港股山东墨龙盘初涨超50%，其被调入港股通标的证券名单。 ...

港股山东墨龙(00568.HK)盘初拉升涨超50%，消息面上，被调入港股通标的证券名单。 ...

Company Overview - Shandong Molong Petroleum Machinery Co., Ltd. is a specialized energy equipment manufacturer and service provider, aiming to become a globally recognized player in the oil machinery sector [2] - The company has established a complete industrial chain for oil machinery, including processes from smelting, casting, and forging to manufacturing and technical services [2] - Main products include various types of pipes, pumping equipment, precision castings, and oilfield tools, widely used in oil, natural gas, and coal mining industries [2] Financial Performance - As of March 31, 2025, Shandong Molong reported total revenue of 291 million RMB, a year-on-year increase of 50.51% [1] - The net profit attributable to shareholders was 5.42 million RMB, reflecting a significant decline of 97.5% year-on-year [1][3] - The gross profit margin stood at 9.33%, with a debt-to-asset ratio of 79.59% [1] Market Position and Valuation - The company's current price-to-earnings (P/E) ratio is -3.72, ranking 37th in the oil and gas industry, which has an average P/E ratio of -19.19 [1] - Other companies in the same sector have varying P/E ratios, with examples including Zhujiang Steel Pipe at 0.86 and CGII Holdings at 3.93 [1] - No investment ratings have been issued by institutions for Shandong Molong at this time [1]

智通财经4月29日电，ST墨龙(002490.SZ)公告称，公司股票将于2025年4月30日停牌1天，自2025年5月6 日起复牌并撤销其他风险警示，股票简称由"ST墨龙"变更为"山东墨龙"。 ST墨龙：撤销其他风险警示 股票简称变更为山东墨龙 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002490 证券简称：ST墨龙 公告编号：2025-024 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第一季度报告是否经审计 □是 R否 R适用 □不适用 单位：元 其他符合非经常性损益定义的损益项目的具体情况 □适用 R不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 R否 （二） 非经常性损益项目和金额 □适用 R不适用 公司不存在将《公开发行证券的公司信息披露解释性公告第1号— ...

证券代码：002490 证券简称：ST墨龙 公告编号：2025-022 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、董事会会议召开情况 山东墨龙石油机械股份有限公司（以下简称"公司"）第八届董事会第二次 会议于 2025 年 4 月 11 日以书面、电话或电子邮件等方式发出会议通知，于 2025 年4月28日在公司会议室以通讯方式召开。会议由公司董事长韩高贵先生主持， 会议应到董事 9 名，实到董事 9 名，公司部分监事和高级管理人员列席了本次会 议。本次会议的召开符合《公司法》和《公司章程》的有关规定，合法有效。 二、董事会会议审议情况 与会董事就相关议案进行了审议、表决，并通过以下决议： 1、以 9 票同意、0 票反对、0 票弃权的结果，审议通过了《2025 年第一季 度报告》 公司《2025 年第一季度报告》真实、准确、完整地反映了公司 2025 年第一 季度的财务状况和经营成果，不存在任何虚假记载、误导性陈述或重大遗漏。 本议案已经审核委员会审议通过。 山东墨龙石油机械股份有限公司 第八届董事会第二次会议决议公告 《2025 年第一季度报告》（ ...

Financial Performance - The company's operating revenue for 2024 was CNY 1,356,346,670.03, representing a 2.95% increase from CNY 1,317,495,782.20 in 2023[18]. - The net profit attributable to shareholders for 2024 improved significantly to a loss of CNY 43,699,833.39, a 92.29% reduction in loss compared to CNY 566,861,510.82 in 2023[18]. - The net cash flow from operating activities for 2024 was CNY 43,872,797.18, down 67.50% from CNY 134,992,577.56 in 2023[18]. - The total assets at the end of 2024 were CNY 2,420,182,877.14, a decrease of 16.20% from CNY 2,888,081,988.80 at the end of 2023[18]. - The net assets attributable to shareholders increased by 16.10% to CNY 492,269,498.07 in 2024 from CNY 424,013,364.43 in 2023[18]. - The company reported a total of CNY 267,726,386.47 in non-recurring gains and losses for 2024, compared to a loss of CNY 11,009,135.80 in 2023[23]. - The first quarter of 2024 saw operating revenue of CNY 193,609,052.43, with a net profit of CNY 216,912,792.77, while subsequent quarters reported losses[21]. - The company achieved a total operating income of approximately 1.356 billion RMB, representing a year-on-year increase of 2.95%, while the net profit attributable to shareholders was a loss of 44 million RMB, a 92.29% reduction in losses compared to the previous year[28]. Business Operations - The company reported a significant change in its business scope, now including the production and sales of various oil machinery and related products[15]. - The company operates in the energy equipment industry, which is influenced by global economic growth, oil and gas prices, and exploration expenditures[25]. - The company has seen a recovery in demand for oil and gas equipment and services due to sustained high international oil prices[25]. - The company's main products, including oil pipes and casings, accounted for approximately 90.73% of total revenue, with overseas sales revenue increasing by over 25% year-on-year[27]. - The company completed the sale of Shouguang Baolong and Weihai Baolong shares, generating an investment income of approximately 260 million RMB, which contributed to the net profit for 2024[28]. - The company has established a strong sales network and plans to develop four new overseas market regions and acquire 30 new customers in 2024[33]. - The company has undertaken over 80 national and provincial-level research projects and has established several innovation platforms, enhancing its R&D capabilities in energy equipment[30]. Research and Development - The company has developed a series of special-purpose products with independent intellectual property rights, which are widely used in domestic and international oil fields[31]. - The company has established a hydrogen energy R&D base in collaboration with China University of Petroleum (Beijing) to advance hydrogen energy equipment development[30]. - The company completed the development of large-diameter thin-walled high-strength pipeline technology, enhancing its competitiveness in the market[49]. - The company completed the development of high-strength steel grade Q125 for deep and ultra-deep oil applications, enhancing competitiveness in the high-grade casing product line[50]. - The company has developed pipeline products for hydrogen transport that meet high-pressure requirements, establishing a foundation for entering the emerging hydrogen energy market[50]. - The company is participating in national hydrogen demonstration projects to deepen cooperation with hydrogen equipment manufacturers, laying the groundwork for expanding the new energy supply chain[50]. Cost Management - The company has reduced its three major expenses by 35.61% year-on-year, significantly improving cost control and operational efficiency[28]. - Material costs for pipe products increased by 13.30% to ¥922,084,291.34, representing 78.92% of total costs[43]. - Sales expenses decreased by 9.73% to ¥16,842,360.97 compared to the previous year[49]. - Management expenses saw a significant reduction of 47.86%, totaling ¥118,952,881.37, primarily due to the sale of a subsidiary[49]. - Financial expenses decreased by 15.35% to ¥96,614,115.45, attributed to a reduction in financing amounts[49]. - R&D expenses decreased by 17.39% to ¥29,309,446.94, mainly due to reduced R&D investments[49]. Market Strategy - The company plans to strengthen market research and optimize product structure to enhance competitiveness and adapt to market demand changes[80]. - The company will focus on high-value product orders and expand marketing channels to boost sales in key markets[80]. - The company is actively seeking additional financing to alleviate cash flow pressure, optimizing debt structure and reducing high-interest debt rates[82]. - The company has implemented a strong overseas strategy, expanding its market presence in over 50 countries, including new orders in Kazakhstan, Vietnam, Ecuador, and Egypt[83]. Governance and Compliance - The board of directors consists of 9 members, including 3 independent directors, ensuring compliance with legal and regulatory requirements[99]. - The supervisory board is composed of 3 members, including 1 employee representative, fulfilling legal obligations for oversight of major company matters[100]. - The company emphasizes transparency in information disclosure, adhering to relevant laws and regulations, and ensuring equal access to information for all shareholders[101]. - A fair and transparent performance evaluation and incentive mechanism for directors and senior management has been established[102]. - The company maintains independence in assets, personnel, finance, organization, and business from controlling shareholders and actual controllers[105]. Personnel Changes - The company experienced several resignations and appointments among its board members and senior management, including the resignation of the chairman on May 10, 2024, due to job relocation[115]. - Significant personnel changes include the retirement of Yao Youling and the resignation of Li Zhixin due to personal reasons[116]. - The company is undergoing a leadership transition with multiple new appointments and retirements scheduled throughout 2024[116]. - The company will see a change in its financial director on November 21, 2024, as part of a scheduled rotation[115]. Risk Management - The company has established a risk management system to monitor, assess, and manage various risks associated with its activities[194]. - Market risks are significant due to the cyclical nature of the energy equipment manufacturing industry, influenced by global economic growth and oil price fluctuations[86]. - The company is monitoring raw material price volatility to control manufacturing costs and adjust product pricing accordingly[87]. - Increasing safety and environmental regulations pose a risk, leading to higher compliance costs for the company[88]. - The company is closely watching exchange rate fluctuations to mitigate potential impacts on operational performance[89]. Future Outlook - The company anticipates a stable increase in oil and gas production, maintaining crude oil output above 200 million tons by 2025, supporting upstream exploration and development investments[78]. - The oil and gas industry is expected to maintain a favorable outlook, with supply-demand fundamentals driving international oil price stability[78]. - The company aims to enhance its position as an internationally recognized energy equipment manufacturer and service provider by 2025[79].

Financial Performance - The company's operating revenue for Q1 2025 was CNY 291,392,171.76, representing a 50.51% increase compared to CNY 193,609,052.43 in the same period last year[6] - Net profit attributable to shareholders decreased by 97.50% to CNY 5,423,201.01 from CNY 216,912,792.77 year-on-year[6] - The net cash flow from operating activities surged by 14,399.50% to CNY 381,004,412.19, compared to a negative cash flow of CNY 2,664,458.90 in the previous year[6] - Total operating revenue for the current period reached ¥291,392,171.76, a significant increase from ¥193,609,052.43 in the previous period, representing a growth of approximately 50.5%[33] - The net profit for the current period was ¥5,349,896.09, compared to ¥216,128,932.23 in the previous period, indicating a substantial decline in profitability[35] - The total comprehensive income for the current period is 5,376,074.88, compared to 216,097,382.29 in the previous period, indicating a significant decrease[36] Assets and Liabilities - The company's total assets increased by 0.71% to CNY 2,437,307,022.32 from CNY 2,420,182,877.14 at the end of the previous year[6] - Total assets at the end of the period amounted to ¥2,437,307,022.32, up from ¥2,420,182,877.14 at the beginning of the period, showing a growth of approximately 0.7%[31] - Total liabilities increased to ¥1,939,796,882.36 from ¥1,928,288,812.05, marking a rise of about 0.6%[30] - Current liabilities rose to ¥1,928,586,590.10 from ¥1,916,905,267.36, reflecting an increase of about 0.9%[28] Cash Flow - Operating cash flow for Q1 2025 reached approximately ¥381 million, a significant increase of 14,399.50% compared to a negative cash flow of approximately ¥2.66 million in Q1 2024, primarily due to cash received from the sale of subsidiaries in 2024[16] - The net cash flow from investing activities decreased by 94.93% to approximately ¥7.18 million in Q1 2025, down from approximately ¥141.72 million in Q1 2024, mainly due to the absence of proceeds from the disposal of subsidiary equity[16] - The net cash flow from operating activities is 381,004,412.19, a turnaround from a negative cash flow of (2,664,458.90) in the previous period[40] - The net cash flow from investing activities is 7,182,408.00, down from 141,716,637.04 in the previous period, indicating a decrease of about 94.9%[40] - The net cash flow from financing activities shows a negative value of (113,135,419.35), compared to (114,672,859.01) in the previous period, indicating a slight improvement[41] Shareholder Information - Total number of common shareholders at the end of the reporting period was 24,735, with 24,690 A-share holders and 45 H-share holders[17] - The largest shareholder, Shouguang Molong Holdings Co., Ltd., holds 29.53% of shares, totaling 235,617,000 shares, with 114,355,556 shares pledged[19] Expenses and Income - Management expenses decreased by 76.35% to CNY 8,030,225.66, due to cost control measures and the exclusion of a previously sold subsidiary from consolidation[13] - The company recorded a 184.15% increase in non-operating income, totaling CNY 7,700,620.42, primarily due to received litigation compensation[14] - Total operating costs increased to ¥298,573,822.88 from ¥247,395,469.13, reflecting a rise of about 20.7%[33] - The company reported a significant increase in other income to ¥311,243.72 from ¥33,789.37, representing a growth of approximately 820.5%[35] - Research and development expenses were reported at ¥2,314,906.67, slightly down from ¥2,633,923.36, indicating a decrease of about 12.1%[33] Equity and Earnings - The weighted average return on equity dropped to 1.10% from 40.69% year-on-year, a decrease of 39.59%[6] - The company’s equity attributable to shareholders increased to ¥497,716,259.99 from ¥492,269,498.07, reflecting a growth of approximately 1.0%[31] - Basic and diluted earnings per share are both 0.0068, a significant drop from 0.2719 in the previous period[36] Cash and Cash Equivalents - The company reported a significant increase in cash and cash equivalents, rising by 396.86% to CNY 431,216,177.07 from CNY 86,788,890.12[10] - The cash and cash equivalents at the end of the period increased to 359,473,276.16 from 110,480,304.34, marking a substantial increase of approximately 225.5%[41] - Cash received from sales of goods and services decreased to 268,783,533.13 from 305,244,987.43, reflecting a decline of approximately 11.9%[38] - The cash received from other operating activities surged to 458,953,347.93 from 4,096,323.52, reflecting a dramatic increase[38]

关于公司及相关责任人员收到山东证监局警示函的公告 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。 山东墨龙石油机械股份有限公司（以下简称"公司"）于近日收到中国证券 监督管理委员会山东监管局（以下简称"山东证监局"）出具的《关于对山东墨 龙石油机械股份有限公司及相关责任人员采取出具警示函措施的决定》（〔2025〕 19号）（以下简称"《警示函》"），现将有关情况公告如下： 证券代码：002490 证券简称：ST墨龙 公告编号：2025-021 山东墨龙石油机械股份有限公司 二、相关情况说明 公司及相关责任人高度重视警示函所指出的问题，将严格按照山东证监局的 要求，及时报送书面报告，深刻反思并认真吸取教训，切实加强对《上市公司信 息披露管理办法》等相关法律法规、规范性文件的学习，提高公司规范运作水平 和信息披露质量，维护公司及全体股东的利益，促进公司健康、稳定、持续发展。 本次收到《警示函》不会影响公司正常的生产经营，公司将严格按照相关监 管要求和有关法律法规的规定履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 一、警示函内容 "山东墨龙石油机械股份 ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)24ST墨龙-68.28-68.286.0629.84亿行业平均 60.4565.904.0257.08亿行业中值44.6043.512.7135.26亿1亿嘉和-1906.43-717.023.1472.11亿2巨能股 份-1876.04-1876.048.0220.99亿3巨轮智能-1567.43-606.017.62185.41亿4远大智能-776.38115.393.0935.79 亿5开勒股份-522.67137.254.5736.85亿6蓝英装备-387.81-350.687.9973.58亿7大宏立-331.25- 61.672.3320.48亿8永创智能-258.2860.951.7943.31亿9爱司凯-221.20-493.146.1129.76亿10上工申 贝-190.1586.852.4578.80亿11长城军工-153.43336.883.5790.09亿 来源：金融界 4月14日，ST墨龙今日收盘3.74元，上涨3.03%，最新市净率6.06，创18天以来新低，总市值29.84亿元。 截至2024年年报，共有2家机构持仓ST墨龙 ...