Core Viewpoint - The anticorrosive steel pipe industry is experiencing growth due to advancements in technology and increasing demand across various sectors, leading to a diversification of materials and applications [1][22]. Industry Definition and Classification - Anticorrosive steel pipes are treated steel pipes designed to resist corrosion, with common coatings including epoxy resin, polyurethane, and polyethylene [3][6]. - The industry categorizes pipes based on manufacturing processes, shapes, applications, and anticorrosion technologies [5][6]. Current Industry Status - The demand for anticorrosive steel pipes is driven by infrastructure development in sectors such as oil, chemicals, gas, and water supply, with a projected demand of 1,168.2 million tons in 2024 and a market size of approximately 55.09 billion yuan [2][6]. - The annual production of anticorrosive steel pipes in China has remained above 16 million tons, with forecasts indicating production of 17.85 million tons in 2024 and 18.41 million tons in 2025 [2][8]. Industry Supply Chain - The upstream supply chain includes raw materials like steel and anticorrosive coatings, while the midstream focuses on the production and research of anticorrosive steel pipes [10]. - The downstream applications span various industries, including oil, chemicals, and water supply, with potential for strategic partnerships to enhance the supply chain [10]. Competitive Landscape - The anticorrosive steel pipe industry features a mix of large state-owned enterprises and numerous private and foreign companies, with state-owned firms dominating the high-end market [13][14]. - Key players include China Petroleum Group, Jiangsu Yulong Steel Pipe Technology, and Tianjin Youfa Steel Pipe Group, among others [3][15]. Industry Development Trends - The industry is shifting towards high-tech and high-performance products, with innovations in materials such as composite and nanomaterials expected to meet diverse market needs [1][22]. - Anticorrosive steel pipes are anticipated to play a crucial role in future infrastructure projects, enhancing their importance in corrosion prevention solutions [1][22].

证券代码：002443 证券简称：金洲管道 公告编号：2025-027 浙江金洲管道科技股份有限公司 关于回购公司股份的进展暨2024年年度权益分派实施后 调整回购股份价格的公告 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。 | 回购方案首次披露日 | 2024年8月30日 | | --- | --- | | 回购方案实施期限 | 董事会审议通过后12个月 | | 预计回购金额 | 人民币10,000万元～20,000万元 | | 累计已回购股数 | 8,038,800股 | | 累计已回购股数占总股本比例 | 1.54% | | 累计已回购金额 | 49,941,057.84元(不含交易费用等) | | 实际回购价格区间 | 5.75元/股～6.50元/股 | 调整前回购股份价格上限：7.93元/股 调整后回购股份价格上限：7.73元/股 回购公司股份方案未设定回购股份价格下限 回购股份价格上限调整起始日期：2025年5月28日 一、回购股份事项概述 浙江金洲管道科技股份有限公司（以下简称"公司"）于2024年8月29日召 开第七届董事会第十一次会议审议通 ...

浙江金洲管道科技股份有限公司 2024 年年度权益分派实施公告 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。 证券代码：002443 证券简称：金洲管道 公告编号：2025-026 特别提示： 1、公司 2024 年度利润分配方案为：以未来实施权益分派方案时股权登记日 的总股本（扣除公司回购专户的股份）为基数，向全体股东每 10 股派发现金红 利 2.00 元（含税），不送红股，不以资本公积金转增股本，剩余未分配利润滚 存至下一年度。由于公司通过回购专户持有的本公司股份，不享有参与利润分配 和资本公积金转增股本的权利，以当前总股本 520,535,520 股，扣除回购专户上 已回购股份 8,038,800 股后的股本 512,496,720 股为基数，计算出本报告期预计 现金分红金额为 102,499,344.00 元（含税）。 2、因公司回购专用证券账户上的股份不享有利润分配的权利，故本次权益 分派实施后，计算除权除息价格时，根据股票市值不变原则，实施权益分派前后 公司总股本保持不变，现金分红总额分摊到每一股的比例将减小。折算后，每股 现金红利应以 0.1 ...

国浩律师（杭州）事务所 法律意见书 国浩律师（杭州）事务所 关 于 地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编：310008 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 电子邮箱/Mail：grandallhz@grandall.com.cn 网址/Website：http://www.grandall.com.cn 二〇二五年五月 浙江金洲管道科技股份有限公司 2024 年年度股东大会的 法律意见书 国浩律师（杭州）事务所 法律意见书 国浩律师（杭州）事务所 关 于 浙江金洲管道科技股份有限公司 2024 年年度股东大会的 法律意见书 致：浙江金洲管道科技股份有限公司 国浩律师（杭州）事务所（以下简称"本所"）接受浙江金洲管道科技股份 有限公司（以下简称"公司"）委托，指派律师出席公司 2024 年年度 ...

2024年年度股东大会决议公告 特别提示： 证券代码：002443 证券简称：金洲管道 公告编号：2025-025 浙江金洲管道科技股份有限公司 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。 1、本次股东大会未出现否决提案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、会议召开时间 现场会议时间：2025年5月15日14:30。 网络投票时间：2025年5月15日，其中，通过深圳证券交易所（以下简称"深 交所"）交易系统进行网络投票的具体时间为：2025年5月15日上午9:15～9:25， 9:30～11:30和下午13:00～15:00；通过互联网投票系统投票的具体时间为2025 年5月15日9:15～15:00。 2、现场会议召开地点：浙江省湖州市吴兴区湖浔大道 3555 号行政楼三楼会 议室。 3、会议召集人：公司董事会。 4、会议方式：本次股东大会采取现场投票与网络投票相结合的方式召开。 5、现场会议主持人：董事长李兴春先生主持本次会议。 6、本次会议的召集、召开与表决程序符合《公司法》《上市公司股东会规 则》《 ...

Group 1: Project Opportunities and Market Expansion - The company is focusing on the upcoming 600,000 kilometers of pipeline construction opportunities across the country, particularly in the eastern provinces south of the Yangtze River, and is preparing to bid on these projects [2] - The company is actively monitoring the progress of the Kangbao-Caofeidian hydrogen pipeline project and has not yet secured any orders [1][12] - The company aims to expand its market share in the oil and gas pipeline and water conservancy sectors by optimizing product structure and enhancing product quality [3] Group 2: Product and Service Innovation - In response to changes in the real estate market, the company plans to optimize its product structure and expand its application fields to meet market demands [2] - The company is committed to improving production efficiency and product quality through lean operations and the adoption of information technology and automation [2] - The company is exploring new product development and market opportunities, particularly in the context of the "dual carbon" strategy and energy structure transformation [2][14] Group 3: Financial Performance and Shareholder Engagement - The company proposed a cash dividend of 2 RMB per 10 shares for the 2024 fiscal year, aiming to attract dividend-focused investors [6] - As of the end of Q1 2025, the company reported ownership of approximately 500,000 square meters of land and 250,000 square meters of building area [9] - The company has a short-term loan balance of 82.38 million RMB as of the end of Q1 2025, which is used to maintain good relationships with financial institutions [10] Group 4: Risk Management and Operational Efficiency - The company is enhancing risk management to ensure stable development and is focused on improving operational efficiency through cost reduction and resource optimization [14] - The company is actively managing accounts receivable and improving cash flow safety by tracking long-term and high-value receivables [12] - The company is adjusting its production capacity layout to improve utilization rates in response to industry overcapacity and market competition [14] Group 5: Digital Transformation and Environmental Compliance - The company is advancing its digital transformation by upgrading its ERP system and establishing a supply chain collaboration and intelligent manufacturing management system [5] - The company is committed to meeting stringent environmental requirements through the establishment of an environmental management system and the creation of national-level green factories [6][8]

Core Insights - The company reported a significant decline in both revenue and net profit for the year 2024, with total revenue at 4.617 billion yuan, down 19.61% year-on-year, and net profit at 201 million yuan, down 29.03% year-on-year [1][4]. Revenue and Profit Trends - Total revenue decreased from 5.743 billion yuan in 2023 to 4.617 billion yuan in 2024, marking a 19.61% decline [4]. - Net profit fell from 284 million yuan in 2023 to 201 million yuan in 2024, representing a 29.03% decrease [4]. - The revenue in 2024 is only 65.5% of the 2021 revenue, which was 7.043 billion yuan [4]. Market Challenges - The company faces significant external challenges, including a weak domestic steel market and a prolonged downturn in the real estate sector, which have directly impacted its core business [4]. - The global economic landscape is undergoing deep adjustments, contributing to the pressures faced by the company [4]. Innovation and Market Expansion - Despite the challenges, the company has made progress in technology innovation and market expansion, participating in the formulation of national standards and achieving notable results in intellectual property with 6 invention patents and 11 utility model patents granted [5]. - The company successfully expanded its customer base, adding 19 direct supply customers in the galvanized pipe business and 23 in the steel-plastic pipe sector, while also forming strategic partnerships in the gas and semiconductor markets [5]. Operational Efficiency - The company has implemented measures to optimize production processes and inventory management, achieving cost reduction and efficiency improvements [6]. - Inventory management efforts led to a 44% reduction in coil inventory and a 30% decrease in steel pipe inventory, along with the adjustment of 5,790 tons of backlog pipe materials [6]. - Innovations in manufacturing processes, such as improvements in welding and coating techniques, have enhanced product quality and operational efficiency [6].

证券代码：002443 证券简称：金洲管道 公告编号：2025-023 浙江金洲管道科技股份有限公司 关于回购公司股份的进展公告 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。 浙江金洲管道科技股份有限公司（以下简称"公司"）于2024年8月29日召 开第七届董事会第十一次会议审议通过《关于回购公司股份方案的议案》，同意 公司使用自有资金不低于人民币10,000万元（含），不超过人民币20,000万元（ 含）以集中竞价交易方式回购公司已发行的人民币普通股（A股）股票，回购股 份将用于实施员工持股计划或股权激励计划。本次回购价格为不超过人民币7.93 元/股（含），按回购价格上限和回购金额上下限测算，预计回购股份数量约为 12,610,340股至25,220,680股，约占公司目前已发行总股本比例为2.42%至4.85% ，具体回购股份的数量以回购结束时实际回购的股份数量为准。本次回购用于实 施员工持股计划或股权激励计划的股份期限为自公司董事会审议通过本次回购 方案之日起不超过12个月。具体内容详见公司于2024年8月30日、9月10日在巨潮 资讯网（http: ...

为进一步加强与投资者的互动交流，浙江金洲管道科技股份有限公司（以下 简称"公司"）将参加由浙江证监局指导，浙江上市公司协会主办，深圳市全景 网络有限公司承办的"2025年浙江辖区上市公司投资者网上集体接待日暨2024 年度业绩说明会"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登陆"全景路演"网站 （https://ir.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP， 参与本次互动交流，活动时间为 2025 年 5 月 13 日（周二）15:00-17:00。 届时公司副董事长兼总经理沈淦荣先生、副总经理兼财务总监柴华良先生、 董事会秘书薛俊、独立董事初宜红女士将在线就公司 2024 年度业绩、公司治理、 发展战略、经营状况、融资计划、股权激励和可持续发展等投资者关心的问题， 与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 浙江金洲管道科技股份有限公司董事会 2025 年 5 月 6 日 证券代码：002443 证券简称：金洲管道 公告编号：2025-024 浙江金洲管道科技股份有限公司 关于参加2025年浙江辖区上市公司投资者 网上集体接待日暨2 ...

Financial Performance - The company reported total revenue of 878 million yuan for Q1 2025, a decrease of 15.34% year-on-year compared to 1.037 billion yuan in Q1 2024 [1] - The net profit attributable to shareholders was 26.26 million yuan, down 46.57% from 49.14 million yuan in the same quarter last year [1] - The gross margin was 11.1%, reflecting a decline of 13.54% year-on-year, while the net margin decreased by 33.29% to 3.65% [1] - Total expenses (selling, administrative, and financial) amounted to 37.82 million yuan, representing 4.31% of revenue, an increase of 22.21% year-on-year [1] Accounts Receivable and Cash Flow - The company's accounts receivable reached 730 million yuan, accounting for 362.52% of the net profit, indicating a significant concern regarding cash flow [1][4] - The cash and cash equivalents decreased to 499 million yuan, down 41.32% from the previous year [1] Business Model and Market Position - The company specializes in various types of pipes and fittings, which are widely used in water supply, drainage, firefighting, gas, oil and gas transportation, construction, and communication sectors [4] - The company has maintained a stable operation despite a decline in performance due to external factors, particularly in the real estate sector [4] - The company has a low debt ratio and healthy financial status, with a cumulative financing amount of 1.237 billion yuan and cumulative dividends of 1.004 billion yuan since its listing [3]