青龙管业集团股份有限公司 2025 年第二次临时股东会决议公告 证券代码：002457 证券简称：青龙管业 公告编号：2025-052 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或者重大遗漏。 特别提示： 1.本次股东会没有出现否决提案的情形。 2.本次股东会不涉及变更以往股东会已通过的决议。 （二）召开地点：宁夏银川市金凤区阅海路 41 号宁夏水利研发大厦 11 楼•公司 会议室 （三）召开方式：现场记名表决与网络投票相结合 （四）会议的股权登记日：2025 年 9 月 3 日 （五）会议召集人：公司董事会。经公司第六届董事会第十八次会议审议通过， 同意召开本次股东会 （六）会议主持人：董事长高宏斌先生 一、会议召开和出席情况 （一）召开时间 （1）现场会议：2025 年 9 月 8 日（星期一）下午 2：30 分开始 （2）网络投票时间 ①通过深交所交易系统投票时间为 2025 年 9 月 8 日的交易时间，即 9:15～9:25， 9:30～11:30 和 13:00～15:00 ②通过深交所互联网投票系统开始投票的时间为 2025 年 9 月 8 日上午 9:15 ...

北京海润天睿律师事务所 关于青龙管业集团股份有限公司 2025 年第二次临时股东会的法律意见书 中国 • 北京 地址：朝阳区建外大街甲 14 号广播大厦 5 层、9 层、10 层、13 层、17 层 邮编：100022 电话：（010）65219696 传真：（010）88381869 二〇二五年九月 北京海润天睿律师事务所 关于青龙管业集团股份有限公司 2025 年第二次临时股东会的法律意见书 致：青龙管业集团股份有限公司 北京海润天睿律师事务所（以下简称"本所"）接受青龙管业集团股份有限 公司（以下简称"公司"）的委托，指派本所律师出席公司 2025 年第二次临时 股东会，并依据《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》"）、《青龙管业集团股份有 限公司公司章程》（以下简称"《公司章程》"）和其他相关法律、法规的规定， 就公司本次股东会的召集、召开程序、出席会议人员的资格、召集人资格、表决 程序和表决结果等有关事项出具本法律意见书。 对本法律意见，本所律师声明如下： 本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务 ...

Group 1 - Major financial institutions like JPMorgan, Citigroup, and Morgan Stanley have recently increased their holdings in H-shares such as CATL, ZTE, and WuXi AppTec, indicating a growing interest in these stocks [1] - JPMorgan's long position in CATL H-shares rose from 5.98% to 6.06%, while Morgan Stanley's increased from 4.96% to 6.05% [1] - The Hong Kong stock market showed strong performance in August, with the Hang Seng Index rising by 1.23% and the Hang Seng Tech Index increasing by 4.06% [3] Group 2 - There is a concern that retail investors often enter the market after institutions have already made their moves, leading to potential losses for these investors [5] - A notable example of institutional behavior is highlighted, where foreign institutions claimed to avoid thematic stocks but were found heavily invested in restructuring concept stocks after earnings reports were released [6] - The concept of "institutional inventory" is introduced as a key indicator of institutional trading activity, suggesting that active participation by institutions can signal future stock performance [9][11] Group 3 - The article emphasizes the importance of understanding the true flow of funds rather than relying on news, which often lags behind actual market movements [14] - It is suggested that retail investors should focus on analyzing data that reveals institutional actions to avoid being misled by superficial news [14] - The conclusion stresses that those who can access and interpret real data will have a competitive advantage in the market [14]

Core Viewpoint - Qinglong Pipeline Industry has established itself as a leading enterprise in the water supply and drainage pipeline sector through continuous innovation and a focus on high-quality products, aiming to expand its market presence beyond Ningxia to nationwide coverage [1][2]. Group 1: Technological Innovation - Qinglong Pipeline has 50 years of experience in pipeline production, focusing on technological innovation and achieving a fully self-controlled production capability in prestressed concrete pipes [1][2]. - The company has a comprehensive product range, including concrete pipes, composite steel pipes, and plastic pipes, catering to various sectors such as water conservancy, electricity, urban water supply and drainage, and gas supply [1][2]. - The company emphasizes market-driven research and development, ensuring that innovations address specific market pain points [2]. Group 2: Market Expansion - Qinglong Pipeline has expanded its operations beyond Ningxia, establishing 19 subsidiaries and production bases across 12 provinces, ensuring stable delivery for large projects [3]. - The company has seen significant growth in its Xinjiang market, with new orders reaching 1.058 billion yuan, a year-on-year increase of 101.52% [3]. - Qinglong Pipeline has successfully secured a 400 million yuan contract for the Guangdong water resource allocation project, marking a significant step in its "Eastward and Southward" strategy [3]. Group 3: Strategic Partnerships and New Markets - In July, Qinglong Pipeline signed a strategic cooperation agreement with Beijing Tianshan High-Tech to explore opportunities in the wind power sector, indicating a shift towards renewable energy infrastructure [4]. - The company is focused on optimizing its operational efficiency while expanding its business into new growth areas, particularly in the wind power sector [4]. Group 4: Financial Performance - Since its listing in 2010, Qinglong Pipeline has shown strong financial performance, with a revenue of 2.8 billion yuan in the last year, a 36% increase year-on-year, and a net profit of 268 million yuan, up 976% [5]. - The company has distributed cash dividends 16 times, totaling 510 million yuan, enhancing shareholder returns [5].

证券代码：002457 证券简称：青龙管业 公告编号：2025-051 青龙管业集团股份有限公司 关于为控股子公司提供担保的公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没 有虚假记载、误导性陈述或者重大遗漏。 一、担保情况概述 青龙管业集团股份有限公司（以下简称"公司"）就控股子公司-甘肃青龙 管业有限责任公司（以下简称"甘肃青龙"）向中国建设银行股份有限公司张掖 分行（以下简称"建行张掖分行"）的流动资金贷款事项签订了《最高额保证合 同》，具体情况如下： | | | 被担保方 | 担保方 持股比 | 被担保方最 | 经审批担 | 截至目前 | 本次新增 | 本次担保额 度占上市公 | 是否 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 担保方 | | | | 近一期资产 | 保总额度 | 担保余额 | 担保额度 | 司最近一期 | 关联 | | | | | 例 | 负债率 | （万元） | （万元） | （万元） | 净资产比例 | 担保 | | 青 龙 管 | 业 | 甘肃青龙管业 | | | | | | ...

证券代码：002457 证券简称：青龙管业 公告编号：2025-050 青龙管业集团股份有限公司 关于控股股东、实际控制人减持股份触及 1%整数倍的公告 公司控股股东宁夏青龙科技控股有限公司、实际控制人陈家兴先生保证向本 公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 | 1．基本情况 | | | | | | | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | | 宁夏青龙科技控股有限公司、陈家兴 | | | | | 住所 | | 宁夏银川市金凤区黄河路创新园41号楼A6办公楼二层 | | | | | 权益变动时间 | | 2025年7月29日至2025年8月26日 | | | | | 权益变动过程 | | 青龙控股和陈家兴先生在2025年7月29日至2025年8月 | | | | | 26日期间合计减持公司股份2,844,400股，本次减持完 | | | | | | | 成后，青龙控股持有公司股份63,985,704股，占公司总 | | | | | | | 股本的19.19%；陈家兴先生持有公司股份27,242,300 | | | | ...

Core Viewpoint - The controlling shareholder and actual controller of Qinglong Pipe Industry Group Co., Ltd. plan to reduce their shareholding, which may impact the company's stock performance and investor sentiment [1][2][3] Group 1: Shareholding Reduction Announcement - The controlling shareholder, Ningxia Qinglong Technology Holding Co., Ltd., and actual controller, Mr. Chen Jiaxing, intend to reduce their holdings by up to 9,909,700 shares, representing a maximum of 3.00% of the total share capital [1] - The reduction will occur through block trades and centralized bidding, with a maximum of 3,303,200 shares (1.00%) via centralized bidding and 6,606,500 shares (2.00%) via block trades [1] Group 2: Shareholding Changes - As of July 30, 2025, the total shares reduced amounted to 4,303,250 shares, accounting for 1.29% of the total share capital, resulting in a new holding of 94,072,404 shares, reducing the shareholding ratio from 29.50% to 28.21% [2] - Between July 29 and August 26, 2025, a total of 2,844,400 shares were sold, representing 0.85% of the total share capital, bringing the cumulative reduction to 7,147,650 shares (2.14%) [2] Group 3: Compliance and Impact - The share reduction plan complies with relevant laws and regulations, including the Securities Law and Shenzhen Stock Exchange rules, and will not lead to a change in control or significantly impact the company's governance structure [2][3] - After the reduction, Qinglong Technology Holding will hold 63,985,704 shares (19.19%), while Mr. Chen will hold 27,242,300 shares (8.17%) [2][3]

Group 1 - The company's stock price is reported at 12.11 yuan, down 0.16 yuan from the previous trading day, with a trading volume of 227,372 hands and a transaction amount of 274 million yuan [1] - The main business of the company includes the research, production, and sales of concrete pipes and plastic pipes, primarily used in water conservancy and municipal sectors [1] - In the first half of 2025, the company achieved operating revenue of 933 million yuan, with new contract amounts of 260 million yuan for concrete pipe business and 340 million yuan for plastic pipe business [1] Group 2 - The company's net profit attributable to shareholders for the first half of 2025 is approximately 13.47 million yuan, a year-on-year decrease of 81.23% [1] - The company indicated that some order projects were delayed, leading to a decline in shipment volume, and that large project orders signed are still in the capacity construction phase, contributing little to current revenue [1] - Recent announcements show that the company has terminated the issuance of stocks to specific objects through a simplified procedure [1] Group 3 - On August 22, data showed that the company's main funds had a net outflow of 49.49 million yuan, with a cumulative net outflow of 33.78 million yuan over the past five days [2]

Core Viewpoint - Qinglong Pipe Industry reported that as of August 20, the number of shareholders reached 58,232 [2] Summary by Category - **Company Information** - Qinglong Pipe Industry has a total of 58,232 shareholders as of August 20 [2]

Core Viewpoint - Qinglong Pipe Industry announced the termination of a simplified procedure for issuing shares to specific targets during its board and supervisory meetings held on August 20, 2025 [2]. Financial Performance - For the first half of 2025, Qinglong Pipe Industry's revenue composition was as follows: non-metallic mineral products accounted for 88.83%, design consulting represented 11.15%, and other businesses made up 0.02% [2].