登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002457 证券简称：青龙管业 公告编号：2025-054 青龙管业集团股份有限公司 关于签署战略合作框架协议的公告 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。 特别提示： 1、本次签订的《战略合作框架协议》仅为协议双方合作意愿和基本原则的框架性、意向性约定，协议 自双方签字、盖章之日起生效。本框架协议的付诸实施存在变动的可能性，具体合作事项以双方正式签 订的合同或协议为准。 2、本协议为双方推进具体项目合作奠定的基础，不涉及具体金额，目前无法准确预测本协议对公司本 年度财务状况、经营成果的影响。敬请广大投资者理性投资，注意投资风险。 经营范围：非金属新材料、建筑材料及非金属矿的研究、开发、技术咨询、工程设计、装备制造、建设 安装、工程总承包；民用建筑工程设计、工程勘测、监理；工业自动化控制系统集成、制造及以上相关 产品的生产、销售；承包境外建材行业工程和境内国际招标工程；承包上述境外工程的勘测、咨询、设 计和监理项目；进出口业务；对外派遣实施境外建材行业工程所需的劳务人员；房产租赁；国内贸易。 ...

Core Viewpoint - The company Qinglong Pipeline (002457) has signed a three-year strategic cooperation framework agreement with China National Materials International Engineering Co., Ltd. to enhance international operations and overseas capacity layout [2][3] Group 1: Cooperation Details - The cooperation will involve engineering business collaboration, overseas capacity layout, product sales cooperation, joint product development, mixed tower business collaboration, and local resource sharing [2] - Both parties will share market information in designated areas and jointly explore domestic and international markets for water supply and drainage, water treatment, municipal projects, and water-saving irrigation [2] - Qinglong Pipeline has 19 production bases in China and will leverage its large-scale production management experience, while China National Materials will assist in establishing overseas pipeline manufacturing bases and promote Qinglong's pipeline products [2] Group 2: Strategic Importance - This cooperation is beneficial for the company to expand its international operations and overseas capacity layout, aligning with its strategic development needs [3] - The strong complementarity in the industrial chain between the two companies aims to achieve mutual development, enhance the company's position and competitiveness in the pipeline business, and promote the realization of strategic goals [3]

近日，青龙管业集团股份有限公司（以下简称"青龙管业"，证券代码：002457）发布公告称，公司与中 国中材国际工程股份有限公司（以下简称"中材国际"）签订了《战略合作框架协议》。双方将本着优势 互补、互惠互利、开放合作、共同发展的原则，以市场化方式积极推进合作，拓展在国际化经营、境外 产能布局等方面的合作空间。 合作方基本情况 此次合作有利于青龙管业拓展国际化经营及境外产能布局，符合战略发展规划。双方产业链互补，能提 升公司管道业务行业地位与竞争力。对本年度经营业绩无重大影响，不损害股东利益，也不影响公司业 务独立性，不会形成严重依赖。 中材国际法定代表人是印志松，注册资本2,621,819,524元。其经营范围广泛，涵盖非金属新材料、建筑 材料及非金属矿的研究、开发等多个领域。注册地址位于江苏省南京市江宁开发区临淮街32号，与青龙 管业无关联关系，且经营正常，具备良好履约能力。 合作主要内容工程业务协同：在特定区域共享市场与项目信息，联合开拓境内外供排水、水处理等工程 市场，同等条件下优先选用对方产品和服务。境外产能布局合作：青龙管业国内有19个生产基地，欲布 局境外管道制造基地。中材国际利用资源优势协助筹 ...

Core Viewpoint - The company Qinglong Pipe Industry (002457.SZ) has signed a Strategic Cooperation Framework Agreement with China National Materials International, aimed at enhancing international operations and overseas capacity layout [1][2]. Group 1: Cooperation Areas - Engineering Business Collaboration: The two companies will share market dynamics and project information in designated areas, promoting the development of domestic and international water supply, treatment, municipal, and irrigation projects, prioritizing each other's products and services under equal conditions [1]. - Overseas Capacity Layout Cooperation: Qinglong Pipe Industry has 19 production bases in China and plans to establish overseas manufacturing bases to better serve international project demands, with support from China National Materials International [1]. - Product Sales Cooperation: China National Materials International will leverage its international network to promote and sell Qinglong Pipe Industry's products through agency sales or other mutually agreed methods [2]. Group 2: Joint Development and Resource Sharing - Joint Product Development: The companies will collaborate on developing new products tailored to the diverse needs of international markets, utilizing their respective research and technological capabilities [2]. - Mixed Tower Business Cooperation: The partnership aims to leverage the strengths of both companies in mixed tower design and manufacturing for global market collaboration, with specific agreements to be made based on commercial viability [2]. - Local Resource Sharing: China National Materials International will provide localized support for Qinglong Pipe Industry's international strategy, including market research and development [2].

Core Viewpoint - The company has signed a strategic cooperation framework agreement with China National Materials International Engineering Co., Ltd. to enhance international operations and overseas capacity layout [1] Group 1: Agreement Details - The agreement is a framework and intention-based arrangement aimed at promoting partnership in international operations and overseas capacity layout [1] - The cooperation includes engineering business collaboration, overseas capacity layout cooperation, product sales collaboration, joint product development, mixed tower business cooperation, and local resource sharing [1] - The agreement is valid for three years and takes effect from the date of signing and sealing [1] Group 2: Strategic Implications - This cooperation will help the company expand its international operations and overseas capacity layout, aligning with its strategic development plan [1]

Core Insights - The "2025 China Top 500 Enterprises" report highlights the significant presence of over 60 oil and chemical companies, reflecting their crucial role in the national economy and industrial stability [1][3] - The total revenue of the top 500 enterprises reached 110.15 trillion yuan, with total assets amounting to 460.85 trillion yuan, marking a 7.46% increase from the previous year [1][3] - Oil and chemical companies accounted for 12% of the total list, with China National Petroleum Corporation and China Petroleum & Chemical Corporation ranking second and third, respectively, each generating over 2 trillion yuan in revenue [1][3] Company Performance - China National Petroleum Corporation reported a revenue of 2,969.04 billion yuan, while China Petroleum & Chemical Corporation generated 2,931.96 billion yuan [3] - Other notable companies in the top 100 include China National Offshore Oil Corporation, Hengli Group, and Zhejiang Rongsheng Holding Group, among others [1][2] Innovation and Global Expansion - Innovation quality in the petrochemical industry is improving, with several companies like China National Petroleum Corporation and China Petroleum & Chemical Corporation recognized in the "2025 China Top 100 Innovative Enterprises" [3] - China National Petroleum Corporation leads in overseas assets, valued at 1 trillion yuan, while other major companies also report significant international investments [3] Industry Growth - The threshold for entering the top 500 has increased by over 8.7 billion yuan, with total revenue and assets growing by more than 22% and 34%, respectively [3] - The number of enterprises with revenues exceeding 100 billion yuan has risen to 267, indicating the growing scale and influence of Chinese enterprises on the global stage [3]

Company Overview - Dalian Huari Heavy Industry Group Co., Ltd. was established on February 18, 1993, and transformed into a joint-stock company in March 2007, listed on the Shenzhen Stock Exchange in January 2008 [2][3]. - The company has evolved from a single manufacturing entity into a diversified equipment manufacturing group, focusing on six major business segments: material handling, metallurgical machinery, core components, large casting, comprehensive services, and emerging businesses [3]. Business Segments and Revenue Breakdown - In 2024, the revenue breakdown by business segment is as follows: - Material handling equipment: 14.46% (loading machinery), 7.22% (cranes), 6.43% (port machinery) - Engineering contracting: 7.35% (metallurgical engineering), 1.07% (environmental engineering), 0.23% (other contracting) - New energy equipment: 25.78% (wind power components), 1.97% (nuclear power lifting equipment) - Core components: 8.79% (transmission and control systems), 3.86% (marine equipment) - Metallurgical equipment: 18.96% - Other segments: 3.88% [4]. Growth Drivers - The primary growth drivers for 2024 include: - Material handling equipment segment, driven by favorable industry conditions and significant demand for port infrastructure upgrades, with sales of large stackers expected to increase by 80% and sales of dumpers by 102.76% [5]. - New energy equipment segment, supported by a rapid increase in installed capacity and bidding volume, with a total investment of approximately 3.5 billion RMB in new energy projects [6]. Order Status and Market Outlook - As of August 2025, the company has a cumulative contract value of 34.53 billion RMB, with new orders increasing by 1.3% year-on-year [7]. - The company expects stable revenue growth in 2025, driven by favorable policies in the port and bulk machinery sectors, as well as the wind power industry [8]. International Business Expansion - The company has established subsidiaries in Australia, Vietnam, Hong Kong, and India, with offices in Brazil and the Middle East, exporting products to 96 countries and regions [9]. - In 2024, export orders reached 67.67 million USD, a 35% increase year-on-year, primarily driven by the material handling equipment segment [10]. Strategic Partnerships - The company signed a 10-year global framework cooperation agreement with Rio Tinto Services Limited, granting it "preferred supplier" status, which will enhance its market opportunities and long-term commercial benefits [11]. Financial Performance and Challenges - The company achieved a revenue of 7.453 billion RMB in the first half of 2025, a 6.38% increase year-on-year, with expectations to meet the annual revenue targets set by the board [8]. - Historical fluctuations in overseas revenue were influenced by economic cycles and project timelines, with a goal to maintain overseas business at over 20% of total revenue [12]. Cost Control and Efficiency Measures - The company is implementing various cost control measures, including optimizing procurement, improving production processes, and enhancing marketing strategies to reduce costs and improve efficiency [17][18][19]. - Future plans include deepening existing initiatives, advancing digital transformation, and establishing long-term mechanisms for cost management [21][22]. Management and Governance - The company emphasizes the stability of its management team and the continuity of strategic execution, with ongoing reforms to enhance governance and operational efficiency [23][24].

Group 1 - The core business of the aviation group includes passenger and cargo transportation, with operations covering aircraft maintenance, catering, ground services, and airport services [2] - The group aims to build a world-class aviation transport industry with international competitiveness, focusing on hub networks, dual passenger and cargo services, cost leadership, and brand strategy [2] - As of December 31, 2024, the group operates 952 aircraft and has expanded its services to over 1,100 destinations in more than 190 countries through partnerships with other airlines [2] Group 2 - The group is actively seeking high-level overseas talent to enhance its international operational capabilities [3] - Specific roles being recruited include engine management experts, marketing and service product design experts, artificial intelligence experts, and data architecture experts [4]

Core Insights - The event focused on facilitating the international expansion of over 50 key foreign trade and cross-border e-commerce enterprises from Hangzhou, discussing new pathways and opportunities in international markets [1][2] - Various government departments provided insights into policies supporting international market development, tax regulations for cross-border e-commerce, customs reforms, and international commercial risk management [1] Group 1: Policy Support - Hangzhou's Commerce Bureau detailed support policies for foreign trade enterprises to enhance their international market outreach [1] - The Taxation Bureau explained international tax rules and compliance frameworks for cross-border e-commerce, ensuring stable operations for enterprises [1] - The Qianjiang Customs introduced reforms in customs clearance and tax exemption policies to improve cross-border trade facilitation [1] Group 2: Interactive Session - Representatives from multiple enterprises raised operational pain points, receiving on-site responses from relevant departments and institutions [1] - Topics addressed included Amazon store setup processes, product selection strategies, export tax rebates, VAT payments, and legal issues related to cultural products going abroad [1] - Legal firms and logistics companies provided comprehensive support in legal compliance and logistics solutions for enterprises looking to expand internationally [1] Group 3: Event Structure and Feedback - The dialogue adopted a "government platform, institutional collaboration, and enterprise participation" model to effectively implement policies and services [2] - Participating enterprises found the meeting content practical and actionable, providing clear direction for expanding overseas business [2]

Group 1 - The core point of the article is that Stone Technology (688169.SH) has approved a capital increase for its wholly-owned subsidiary, Stone Century Hong Kong, to enhance its international business capabilities and support stable operations [1] - The capital increase will raise the registered capital of Stone Hong Kong from USD 11.3056485 million to USD 61.3056485 million, while the company will maintain 100% ownership [1]