格隆汇8月12日丨胜利管道(01080.HK)公布，集团预计截至2025年6月30日止六个月录得公司拥有人应占 期间亏损及期间综合亏损总额分别不超过约人民币25.0百万元及人民币42.0百万元，而上年同期则录得 公司拥有人应占期间亏损及期间综合亏损总额分别约人民币23.7百万元及人民币49.3百万元。 另一方面，公司拥有人应占期间综合亏损总额预期较上年同期有所减少，乃由于本期间指定按公平值计 入其他综合收益列账的非上市股权投资于其他综合收益中确认的公平值变动产生的亏损较上年同期有所 减少。 董事会认为，本期间公司拥有人应占期间亏损预期略微增加乃主要由于以下原因所致：1.集团及其联营 公司于本期间焊管业务产销量均较上年同期有所增加，同时毛利率较高的国家管线项目及防腐处理业务 均较上年同期大幅增加，使得集团于本期间毛利及分占一间联营公司业绩均有所增加；及2.集团于本期 间在营运及财务表现方面的上述改善乃由损益中确认的一次性诉讼拨备所抵销，致使本期间的公司拥有 人应占期间亏损略微增加。 ...

证券代码：002205 证券简称：国统股份 编号：2025－031 新疆国统管道股份有限公司 股票交易异常波动的公告 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 新疆国统管道股份有限公司（以下简称公司）于2025年8月7日、 根据深圳证券交易所交易规则等有关规定，属于股票交易异常波动的 情况。 二、公司关注并核实相关情况 针对公司股票交易异常波动，公司进行了自查，并以书面函证方 式问询了公司直接控股股东新疆天山建材（集团）有限责任公司（以 下简称天山建材）、间接控股股东中国物流集团有限公司（以下简称 中国物流），现将有关情况说明如下： （一）截至本公告披露日，公司前期披露的信息不存在需要补充、 更正之处； （二）公司未发现近期公共媒体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； 四、风险提示 （一）经自查，公司不存在违反信息公平披露的情形； （二）公司已于2025年7月15日披露《2025年半年度业绩预告》 （公告编号：2025-030），上述业绩预告不存在应修正情况。公司拟 于2025年8月26日披露 ...

Financial Data and Key Metrics Changes - Net sales reached a record high of $133.2 million, increasing by 2.8% year-over-year, driven by strong operational execution and demand across business segments [6][19] - Consolidated net income was $9.1 million, or $0.91 per diluted share, compared to $8.6 million, or $0.86 per diluted share in the previous year [19] - Free cash flow improved significantly to $3.1 million from negative $14.4 million in the prior year, marking a positive swing of $17.6 million [6][19] Business Segment Data and Key Metrics Changes - Water Transmission Systems (WTS) segment revenue totaled $84.6 million, down 5.5% year-over-year due to lower production volumes, partially offset by higher selling prices [7][19] - Precast segment revenue grew by 21.5% year-over-year to $48.6 million, driven by strong demand in the residential sector [8][20] - WTS gross margin decreased to 17.8%, down approximately 120 basis points year-over-year, while Precast gross margin decreased to 21.2%, down approximately 90 basis points [10][11] Market Data and Key Metrics Changes - The Dodge Momentum Index increased by 6.8% in June, indicating improving non-residential construction activity, with a year-over-year growth of 20% [9] - The commercial sector saw an 11% increase, while the institutional sector rose by 46% compared to the previous year [9] Company Strategy and Development Direction - The company rebranded to NWPX Infrastructure to reflect its growth in the water infrastructure sector and to position itself as a national solutions-driven provider [5] - The focus remains on organic growth and strategic acquisitions, with an emphasis on enhancing capacity utilization and operational efficiencies [13][17] - The company aims to maintain a safe workplace, focus on margin over volume, and return value to shareholders through share repurchases in the absence of M&A opportunities [17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the improving bidding environment and strengthening order book as they move through the remainder of 2025 [16][17] - The company anticipates that WTS revenue and margins will remain in line with or exceed those of 2024, with a solid backlog in place [15][16] - Non-residential construction is expected to strengthen in the second half of the year, contributing to improved margins [30][56] Other Important Information - The company repurchased approximately 363,000 shares for about $15 million, representing 3.6% of shares outstanding as of March 31, 2025 [18] - Capital expenditures for the second quarter were $3.5 million, with expectations for full-year CapEx in the range of $19 million to $22 million [22][23] Q&A Session Summary Question: Insights on the precast market trends - Management noted that while the residential precast market remains strong, the non-residential side is beginning to show signs of recovery with increasing order rates [30][31] Question: Future bidding climate for WTS - Management indicated that the bidding climate for WTS is expected to remain robust, with potential boosts from IIJA funding projects [35][36] Question: Impact of trade policies on revenue recognition - Management explained that trade policies had previously delayed revenue recognition but are now being managed effectively, with some revenue being recognized in the second quarter [48][49] Question: Timeline for order fulfillment in Geneva vs. Park - Management clarified that order fulfillment timelines differ significantly, with Geneva orders being fulfilled much quicker due to inventory management [61][62] Question: Backlog strength and steel pricing impact - Management stated that the increase in backlog is primarily driven by volume rather than price, as steel prices have stabilized [70][71]

格隆汇8月5日丨胜利股份(000407.SZ)在互动平台表示，公司PE管道可用于水电、核电站等输配水领 域。 ...

Group 1 - The company, Jinzhu Pipeline (002443.SZ), announced a share buyback program, having repurchased a total of 8,477,100 shares as of July 31, 2025, which represents 1.63% of its total share capital [1] - The highest transaction price during the buyback was 6.90 CNY per share, while the lowest was 5.75 CNY per share [1] - The total amount spent on the share buyback reached 52.96058 million CNY, excluding transaction fees [1]

证券日报网讯青龙管业（002457）7月30日在互动平台回答投资者提问时表示，公司2025年7月8日披露 了关于《关于签署战略合作框架协议书的公告》，代表着公司正式进入了风电塔筒领域，公司将积极争 取风电塔筒的相关订单。公司会对超过5000万元合同订单进行披露。 ...

Core Viewpoint - Qinglong Pipeline Industry is focusing on urban pipeline network renovation and has confirmed that its production and operations are running normally [1] Company Overview - Qinglong Pipeline Industry's three main hardware products: concrete pipes, steel-plastic composite pipes, and plastic pipes are applicable for urban pipeline network renovation [1]

Group 1 - The company has identified Tibet as a key area of focus and has successfully won the bid for the Lhasa Pangduo Water Diversion Project using steel-plastic composite pipes in 2023 [1] - The "Yarlung Tsangpo Super Hydropower Station" project is currently in its early stages, with an expected construction period of 10-15 years [1] - The company plans to actively participate in future projects that involve its products [1]

格隆汇7月30日丨青龙管业(002457.SZ)在互动平台表示，公司专注于高品质输水管道及相关产品的研 发、生产、销售，并提供输节水领域的整体解决方案。公司的主营业务聚焦在水利市场，应用于跨流域 调水、城市供排水、城乡供水、高标准农田建设及节水灌溉等细分领域。 西藏一直是公司重点关注的 区域，公司2023年中标拉萨市旁多引水工程钢塑复合管项目。目前"雅鲁藏布江超级水电站"项目还处于 早期阶段，预计项目建设周期为10-15年。未来若有涉及到公司产品的项目，公司将积极参与相关项目 建设。 ...

Core Viewpoint - Qinglong Pipeline Industry Group Co., Ltd. is strategically transforming by entering the wind power mixed tower industry and leveraging opportunities in traditional water conservancy projects, aiming to create a second growth curve through "new energy + new infrastructure" dual drivers [1][5]. Group 1: Wind Power Strategy - Qinglong Pipeline has signed a strategic cooperation framework agreement with Beijing Tianshan High-tech Wind Power Equipment Co., Ltd. to enter the wind power mixed tower sector, integrating both companies' technological advantages [2]. - The collaboration aims to develop new mixed tower structures suitable for wind power projects, aligning with the national "dual carbon" strategy and the rapid growth of the wind power industry [2]. - The wind power mixed tower market is expanding due to the increasing size of wind turbines, and this partnership is expected to lower lifecycle costs and enhance the business layout for wind power mixed towers by 2025 [2]. Group 2: Water Conservancy Business - Qinglong Pipeline's traditional water conservancy business is benefiting from policy incentives, particularly with the Yajiang project, which has a total investment of 1.2 trillion yuan and requires high-strength, impermeable water delivery pipes [3]. - The Yajiang project is a key national development initiative that will involve the construction of five tiered power stations and a long water delivery tunnel system, creating a strong demand for the company's prestressed concrete pipes (PCCP) [3]. - Competitor Guotong Co., Ltd. has publicly announced participation in the Yajiang project bidding, indicating a broad market opportunity [3]. Group 3: Technological Advancements - Qinglong Pipeline has demonstrated its technical capabilities with the successful application of its DRCP-C type pipeline in the Xinjiang Yili River natural gas pipeline project, overcoming construction challenges in water-rich gravel strata [4]. - The specially designed pipeline features high compressive strength and impermeability, capable of withstanding significant underground water pressure, thus setting a new industry benchmark for similar projects [4]. - The completed underwater pipeline is expected to transport 200 million cubic meters of gas annually, benefiting 100,000 residents and enhancing regional economic development [4]. Group 4: Strategic Upgrade - Qinglong Pipeline is evolving from a pipeline manufacturer to a comprehensive engineering solution provider, focusing on technology-driven innovation, EPC contracting models, and market diversification [5]. - The company aims to leverage its pipeline expertise to tap into the trillion-yuan markets of new energy and new infrastructure, positioning itself as a key player in green infrastructure development [5]. - The strategic shift is supported by ongoing research and development investments, creating a patent barrier and enhancing competitive advantages in the industry [5].