Core Viewpoint - Shandong Molong has recently experienced a significant stock price increase following the removal of its risk warning and its re-inclusion in the Hong Kong Stock Connect program, leading to substantial share reductions by major shareholders [1][2]. Group 1: Shareholder Actions - On May 8, Shandong Molong announced that its major shareholder, Zhimo Holdings, along with its concerted parties, reduced their holdings by 107 million H-shares, accounting for 13.39% of the total share capital [1]. - After the reduction, Zhimo Holdings and its concerted parties hold a total of 44.81 million shares, representing 5.62% of the total share capital [1]. Group 2: Stock Performance - Following the announcement of the removal of the risk warning and re-entry into the Hong Kong Stock Connect, Shandong Molong's stock price surged, with H-shares increasing by approximately 15% on April 30 and May 2, and a dramatic rise of 188.51% on May 6 [2]. - The A-shares also saw a significant increase, closing at 5.27 yuan per share after consecutive trading days of hitting the upper limit [2]. Group 3: Financial Performance - In 2024, Shandong Molong reported an operating income of approximately 1.356 billion yuan, a year-on-year increase of 2.95%, while the net profit attributable to shareholders was a loss of 44 million yuan, narrowing the loss by 92.29% compared to the previous year [3]. - The sale of equity stakes in Shouguang Baolong and Weihai Baolong contributed approximately 260 million yuan to the net profit, classified as non-recurring gains [3]. - For the first quarter of 2025, the company achieved an operating income of 291 million yuan, a year-on-year growth of 50.51%, but the net profit attributable to shareholders decreased by 97.50% to 5.42 million yuan [3].

证券代码：002490 证券简称：山东墨龙 公告编号：2025-028 山东墨龙石油机械股份有限公司 二、其他相关说明 1、本次权益变动属于减持，未触及要约收购； 2、本次权益变动未导致公司控股股东及实际控制人发生变化。 山东墨龙石油机械股份有限公司（以下简称"公司"）于 2025 年 5 月 8 日 收到公司股东山东智梦控股有限公司（以下简称"智梦控股"）及其一致行动 人寿光市磐金置业有限公司（以下简称"磐金置业"）及寿光市鸿森物流有限 公司（以下简称"鸿森物流"）及寿光市瑞森新型建材有限公司（以下简称"瑞 森新材"）递交的《关于减持股份的告知函》，鸿森物流和瑞森新材于 2025 年 5 月 7 日通过证券交易系统以集中竞价方式累计减持公司 H 股股份 31,937,200 股，减持股份数量占公司总股本的 4.0029%；智梦控股、磐金置业和鸿森物流 于 2025 年 5 月 8 日通过证券交易系统以集中竞价方式累计减持公司 H 股股份 74,867,600 股，减持股份数量占公司总股本的 9.3837%。2025 年 5 月 7 日至 2025 年 5 月 8 日期间，智梦控股及其一致行动人通过集中竞价方 ...

山东墨龙石油机械股份有限公司 股票交易异常波动公告 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：002490 证券简称：山东墨龙 公告编号：2025-027 一、股票交易异常波动的情况介绍 山东墨龙石油机械股份有限公司（以下简称"公司"或"本公司"）股票（证 券简称：山东墨龙，证券代码：002490）连续三个交易日（2025 年 5 月 6 日、 2025 年 5 月 7 日、2025 年 5 月 8 日）收盘价涨幅偏离值累计超过 20%，根据《深 圳证券交易所交易规则》的规定，属于股票交易异常波动的情况。 二、公司关注及核实情况说明 针对公司股票交易异常波动，公司董事会通过问询等方式，对公司控股股东、 实际控制人就相关问题进行了核实，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3、近期公司生产经营情况及内外部经营环境未发生重大变化或预计将要发 生重大变化； 4、公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重 ...

港股山东墨龙(00568.HK)再度涨超40%，四个交易日暴涨近450%。 ...

智通财经5月7日电，山东墨龙港股盘初飙升逾42%，四个交易日暴涨近450%。 ...

Core Viewpoint - A-shares experienced a strong opening in May, with significant gains across major indices and sectors, particularly in gold and aviation stocks, indicating a positive market sentiment and potential investment opportunities [1][2][4]. Market Performance - On May 6, the Shanghai Composite Index rose by 1.13%, the Shenzhen Component Index increased by 1.84%, and the ChiNext Index gained 1.97% [2]. - The total trading volume reached 1.36 trillion yuan, an increase of 171.4 billion yuan compared to the previous trading day [1]. Sector Highlights - Gold concept stocks saw substantial gains, with East Jiang Environmental Protection and Lai Shen Tong Ling hitting the daily limit, and several other gold-related stocks rising over 5% [5][6]. - The price of spot gold reached a high of $3,387.09 per ounce, leading to an increase in domestic gold jewelry prices [6]. Company Specifics - East Jiang Environmental Protection reported a net loss of 146 million yuan in Q1, an improvement from a loss of 156 million yuan in the same period last year. The company focuses on resource utilization and recycling of precious metals [12][24]. - Shandong Molong's A-shares and H-shares both surged, with the A-shares hitting the daily limit and H-shares increasing by nearly 200% during trading [21][22]. The company recently had its risk warning lifted and was included in the Hong Kong Stock Connect [24]. Aviation Sector - The aviation sector showed strong performance, with stocks like Huaxia Airlines and China Eastern Airlines rising over 5% [14][15]. - The Ministry of Culture and Tourism reported that domestic travel during the May Day holiday reached 314 million trips, a year-on-year increase of 6.4%, indicating a recovery in travel demand [18][19]. - Analysts expect that falling oil prices will support airline performance, and there is optimism regarding the impact of consumption policies on aviation demand [20].

序号股票简称PE(TTM)PE(静)市净率总市值(元)54山东墨龙-13.60-79.426.9734.71亿行业平均 59.8770.404.1459.93亿行业中值47.7547.022.9839.12亿1中船应急-1666.90865.622.8874.80亿2利和 兴-819.96623.305.2644.13亿3卓兆点胶-668.26-126.104.5126.17亿4开勒股份-566.67-343.304.7336.15亿5博 杰股份-523.46212.332.3247.25亿6至纯科技-484.59430.672.12101.63亿7爱司凯-362.38-1052.716.6131.95亿 8花溪科技-300.52656.195.2410.25亿9蓝英装备-280.96-337.378.2973.41亿10舜禹股 份-269.03154.541.4421.09亿11展鹏科技-164.77218.612.2521.78亿 来源：金融界 5月6日，山东墨龙今日收盘4.35元，上涨10.13%，最新市净率6.97，创312天以来新低，总市值34.71亿 元。 截至2025年一季报，共有2家机构持仓山 ...

Market Overview - The Hong Kong stock market showed mixed performance with the Hang Seng Index rising by 0.7% to 22,662.71 points, while the Hang Seng Tech Index fell by 0.09% to 5,239.5 points, and the Hang Seng China Enterprises Index increased by 0.37% to 8,261.61 points [1] - Total trading volume reached 213.368 billion HKD [1] Blue Chip Performance - Nongfu Spring (09633) led blue-chip stocks with a 7.07% increase, closing at 38.6 HKD, contributing 8.44 points to the Hang Seng Index [2] - Other notable performers included Chow Tai Fook (01929) up 5.65%, Sands China (01928) up 5.35%, while CSPC Pharmaceutical (01093) fell by 5.96% [2] Sector Highlights - Major technology stocks had mixed results, with Meituan rising over 4% and Tencent and Alibaba increasing by over 1%, while Xiaomi dropped nearly 3% [3] - The gaming sector saw significant gains, with MGM China (02282) up 7.38% and Sands China (01928) up 5.35%, driven by increased tourist arrivals during the May Day holiday [3] - The airline sector also performed well, with China Eastern Airlines (00670) rising 7.3% and China Southern Airlines (01055) up 6.56% [4] Economic Indicators - The Macau gaming revenue for April reached 18.858 billion MOP, a year-on-year increase of 1.7%, with total revenue for the first four months at 76.514 billion MOP, up 0.8% [3] - The demand for air travel and rail travel saw double-digit growth during the May Day holiday, with civil aviation passenger numbers reaching a historical high of 2.19 million daily [5] Commodity and Resource Insights - Gold stocks rebounded, with Chifeng Jilong Gold Mining (06693) rising 12.86% as gold prices increased, surpassing 3,370 USD per ounce [6] - The rare earth sector experienced a surge, with prices for dysprosium and terbium rising significantly due to export restrictions [10] Notable Stock Movements - Shandong Molong (00568) saw a dramatic increase of 188.51% after being removed from risk warnings, closing at 5.02 HKD [8] - Yao Cai Securities (01428) rose 17.94% following a takeover bid from Ant Group [9] - Kinglong Magnet (06680) increased by 11.69% amid rising rare earth prices [10] Industry Developments - The pharmaceutical outsourcing industry may face short-term impacts from potential tariff measures announced by the U.S. government, but the long-term fundamentals remain stable [7] - China Software International (00354) gained 7.4% as the industry anticipates a shift towards the Harmony operating system due to changes in licensing agreements with Microsoft and Google [11]

Group 1 - Shandong Molong reported a closing price of 5.020 HKD on May 6, with an increase of 188.51% compared to the previous trading day, reaching a new high of 5.250 HKD during the day [1] - The net capital inflow on that day was 81.8005 million HKD, with a total inflow of 508.22839 million HKD and an outflow of 426.42794 million HKD [1] Group 2 - Shandong Molong Petroleum Machinery Co., Ltd. is a specialized energy equipment manufacturer and service provider, established in 1987, aiming to become an internationally recognized player in the oil machinery manufacturing and service sector [2] - The company has developed a complete industrial chain for oil machinery, including processes such as smelting, casting, steel pipe hot rolling, cold drawing, heat treatment, surface treatment, machining, inspection, testing, and oilfield services [2] - Main products include various types of pipes, three-pump equipment and accessories, precision casting and forging products, and large ball valve bodies, which are widely used in oil, natural gas, shale gas, coalbed methane extraction, and other industries [2] - The company has established strong partnerships with major clients such as PetroChina, Sinopec, CNOOC, and various domestic and international engineering machinery manufacturers, ensuring a solid market foundation for long-term and stable development [2] - Shandong Molong is committed to enhancing product performance and providing comprehensive technical services to the energy industry, with a goal of becoming a leading international energy equipment manufacturer and service provider [2]

港股山东墨龙午后持续拉升，涨幅扩大至200%，此前深交所宣布将其调入深港通下的港股通标的证券 名单。 ...