Group 1 - The company expects a net profit of 10 million to 13 million yuan for the current reporting period, which represents a significant decline of 92.36% to 94.12% compared to the same period last year, where the profit was 170.13 million yuan [1] - The company anticipates a net profit of 0 to 30 million yuan after deducting non-recurring gains and losses, indicating a growth of 100.00% to 102.61% compared to a loss of 114.93 million yuan in the previous year [1] - Basic earnings per share are projected to be between 0.0125 yuan and 0.0163 yuan, compared to 0.2132 yuan in the same period last year [1] Group 2 - The company reported a substantial increase in product orders, production, and sales volume, leading to improved capacity utilization and a significant rise in product gross margin [2] - The company has strengthened its fundamental management and focused on cost control, resulting in effective cost reduction and efficiency enhancement, which contributed to turning around its operating performance [2]

Mergers and Acquisitions - Hangcha Group's subsidiary plans to increase capital and acquire approximately 99% of Guozhi Robotics [1] - Changhong High-Tech is planning to purchase 100% equity of Guangxi Changke through share issuance and cash payment, which is expected to constitute a major asset reorganization [2] Shareholding Changes - Newray's senior management plans to reduce their holdings by up to 0.3% of the company's shares due to personal financial needs [3] - Zhuoyi Information's employee shareholding platform intends to reduce its holdings by up to 1.88% of the company's shares due to employees' financial needs [4] - Baotong Technology's major shareholders plan to collectively reduce their holdings by up to 2.36% of the company's shares for personal financial reasons [5] Performance Disclosure - Huayou Cobalt expects a year-on-year increase of 56% to 68% in net profit attributable to shareholders for the first half of 2025, driven by integrated operations and rising cobalt prices [6] - Skyworth Digital anticipates a year-on-year decline of 76% to 65% in net profit attributable to shareholders for the first half of 2025 due to a significant drop in sales prices of smart terminal products [7] - Shandong Molong expects a year-on-year decline of 92% to 94% in net profit attributable to shareholders for the first half of 2025, primarily due to the previous year's asset sales [8][9] Investment Matters - Jinhe Biological's wholly-owned subsidiary plans to invest 158 million yuan in a wastewater treatment expansion project to enhance future profitability [10] Risk Matters - Risconda's chairman and a director have been subjected to criminal coercive measures due to allegations of information disclosure violations [11]

Company News - China Carbon Neutrality (01372.HK) signed a strategic cooperation agreement with Beijing Zhonghong Lanhai to collaborate in carbon peak, carbon neutrality, and new energy sectors, with a total investment of approximately 10 billion RMB [2] - Conant Optical (02276.HK) expects a net profit increase of no less than 30% year-on-year for the first half of the year, driven by strong sales of high refractive index and functional products, leading to an increase in average selling prices [2] - Shandong Molong (00568.HK) anticipates a net profit of 10 million to 13 million RMB attributable to shareholders for the first half of 2025, representing a year-on-year decline of 92.36% to 94.12% [2] - China General Nuclear Power (01816.HK) reported a total on-grid electricity of approximately 113.36 billion kWh for the first six months, an increase of 6.93% year-on-year [2] - Dongfeng Motor Group (00489.HK) recorded cumulative vehicle sales of 824,000 units in the first half of the year, a year-on-year decrease of approximately 14.7% [2] Real Estate Sales - Agile Group (03383.HK) reported a total contract sales amount of approximately 5.17 billion RMB for the first half of the year, with June sales amounting to approximately 930 million RMB [4] - Hongyang Real Estate (01996.HK) achieved a cumulative contract sales amount of 2.87 billion RMB for the first half of the year [4] - Times China Holdings (01233.HK) reported a cumulative contract sales amount of approximately 2.87 billion RMB for the first half of the year [5] - Ronshine China (03301.HK) recorded a cumulative contract sales amount of approximately 2.1 billion RMB for the first half of the year [6] - Aoyuan Healthy Life (01813.HK) reported June contract sales of 653 million RMB, a year-on-year decrease of 34% [6] Share Buybacks and Acquisitions - Tencent Holdings (00700.HK) repurchased shares worth 501 million HKD, acquiring 1.002 million shares at prices ranging from 494.4 to 502 HKD [6] - AIA Group (01299.HK) repurchased shares worth 377 million HKD, acquiring 5.5 million shares at prices ranging from 68.05 to 69.15 HKD [6] - HSBC Holdings (00005.HK) repurchased shares for approximately 31.59 million HKD, acquiring 333,600 shares at prices ranging from 94.5 to 94.85 HKD [6] - Bosideng (03998.HK) canceled 5 million shares that had been repurchased [6] Other Financial Activities - Fudan Zhangjiang (01349.HK) subscribed to a structured deposit product from China Merchants Bank, involving an investment of 90 million RMB [7] - Sensong International (02155.HK) received a capital increase of 330 million RMB for its subsidiary Shanghai Sensong Pharmaceutical, along with a put option [7]

（一）业绩预告期间 2025年1月1日—2025年6月30日 （二）业绩预告情况 证券代码：002490 证券简称：山东墨龙 公告编号：2025-049 山东墨龙石油机械股份有限公司 2025年半年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 本报告期，归属于上市公司股东的净利润同比减少，主要系上年同期出售两 家子公司股权产生的投资收益影响所致。 报告期内，公司产品订单充足，产销量同比大幅增加，产能利用率提升，产 品毛利率同比大幅增长；公司夯实基础管理，注重成本管控，降本增效效果显著。 上述因素综合导致公司扣除非经常性损益后的经营业绩扭亏为盈。 四、其他相关说明 1、本次业绩预告是公司财务部门的初步测算结果，未经审计机构审计，具 体财务数据请以公司披露的 2025 年半年度报告为准。 预计净利润为正值且属于下列情形之一： 扭亏为盈 同向上升 同向下降 | 项目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东 的净利润 | 盈利：1 ...

Meeting Overview - The annual general meeting of shareholders for Shandong Molong Petroleum Machinery Co., Ltd. is scheduled for June 27, 2025, at 14:00, with both on-site and online voting options available [1][3] - The meeting will be held at the company's conference room located at 999 Wensheng Street, Shouguang City, Shandong Province [1] Attendance and Voting - A total of 797,848,400 shares are eligible to vote, with 426 shareholders (or their representatives) attending, representing 236,926,800 shares, which is 29.6957% of the total voting shares [3] - Among the attendees, 425 A-share shareholders represented 236,822,800 shares, accounting for 43.7167% of the A-share voting rights [5] - One H-share shareholder represented 104,000 shares, which is 0.04% of the H-share voting rights [6] Resolutions and Voting Results - All proposed resolutions were approved without any dissenting votes, and no changes were made to previously approved resolutions [4] - The following key resolutions were passed: 1. Approval of the 2024 Board of Directors' Work Report [8] 2. Approval of the 2024 Supervisory Committee's Work Report [9] 3. Approval of the full and summary 2024 annual report [10] 4. Approval of the profit distribution plan for 2024 [11] 5. Approval of the proposal regarding unremedied losses reaching one-third of the registered capital [12] 6. Approval of the application for comprehensive credit limits [13] 7. Approval of the remuneration plan for directors, supervisors, and senior management for 2025 [14] 8. Approval of the proposal to purchase liability insurance for the company and its directors, supervisors, and senior management [15] 9. Approval of the reappointment of the auditing firm for 2025 [16] 10. Election of directors, with Song Guangjie elected as an executive director and Huang Bingde as a non-executive director [18] Legal Opinion - The legal opinion provided by Shanghai Jintiancheng Law Firm confirms that the meeting's procedures, qualifications of the convenor and attendees, voting procedures, and results comply with relevant laws and regulations [18]

证券代码：002490 证券简称：山东墨龙 公告编号：2025-048 山东墨龙石油机械股份有限公司 2024 年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决议案的情形； 1、召开时间： 现场会议：2025 年 6 月 27 日（星期五）14:00 网络投票：采用深圳证券交易所交易系统投票的时间为 2025 年 6 月 27 日 9:15—9:25，9:30—11:30 和 13:00—15:00；采用深圳证券交易所互联网投票系统 （http://wltp.cninfo.com.cn）的时间为 2025 年 6 月 27 日 9:15—15:00 2、召开地点：山东省寿光市文圣街 999 号公司会议室 3、召开方式：现场表决与网络投票相结合的方式 4、召集人：公司董事会 5、主持人：公司董事长韩高贵先生 6、会议召开的合法、合规性：本次会议的召开符合《中华人民共和国公司 法》《上市公司股东大会规则》《深圳证券交易所股票上市规则》《香港联交所 证券上市规则》等有关法律、法规和《公司章程》的有关规定。 ...

上海市锦天城律师事务所 关于山东墨龙石油机械股份有限公司 2024 年年度股东大会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 楼 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于山东墨龙石油机械股份有限公司 2024 年年度股东大会的 上海市锦天城律师事务所（以下简称"本所"）接受山东墨龙石油机械股份 有限公司（以下简称"公司"）委托，就公司召开 2024 年年度股东大会（以下 简称"本次股东大会"）的有关事宜，根据《中华人民共和国公司法》（以下简 称"《公司法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"） 等法律、法规、规章和其他规范性文件以及《山东墨龙石油机械股份有限公司章 程》（以下简称"《公司章程》"）、《山东墨龙石油机械股份有限公司股东大 会议事规则》（以下简称"《议事规则》"）的有关规定，出具本法律意见书。 本法律意见书仅对本次股东大会的召集和召开程序、出席会议人员的资格、 召集人资格、会议表决程序及表决结果是否符合《公司法》《股东会规则》《公 ...

Market Overview - The market experienced a strong performance yesterday but faced a quick decline today, with the Hang Seng Index closing down 0.61% [1] - UBS warned that the current short squeeze in the US stock market may be nearing its end, with their tracked short squeeze index rising 43% recently [1] - Apollo Global's chief economist predicts a slowdown in US GDP growth to 1.2% by 2025, with inflation remaining around 3% and unemployment potentially rising to 4.4% or higher [1] Economic Indicators - Concerns were raised by Jerome Powell regarding the reliability of economic data collected by US government agencies, suggesting potential overestimations due to budget cuts [1] - The Hong Kong Monetary Authority bought HKD 94.2 billion (approximately RMB 86.13 billion) to support the currency, indicating liquidity tightening in the market [2] Sector Performance - The securities sector failed to maintain its upward momentum, with leading firms like Guotai Junan International seeing a drop of over 4% [3] - The Hong Kong government announced a new policy to promote digital assets, aiming to position the city as a global innovation hub in this field [3] - Consumer sectors are gaining attention, with the "Hong Kong Happy Shopping Festival" set to offer over HKD 1.9 billion in discounts, attracting significant participation from brands [5] Company Developments - Rongchang Bio announced a deal with VorBio for USD 125 million in cash and warrants, but the market reacted negatively, viewing the price as too low [4] - Li Ning's major shareholder has been increasing their stake, which is expected to support the company's operational stability [8] - Li Ning's revenue from running products is projected to grow by 25% in 2024, with core categories like running, basketball, and training accounting for 64% of retail revenue [9] Stock Movements - Stocks in the aviation sector are expected to rise due to increased ticket bookings for the summer travel season, with domestic bookings up about 5% year-on-year [7] - The military sector saw gains following comments from Trump regarding potential conflicts, with companies like China Shipbuilding Defense and AVIC rising over 6% and 1.68% respectively [6] - The weakening US dollar has led to a rise in commodity stocks, with companies like Minmetals Resources and China Hongqiao seeing increases of over 4% [5]

Group 1 - The Hang Seng Index fell by 0.61% on June 26, with southbound trading totaling HKD 167.21 billion, including HKD 86.25 billion in buying and HKD 80.96 billion in selling, resulting in a net buying amount of HKD 5.29 billion [1] - The southbound trading through the Shenzhen Stock Connect amounted to HKD 52.41 billion, with net buying of HKD 2.04 billion, while the Shanghai Stock Connect saw a total of HKD 114.80 billion with net buying of HKD 3.24 billion [1] - Among the actively traded stocks, Guotai Junan International had the highest trading volume at HKD 31.72 billion, followed by Hong Kong Travel and China Everbright Holdings with HKD 8.89 billion and HKD 5.91 billion respectively [1] Group 2 - Semiconductor Manufacturing International Corporation (SMIC) recorded a net buying amount of HKD 8.96 billion, with a closing price increase of 1.02% [2] - China Construction Bank and Xinda Biopharmaceuticals also saw significant net buying amounts of HKD 5.82 billion and HKD 6.75 billion respectively, while Tencent Holdings experienced the highest net selling of HKD 5.71 billion, despite a slight price increase of 0.10% [2] - A total of 7 stocks, including SMIC and Hong Kong Travel, were active in both the Shenzhen and Shanghai Stock Connects, with SMIC's total trading amount reaching HKD 4.63 billion and a net buying of HKD 8.96 billion [2]

Core Insights - On June 26, several stocks including China Everbright Holdings, Hong Kong Travel, Ocean Park, and Rongchang Biopharmaceutical made their debut on the active trading list of Hong Kong Stock Connect, marking their first appearance in the past month [1][2] - The total trading volume of active stocks on June 26 reached 752.26 billion HKD, accounting for 44.99% of the total trading amount for the day, with a net buying amount of 37.13 billion HKD [1][2] Trading Activity Summary - China Everbright Holdings had a trading volume of 59.07 billion HKD with a net buying of 0.94 billion HKD, closing up by 6.19% [2] - Hong Kong Travel recorded a trading volume of 88.87 billion HKD and a net buying of 5.30 billion HKD, closing up by 85.98% [2] - Ocean Park had a trading volume of 16.72 billion HKD with a net buying of 0.23 billion HKD, closing up by 11.27% [2] - Rongchang Biopharmaceutical saw a trading volume of 12.64 billion HKD with a net buying of 1.13 billion HKD, but closed down by 11.71% [2] Most Active Stocks - The most active stock by trading volume was Guotai Junan International, with a trading amount of 317.23 billion HKD [1][2] - Alibaba and Tencent Holdings were the most frequently listed stocks in the past month, each appearing 22 times on the active trading list [1][2]