yuan [2] - The leading buying seat was an institutional special seat, with a buying amount of 5.23 million yuan and a selling amount of 2.45 million yuan, resulting in a net purchase of 2.77 million yuan [3]

证券代码：920082 证券简称：方正阀门 公告编号：2025-061 方正阀门集团股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 方正阀门集团股份有限公司 2024 年年度权益分派方案已获 2025 年 5 月 9 日 召开的股东会审议通过，本次实施分配方案距离股东会审议通过的时间未超过两 个月。 现将权益分派事宜公告如下： 本次权益分派基准日 合 并 报 表 归 属 于 母 公 司 的 未 分 配 利 润 为 210,026,071.12 元，母公司未分配利润为 175,728,869.23 元。本次权益分派共 计派发现金红利 36,338,750.00 元。 以公司现有总股本 145,355,000 股为基数，向全体股东每 10 股派 2.5 元人 民币现金。 2、扣税说明 （1）个人股东、投资基金适用股息红利差别化个人所得税政策, 个人股东、 投资基金持股 1 个月（含 1 个月）以内，每 10 股补缴税款 0.5 元；持股 1 个月 以上至 1 ...

北京市中伦（上海）律师事务所 关于方正阀门集团股份有限公司 2024 年年度股东会的 法律意见书 二〇二五年五月 上海市浦东新区世纪大道 8 号国金中心二期 6/10/11/16/17 层 邮编：200120 6/10/11/16/17F, Two IFC, 8 Century Avenue, Pudong New Area, Shanghai 200120, P. R. China 电话/Tel : 86 21 6061 3666 传真/Fax : +86 21 6061 3555 www.zhonglun.com 北京市中伦（上海）律师事务所 关于方正阀门集团股份有限公司 2024 年年度股东会的 根据《中华人民共和国证券法》《中华人民共和国公司法》和中国证券监督 管理委员会（以下简称"中国证监会"）《上市公司股东会规则》（以下简称"《股东 会规则》"）等法律、法规和其他有关规范性文件的规定，北京市中伦（上海）律 师事务所（以下简称"本所"）接受方正阀门集团股份有限公司（以下简称"公司"） 董事会的聘请，指派钟洋律师、张馨儿律师出席公司 2024 年年度股东会（以下 简称"本次股东会"），并就本次股东会的 ...

2024 年年度股东会决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 证券代码：920082 证券简称：方正阀门 公告编号：2025-059 方正阀门集团股份有限公司 一、 会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 5 月 9 日 2.会议召开地点：浙江省温州市温州经济技术开发区滨海一道 1921 号 3.会议召开方式：现场与通讯相结合 4.会议召集人：公司董事会 5.会议主持人：董事长方高远先生 6.召开情况合法、合规、合章程性说明： 会议召开情况、审议表决情况等符合有关法律、行政法规、部门规章、规 范性文件和公司章程的规定。 （二）会议出席情况 出席和授权出席本次股东会的股东共 7 人，持有表决权的股份总数 106,408,046 股，占公司有表决权股份总数的 73.21%。 二、 议案审议情况 审议通过《关于 2024 年度董事会工作报告的议案》 1.议案内容： 根据《公司章程》及《董事会议事规则》的规定，由董事长代表董事会对 2024 年度的经营成果及履职 ...

证券代码：920082 证券简称：方正阀门 公告编号：2025-056 方正阀门集团股份有限公司 第二届监事会第二十次会议决议公告 一、会议召开和出席情况 （一）会议召开情况 5.会议主持人：监事会主席夏旭烽 6.召开情况合法、合规、合章程性说明： 本次会议的召集、召开、议案审议程序符合《公司法》、《公司章程》 和 《监事会议事规则》的相关规定。 （二）会议出席情况 会议应出席监事 3 人，出席和授权出席监事 3 人。 二、议案审议情况 （一）审议通过《关于 2025 年一季度报告的议案 》 本公司及监事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 本议案无需提交股东会审议。 三、备查文件目录 《方正阀门集团股份有限公司第二届监事会第二十次会议决议》 方正阀门集团股份有限公司 监事会 2025 年 4 月 28 日 1.议案内容： 根据《公司法》《证券法》《北京证券交易所上市公司持续监管办法（试行）》 《上市公司信息披露管理办法》《北京证券交易所股票上市规则》等相关法律法 规及相关规定，公司编制了《2025 年一 ...

证券代码：920082 证券简称：方正阀门 公告编号：2025-055 5.会议主持人：董事长方高远 方正阀门集团股份有限公司 第二届董事会第二十三次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 4 月 25 日 2.会议召开地点：公司会议室 3.会议召开方式：现场与通讯相结合 4.发出董事会会议通知的时间和方式：2025 年 4 月 19 日以通讯方式发出 6.会议列席人员：公司监事及高级管理人员 7.召开情况合法、合规、合章程性说明： 会议召集、召开、议案审议等方面均符合有关法律、行政法规、部门规 章、规范性文件和《方正阀门集团股份有限公司章程》（以下简称"《公司 章程》"）的规定。 （二）会议出席情况 会议应出席董事 9 人，出席和授权出席董事 9 人。 董事陈鉴平因工作原因以通讯方式参与表决。 董事张昕因工作原因以通讯方式参与表决。 董事戚程博因工作原因以通讯方式参与表决。 董事林方因工作原因以通讯方式参 ...

Financial Performance - Operating revenue for the first quarter of 2025 was CNY 169,578,323.17, down 21.65% year-on-year[10] - Net profit attributable to shareholders rose by 22.38% to CNY 31,536,143.92 compared to CNY 25,769,005.23 in the same period last year[10] - Total operating revenue for Q1 2025 was ¥169,578,323.17, a decrease of 21.6% compared to ¥216,450,589.07 in Q1 2024[33] - Net profit for Q1 2025 reached ¥31,536,143.92, a decline of 54.4% from ¥69,005.23 in Q1 2024[34] - The company reported a profit before tax of ¥37,658,532.61 in Q1 2025, compared to ¥77,447.61 in Q1 2024[34] - The company’s total operating profit for Q1 2025 was ¥37,487,865.57, compared to ¥25,485.45 in Q1 2024[34] Assets and Liabilities - Total assets as of March 31, 2025, were CNY 1,058,601,026.88, a decrease of 2.88% compared to the end of 2024[10] - Total liabilities decreased from 592,851,272.29 to 512,774,723.79, a reduction of about 13.5%[28] - Current liabilities decreased from 581,518,593.78 to 500,787,427.06, a decrease of approximately 13.9%[27] - Total current assets decreased from 926,062,898.96 to 898,243,871.00, a decline of about 3.0%[26] - Total non-current assets decreased from 203,963,561.28 to 200,644,334.27, a decline of about 1.6%[31] Shareholder Information - Net assets attributable to shareholders increased by 9.80% to CNY 545,826,303.09 from CNY 497,102,704.61[10] - The number of ordinary shareholders increased to 6,982, reflecting a growing investor interest[16] - The total number of shares held by the top ten shareholders increased to 110,670,046, representing 76.14% of the total shares[19] - The largest shareholders, Fang Gaoyuan and Fang Pintian, each hold 47,843,337 shares, accounting for 32.91% of the total shares[19] Cash Flow - Cash flow from operating activities decreased by 75.35% to CNY 4,720,168.15, primarily due to a reduction in recovered deposits[12] - Operating cash inflow for Q1 2025 was CNY 192,526,693.62, a decrease of 12.7% compared to CNY 220,402,161.79 in Q1 2024[38] - Net cash flow from operating activities for Q1 2025 was CNY 4,720,168.15, significantly lower than CNY 19,147,056.56 in Q1 2024[39] - Cash inflow from financing activities for Q1 2025 was CNY 16,129,854.00, while cash outflow was CNY 254,834.16, resulting in a net cash flow of CNY 15,875,019.84[39] - The net increase in cash and cash equivalents for Q1 2025 was CNY 10,407,760.54, compared to CNY 14,617,142.20 in Q1 2024[39] Expenses - Research and development expenses increased by 64.99% to CNY 3,545,389.10, indicating a focus on innovation[12] - Total operating costs for Q1 2025 were ¥147,701,443.27, down 20% from ¥184,647,828.83 in Q1 2024[33] - The company experienced a credit impairment loss of ¥5,030,266.26 in Q1 2025, compared to a gain of ¥1,166,932.93 in Q1 2024[34] Other Financial Information - The company received government subsidies amounting to CNY 12,000,000, contributing positively to non-recurring gains[14] - The company has no new commitments or violations of previously disclosed commitments during the reporting period[23] - There were no significant legal disputes, guarantees, or related party transactions reported during the period[22] - The company has not issued any preferred shares during the reporting period[20]