证券代码：002457 证券简称：青龙管业 公告编号：2025-004 宁夏青龙管业集团股份有限公司 | | 是否为控 股股东或 | 本次质 押展期 | 占其所 | 占公司 | 是否 | 是否为 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | | | | | | 质押起始 | 展期后质 | | 质押 | | 名称 | 第一大股 | 的股份 | 持股份 | 总股本 | 为限 | 补充质 | 日 | 押到期日 | 质权人 | 用途 | | | 东及其一 | 数量 | 比例 | 比例 | 售股 | 押 | | | | | | | 致行动人 | （股） | | | | | | | | | | | | | | | | | | | 国泰君安 | | | 陈家兴 | 是，实际控 | 5,434,0 | 17.86% | 1.63% | 否 | 否 | 2024 年 01 | 2026 年 01 | 证券股份 | 质押 | | | 制人 | 00 | | | | | 月 31 日 | 月 22 日 | ...

Group 1: Company Performance - The company expects a net profit attributable to shareholders for 2024 to be between 1.9 billion and 2.7 billion yuan, representing a year-on-year growth of 663.92% to 985.58% [3] - The significant increase in revenue is attributed to a substantial growth in operating income compared to 2023, leading to scale effects [3] - The overall gross profit margin for 2024 is anticipated to improve compared to 2023 [3] - Enhanced management of accounts receivable has resulted in a reduction of credit impairment losses year-on-year [3] Group 2: Market Focus and Strategy - The company has established three concrete pipe production bases in Xinjiang, which is a key market area [3] - There is a strong demand for water conservancy construction in Xinjiang due to uneven water resource distribution [3] - The company is optimistic about the development prospects in the Xinjiang market and plans to continue deepening its investment there [3] Group 3: Product Advantages - The PCCP product is primarily used in national inter-basin water diversion and urban water supply projects [3] - The market for PCCP is maturing, with a basic oligopoly forming, and industry concentration is expected to gradually increase [3] - Core advantages of the PCCP product include production technology, process level, cost control, production efficiency, and experience in participating in large projects [3] - The company has built a strong reputation in the market over nearly fifty years, receiving accolades from various project owners for its involvement in significant engineering projects [3]

Group 1: Company Performance - The company expects a net profit attributable to shareholders of approximately 1.9 billion yuan for 2024, representing a year-on-year growth of about 663.92% to 985.58% [3] - Significant revenue growth in 2024 is anticipated, driven by scale effects and improved overall gross margin compared to 2023 [3] - Enhanced management of accounts receivable has led to a reduction in credit impairment losses compared to previous years [3] Group 2: Industry Insights - The Ministry of Water Resources has reported a water conservancy construction investment amount, which serves as a key observable indicator for the industry [3] - New order amounts are considered a forward-looking indicator for the company's financial statements [3] Group 3: Product Market Position - The PCCP product, a representative offering of the company, is primarily used in national cross-basin water diversion and urban water supply projects [3] - The market share of the PCCP product is currently between 20% and 30%, with expectations for further growth as industry concentration increases [3] Group 4: Future Outlook - Recent supportive policies in the industry have significantly boosted demand, and the "debt reduction" measures are expected to improve the financial landscape [3] - The company plans to closely monitor policy changes and actively participate in relevant project constructions [3]

Group 1 - The core viewpoint of the article is that Qinglong Pipe Industry (002457) has announced a significant increase in its expected net profit for 2024, projecting a range of 190 million to 270 million yuan, which represents a year-on-year growth of 663.92% to 985.58% [1] Group 2 - As of January 22, Qinglong Pipe Industry's stock closed at 11.81 yuan, experiencing a decline of 0.51%, with a trading volume of 1.37 billion yuan and a turnover rate of 3.47% [1] - Over the past five days, the stock has increased by 5.16% [1] Group 3 - A statistical analysis of stocks with a profit forecast increase of over 50% shows that 66.67% of these stocks experienced a price increase on the day of the announcement, with 22 companies hitting the daily limit up [1] - Additionally, 69.86% of these stocks saw price increases within five days following the announcement [1]

Financial Performance Expectations - The company expects a net profit attributable to shareholders of between 19,000 and 27,000 million yuan for 2024, representing an increase of 663.92% to 985.58% compared to the previous year[2] - The expected net profit after deducting non-recurring losses is projected to be between 18,000 and 26,000 million yuan, reflecting a significant increase of 4,345.10% to 6,320.70% year-on-year[2] - Basic earnings per share are anticipated to be between 0.5743 yuan and 0.8160 yuan, compared to 0.07 yuan per share in the previous year[2] Factors Contributing to Performance - The increase in performance is attributed to the overall growth in demand for related products in the industry, with the company actively expanding its market presence[4] - The company has successfully entered the normal execution phase of previously signed contracts, contributing to a significant increase in revenue compared to the previous year[5] - New factory construction has been completed, and the company is entering a phase of concentrated supply for major projects in the Northwest and North China regions[5] - The company has strengthened its management of receivables, resulting in a substantial reduction in credit impairment losses year-on-year[5] Financial Reporting and Investor Guidance - The financial data in the performance forecast is preliminary and has not been audited by an external accounting firm[3] - Detailed performance data will be disclosed in the company's 2024 annual report[6] - Investors are advised to make cautious decisions and be aware of investment risks[6]

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Group 1 - The core point of the article indicates that Qinglong Pipe Industry's stock price has experienced a cumulative decline of 13.90% since the concentration of chips began, despite a recent increase of 1.62% to a closing price of 11.89 yuan [1] - As of December 20, the number of shareholders for Qinglong Pipe Industry has decreased to 56,977, which is a reduction of 4,663 shareholders compared to the previous period, representing a decrease of 7.56% [1] - The stock has shown a pattern of 1 increase and 8 decreases over the trading days [2]

证券代码：002457 证券简称：青龙管业 公告编号：2024-084 宁夏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 宁夏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"）与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"）的贷款展期事项签订了《最高额保证合 同》，具体情况如下： | | | 担保方持 | 被担保方最 | 截至目前 | 本次新增 | 本次担保额 度占上市公 | 是否 | | --- | --- | --- | --- | --- | --- | --- | --- | | 担保方 | 被担保方 | 股比例 | 近一期资产 | 担保余额 | 担保额度 | 司最近一期 | 关联 | | | | | 负债率 | （万元） | （万元） | 净资产比例 | 担保 | | 宁夏青龙管 业集团股份 | 甘肃青龙管业有 限责任公司 | 50.625% | 45.90% | 3000 | 3120 | 1.37% ...

宁夏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 证券代码：002457 证券简称：青龙管业 公告编号：2024-083 宁夏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"钢管公司"）与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： | | | 担保方持 | 被担保方最 | 截至目前 | 本次新增 | 本次担保额 度占上市公 | 是否 | | --- | --- | --- | --- | --- | --- | --- | --- | | 担保方 | 被担保方 | 股比例 | 近一期资产 | 担保余额 | 担保额度 | 司最近一期 | 关联 | | | | | 负债率 | （万元） | （万元） | 净资产比例 | 担保 | | 宁夏青龙管 业集团股份 | 宁夏青龙钢塑复 合管有限公司 | 93.50% | 51.74% | 23,214.33 | 600 | 0.26% | ...

宁夏青龙管业集团股份有限公司 关于为控股子公司开具保函的公告 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。 近日，宁夏青龙管业集团股份有限公司（以下简称"公司"）为控股子公司 -宁夏青龙钢塑复合管有限公司（以下简称"钢管公司"）担保开立了预付款保 函及质量保函，具体情况如下： 一、开具保函的概述 （一）预付款保函 公司控股子公司宁夏青龙钢塑复合管有限公司与中水北方勘测设计研究有 限责任公司签订了《拉萨市旁多引水工程钢塑复合管及管件采购合同文件》，按 照合同约定需出具预付款保函。 证券代码：002457 证券简称：青龙管业 公告编号：2024-082 1、被担保人：宁夏青龙钢塑复合管有限公司 2、债权人：中国工商银行股份有限公司青铜峡支行 3、保函申请人/保证人：宁夏青龙管业集团股份有限公司 4、保函金额（人民币）：陆仟零柒拾肆万贰仟零壹拾柒元叁角整 (60,742,017.30 元)； （二）质量保函 公司控股子公司宁夏青龙钢塑复合管有限公司与沙坡头区水利技术服务和 水库沟道管理中心签订了《沙坡头区兴仁扬黄灌区续建配套与节水改造项目（六 标段）合同文件》，按照 ...