截至2024年年报，胜利管道营业总收入5.7亿元、净利润-4256.4万元。 本文源自：金融界 作者：行情君 8月4日，胜利管道(01080)盘中上涨15.49%，截至11:09，报0.082元/股，成交112.44万元。 胜利油气管道控股有限公司是中国主要的石油及天然气管道制造商，专业制造和提供螺旋缝埋弧焊管， 直缝埋弧焊管以及配套防腐处理等产品。具备年产133万吨的生产能力，拥有12条焊管生产线，1套预精 焊工艺生产线以及防腐作业线等设备，并曾为多个国内外重大管道工程提供超过300万吨的优质焊管。 ...

Group 1 - The PET copper foil sector experienced a short-term surge, with Jiangnan New Materials (603124) and Longyang Electronics (301389) hitting the daily limit up [1] - Other companies such as Hongtian Co., Ltd. (603800), Fangbang Co., Ltd., Tongguan Copper Foil (301217), Zhongyi Technology (301150), and Liyuanheng also saw significant increases in their stock prices [1]

Core Viewpoint - The report highlights that Hailiang Co., Ltd. is expected to benefit from the U.S. tariff policy on copper products, leading to a profit growth that may exceed market expectations [1][2]. Investment Highlights - The U.S. announced a 50% tariff on imported copper semi-finished products and high-copper-content derivatives starting August 1, which was beyond market expectations. The tariff does not apply to upstream raw materials like copper ore and cathode copper, which is favorable for companies engaged in copper deep processing in the U.S. [2][3]. - Hailiang's U.S. factory, acquired in 2016, has a designed capacity of 100,000 tons, with an expected production scale of 30,000 tons by 2024. By the second half of 2025, the capacity is projected to reach 90,000 tons, with an estimated output of 70,000-80,000 tons by 2026 [2][3]. - The tariff is expected to increase industry demand and processing fees, leading to profit growth for Hailiang's U.S. operations. The company anticipates a recovery in net profit from a loss of 35.08 million yuan in 2024 to a significant increase in 2026 [2][3]. Profit Forecast and Investment Rating - Due to the unexpected tariff, the company has revised its earnings per share (EPS) forecasts for 2025-2027 to 0.83, 1.57, and 1.97 yuan per share, respectively. The corresponding price-to-earnings (PE) ratios are projected at 14.4, 7.6, and 6.1 times [3]. - The estimated market value of Hailiang is expected to reach 36-45 billion yuan by 2026, representing a potential increase of 50-90% from its market value of 23.8 billion yuan on August 1 [3].

Group 1 - The number of shareholders for Baoding Technology decreased to 23,779 as of July 31, representing a reduction of 4,770 shareholders or a decline of 16.71% compared to the previous period [1] - This marks the second consecutive period of decline in the number of shareholders for the company [1] - The closing price of Baoding Technology was 17.50 yuan, reflecting an increase of 5.04%, with a cumulative increase of 7.23% since the concentration of shares began [1] Group 2 - In the first quarter, the company reported a revenue of 683 million yuan, a year-on-year decrease of 0.47%, and a net profit of 17.9651 million yuan, down 78.22% year-on-year [1] - The basic earnings per share were 0.0400 yuan, with a weighted average return on equity of 1.23% [1] - The company issued a half-year performance forecast on July 15, estimating a net profit between 18 million yuan and 26 million yuan, indicating a year-on-year change of -82.22% to -74.32% [1]

广东嘉元科技股份有限公司 治理制度汇编 广东嘉元科技股份有限公司 承诺管理制度 （三）承诺人已明确不可变更或撤销的承诺。 承诺事项需要主管部门审批的，承诺人应明确披露需要取得的审批， 并明确如无法取得审批的补救措施。 （四）履行承诺声明和违反承诺的责任； （五）中国证监会要求的其他内容。 第六条 承诺人作出承诺，有关各方必须及时、公平地披露或者提供相关信 息，保证所披露或者提供信息的真实、准确、完整，不得有虚假记 载、误导性陈述或者重大遗漏。 第七条 承诺人应当关注自身经营、财务状况及承诺履行能力，在其经营财 务状况恶化、担保人或者担保物发生变化导致或者可能导致其无法 履行承诺时，应当及时告知公司，说明有关影响承诺履行的具体情 况，同时提供新的履行担保，并由公司予以披露。 第八条 承诺履行条件已经达到时，承诺人应当及时通知公司，并履行承诺 和信息披露义务。 第九条 公司应当在定期报告中披露报告期内发生或者正在履行中的所有承 诺事项及具体履行情况。 第十条 公司董事会应当积极督促承诺人遵守承诺。承诺人违反承诺的，上 市公司董事、高级管理人员应当勤勉尽责，主动、及时要求承诺人 承担相应责任。 第十一条 承诺人应当 ...

Group 1 - The Beijing Stock Exchange will hold its 18th review meeting on August 8, 2025, to assess the issuer Zhuhai Nante Metal Technology Co., Ltd. (referred to as "Nante Technology") [1] - Nante Technology plans to raise funds amounting to 286 million yuan, which will be allocated to the second phase of the Anhui Zhongte high-end precision components production base project and the expansion and R&D capability enhancement project in Zhuhai [1] - The lead underwriter for Nante Technology is Everbright Securities Co., Ltd., with representatives Zhan Chenghao and Shen Xiaoyi serving as the sponsoring representatives [1]

Group 1 - The company, Haomei New Materials, announced a stock buyback program, having repurchased a total of 6,176,924 shares as of July 31, 2025 [1] - The repurchased shares represent 2.4232% of the company's current total share capital [1]

格隆汇8月1日丨豪美新材（维权）(002988.SZ)公布，截至2025年7月31日，公司通过股票回购专用账户 以集中竞价方式回购股份6,176,924股，占公司当前总股本的2.4232%，最高成交价为43.50元/股，最低 成交价为26.70元/股，成交总金额为1.98亿元(不含交易费用)。 ...

格隆汇8月1日丨博威合金(601137.SH)在投资者互动平台表示，特朗普政府对进口半成品铜产品征收50% 的普遍关税有很多细节，公司管理层已经在加紧跟美国律师研讨中，本次铜产品的关税是针对全球加 的，对公司全球的竞争对手影响都相似。公司主要的美国客户是美国企业其中国的子公司，公司直接出 口去美国的铜产品占新材料销量的比例很低。 ...

公司回答表示：尊敬的投资者，您好！公司盾构刀具相关产品的客户包括中国中铁、中国铁建、中国交 建等知名大型综合建设集团旗下企业。感谢您的关注。 金融界8月1日消息，有投资者在互动平台向厦门钨业提问：我在洛阳金鹭（厦门钨业子公司）公司产品 介绍中看到其盾构机图片，其开发盾构机刀盘、硬岩滚刀、镶齿滚刀供应国内外哪些供应商单位，谢 谢。 ...