| 指数 涨跌 (%) | | --- | | 名称 | | ┣证指数 3832 -1.15 2.78 -1.13 | | 深证综指 2480 -1.21 5.94 0.47 | | 风格指数 (%) | | | | --- | --- | --- | | 大盘指数 | 6.71 | 13.09 | | 中盘指数 | 9.34 | 17.16 | | 小盘指数 -1 | 4.43 - | 13.69 | | 涨幅居用 | 8'6 무 | 近１个月 近６个月 | | | --- | --- | --- | --- | | 行业(%) | | | | | 家电零部件 | 3.86 | 23.84 | 33.69 | | 汽车服务Ⅱ | 3.6 | 5.32 | 6.6 | | 酒店餐饮 | 2.4 | 9.43 | 0.98 | | 旅游及景区 | 2.05 | 11.35 | 17.32 | | 电机Ⅱ | 2.01 | 23.17 | 34.8 | | 跌幅居前 行业(%) | [[문] | 近１个月 近６个月 | | | 小等屋Ⅱ | -4.31 | 6.58 | 46.89 | | 贵金属 | -4.01 ...

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3832 | -1.15 | 2.78 | -1.13 | | 深证综指 | 2480 | -1.21 | 5.94 | 0.47 | | 风格指数 (％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 大盘指数 | -1.22 | 6.71 | 13.09 | | 中盘指数 | -0.62 | 9.34 | 17.16 | | 小盘指数 | -1 | 4.43 | 13.69 | | 涨幅居前 行业(％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 家电零部件 | 3.86 | 23.84 | 33.69 | | Ⅱ 汽车服务Ⅱ | 3.6 | 5.32 | 6.6 | | 酒店餐饮 | 2.4 | 9.43 | 0.98 | | 旅游及景区 | 2.05 | 11.35 | 17.32 | | 电 ...

Core Viewpoint - The company is actively expanding into emerging fields such as hydrogen energy, solar thermal energy storage, and deep-sea economy while maintaining its traditional strengths in the oil and petrochemical equipment sector [1][2]. Group 1: Company Overview - The company originated from the Lanzhou Petroleum Machinery Research Institute established in 1958 and transitioned to a publicly listed entity in 2011, focusing on energy equipment for many years [1]. - The main products include heat exchangers, air coolers, crude oil production separation equipment, membrane separation technology and products, spherical tanks, molten salt tanks, towers, containers, and oil drilling technology equipment [1]. Group 2: Financial Performance - In the first half of 2025, the company expects a revenue increase of 20% year-on-year, with a net profit attributable to shareholders of approximately 20.95 million yuan and a non-recurring net profit of about 15.25 million yuan, both achieving a turnaround from losses [1]. - The improvement in performance is attributed to product structure optimization and a rise in overall gross margin, supported by the company's consolidation of traditional advantages in the oil and petrochemical equipment sector and accelerated layout in new energy equipment [1]. Group 3: Market Expansion - The company has made significant breakthroughs in overseas markets, particularly in Central Asia and South America, as well as in fine chemical equipment, marine oil and gas equipment, and flexible transformation of thermal power [1]. - The demand in these related fields is expected to support the company's long-term development [1]. Group 4: Emerging Fields - The company maintains a leading position in the solar thermal molten salt energy storage sector, having participated in several influential projects both domestically and internationally [2]. - In the deep-sea economy, the company is developing efficient oil and gas water treatment equipment and other key technologies, while also strengthening collaborations with domestic and international oil companies [2]. - In the hydrogen energy sector, the company is actively advancing projects related to hydrogen production and liquid hydrogen storage and transportation [2]. Group 5: Strategic Acquisitions - On April 16, 2025, the company announced plans to acquire 100% of the shares of Blue Asia Testing and 51% of China Air Separation Engineering, enhancing its capabilities in special equipment inspection and engineering business layout [3]. - The expected net profits for 2025-2027 are projected to be 49 million yuan, 66 million yuan, and 107 million yuan, respectively, with corresponding PE ratios of 78, 57, and 35 [3].