智通财经APP获悉，2025年7月31日当天，美团-W(03690)、阿里巴巴-W(09988)、小米集团-W(01810)位 居沪港通（南向）成交额前3位，成交额分别为40.49 亿元、37.90 亿元、36.94 亿元；小米集团- W(01810)、美团-W(03690)、腾讯控股(00700) 位居深港通（南向）成交额前3位，成交额分别为24.38 亿 元、23.00 亿元、20.86 亿元。 沪港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 美团-W(03690) | 40.49 亿元 | +11.96 亿元 | | 阿里巴巴-W(09988) | 37.90 亿元 | +6.54 亿元 | | 小米集团-W(01810) | 36.94 亿元 | +3.68 亿元 | | 腾讯控股(00700) | 34.44 亿元 | +9664.82 万元 | | 中芯国际(00981) | 32.01 亿元 | -1.01 亿元 | | 快手-W(01024) | 26.50 亿元 | +3.51 亿元 | | 盈富基金(02800) | ...

近半年该股累计上榜龙虎榜13次，上榜次日股价平均涨2.25%，上榜后5日平均涨2.70%。 资金流向方面，今日该股主力资金净流出5118.48万元，其中，特大单净流出514.30万元，大单资金净流 出4604.19万元。近5日主力资金净流入566.71万元。（数据宝） 山东墨龙7月31日交易公开信息 山东墨龙今日上涨3.75%，全天换手率29.04%，成交额9.99亿元，振幅11.67%。龙虎榜数据显示，深股 通净卖出3292.06万元，营业部席位合计净买入1912.78万元。 深交所公开信息显示，当日该股因日换手率达29.04%上榜，深股通净卖出3292.06万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.08亿元，其中，买入成交额为9709.45 万元，卖出成交额为1.11亿元，合计净卖出1379.28万元。 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第一大卖出营业部，买入金额为 2614.38万元，卖出金额为5906.45万元，合计净卖出3292.06万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | - ...

Group 1 - Shandong Molong's stock price increased by 5.3% to 4.97 HKD per share, with a trading volume of 365 million HKD as of July 31 [1] - Shandong Molong Petroleum Machinery Co., Ltd. specializes in energy equipment manufacturing and services, offering a wide range of products including oil casing, line pipes, drill pipes, boiler pipes, and oil extraction equipment [1] - The company has established strong partnerships with major players in the industry such as PetroChina, Sinopec, and CNOOC, and its products are widely used in oil, natural gas, shale gas, coalbed methane extraction, and coal mining [1] Group 2 - As of the first quarter of 2025, Shandong Molong reported total revenue of 291 million CNY and a net profit of 5.42 million CNY [2]

Group 1 - The core viewpoint of the article highlights the significant stock performance of Shandong Molong Petroleum Machinery Co., Ltd., which saw a 10.05% increase in stock price, reaching 6.13 yuan per share, with a trading volume of 7.73 billion yuan and a turnover rate of 24.25%, resulting in a total market capitalization of 48.91 billion yuan [1] - Shandong Molong is a manufacturer and service provider for the energy equipment industry, offering products such as oil casing, line pipes, drill pipe bodies, and various petroleum machinery components and downhole tools [1] - The company has established strong partnerships with major players in the industry, including China National Petroleum Corporation and China Petroleum & Chemical Corporation, and its products are utilized across multiple sectors, including oil and natural gas [1] Group 2 - For the first quarter of 2025, Shandong Molong reported an operating income of 291 million yuan, reflecting a year-on-year growth of 50.51%, while the net profit attributable to shareholders was 5.42 million yuan, showing a significant decline of 97.50% compared to the previous year [1] - As of March 31, the company had 24,700 shareholders, with an average of 32,300 circulating shares per shareholder [1]

Core Viewpoint - Oil and gas stocks experienced a significant rise in the afternoon trading session, influenced by geopolitical developments regarding Russia and oil sanctions [1] Group 1: Stock Performance - Shandong Molong (00568) increased by 16.83%, trading at 4.72 HKD [1] - MI Energy (01555) rose by 12.82%, trading at 0.044 HKD [1] - Baikin Oilfield Services (02178) saw a 10% increase, trading at 0.077 HKD [1] - Jixing New Energy (03395) gained 5.56%, trading at 0.475 HKD [1] Group 2: Oil Price Movement - International oil prices surged significantly overnight, with WTI crude oil futures rising by 3.75% to 69.21 USD per barrel [1] - Brent crude oil futures increased by 3.53%, reaching 72.51 USD per barrel [1] Group 3: Geopolitical Context - Trump set a new deadline of 10-12 days for Russia to reach an agreement, threatening secondary sanctions on Russian oil if not met [1] - Huatai Futures noted that while the oil market fundamentals are currently strong, a shift to a demand lull is expected starting in August, which may not support higher oil prices [1]

Core Viewpoint - Shandong Molong (002490.SZ) is expected to report a significant decline in net profit for the first half of 2025, with a forecasted net profit of 10 to 13 million yuan, representing a year-on-year decrease of 92.36% to 94.12% [2] Group 1: Financial Performance - The company has been experiencing continuous losses from 2021 to 2024, with cumulative losses exceeding 1.4 billion yuan [3][4] - The decline in net profit is attributed to high investment income in the previous year, with a reported investment gain of approximately 281 million yuan from the sale of stakes in subsidiaries [3] - Despite the overall poor performance, the company reported a significant increase in non-recurring net profit, with a forecasted range of 0 to 3 million yuan, indicating a year-on-year growth of 100% to 102.61% [2][5] Group 2: Market Conditions - The energy equipment industry is currently in a favorable cycle, driven by high international oil prices, which have led to increased demand for oil and gas equipment and services [3] - However, the forecast for international oil prices in 2025 suggests a decline, with WTI and Brent crude oil prices expected to average 67.52 and 70.81 USD per barrel, respectively, reflecting a decrease from previous periods [5][6] Group 3: Stock Performance - Despite the financial struggles, Shandong Molong's stock price has seen significant volatility, increasing from a low of 1.38 yuan per share to a high of 7.72 yuan per share within a year, marking a rise of over 436.1% [2][7] - The stock price surge has been influenced by speculative trading and rumors of potential shell restructuring, leading to multiple trading halts and substantial gains in the stock market [7][8]

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]

（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]