证券代码：603616 证券简称：韩建河山 公告编号：2025-028 北京韩建河山管业股份有限公司2025年半年度业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 本期业绩预告适用情形：净利润实现扭亏为盈； ● 北京韩建河山管业股份有限公司（以下简称"公司"或"韩建河山"）预计2025年半年度实现归属于母公 司所有者的净利润为550万元到800万元，与上年同期相比，将实现扭亏为盈； ● 公司预计2025年半年度实现归属于母公司所有者的扣除非经常性损益后的净利润为500万元到750万 元。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年6月30日。 （二）业绩预告情况 经公司财务部门初步测算，预计2025年半年度实现归属于母公司所有者的净利润为550万元到800万元， 与上年同期相比，将实现扭亏为盈。 预计2025年半年度实现归属于母公司所有者的扣除非经常性损益后的净利润为500万元到750万元。 （三）本次业绩预告未经注册会计师审计，注册会计师未对公司本期业绩预盈是否适当 ...

近年来，随着我国油气勘探向深海延伸，深海油气输送管需求持续增长。但深海环境存在极端低温高 压、高盐微生物腐蚀与高硫高酸介质的多重挑战，对管材研发及工业化生产提出了更严格的要求。为 此，宝石管业联合国内头部钢铁企业，历时两年技术攻关，成功研发出N06625＋X65MS D610×（2＋ 16.9）mm双金属冶金复合管。该产品采用JCO成型工艺（即钢板按J成型-C成型-O成型的顺序成型）， 设计管径610毫米，其中外层为16.9毫米厚的X65MS抗酸碳钢，提供高强度机械支撑；内层为2毫米厚的 N06625镍基合金，可有效抵抗高硫、高氯化物及高温等极端腐蚀环境。 由于镍基合金与碳钢在力学性能和组织成分上存在显著差异，传统焊接工艺难以兼顾焊接效率与焊缝耐 腐蚀性。针对这一技术难题，宝石管业所属秦皇岛宝世顺公司联合国家管研中心组成专项技术团队，成 功突破镍基合金与管线钢异种材料共熔池组织调控技术，开发多种焊接方法组合的高效焊接工艺。通过 碳钢基管高精度尺寸控制、低稀释率镍基合金焊接等技术创新，最终实现深海油气双金属复合管的工业 化生产。 中化新网讯 6月11日，由中国石油集团宝石管业有限公司自主研发的深海油气用N066 ...

山东东宏管业股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.18元 证券代码：603856 证券简称：东宏股份 公告编号：2025-031 ? 相关日期 | | | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 15 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本282,056,060股为基数，每股派发现金红利0.18 元（含税） ，共计派发现金红利50,770,090.80元。 （1）对于持有无限售条件流通股的自然人股东及证券投资基金，根据《关于实施上市公 司股息红利差别化个人所得税政策有关问题的通知》 （财税201285 号）和《关于上市公司股 三、 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | ...

达力普控股公告，公司河北沧州制造基地新建的两条油管智能生产线已试车成功，将于近期正式投产运 营。该生产线全面集成物联网与实时信息监控等先进系统，实现全流程智能制造、数字化管理。油管产 品规格实现全覆盖，可满足国内外多元化市场需求。生产效率可提升35%，人工配置可减少30%。公司 可大幅提升油管高端产品的生产能力，实现油管产品结构向高端化、定制化转型。董事会认为，新生产 线是公司技术迭代与产能升级的重要里程碑，预期对中长期收益产生积极影响。 ...

Core Viewpoint - Shandong Longquan Pipe Industry Co., Ltd. announced the lifting of restrictions on 1,256,000 shares of restricted stock, which accounts for 0.2228% of the company's total share capital, effective May 30, 2025 [2] Company Overview - Established on August 22, 2000, with a registered capital of 563.69 million RMB, the company specializes in the research, production, and sales of prestressed concrete pipes and medium-high pressure alloy metal pipe fittings [2] - The current chairman is Fu Bo, and the company has 1,155 employees, with Xu Peifeng as the actual controller [2] - The company has 18 subsidiaries, including Liaoning Longquan Pipe Industry Co., Ltd. and Anhui Longquan Pipe Industry Co., Ltd. [2] Financial Performance - The company's revenue for 2022 to 2024 is projected to be 997 million RMB, 1.108 billion RMB, and 1.146 billion RMB, reflecting year-on-year changes of -27.57%, 11.14%, and 3.52% respectively [3] - The net profit attributable to shareholders for the same period is expected to be -641 million RMB, 27.78 million RMB, and 65.59 million RMB, with year-on-year growth rates of -3729.26%, 104.34%, and 136.10% respectively [3] - The asset-liability ratios for the years 2022, 2023, and 2024 are 40.53%, 38.40%, and 43.50% [3]

Summary of Key Points Core Viewpoint - The company, Shandong Longquan Pipe Industry Co., Ltd., has provided a maximum joint liability guarantee of RMB 50 million for its wholly-owned subsidiary, Wuxi Xinfeng Pipe Industry Co., Ltd., to facilitate business operations through a credit application with Ningbo Bank [1][6]. Group 1: Guarantee Overview - The guarantee is established under a contract with Ningbo Bank, with a maximum liability of RMB 50 million, covering principal, interest, penalties, and all related costs [1][6]. - The guarantee period is from April 16, 2025, to April 16, 2030 [7]. Group 2: Approval Process - The company’s board and shareholders approved the guarantee during meetings held on March 27, 2025, and April 18, 2025, respectively [2]. - The approved guarantee limits for subsidiaries are RMB 175 million for those with an asset-liability ratio above 70% and RMB 250 million for those below [2]. Group 3: Subsidiary Information - Wuxi Xinfeng Pipe Industry Co., Ltd. is a wholly-owned subsidiary with a registered capital of RMB 15.1 million and an asset-liability ratio of 31.32% as of December 31, 2024 [4][5]. - As of March 31, 2025, the subsidiary reported total assets of RMB 48.55 million and a net asset of RMB 35.94 million [5]. Group 4: Contractual Details - The guarantee includes coverage for all costs related to the enforcement of the debt, including legal fees and penalties [8][11]. - The guarantee period extends for two years after the debt maturity date, with specific provisions for various types of financial instruments [11][12]. Group 5: Current Guarantee Status - As of the announcement date, the company has a total external guarantee balance of RMB 270 million, which is 16.21% of the latest audited net assets [16]. - There are no overdue guarantees or guarantees involved in litigation as of the announcement date [16].

证券代码：002457 证券简称：青龙管业 公告编号：2025-032 青龙管业集团股份有限公司 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。 特别提示： 会审议通过的 2024 年年度权益分派方案为：以 2024 年 12 月 31 日公司总股本 份后的总股本为基数，向全体股东每 10 股派发现金 1.200000 元（含税）；2024 年度不送红股，不以公积金转增股本。 息参考价（含税）=（股权登记日收盘价-0.118862 元）/股。 青龙管业集团股份有限公司 2024 年年度权益分派方案已获 2025 年 5 月 14 日召开的 2024 年年度股东会审议通过，现将权益分派事宜公告如下： 一、股东会审议通过利润分配方案情况 以 2024 年 12 月 31 日公司总股本 333,486,800 股扣除利润分配方案实施时 股权登记日公司回购专户上已回购股份（3,161,700 股）后的总股本为基数，向 全体股东每 10 股派发现金 1.200000 元（含税）；2024 年年度不送红股，不以 公积金转增股本。若在分配方案实施前因资本公积转增股本、派发股 ...

证券代码：836871 证券简称：派特尔 公告编号：2025-038 珠海市派特尔科技股份有限公司 投资者关系活动记录表 本次业绩说明会公司就投资者普遍关注的问题进行了沟通与交流，主要问题 及回复如下： 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 上市公司接待人员：1、派特尔董事长、总经理陈宇 2、派特尔董事会秘书、 财务总监赵伟才 3、保荐代表人：谢德泳 一、 投资者关系活动类别 三、 投资者关系活动主要内容 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 8 日 活动地点：珠海市派特尔科科技股份有限公司（以下简称"公司"）通过全景 网"投资者关系互动平台"（https://ir.p5w.net）采用网络远程的方式召开 2024 年 年度报告业绩说明会。 参会单位及人员：通过网络方式参加公司本次业绩说明会的投资者。 1、能否详细介绍 2024 年公司在产品研发方面取得的进展？这些研发成果 ...

Core Insights - Tenaris S.A. reported revenue of $2.92 billion for Q1 2025, a year-over-year decline of 15.1%, with EPS of $0.94 compared to $1.27 a year ago, exceeding the Zacks Consensus Estimate of $2.87 billion by 1.78% and delivering an EPS surprise of 17.50% [1] Financial Performance - The company’s shares have returned -14.5% over the past month, while the Zacks S&P 500 composite changed by -0.2%, indicating underperformance relative to the broader market [3] - Tubes sales volume for seamless pipes was 775 Kmt, exceeding the three-analyst average estimate of 760.78 Kmt, while total tubes sales volume reached 987 Kmt against an estimate of 934.25 Kmt [4] - Net sales for Tubes in North America were $1.24 billion, a decline of 16.4% year-over-year, compared to the average estimate of $1.14 billion [4] - Net sales for Tubes in Asia Pacific, Middle East, and Africa were $761 million, surpassing the average estimate of $720.27 million [4] - Net sales for Tubes in Europe were $208 million, down 8% year-over-year, compared to the estimated $251.69 million [4] - Net sales for Tubes in South America were $552 million, a decline of 10.1% year-over-year, against an estimate of $593.41 million [4] - Revenues from other segments were $157 million, slightly above the average estimate of $155 million, but represented a significant year-over-year decline of 49.4% [4] - Total revenues from Tubes were $2.77 billion, exceeding the average estimate of $2.71 billion, but reflecting an 11.7% decrease compared to the previous year [4] - Operating income from other segments was $36 million, above the estimate of $25.06 million, while operating income from Tubes was $514 million, exceeding the average estimate of $478.24 million [4]

Financial Data and Key Metrics Changes - The company reported a 125% year-over-year increase in adjusted EBITDA, reaching $19.9 million, while gross profit increased by 1,349% to $20.5 million despite a top-line compression of $15.3 million or 7.9% [14][36] - For the fourth quarter, net sales from continuing operations were $40.7 million, slightly down from $41.2 million in the same quarter of 2023, with gross profit increasing to $7.3 million from a loss of $2.1 million [32][33] - The full-year net sales decreased to $177.9 million from $193.2 million in 2023, but gross profit rose significantly to $22.1 million from $1.5 million [36][37] Business Segment Data and Key Metrics Changes - In the tubular products segment, there was a year-over-year sales decline of $12.4 million, but segment-level gross profit increased by approximately $15 million due to cost management and product line optimization [16] - The specialty chemicals segment achieved its highest quarterly adjusted EBITDA since Q2 2022, driven by a 14% increase in gross margin despite moderate top-line compression [19][20] - Branded product sales in the specialty chemicals segment recorded a double-digit year-over-year increase, primarily driven by efforts in the oil and gas market [22] Market Data and Key Metrics Changes - The total addressable market for the specialty chemicals segment is over $9 billion, with a specific focus on branded products that offer faster cycle times and predictable demand [20] - The company noted a stronger order backlog in the tubular segment than it has seen in four years, indicating improving market dynamics [17] Company Strategy and Development Direction - The company plans to maximize the value of its assets in the tubular product segment while investing in profitable growth in the specialty chemicals segment [7][8] - There is a focus on organic growth within existing product portfolios and underutilized capabilities, with a commitment to high-potential strategic initiatives [25][24] - The company has expanded its stock repurchase program, allowing for the acquisition of up to an additional one million shares over the next 24 months [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's foundation and its ability to drive growth while maintaining operational excellence [8][10] - The outlook for top-line growth is more optimistic for the second half of 2025, with expectations of market share gains rather than market-driven growth [44] - Management highlighted the importance of domestic sourcing and supply chain optimization as a competitive advantage [57][58] Other Important Information - The company remains debt-free with $16 million in cash and $47 million available on its revolving credit facility, positioning it well for future investments [39] - A total of 101,263 shares were repurchased for approximately $1 million during the year [40] Q&A Session Summary Question: Where do you see top-line growth starting? - Management indicated that top-line growth is expected more in the second half of 2025, with any uptick likely due to market share gains rather than market recovery [44] Question: What contributed to the growth in cash from Q3 to Q4? - The increase in cash was primarily driven by optimizing idle inventory and improved cash conversion cycles [48][49] Question: Any updates on underutilized assets? - Management confirmed the sale of a smaller warehouse and mentioned ongoing efforts to find a permanent solution for other underutilized assets [52] Question: How is the new cleaning portfolio being accepted? - The reception was positive, with new opportunities being pursued following the launch at a cleaning conference [55] Question: Is there potential for further margin improvement in chemicals? - Management believes there is potential for ongoing margin improvement as branded product sales increase, although significant price increases are not anticipated for 2025 [61] Question: Is the share repurchase plan feasible? - Management stated that the plan provides optionality and is contingent on market conditions and share price [64] Question: Where do you see the company a year from now? - Management emphasized a pivot to growth, focusing on filling underutilized assets with high-value applications [68]