Group 1 - The company Qinglong Pipe Industry announced that its seventh second board meeting was held on January 30, 2026, via telecommunication voting [1] - The meeting reviewed documents including a proposal to provide joint liability guarantees for its affiliated companies based on equity ratios [1] Group 2 - The nuclear power construction industry is experiencing a surge, with equipment manufacturers overwhelmed by demand, leading to orders scheduled until 2028 [1] - Employees are working in three shifts, and production lines are operating 24 hours a day to meet the high demand [1]

证券代码：002457 证券简称：青龙管业 公告编号：2026-005 青龙管业集团股份有限公司 关于为参股公司按股权比例提供连带责任保证的公告 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、担保情况概述 青龙管业集团股份有限公司（以下简称"公司"）于 2026 年 1 月 30 日召开第七届董 事会第二次会议审议通过了《关于为参股公司按股权比例提供连带责任保证的议案》，公 司参股公司-甘肃展通管业有限责任公司（以下简称"展通管业"）因经营需要，向其控股 股东-甘肃省水务投资集团有限公司申请借款 2000 万元，主要用于原材料采购和项目工程 款支付，借款期限为 12 个月，借款利率为年利率 5%。公司对上述借款按股权比例提供连 带责任保证，保证金额不超过 222.20 万元，期限同借款期限。 本次事宜已经公司第七届董事会第二次会议审议通过。根据《深圳证券交易所股票上 市规则》《公司章程》等相关规定，本次事项无须提交股东会进行审议。 二、被担保人基本情况 1、甘肃展通管业有限责任公司 ⑥ 经营范围：一般项目：塑料制品制造；水泥制品制造；塑料制品销售；人造板 ...

证券代码：002457 证券简称：青龙管业 公告编号：2026-004 青龙管业集团股份有限公司 （一）审议通过《关于为参股公司按股权比例提供连带责任保证的议案》 一、董事会会议召开情况 1、本次董事会会议通知于 2026 年 1 月 26 日以电子邮件的方式向全体董事、高级管 理人员发出。 2、本次董事会于 2026 年 1 月 30 日（星期五）上午 9 时以通讯表决的方式召开。 3、本次会议应参与表决的董事 9 人，实际参加表决的董事 9 人。 4、本次会议由公司董事长李骞先生召集、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： 第七届董事会第二次会议决议公告 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。 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 2026 年 1 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《关于为参股公司按股 ...

Market Performance - The renovation and building materials sector increased by 0.28% compared to the previous trading day, with Donghe New Materials leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Donghe New Materials (code: 920792) closed at 13.94, with a rise of 4.34% and a trading volume of 43,800 shares, amounting to a transaction value of 60.49 million yuan [1] - Other notable performers included: - Weixing New Materials (code: 002372) at 11.93, up 3.20% with a transaction value of 379 million yuan [1] - Sankeshu (code: 603737) at 53.80, up 3.10% with a transaction value of 293 million yuan [1] - Youbang Dading (code: 002718) at 77.83, up 2.95% with a transaction value of 299 million yuan [1] Capital Flow - The renovation and building materials sector experienced a net outflow of 25.93 million yuan from institutional investors, while retail investors saw a net outflow of 4.01 million yuan [2] - Conversely, speculative funds recorded a net inflow of 29.94 million yuan [2] Individual Stock Capital Flow - Qinglong Pipe Industry (code: 002457) had a net outflow of 53.33 million yuan from institutional investors, while North New Materials (code: 000786) saw a net inflow of 47.76 million yuan [3] - Puhua Shares (code: 002225) recorded a net inflow of 41.79 million yuan from institutional investors, while Youbang Dading (code: 002718) had a net inflow of 39.14 million yuan [3]

Core Viewpoint - The company expects a significant decline in net profit for the year 2025, projecting a decrease of over 50% compared to the previous year due to industry adjustments and increased operational costs [2][3]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [1]. - The company anticipates a positive net profit but with a decline of more than 50% year-on-year [2]. Group 2: Reasons for Performance Change - The decline in performance is attributed to a decrease in order volume and overall shipment compared to the previous year, leading to reduced operating revenue [3]. - A change in product sales structure, with an increase in urban pipeline renovation and sponge city projects, has resulted in a lower gross profit margin [3]. - Increased investments in market promotion, talent acquisition, and management costs have led to a rise in expense ratios [3]. Group 3: Future Outlook - The company views the 2025 performance adjustment as a temporary result of cyclical fluctuations in the industry [3]. - The company aims to leverage its 50 years of technology in pipeline manufacturing and its national production capacity to capitalize on industry opportunities and achieve steady performance recovery in 2026 [3].

Core Viewpoint - Qinglong Pipe Industry (002457.SZ) expects a significant decline in net profit for 2025, projecting a range of 125 million to 180 million yuan, which represents a decrease of 53.31% to 32.77% compared to the previous year [1] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of 117 million to 170 million yuan after excluding non-recurring gains and losses, reflecting a decline of 52.46% to 30.92% year-on-year [1] - Revenue has decreased year-on-year due to a reduction in order volume for the company's main products, influenced by a phase adjustment in the industry [1] Group 2: Operational Challenges - The gross profit margin has declined compared to the previous year, primarily due to changes in the sales structure of the company's products, with an increase in urban pipeline renovation and sponge city projects, where drainage pipes are the main product type [1] - The company has increased investments in market promotion and talent acquisition to support strategic layout, business expansion, and market channel development, leading to a rise in personnel scale and corresponding management costs, which has increased the period expense ratio [1]

Core Viewpoint - Qinglong Pipe Industry announced an expected decline in net profit for the year 2025, projecting a range of 125 million to 180 million yuan, which represents a year-on-year decrease of 32.77% to 53.31% [1] Financial Summary - The projected net profit for 2025 is estimated to be between 125 million yuan and 180 million yuan [1] - This forecast indicates a significant decline in profitability compared to the previous year, with a decrease ranging from 32.77% to 53.31% [1]

Group 1 - The company Qinglong Pipe Industry has announced an earnings forecast for the fiscal year 2025, expecting a net profit attributable to shareholders of between 125 million to 180 million yuan [1] - The basic earnings per share are projected to be between 0.3784 yuan and 0.5449 yuan [1] Group 2 - Local state-owned assets are beginning to "bottom out" by purchasing auctioned properties, acquiring over 60 units in the Nansha District of Guangzhou at prices around 6,000 to 7,000 yuan per unit [1] - The average listing price for second-hand houses in the same community exceeds 20,000 yuan [1]

Core Viewpoint - Qinglong Pipe Industry is forecasting a significant decline in net profit for the year 2025, with estimates indicating a decrease of 32.77% to 53.31% compared to the previous year [1] Financial Performance - The company expects the net profit attributable to shareholders to be between 125 million and 180 million yuan for 2025 [1] - The net profit after deducting non-recurring gains and losses is projected to be between 117 million and 170 million yuan, reflecting a year-on-year decrease of 30.92% to 52.46% [1] Industry Impact - The decline in performance is attributed to a phase adjustment within the industry, leading to a decrease in order volume and overall shipment compared to the same period last year [1] - Revenue is expected to decrease year-on-year due to the reduced order volume and shipment [1] Cost Structure - The gross profit margin has declined compared to the previous year, primarily due to changes in the sales structure of the company's products [1] - Increased investment in market promotion, talent acquisition, and channel development has led to a rise in management costs and an increase in the expense ratio [1]

Financial Projections - The estimated net profit for 2025 is projected to be between 12,500 and 18,000 million CNY, representing a decline of 53.31% to 32.77% compared to the previous year[4]. - The estimated net profit after deducting non-recurring gains and losses is projected to be between 11,700 and 17,000 million CNY, reflecting a decrease of 52.46% to 30.92% year-on-year[4]. - The basic earnings per share is expected to be between 0.3784 and 0.5449 CNY, down from 0.8092 CNY in the same period last year[4]. Performance Decline Factors - The decline in performance is attributed to a decrease in order volume and overall shipment volume due to industry adjustments, leading to a reduction in operating revenue[6]. - The gross profit margin has decreased due to changes in product sales structure, with an increase in urban pipeline renovation and sponge city projects, primarily involving drainage pipes[6]. - Increased investments in market promotion and talent acquisition have led to higher management costs, contributing to the rise in period expenses[6]. Future Outlook - The company anticipates a recovery in performance driven by national infrastructure policies and the company's 50 years of technical expertise in pipeline manufacturing[7]. - The company emphasizes that there are no significant uncertainties affecting the accuracy of this earnings forecast[8]. Financial Reporting - The financial data presented is preliminary and has not been audited by an external auditor[9]. - Detailed performance data will be disclosed in the company's 2025 annual report[9].