港股山东墨龙午后拉升，涨逾20%，成交金额逾9亿港元。 ...

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]

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]