摘要/ 交出筹码后 周末最火的消息应该是手机等商品的关税豁免！ 美国海关与边境保护局（CBP）于周五深夜更新了关于特朗普总统根据总统令 14257号及其修正案（EO 14259）实施的互惠关税中的商品排除指南。 此次豁 免范围涵盖大量电子产品，包括智能手机、笔记本电脑及相关组件。 随后白宫发布声明，自2025年4月5日东部夏令时间凌晨12:01起，依据总统令 14257号及其后续命令，对被豁免的进口商品（即被归类为"半导体"的商品）所 征收的关税，将依据CBP退税标准程序予以退还。 从两种口径大致估算下，豁免产品规模约在1000亿美元左右。 | | 本轮清单豁免产品出口规模测算 | | | | | --- | --- | --- | --- | --- | | 代码 | 产品 | 2024对美出口金 | 占中国对美出 | 占中国 | | | | 额(亿美元) | ロ比重(%) | 比重 | | 8471 | 自动数据处理设备(如计算机、服务器) | 412.2 | 7.9 | | | 8473.30 | 打印设备零件及附件 | 44.4 | 0.8 | | | 8486 | 半导体制造设备零件(如晶圆传输装置 ...

截至2025年4月11日收盘，泰山石油（000554）报收于5.6元，较上周的6.16元下跌9.09%。本周，泰山 石油4月7日盘中最高价报5.93元。4月9日盘中最低价报5.0元。本周无涨停收盘情况，共计1次跌停收 盘。泰山石油当前最新总市值26.92亿元，在炼化及贸易板块市值排名21/31，在两市A股市值排名 4162/5143。 本周关注点 股本股东变化 近日泰山石油披露，截至2025年4月10日公司股东户数为3.54万户，较3月31日减少571.0户，减幅为 1.59%。户均持股数量由上期的1.33万股增加至1.36万股，户均持股市值为7.55万元。 业绩披露要点 泰山石油发布业绩预告，预计2025年1-3月扣非后净利润盈利4800万元至5800万元，每股收益盈利 0.0998元至0.1206元，归属净利润盈利4800万元至5800万元。根据4月11日发布的业绩快报，泰山石油 2024年年报归属净利润盈利0.993亿元，同比增长184.72%。 以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构 成投资建议。 股本股东变化：截至2025年4月 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000554 股票简称：泰山石油 公告编号：2025-02 二、经营业绩和财务状况情况说明 1.报告期的经营情况、财务状况及影响经营业绩的主要因素。 公司报告期间实现营业收入为330,561.54万元，同比去年降低9.22%；营业利润为13,980.88万元，同比 增长125.30%；归属于上市公司股东的净利润为9,932.95万元，同比增长184.72%。 影响经营业绩的主要因素：1.公司销售结构的变化。2.成品油采销价差增大且高于上年同期。 三、与前次业绩预计的差异说明 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 特别提示：本公告所载2024年度的财务数据仅为初步核算数据，未经会计师事务所审计，与年度报告中 披露的最终数据可能存在差异，敬请投资者注意投资风险。 一、2024年度主要财务数据和指标 单位：人民币元 注：以上财务数据和指标均公司合并报表数据填列或计算。 公司已于2025年1月24日披露了《2024年年度业绩预告》(公告编号：2025-01），公司本次业绩快报披 露的经营业绩和业绩 ...

歌尔股份公告称，公司于2025年4月11日首次通过集中竞价交易方式回购公司股份664.09万股，占总股 本的0.19%，最高成交价为21.65元/股，最低成交价为20.82元/股，支付金额为1.41亿元（不含交易费 用）。 卓翼科技：控股股东、实际控制人夏传武因操纵证券市场罪、内幕交易罪获刑七年 卓翼科技公告称，公司收到控股股东、实际控制人配偶韦舒婷送达的广东省深圳市中级人民法院《刑事 判决书》。被告人夏传武犯操纵证券市场罪、内幕交易罪，决定执行有期徒刑七年，并处罚金人民币四 千五百万元。本次判决为一审判决，公司控股股东、实际控制人夏传武反馈已提起上诉，最终结果以广 东省高级人民法院所作出的二审判决为准。 今日焦点 歌尔股份：4月11日耗资1.41亿元首次回购664.09万股 金刚光伏：下属公司申请重整以化解债务危机 金刚光伏公告称，公司全资子公司或孙公司金刚羿德、欧昊电力、苏州型材及苏州金刚以不能清偿到期 债务且明显缺乏清偿能力为由，向法院申请重整。此举旨在通过重整程序统筹协调偿债资源、保障工作 效率，实现债务危机化解，保障债权人利益。该事项尚需提交公司股东大会审议。 美锦能源：终止重大资产重组事项 美锦能 ...

Group 1: Company Announcements - China Chemical's controlling shareholder plans to increase its stake in the company by 300 million to 600 million yuan, with no set price range for the purchase [1] - Guosheng Technology's subsidiary won a 225 million yuan photovoltaic component procurement project [2] - Aisheng Co. plans to sign a technical consulting service agreement worth 200 million yuan for a joint venture project in photovoltaic battery production [3] - Sanmei Co. expects a net profit of 369 million to 428 million yuan for Q1 2025, representing a year-on-year increase of 139.41% to 177.71% [4] - Yulide reported a revenue of 1.13 billion yuan, with a net profit of 183 million yuan, reflecting a year-on-year growth of 13.64% [5] - Western Mining anticipates a net profit of 2.932 billion yuan for 2024, a 5% increase year-on-year, and plans to distribute a cash dividend of 10 yuan per 10 shares [6] Group 2: Market Activities - GoerTek repurchased 6.6409 million shares at a cost of 141 million yuan, accounting for 0.19% of its total share capital [7] - Guoxin Securities' plan to acquire 96.08% of Wanhua Securities through a share issuance has been accepted for review by the Shenzhen Stock Exchange [8] - Meijin Energy announced the termination of a major asset restructuring deal due to failure to reach agreement on commercial terms [9] - King Kong Photovoltaic plans to apply for bankruptcy reorganization for several subsidiaries due to inability to repay debts [10] Group 3: International Ventures - China National Materials Technology plans to invest 114 million euros in Hungary to establish a wet-coated diaphragm production base with an annual capacity of 640 million square meters [11] - Ningbo Huaxiang intends to sell six loss-making subsidiaries in Europe for 1 euro, which is expected to significantly impact its 2025 net profit by reducing it by approximately 900 million to 1 billion yuan [12] Group 4: Profit Forecasts - Chuanjinno expects a net profit of 65 million to 80 million yuan for Q1 2025, a year-on-year increase of 218.96% to 292.56% [13] - Ultrasonic Electronics anticipates a net profit of 38 million to 45 million yuan for Q1 2025, reflecting a growth of 120.38% to 160.98% [14] - Suihengyun A expects a net profit of 80 million to 108 million yuan for Q1 2025, representing a year-on-year increase of 155% to 244% [15] - Hunan Gold forecasts a net profit of 325 million to 374 million yuan for Q1 2025, a growth of 100% to 130% [16] - Taishan Petroleum expects a net profit of 48 million to 58 million yuan for Q1 2025, reflecting a year-on-year increase of 159% to 213% [17] - Meg Intelligent anticipates a net profit of 40 million to 52 million yuan for Q1 2025, a significant increase of 518.53% to 704.09% [17]

证券代码：000554 股票简称：泰山石油 公告编号：2025-03 中国石化山东泰山石油股份有限公司 2025 年一季度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 1.业绩预告期间：2025 年 1 月 1 日至 2025 年 3 月 31 日。 2.预计的经营业绩： 亏损 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 | 盈利:4800 万元–5800 | 万元 | 盈利：1854 万元 | | 东的净利润 | 比上年同期增长：159% -213% | | | | 扣除非经常性损益 | 盈利：4800 万元–5800 | 万元 | | | 后归属于上市公司 | | | 盈利：1868 万元 | | 股东的净利润 | 比上年同期增长：157% - | 210% | | | 基本每股收益 | 盈利：0.0998 元/股–0.1206 | 元/股 | 盈利：0.0386 元/股 | 2025 年第一季度预计业绩情况如下 ...

Financial Performance - Total operating revenue for 2024 was RMB 3,305,615,445.20, a decrease of 9.22% compared to the previous year[2] - Operating profit increased to RMB 139,808,757.53, representing a growth of 125.30% year-on-year[2] - Net profit attributable to shareholders reached RMB 99,329,469.15, up 184.72% from the previous year[2] - The net profit after deducting non-recurring gains and losses was RMB 108,192,810.61, reflecting a 169.27% increase[2] - Basic earnings per share rose to RMB 0.207, an increase of 183.56% compared to the same period last year[2] - The weighted average return on net assets improved to 9.97%, up 6.27 percentage points from the previous year[2] Assets and Equity - Total assets at the end of the reporting period were RMB 1,885,978,423.29, an increase of 5% from the beginning of the period[3] - Shareholders' equity attributable to the parent company increased to RMB 1,033,577,279.63, an 8% rise[3] Operational Changes - The company reported a significant change in sales structure and an increase in the price difference of refined oil sales, impacting operating performance[4] - There were no significant discrepancies between the reported results and the previous earnings forecast[5]

泰山石油（000554）公告，2025年第一季度预计归属于上市公司股东的净利润为4800万元–5800万元， 比上年同期的1854万元增长159%-213%。扣除非经常性损益后归属于上市公司股东的净利润预计为4800 万元–5800万元，比上年同期的1868万元增长157%-210%。基本每股收益预计为0.0998元/股–0.1206元/ 股。公司春节备货，库存高位运行。元旦后油价走高，带动本期利润增长。 ...

Group 1 - The core viewpoint of the news is that Taishan Petroleum's stock has shown a significant increase, with a closing price of 6.31 yuan, up 2.94%, and a rolling PE ratio of 46.81 times, indicating a high valuation compared to the industry average [1] - The total market capitalization of Taishan Petroleum is 3.034 billion yuan, ranking 15th in the oil industry based on PE ratio, which has an average of 12.18 times and a median of 43.58 times [1][2] - On April 1, the net inflow of main funds into Taishan Petroleum was 5.646 million yuan, although the overall trend over the past five days has shown a net outflow of 3.9441 million yuan [1] Group 2 - The main business of China Petroleum Shandong Taishan Petroleum Co., Ltd. includes wholesale and retail of refined oil products and non-oil products, with key products being gasoline, diesel, natural gas, and non-oil items [1] - For the latest financial performance, the company reported an operating income of 2.537 billion yuan for the third quarter of 2024, a year-on-year decrease of 5.79%, while net profit reached 53.3126 million yuan, reflecting a year-on-year increase of 127.91%, with a sales gross margin of 11.13% [1]

Group 1 - The core viewpoint of the news is that Taishan Petroleum's stock has seen a slight increase, with a current rolling P/E ratio of 46.96, which is significantly higher than the industry average [1] - As of March 26, Taishan Petroleum's stock closed at 6.33 yuan, marking a 1.44% increase, and the total market capitalization reached 3.043 billion yuan [1] - The company ranks 15th in the oil industry based on P/E ratio, with the industry average at 11.99 and the median at 44.42 [1] Group 2 - In terms of capital flow, on March 26, Taishan Petroleum experienced a net inflow of 471,700 yuan, but over the past five days, there was a total outflow of 36.2983 million yuan [1] - The latest financial results for the company show that for the third quarter of 2024, it achieved a revenue of 2.537 billion yuan, a year-on-year decrease of 5.79%, while net profit increased by 127.91% to 53.3126 million yuan [1] - The company's main business includes wholesale and retail of refined oil products and non-oil products, with key products being gasoline, diesel, natural gas, and non-oil items [1]