证券代码：002457 证券简称：青龙管业 公告编号：2025-058 青龙管业集团股份有限公司 第六届董事会第十九次会议决议公告 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、董事会会议召开情况 表决结果：9 票同意、0 票反对、0 票弃权，本议案审议通过。 4、本次会议由公司董事长高宏斌先生召集、主持。 5、本次会议的召开符合《公司法》等有关法律、行政法规、部门规章、规范 性文件和公司章程的规定。 二、董事会会议审议情况 本次会议以通讯表决的方式审议了以下议案： （一）审议通过《青龙管业集团股份有限公司 2025 年第三季度报告》 表决结果：9 票同意、0 票反对、0 票弃权，本议案审议通过。 具体内容详见 2025 年 10 月 31 日刊登于证券时报、证券日报、中国证券报、 上海证券报及巨潮资讯网（www.cninfo.com.cn)的《青龙管业集团股份有限公司 2025 年第三季度报告》。 （二）审议通过《关于 2025 年前三季度利润分配预案的议案》 1、本次董事会会议通知于 2025 年 10 月 24 日以电子邮件的方式向全体董事、 高级管 ...

证券代码：002457 证券简称：青龙管业 公告编号：2025-060 青龙管业集团股份有限公司 关于 2025 年前三季度利润分配预案的公告 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。 一、审议程序 青龙管业集团股份有限公司（以下简称"公司"）第六届董事会第十九次会 议审议通过了《关于 2025 年前三季度利润分配预案的议案》，本次利润分配预 案属于公司 2024 年年度股东会授权董事会决策的权限范围内，经公司董事会审 议通过后，无需提交公司股东会审议。 二、利润分配方案的基本情况 根据公司 2025 年第三季度财务报告（未经审计），公司 2025 年 1-9 月合并 报表中归属于母公司所有者的净利润 50,994,951.12 元，母公司实现净利润 22,747,269.08 元。截至 2025 年 9 月 30 日，公司合并报表可供分配利润为 1,145,248,626.67 元，母公司报表可供分配利润为 1,029,201,603.08 元。依据 《公司法》和《青龙管业集团股份有限公司章程》（以下简称"《公司章程》"） 及中国证监会有关规定，公司拟 ...

Financial Performance - Q3 2025 revenue was CNY 633.83 million, a decrease of 2.27% year-over-year, and year-to-date revenue was CNY 1.57 billion, down 9.32% compared to the same period last year[5] - Net profit attributable to shareholders for Q3 2025 was CNY 37.52 million, a decline of 9.21%, while year-to-date net profit was CNY 50.99 million, down 54.91% year-over-year[5] - Basic and diluted earnings per share for Q3 2025 were CNY 0.1132, reflecting a decrease of 9.20% compared to the same quarter last year[5] - Total operating revenue for the current period is CNY 1,568,374,499.70, a decrease of 9.26% from CNY 1,728,330,812.46 in the previous period[16] - Net profit for the current period is 44,218,177.69, a decrease of 64.0% compared to 122,850,870.74 in the previous period[17] - Total comprehensive income for the current period is 44,646,067.69, down from 122,232,155.67 in the previous period, reflecting a decline of 63.4%[17] - The company reported a decrease in operating profit to 39,812,422.72, down 70.7% from 135,954,666.15 in the previous period[17] - Basic and diluted earnings per share are both 0.1539, down from 0.3413 in the previous period, reflecting a decline of 54.8%[18] Assets and Liabilities - Total assets at the end of Q3 2025 were CNY 4.87 billion, an increase of 7.25% from the end of the previous year[5] - Total liabilities increased to CNY 2,166,379,802.82 from CNY 1,838,919,911.02, reflecting a growth of 17.83%[15] - Total assets reached CNY 4,867,296,102.02, up from CNY 4,538,299,072.11, indicating an increase of 7.25%[16] Cash Flow - Cash flow from operating activities showed a net outflow of CNY 118.68 million year-to-date, a significant decrease of 138.43% compared to the previous year[5] - Cash flow from operating activities shows a net outflow of -118,675,663.38, compared to -49,774,005.93 in the previous period, indicating a worsening cash flow situation[19] - Cash flow from financing activities generated a net inflow of 284,697,299.56, an increase of 145.0% compared to 116,094,862.80 in the previous period[19] - Investment activities resulted in a net cash outflow of -111,526,212.99, an improvement from -129,182,089.56 in the previous period[19] Shareholder Information - The total number of common shareholders at the end of the reporting period is 52,338[11] - Ningxia Qinglong Technology Holdings Co., Ltd. holds 19.09% of shares, totaling 63,649,904 shares, with 43,800,000 shares pledged[11] - The second largest shareholder, Chen Jiaxing, holds 8.17% of shares, totaling 27,242,300 shares, with 6,200,000 shares pledged[11] - The total number of preferred shareholders is zero, indicating no preferred shares outstanding[12] - The top ten shareholders do not include any shareholders involved in margin trading or securities lending[11] - The company has not disclosed any changes in the top ten shareholders due to securities lending or borrowing[12] - The company’s major shareholder, Ningxia Qinglong Technology Holdings Co., Ltd., is also the actual controller of the company[11] Investments and Income - The company reported a 40.23% decrease in notes receivable compared to the beginning of the year, primarily due to fewer notes received during the period[9] - Inventory increased by 39.57% compared to the beginning of the year, attributed to goods shipped but not yet recognized as revenue[9] - Long-term equity investments rose by 227.23% compared to the beginning of the year, due to investments in joint ventures[9] - The company experienced a 56.69% decrease in investment income year-over-year, mainly due to reduced fund income received[9] - The company reported a loss of RMB 26,433,699.46 from fair value changes in securities investments during the reporting period[12] - The company has a total investment in securities of RMB 137,408,600, with a fair value of RMB 59,102,141.40 at the end of the period[12] - The company’s financial assets include a total of RMB 12,284,613.27 from other investments[12] - The company reported a significant increase in interest income to CNY 1,256,555.33 from CNY 143,837.80, a growth of 772.5%[16] Operational Metrics - Total operating costs for the current period amount to CNY 1,469,440,277.50, down from CNY 1,552,032,172.37, reflecting a reduction of 5.34%[16] - The company's net profit margin is under pressure due to increased operating costs, with operating costs constituting approximately 93.7% of total revenue[16] - Total revenue from sales of goods and services received cash of 1,636,698,403.91, down 22.0% from 2,096,979,850.86 in the previous period[18] Miscellaneous - Cash and cash equivalents increased to CNY 560,463,011.40 from CNY 557,744,768.48, showing a slight growth of 0.31%[14] - Accounts receivable decreased to CNY 1,527,940,685.39 from CNY 1,598,480,473.70, a decline of 4.43%[14] - Inventory rose significantly to CNY 924,855,717.48 from CNY 662,655,183.59, representing an increase of 39.5%[14] - Short-term borrowings increased to CNY 862,898,854.45 from CNY 595,076,856.90, marking an increase of 45.0%[15] - The company has not undergone an audit for the third quarter financial report[20]

Core Viewpoint - Qinglong Pipe Industry (002457) announced that neither the company nor its controlling subsidiaries have any overdue guarantees, nor are there any guarantee matters involving litigation, and there are no circumstances where losses must be borne due to being judged to have lost a guarantee case [1] Summary by Category - **Company Financial Health** - The company confirmed that it has no overdue guarantees [1] - There are no litigation-related guarantee matters [1] - The company does not face any losses from guarantee-related judgments [1]

证券代码：002457 证券简称：青龙管业 公告编号：2025-057 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 近日，青龙管业集团股份有限公司（以下简称"公司"）就控股子公司-宁 夏青龙钢塑复合管有限公司（以下简称"宁夏钢管"）向国家开发银行宁夏回族 自治区分行（以下简称：国开行宁夏分行）的借款事项提供了保证担保，具体情 况如下： | 担保方 | 被担保方 | 担保方 | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 持股比 | 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 集团股份 有限公司 | 宁夏青龙钢塑复 合管有限公司 | 93.50% | 46.44 ...

Company Overview - Qinglong Pipe Industry announced a total external guarantee amount of approximately 596 million yuan, accounting for 24.16% of the company's audited net assets attributable to the parent company for the year 2024 [1] - The actual guarantee balance is about 282 million yuan, representing 11.44% of the company's audited net assets attributable to the parent company for the year 2024 [1] Revenue Composition - For the first half of 2025, the revenue composition of Qinglong Pipe Industry is as follows: non-metallic mineral products account for 88.83%, hydraulic technology professional services account for 11.15%, and other businesses account for 0.02% [1] Market Capitalization - As of the report date, Qinglong Pipe Industry has a market capitalization of 4 billion yuan [1]

Investment Rating - The industry rating is "Recommended" [4] Core Views - The "14th Five-Year Plan" emphasizes urban renewal and underground pipeline renovation, with an expected investment demand exceeding 5 trillion yuan for over 700,000 kilometers of pipeline construction [6] - The report highlights the impact of renewed tariff conflicts and the acceleration of industry self-discipline, recommending companies with strong pricing power and cost advantages in the cement and waterproof sectors [6] - The report notes that the special electronic fabric sector is experiencing high demand, with companies like China Jushi and China National Materials Technology benefiting from this trend [7] Summary by Sections Investment Suggestions - Recommended companies benefiting from urban pipeline renovation include Qinglong Pipe Industry, Donghong Co., and China Liansu [6] - In the cement sector, companies like Huaxin Cement and Conch Cement are recommended due to their cost and scale advantages amid tariff conflicts [6] - The waterproof industry is seeing frequent price increases, with recommendations for Oriental Yuhong and Keshun Co. [6] - In the photovoltaic glass sector, companies such as Qibin Group, Fuyao Glass, and Xinyi Solar are recommended due to price increases [6] - The report suggests strong resilience in operations for companies like Sanhe Tree and high dividend yield firms like Rabbit Baby and Weixing New Materials [6] - The fire alarm leader Qingniao Fire is recommended due to its upcoming commercialization of fire-fighting robots [7] - The report highlights the strong performance of special electronic fabrics, recommending China Jushi and China National Materials Technology [9] Market Trends - The national cement market price increased by 0.4% week-on-week, with price rises in regions like Guizhou and Jiangsu [22][23] - The average price of float glass decreased by 4.40% to 1243.68 yuan/ton, indicating a shift from an upward trend to a decline [64] - The photovoltaic glass market remains stable, with mainstream order prices for 2.0mm coated panels at around 13 yuan/square meter [72]

Market Overview - The market indices experienced significant gains, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 0.71%, 2.02%, and 3.57% respectively, and over 3,000 stocks rising while more than 2,200 stocks fell [4] - The trading volume approached 2 trillion yuan, indicating increased market activity [4] - The Shanghai Composite Index reached a new high for the year, while the ChiNext Index also returned to near its yearly high [5] Storage Sector - The storage sector opened strongly, with several stocks hitting the daily limit, including Xianggang Technology, Dwei Co., and Purun Co., among others [8] - The flash memory and DRAM sectors saw increases of 8.25% and 7.92% respectively, driven by price hikes from major companies like Samsung and SK Hynix, which raised prices by up to 30% [8] - The surge in the storage sector was also influenced by a significant rise in U.S. storage stocks, particularly SanDisk, which increased by over 13.6% [8] Financial Sector - The financial sector initially lagged behind the market, with no mentions in the recent five-year plan, leading to a perception of underperformance [12] - However, after a statement from a senior financial official emphasizing the importance of high-quality financial development, the sector saw a rebound, with brokerage stocks gaining 0.85% by the end of the day [12] Technology and Robotics - Jinfutech experienced a sharp rise after announcing a collaboration with Shanghai Hanzhi Information Technology and receiving a manufacturing order for humanoid robots [16] - This marked a significant advancement in the company's involvement in the robotics sector, moving beyond mere partnerships to actual manufacturing contracts [16]

Market Overview - The renovation and building materials sector increased by 0.34% compared to the previous trading day, with Qinglong Pipe Industry leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Top Performers - Qinglong Pipe Industry (002457) closed at 12.28, up 10.04% with a trading volume of 628,400 shares and a transaction value of 757 million [1] - Fashilong (605318) closed at 70.94, up 10.00% with a trading volume of 87,600 shares and a transaction value of 602 million [1] - Yashichuangneng (603378) closed at 6.84, up 9.97% with a trading volume of 107,800 shares and a transaction value of 73.75 million [1] Underperformers - Jingxue Energy (301010) closed at 22.70, down 7.69% with a trading volume of 138,500 shares [2] - Zhongtie Assembly (300374) closed at 16.66, down 3.42% with a trading volume of 256,500 shares [2] - Jianlang Hardware (002791) closed at 21.76, down 1.45% with a trading volume of 59,300 shares [2] Capital Flow - The renovation and building materials sector saw a net inflow of 305 million from main funds, while retail investors experienced a net outflow of 166 million [2] - Main funds showed significant net inflow in Qinglong Pipe Industry, totaling 269 million, while retail investors had a net outflow of 124 million [3] Individual Stock Analysis - Qinglong Pipe Industry had a main fund net inflow of 269 million, accounting for 35.50% of its total trading [3] - Yashichuangneng experienced a main fund net inflow of 22.92 million, representing 31.07% of its total trading [3] - Fashilong had a main fund net inflow of 17.16 million, with retail investors showing a net outflow of 28.57 million [3]

Core Points - The Shanghai Composite Index closed at 3938.98 points, above the six-month moving average, with a gain of 0.42% [1] - A total trading volume of A-shares reached 1,239.319 billion yuan today [1] - 126 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The top three stocks with the highest deviation rates from the six-month moving average are: - Xicet Testing (西测测试) with a deviation rate of 13.84% and a daily increase of 15.21% [2] - Anhui Instrument Technology (皖仪科技) with a deviation rate of 9.60% and a daily increase of 12.74% [2] - Aerospace Changfeng (航天长峰) with a deviation rate of 9.37% and a daily increase of 10.01% [2] Trading Metrics - The trading turnover rate for Xicet Testing was 18.16%, while Anhui Instrument Technology had a turnover rate of 3.91% [2] - The latest prices for the top three stocks are: - Xicet Testing at 58.87 yuan [2] - Anhui Instrument Technology at 24.33 yuan [2] - Aerospace Changfeng at 15.17 yuan [2] Additional Stocks - Other notable stocks with significant performance include: - Tongfeng Electronics (铜峰电子) with a deviation rate of 9.10% and a daily increase of 9.95% [2] - Weihong Technology (维宏股份) with a deviation rate of 7.25% and a daily increase of 10.74% [2] - China Satellite Communications (中国卫通) with a deviation rate of 5.82% and a daily increase of 6.02% [2]