Group 1: Industry Outlook and Company Position - The valve industry has a broad future outlook, with expected continued growth driven by expanding market demand in infrastructure projects and technological advancements towards smart valves [1][2] - The company benefits from policies promoting green development, focusing on environmentally friendly products like multi-spray control valves [1][2] Group 2: Financial Performance - In Q1 2025, the company's main revenue increased by 7.33% year-on-year, while net profit attributable to shareholders rose by 38.98% [2] - For the year 2024, the company achieved a revenue of 915 million CNY and a net profit of 75.87 million CNY [6] Group 3: International Market Strategy - In 2024, the company's foreign sales revenue grew by 13.78%, accounting for only 4.98% of total revenue [3][4] - The company has strategic plans for the "Belt and Road" countries, focusing on collaboration with domestic enterprises for infrastructure projects [3] Group 4: Research and Development - The company plans to increase investment in R&D to enhance product quality and production efficiency, with a focus on smart water management and data center markets [2][4] - In 2024, the company filed 23 new patents, with a 15% increase in the conversion rate of R&D results [5] Group 5: Corporate Governance and Market Confidence - The company is considering stock repurchase plans based on regulatory requirements and financial conditions, aiming to stabilize market expectations [5][7] - The management is focused on improving core business operations to enhance company performance and mitigate risks associated with stock price fluctuations [7]

Core Viewpoint - The article highlights the advancements and applications of smart valve systems in various sectors, particularly in smart water management, energy, and environmental protection, showcasing significant improvements in efficiency and sustainability. Group 1: Smart Water Management - Far East Valve Group has introduced a remote-controlled smart pressure regulating valve with IoT technology, achieving an 18% reduction in leakage rates during the renovation of old pipelines [1] - Shanghai Qizhong Valve has deployed over 2000 IoT valves in the Shenzhen Maozhou River governance project, resulting in a fault response time of 15 minutes and a pipeline leakage rate of less than 5% [3] - The Southeast Asia smart city project features a remote control system that covers the entire lifecycle of the water supply network, leading to a 30% reduction in energy consumption [4] - Crown Dragon Valve has implemented edge computing technology in smart water management, enhancing response speed to water level changes by five times with a latency of less than 50ms [5] Group 2: Energy and Industrial Applications - Suzhou Neway Valve has developed a 28-inch underwater ball valve for deep-sea oil and gas applications, certified by DNV, with a cost reduction of 40% compared to imported products [6] - LNG ship valves equipped with edge computing technology optimize the low-temperature operation cycle, achieving a global coverage rate of 40% for new LNG ships [7] - China Nuclear Su Valve Technology has established an intelligent processing workshop for forged steel valve bodies, utilizing industrial robots and 5G technology, achieving over 90% localization rate for nuclear-grade valves and a 20% reduction in labor costs [8] - Jiangsu Shentong Valve has integrated an AI fault diagnosis module in the metallurgical blast furnace gas recovery system, improving energy efficiency by 25% [9] Group 3: Environmental and New Energy Innovations - DI Intelligent Control Technology has applied AI health monitoring technology in the smart pipeline network of Beijing's sub-center, achieving a 98% accuracy rate in early warnings and a 90% reduction in burst pipe incidents [10] - In the Xiong'an New Area underground pipeline corridor project, adaptive pressure regulating valves achieve dynamic pressure balance in the pipeline network [11] - Shandong Oubiao has developed a worm gear self-locking control module that allows for millimeter-level adjustment of gate positions, saving over 100,000 yuan in cable costs for solar power supply systems [12] Group 4: Cross-Industry Innovations - The oil and chemical industry has achieved a 45% coverage rate of IoT technology, with corrosion-resistant smart valves supporting the lifecycle modeling of chemical parks [14] - Sanhua Holdings Group has integrated a temperature-pressure dual feedback mechanism in the smart valve for lithium battery cooling systems, resulting in a 35% reduction in failure rates in energy storage projects [14] - Key technological trends include edge computing and digital twin models enhancing response speed and predictive accuracy, green energy adaptation promoting carbon neutrality in water facilities, and the integration of blockchain and AIoT for data security and operational transparency [14]

Core Insights - The article discusses the evolving landscape of the valve industry in China, highlighting key players and market dynamics leading up to 2025 [2][3]. Group 1: Industry Restructuring Drivers - Breakthroughs in technology barriers have led to a 60% domestic replacement rate in nuclear power, deep-sea, and hydrogen energy sectors, with Suzhou Neway's deep-sea ball valve breaking the European and American monopoly [2]. - The acceleration of smart technology integration has resulted in a 99.7% quality rate for AI inspections and a 30% reduction in energy consumption for IoT valves [2]. - Emerging markets in Southeast Asia and the Middle East have seen a 40% increase in orders, with Shanghai Guanlong winning contracts for smart water projects through ASEAN free trade agreements [2]. - The imposition of carbon tariffs is pushing for low-carbon technologies, with Far East Valve's low-carbon stainless steel valves reducing carbon footprints by 40% [2]. Group 2: New Brand Landscape in 2025 - The top three companies in terms of comprehensive strength are Suzhou Neway Valve, China Nuclear Su Valve Technology, and Jiangsu Shentong Valve, with significant market shares in their respective fields [2]. - Suzhou Neway Valve holds a global market share in deep-sea ball valves, particularly for LNG ship valves, at 40%, and has a 42% overseas revenue share [2]. - China Nuclear Su Valve is the only domestic company with full qualifications for nuclear-grade valves, achieving over 90% localization in nuclear power valves [2]. - Jiangsu Shentong Valve has a 53% market share in nuclear-grade butterfly valves and has received TÜV certification for its hydrogen valves [2]. Group 3: Sector Leaders in Specific Fields - Shanghai Guanlong Valve leads in municipal and energy-saving sectors, with smart flow control valves covering 80% of municipal projects and reducing pipeline leakage rates to below 5% [2]. - Shanghai Qizhong Valve has seen a 180% annual increase in orders for new energy lithium battery valves and is recognized for its corrosion-resistant titanium alloy valves in military applications [2]. - Zhejiang Chaoda Valve excels in the petrochemical sector, with hydrogen sulfide-resistant valves lasting twice as long as the industry average and ranking among the top three in national export volume [2]. Group 4: Technological Innovation - Sanhua Holdings has a 38% global market share in thermal management valves for new energy vehicles, compatible with Tesla's 4680 battery system, and has reduced CO₂ refrigerant costs by 57% compared to Japanese competitors [3]. - AI monitoring systems from Di Ai Zhi Control Technology have decreased failure rates by 62%, covering smart pipeline networks in Beijing [3]. Group 5: Industry Trends and Procurement Recommendations - In high-end sectors, nuclear power valves should prioritize ASME certification or nuclear-grade qualifications, favoring China Nuclear Su Valve and Neway [3]. - For deep-sea and LNG applications, DNV certification is mandatory, with Neway's deep-sea ball valve setting industry standards [3]. - IoT valves can lower maintenance costs by 30%, while low-carbon valves have a 40% reduction in carbon footprints, with brands like Far East and Sanhua achieving EU certifications [3]. - The acceleration of domestic material substitution is evident, with Tai Steel's super duplex steel showing 30% better corrosion resistance than US standards [3].

Core Viewpoint - The financial performance of Shanghai Guanlong Valve Energy Saving Equipment Co., Ltd. has shown significant declines in multiple key indicators for the year 2024, indicating challenges in market expansion and profitability [1][14]. Financial Performance - Revenue decreased by 13.47%, totaling approximately 914.70 million yuan compared to 1,057.03 million yuan in the previous year [2]. - Net profit fell by 22.98%, amounting to approximately 75.87 million yuan, down from 98.50 million yuan [3]. - Basic earnings per share decreased by 23.03% to 0.4522 yuan, while the diluted earnings per share dropped by 23.98% to 0.3997 yuan [4]. Cost and Expense Management - Sales expenses increased by 8.91% to approximately 125.18 million yuan, indicating higher investment in sales despite declining revenue [5]. - Management expenses decreased by 3.58% to approximately 53.78 million yuan, reflecting adjustments in resource allocation [6]. - Financial expenses rose by 15.59%, primarily due to reduced interest income [7]. Research and Development - R&D expenses decreased by 24.59% to approximately 28.97 million yuan, which may impact future technological innovation and product competitiveness [8]. Cash Flow Analysis - Net cash flow from operating activities decreased by 85.66% to approximately 28.21 million yuan, raising concerns about liquidity and daily operations [9]. - Net cash flow from investing activities saw a dramatic decrease of 192.90%, amounting to approximately -340.36 million yuan, indicating increased capital expenditures [10]. - Net cash flow from financing activities improved by 29.16%, totaling approximately -86.88 million yuan, primarily due to increased borrowing [11]. Market Challenges - The company faces various risks, including macroeconomic slowdowns, raw material price fluctuations, intensified market competition, and potential increases in labor costs [12].

近日，上海冠龙阀门节能设备股份有限公司（以下简称"冠龙节能""公司"）正式发布其《2024年度环 境、社会和公司治理（ESG）报告》，标志着公司在可持续发展道路上迈出了坚实的一步。作为冠龙节 能自成立以来的首份ESG报告，该报告全面展示了公司在环境保护、社会责任及公司治理方面的实践与 成效，彰显了其作为行业领军企业的绿色制造理念与责任担当。 绿色制造，引领低碳转型 冠龙节能积极响应国家"双碳"目标，致力于绿色工厂、零碳工厂建设，持续优化能源管理体系。报告期 内，公司通过引入喷涂粉末循环技术、建设屋顶分布式光伏发电项目等措施，显著提升了资源利用效 率，减少了碳排放。特别是江苏融通光伏项目，年减碳量近500吨，为公司的低碳转型树立了典范。 创新驱动，铸就品质辉煌 冠龙节能始终将创新视为企业发展的核心动力。公司新投建的动态测试中心填补了国内大型阀门检测空 白，助推行业品质保障。同时，公司荣获"国家知识产权优势企业"称号，累计有效专利数达到103件， 彰显了公司在技术创新方面的卓越成就。 以人为本，共筑和谐家园 冠龙节能深谙员工是企业最宝贵的财富，始终将员工权益保障与职业发展放在首位。公司不仅建立了完 善的职业健康与 ...

Core Insights - The company has released its first comprehensive ESG report, showcasing its achievements in environmental protection, social responsibility, and corporate governance [1] Environmental Compliance - The company strictly adheres to national environmental laws and regulations, maintaining a zero record of environmental violations during the reporting period, achieving full compliance in pollutant emissions and waste disposal [2] - Implementation of refined management measures, such as a water recycling project, has effectively conserved water resources, demonstrating the company's commitment to environmental protection [2] Quality Assurance - The company prioritizes product quality, having obtained multiple domestic and international quality certifications, and established a robust quality management system [3] - The newly built valve dynamic performance testing center fills a gap in large valve testing in the country, enhancing the company's competitive edge in the industry [3] Smart Water Management - The company is actively engaged in the development and application of smart water management technologies, successfully launching various intelligent valve products [4] - Integration of remote monitoring and smart management systems has enabled "smart cloud management and system cloud operation" of valves, improving urban water management efficiency [4] Social Responsibility - The company actively participates in public welfare initiatives, contributing to rural revitalization through educational donations and support for farmers [5] - Employee volunteer activities in community care facilities reflect the company's commitment to social responsibility, enhancing its brand image and social influence [5] - The release of the ESG report marks a new starting point in the company's sustainable development journey, with a commitment to continue deepening ESG practices [5]

公开资料显示，冠龙节能是国内较早从事给排水阀门研发、生产的企业之一，主营业务为节水阀门的研 发、设计、生产和销售，主要产品包括蝶阀、闸阀、控制阀、止回阀等阀门产品及其他配套产品，主要 应用于城镇给排水、水利和工业等下游领域。（全景网） 公司始终秉承"冠龙节能，关注民生"的企业精神，矢志不渝地致力于产品品质提升，不断维持在技术研 发与创新领域的投入力度，以无畏的勇气直面前行道路上的重重挑战，精准捕捉并紧抓市场机遇，以积 极的态度和坚定的决心应对各种挑战与机遇。公司通过优化成本结构、提升运营效率等措施，努力保持 了主营业务的稳定发展。 截至2024年12月31日，公司及全资子公司共拥有发明专利31项，实用新型专利72项，软件著作权6件， 拥有注册商标71项，拥有大陆外注册商标26项。同时，公司积极履行行业责任，深度参与标准化工作进 程，成功参与编制9项国家标准、29项行业标准和10项团体标准，参编图集共4册，为行业的规范化发展 贡献了重要力量。 分红方面，公司拟以现有总股本170,333,910股为基数，向全体股东按每10股派发现金股利人民币2.10元 （含税），共计派发人民币3577.01万元（含税），剩余未分 ...

证券代码：301151 证券简称：冠龙节能 公告编号：2025-019 上海冠龙阀门节能设备股份有限公司 关于召开 2024 年年度股东大会的通知 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。 根据《中华人民共和国公司法》和《公司章程》的规定，经上海冠龙阀门节 能设备股份有限公司（以下简称"公司"）第二届董事会第十次会议审议通过， 拟于2025年5月21日召开公司2024年年度股东大会（以下简称"股东大会"）。 现将本次股东大会有关事项通知如下： 一、召开会议的基本情况 1.股东大会届次：2024 年年度股东大会。 4.会议召开的日期、时间： （1）现场会议召开时间：2025 年 5 月 21 日 14:30 时； （2）网络投票时间：通过深交所交易系统进行网络投票的具体时间为 2025 年 5 月 21 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深交所互联网投票 系统投票的具体时间为 2025 年 5 月 21 日 9:15-15:00 期间的任意时间。 5.会议的召开方式：本次会议采取现场表决与网络投票相结合的方式。 ...

证券代码：301151 证券简称：冠龙节能 公告编号：2025-005 上海冠龙阀门节能设备股份有限公司 第二届监事会第八次会议决议公告 本公司及监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、监事会会议召开情况 具体内容详见公司同日刊登于巨潮资讯网的《2024 年年度报告》及《2024 年 年度报告摘要》。 （一）审议通过《关于<2024 年度监事会工作报告>的议案》。 具体内容详见公司同日刊登于巨潮资讯网的《2024 年度监事会工作报告》。 表决结果：同意票 3 票、反对票 0 票、弃权票 0 票。 该议案尚需提交股东大会审议。 （二）审议通过《关于<2024 年年度报告>及其摘要的议案》。 经审议，公司监事会认为公司《2024 年年度报告》《2024 年年度报告摘要》 的编制和审议程序符合法律法规、中国证监会及深圳证券交易所有关规定的要求， 报告的内容能够真实、准确、完整地反映公司的实际情况，不存在虚假记载、误 导性陈述或者重大遗漏。 上海冠龙阀门节能设备股份有限公司（以下简称"公司"）第二届监事会第 八次会议于 2025 年 4 月 23 日在公司二楼会议 ...

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：301151 证券简称：冠龙节能 公告编号：2025-004 上海冠龙阀门节能设备股份有限公司 第二届董事会第十次会议决议公告 一、董事会会议召开情况 上海冠龙阀门节能设备股份有限公司（以下简称"公司"）第二届董事会第 十次会议于 2025 年 4 月 23 日在公司二楼会议室以现场结合通讯表决方式召开。 会议通知已于 2025 年 4 月 12 日向全体董事发出。本次会议应出席董事 7 人，实 际出席董事 7 人（其中，李政宏先生、林凤仪先生以通讯方式出席会议）。本次 会议由董事长李政宏先生主持，公司监事、高级管理人员列席了会议。本次会议 的召开符合《中华人民共和国公司法》等法律法规、部门规章、规范性文件及《公 司章程》的规定。 二、董事会会议审议情况 经全体董事认真审议，形成了如下决议： （一）审议通过《关于<2024 年度总经理工作报告>的议案》。 表决结果：同意票 7 票，反对票 0 票，弃权票 0 票。 （二）审议通过《关于<2024 年度董事会工作报告>的议案》。 经审议，公司董事会一致同意 ...