Group 1 - The company, Donghong Co., has recently received a bid notification confirming it as the winning bidder for the CW project LOT44D land drainage HDPE pipe project [2] - The winning bid amount is approximately RMB 51,092,805.00 [2]

智通财经APP讯，东宏股份(603856.SH)发布公告，公司于近日收到中标通知书，确定公司为CW项目 LOT44D陆域排水用HDPE管项目的中标人，中标价格5109.28万元。项目签订正式合同并顺利实施后， 将对公司业务增长、经营业绩提升、市场拓展及品牌影响力塑造产生积极影响。 ...

东宏股份(603856)11月28日公告，公司于近日收到中标通知书，确定公司为CW项目LOT44D陆域排水用 HDPE管项目的中标人，中标价格为5109.28万元。 ...

重要提示： 获得中标通知书后，公司还需与招标人签订书面合同，合同金额、条款 等还需协商确定，存在一定不确定性，具体细节以最终签署的正式合同为准，公 司将根据实际进展及时履行信息披露义务，敬请投资者注意投资风险。 山东东宏管业股份有限公司（以下简称"公司"）于近日收到中标通知书， 确定公司为 CW 项目 LOT44D 陆域排水用 HDPE 管项目的中标人，现将本次中标项 目公告如下： 一、项目信息情况 1.项目名称：CW 项目 LOT44D 陆域排水用 HDPE 管 2.中标单位：山东东宏管业股份有限公司 3.招标人：某客户 证券代码：603856 证券简称：东宏股份 公告编号：2025-060 山东东宏管业股份有限公司 关于收到中标通知书的自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 二、关联关系说明 公司、控股股东及实际控制人与招标人不存在关联关系。 三、对公司的影响 上述项目的中标是公司积极践行"四耕布局"（深耕区域、精耕领域、勤耕 大客户、细耕大项目）策略、推行差异化营销模式的重要成果，标志着公司在"一 ...

Core Insights - Donghong Co., Ltd. has recently received a bid notification confirming its status as the winning bidder for the CW Project LOT44D, which involves HDPE pipes for land drainage, with a bid price of RMB 51.0928 million [1] Group 1: Project Details - The project is part of the company's strategic implementation of the "Four Cultivation Layout" which focuses on deepening regional presence, refining fields, diligently serving major clients, and meticulously managing large projects [1] - The successful bid marks a significant achievement in the company's nuclear power sector under its "One Main, Multiple Wings + One New" market strategy [1] Group 2: Strategic Focus - The company adheres to a strategic layout of "one core and four focuses," centering on intelligent pipeline terminals while emphasizing new materials, robotics, hydrogen energy, and marine applications [1] - The project will utilize the company's self-developed dual-layer HDPE pipeline products for nuclear power, providing comprehensive solutions characterized by high safety, long lifespan, and low maintenance [1] Group 3: Business Impact - The successful signing and implementation of the project are expected to positively influence the company's business growth, operational performance, market expansion, and brand influence [1] - The project win does not affect the independence of the company's operations [1]

Core Viewpoint - Donghong Co., Ltd. (603856) is focused on maintaining double-digit growth by leveraging national policy opportunities and its core competitive advantages while optimizing its order structure and expanding into high-margin sectors like marine, nuclear power, and chemicals [2][10]. Company Overview - The company emphasizes a development strategy centered on "quality, efficiency, and stability," aiming for sustainable growth in operational scale and profitability [2]. - Donghong Co., Ltd. has a strong commitment to cash dividends and shareholder returns, planning to develop profit distribution proposals based on operational performance and shareholder needs [3]. Profitability and Growth Plans - The company aims to enhance profitability through optimizing order structures, prioritizing high-margin projects, and expanding into high-value sectors [2]. - Future profitability will also be supported by self-developed new materials and stringent cost control measures [2]. Market Expansion and International Business - Donghong Co., Ltd. is actively expanding its international market presence, with products already exported to countries like Russia, Pakistan, and Kazakhstan, and plans to leverage geographical advantages for cost reduction [5]. - The company has established a wholly-owned subsidiary in Xinjiang, focusing on large-diameter pipeline projects, and plans to extend its reach to neighboring regions [6]. Capital Management and Market Value - The company is considering various capital operation arrangements, including potential convertible bond issuance, to support its business development [6]. - Donghong Co., Ltd. is committed to enhancing its market value through consistent cash dividends and effective investor relations management [6]. Competitive Advantages - As a major provider of pipeline solutions, the company possesses a full industry chain advantage, from material development to after-sales service, which allows it to offer integrated solutions [7]. - The company has developed specialized materials for various applications, reinforcing its technical edge in sectors like marine engineering and petrochemicals [7]. Research and Development - Donghong Co., Ltd. is actively engaged in hydrogen pipeline research and development, collaborating with state-owned enterprises and design institutes to advance its initiatives in this emerging sector [8]. Customer Management and Risk Mitigation - The company has established a robust customer credit management system to mitigate risks associated with bad debts, focusing on projects with strong financial backing [9]. Policy Alignment and Industry Outlook - The company is well-positioned to benefit from national policies aimed at infrastructure development, particularly in urban pipeline construction and smart upgrades [10]. - The competitive landscape is expected to evolve, with larger firms gaining market share, while Donghong Co., Ltd. plans to maintain profitability through strategic partnerships and market expansion [11]. Financial Performance - In the first three quarters of 2025, the company reported a revenue of 1.7 billion yuan, a year-on-year decrease of 21.64%, while net profit increased by 3.25% to 174 million yuan [11]. - The third quarter alone saw a revenue increase of 8.08% year-on-year, with net profit surging by 300.05% [11].

Core Insights - The renovation and building materials sector increased by 0.57% on November 11, with Conch New Materials leading the gains [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Sector Performance - Conch New Materials (000619) closed at 7.15, up 10.00% with a trading volume of 204,400 shares and a transaction value of 145 million yuan [1] - Youbang Ceiling (002718) also rose by 10.00%, closing at 29.26 with a trading volume of 39,400 shares and a transaction value of 111 million yuan [1] - Other notable performers include ST Nachuan (300198) up 4.62%, Wanli Stone (002785) up 4.45%, and Luopus Gold (002333) up 2.66% [1] Capital Flow - The renovation and building materials sector experienced a net outflow of 201 million yuan from main funds, while retail investors contributed a net inflow of 159 million yuan [3] - Speculative funds saw a net inflow of 42.79 million yuan into the sector [3]

证券代码：603856 证券简称：东宏股份 公告编号：2025-059 山东东宏管业股份有限公司 关于 2025 年第三季度业绩说明会召开情况的公告 公司在说明会上就投资者关心的问题给予了回答，主要问题及答复整理如下： 1.问：请问公司营收情况如何？ 答：尊敬的投资者您好，感谢您对我公司的关心与支持，就您关心的问题作 出以下说明：2025 年前三季度，公司实现营业收入 17.00 亿元；归母净利润为 1.74 亿元，同比增长 3.25%；扣非归母净利润为 1.63 亿元，同比增长 2.46%。 2025 年第三季度，公司实现营业收入 6.39 亿元，同比增长 8.08%；归属于上市 公司股东的净利润为 7213 万元，同比增长 300.05%；扣非归母净利润为 6821 万 元，同比增长 458.34%。感谢您对我公司的关心与支持！ 2.问：请问公司今年有扩展其他业务的打算吗？ 答：尊敬的投资者您好，感谢您对我公司的关心与支持，就您关心的问题作 出以下说明：根据国家有关政策，公司确立了以管道智能终端为核心，重点布局 新材料、机器人、氢能、海洋等核心技术领域，致力于打造高科技、高市值、国 际化的东宏品牌。感谢您 ...

Market Overview - The renovation and building materials sector increased by 0.45% on November 7, with Huali Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Stock Performance - Huali Co., Ltd. (603038) closed at 21.14, up 4.50% with a trading volume of 160,900 shares and a transaction value of 339 million [1] - Donghong Co., Ltd. (603856) closed at 13.56, up 3.27% with a trading volume of 115,400 shares and a transaction value of 157 million [1] - Other notable performers include Keshin New Materials (688119) up 2.00% and Wanli Stone (002785) up 1.47% [1] Fund Flow Analysis - The renovation and building materials sector experienced a net outflow of 211 million from institutional investors, while retail investors saw a net inflow of 159 million [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors withdrawing capital while retail investors are increasing their positions [2] Individual Stock Fund Flow - Wanli Stone (002785) had a net inflow of 28.03 million from institutional investors, but a net outflow of 25.10 million from retail investors [3] - Huali Co., Ltd. (603038) also saw a net inflow of 27.56 million from institutional investors, with retail investors withdrawing 21.48 million [3] - Other stocks like Luopusi Gold (002333) and Zhonggang Luonai (688119) showed varied fund flows, indicating differing investor sentiments across the sector [3]

证券代码：603856 证券简称：东宏股份 山东东宏管业股份有限公司 投资者关系活动记录表 记录表编号：2025-006 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | ■现场参观 □其他 | | | 西南证券：笪文钊；英特蒲（海南）投资：王英超、刘会学；东北证券：柴育 | | 参与单位名称 | 文、贾奇；上海长三角上市公司服务中心：李尧；班达（山东）资本：豆存钊； | | 及人员姓名 | 厦门博芮投资：谢佳鑫；上海承风金萍基金：余承、李蓬勃；山东科创投资：刘 晓东；润隆联合：涂成玲；圣熙资产：王峰；信迹投资：宋文略；仙人掌基金： | | | 刘日光；上海九方云：王德慧。（以上排名不分先后） | | 时间 | 2025 年 11 月 6 日上午 10：00-12：00 | | 地点 | 山东东宏管业股份有限公司研发中心会议室 | | | 董事长倪立营 | | | 总裁、财务总监倪奉尧 | | | 董事、总工程师孔智勇 | | | 董事、董事会秘书兼证券事务代表寻金龙 | | 上市公司 ...