智通财经6月26日电，港股山东墨龙直线拉升，现涨超50%。 ...

证券代码：002490 证券简称：山东墨龙 公告编号：2025-047 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。 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）连续两个交易日（2025 年 6 月 24 日、 2025 年 6 月 25 日）收盘价跌幅偏离值累计超过 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。 四、风险提示 二、公司关注及核实情况说明 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 大事项，也不存在处于筹划阶段的重大事项； 5、公司控股股东、实际控制人在股票异常波动期间不存在买卖公司股票的 行为。 三、是否存在应披露 ...

Core Viewpoint - International oil prices experienced a significant decline due to the de-escalation of geopolitical tensions, with prices dropping over 8% in a single day, effectively reversing gains made since June 13 [1][2][3] Oil Price Movement - On June 23, international oil prices fell sharply after initial increases due to heightened geopolitical risks, with WTI crude oil futures dropping by $6.61 to $67.23 per barrel (down 8.95%) and Brent crude oil futures falling by $6.36 to $70.65 per barrel (down 8.26%) [2] - Following the announcement of a ceasefire between Iran and Israel, oil prices continued to decline, nearly erasing all gains from the previous weeks [1][3] Impact on Oil and Shipping Stocks - The oil and shipping sectors in the A-share market faced significant losses on June 24, with companies like Shandong Molong and Tongyuan Petroleum hitting their daily limit down [1][4] - Prior to the decline, oil-related stocks had surged, with Shandong Molong experiencing a nearly 95.44% increase from June 13 to June 23 [4] Market Sentiment and Future Outlook - Analysts predict that the easing of geopolitical tensions will shift market focus back to fundamental and macroeconomic drivers, with expectations of oil prices stabilizing in the $60-$65 per barrel range for Q3, but facing potential downward pressure in Q4 [6] - The market is also influenced by OPEC's continued production increases and macroeconomic factors such as U.S. tariff policies and inflation risks [6]

Group 1 - Iran has accepted the US proposal for a ceasefire with Israel, leading to a formal announcement of the ceasefire on June 24 [1] - The conflict raised concerns about the potential closure of the Strait of Hormuz, which could increase transportation costs and push oil prices up to $120-$130 per barrel [1] - Following the ceasefire announcement, international crude oil futures saw a significant drop, with WTI crude falling 7.22% to $68.51 per barrel and Brent crude down 7.18% to $71.48 per barrel [1] Group 2 - The ceasefire has negatively impacted the capital market, with A-share energy equipment and oil and gas exploration stocks experiencing a collective decline [1] - Shandong Molong's stock had previously surged, achieving a cumulative increase of over 95% from June 13, with multiple trading days of limit-up [1] - Morgan Stanley's report indicates that geopolitical sell-offs are typically short-lived and limited in magnitude, with oil prices often quickly reverting after initial spikes [2] - Shandong Molong reported Q1 2025 revenue of 291 million yuan, a 50.51% year-on-year increase, but still posted a net loss of 4.91 million yuan [2] - Q1 2025 revenue for Jun Oil Co. was 30.18 million yuan, a 27.51% year-on-year decline, with a net loss of 15.65 million yuan [2]

Market Overview - A-shares showed strength on June 24, with 4,729 stocks rising, and the ChiNext index increasing by over 2.00% [1] - The Shanghai Composite Index and Shenzhen Component Index both rose by more than 1% [1] Sector Performance - The energy sector, particularly oil and gas stocks, experienced significant declines due to a sharp drop in international oil prices [2] - Key sectors that saw declines include: - Energy Equipment: -5.51% - Shipping: -3.27% - Oil and Gas: -2.86% - Gas: -2.30% - Aerospace and Military: -1.43% [3] Individual Stock Movements - Notable declines in individual stocks include: - Keli Co., Ltd.: -23.06% at a price of 40.93 - Potential Energy: -20.03% at a price of 6.19 - De Shi Co.: -11.39% at a price of 17.03 - Other significant declines include: - Shandong Molong: -23.89% at a price of 4.30 - Sinopec Oilfield Service: -14.63% at a price of 0.70 [4][5] Oil Price Movement - International oil prices fell sharply, with WTI crude oil dropping over 8% and continuing to decline by more than 3% as of June 24 [6] - Domestic crude oil futures opened at a limit down [6] LPG Futures - Liquefied petroleum gas (LPG) futures hit the limit down, with the Dalian Commodity Exchange LPG index dropping nearly 6% [8] Geopolitical Factors - Market concerns regarding Middle Eastern oil supply disruptions have eased, leading to a significant reduction in geopolitical risk premiums [10] - Reports indicate that Iran has agreed to cease attacks under certain conditions set by Israel, although no formal ceasefire agreement has been reached [12][14]

Group 1 - Shandong Molong, Zhun Oil Co., and Maohua Shihua all experienced a limit down in their stock prices during the bidding session, indicating significant selling pressure in the oil and gas sector [1][2] - Nord Co. and Xiangtan Electric achieved a high opening, with Xiangtan Electric rising by 9.91%, while Nord Co. opened lower by 2.65% [1][2] - The military industry stock Changcheng Military Industry opened lower by 4.55%, reflecting a negative sentiment in that sector [1][2] Group 2 - The chip industry chain stock Xingye Co. reached a limit up, indicating strong buying interest, while Jianye Co. also saw a limit up, suggesting positive market sentiment [1][2] - PCB sector stock Yihua New Materials opened lower by 0.85%, indicating a slight decline in investor confidence [1][2] - Stablecoin concept stock Annie Co. opened higher by 2.62%, showing resilience in the market [1][2]

Group 1 - The core viewpoint of the article highlights a significant decline in oil and gas stocks due to a sharp drop in international oil prices [1] - Affected companies include Tongyuan Petroleum, Intercontinental Oil & Gas, Baomo Co., Taishan Petroleum, Beiken Energy, Zhun Oil, Zhongman Petroleum, and Shandong Molong, all of which experienced trading halts at their lower limits [1] - The international crude oil futures settlement prices saw a substantial decrease, with WTI crude oil futures for August contracts falling by 7.22% and Brent crude oil futures for August contracts dropping by 7.18% [1]

自6月13日以来，山东墨龙（002490.SZ）股价狂飙，连续7个交易日录得涨停板，累计涨幅超95%。这 波暴涨背后，多个知名游资席位频繁现身龙虎榜，叠加中东地缘政治局势持续趋紧推动油气板块热度，点 燃市场炒作情绪。 然而，在股价飙升的背后，山东墨龙基本面承压。尽管2024年通过处置子公司大幅减亏，但主营业务仍 面临增收不增利困境，扣非归母净利润连续5年亏损，二股东智梦控股及其一致行动人则高位减持，合计 减持公司股份占总股本的比例高达17%。 截至6月23日收盘，山东墨龙再次涨停，报收7.72元/股，但当日盘中多次开板回封，换手率超30%，主 力资金流出7553万元，多空博弈激烈。 2025.06. 23 本文字数：2134，阅读时长大约4分钟 作者 | 第一财经 王媛丽 今年以来，山东墨龙股价一路飙升，而公司基本面仍面临诸多挑战。2024年山东墨龙实现营业总收入 13.56亿元，同比增长2.95%，结束连续两年营收下滑趋势，但归母净利润亏损4369.98万元，虽较 2023年的亏损5.67亿元大幅减亏，但仍处于亏损状态。 游资助推录得7连板 因近期股价暴涨，山东墨龙连发3份股价异动公告提示风险，自6月13日 ...

Group 1 - The stock price of Shandong Molong has surged since June 13, with a cumulative increase of over 95% and seven consecutive trading days of limit-up [1][2] - The rise in stock price is driven by geopolitical tensions in the Middle East, boosting the oil and gas sector, and frequent interventions by speculative funds [1][2] - Despite the stock price increase, the company's fundamentals remain challenging, with a continuous net profit loss for five years and a projected net loss of 43.7 million yuan for 2024 [1][2] Group 2 - On June 23, the stock hit the limit-up again, but there was significant volatility with a turnover rate exceeding 30% and a net outflow of 75.53 million yuan, indicating a divided market sentiment [2] - The stock's rapid rise is largely influenced by market sentiment and speculative trading rather than any substantial improvement in the company's fundamentals [2] - Investors are advised to be cautious and consider the company's ongoing losses and shareholder sell-offs before making investment decisions [2]

Core Viewpoint - Shandong Molong's stock price has surged over 95% since June 13, driven by geopolitical tensions in the Middle East and speculative trading, despite the company's underlying financial struggles [1][2][4] Group 1: Stock Performance - Shandong Molong's stock has recorded seven consecutive trading days of gains, with a closing price of 7.72 CNY per share on June 23 [1][2] - The stock's price increased from 3.95 CNY to 7.72 CNY, representing a cumulative increase of 95.44% [3] - The company's A/H share premium fluctuated between 130% and 245% before settling at 49.57% as of June 23 [3] Group 2: Financial Performance - In 2024, Shandong Molong reported total revenue of 1.356 billion CNY, a year-on-year increase of 2.95%, but still recorded a net loss of 43.7 million CNY [4][6] - The reduction in losses was primarily due to the sale of subsidiaries, which contributed approximately 260 million CNY to non-recurring profits, yet the adjusted net profit still showed a loss of 311 million CNY [4][6] - The company's main product line, oil casing, generated revenue of 1.231 billion CNY in 2024, accounting for over 90% of total revenue, but faced a decline in gross margin to 13.42% [5][6] Group 3: Shareholder Actions - The second-largest shareholder, Zhihong Holdings, significantly reduced its stake by 17% during the stock price surge, raising concerns about the company's future [1][4][6] - Zhihong Holdings and its concerted parties sold approximately 107 million shares, reducing their ownership from 19% to 2.01% [3][6] - The reduction in shareholding was described as a strategic investment decision by Zhihong Holdings, which is linked to the RuLi Group [6]