Core Viewpoint - Shenzhen Haimingrun Superhard Materials Co., Ltd. (referred to as "Haijingrun") is attempting to return to the A-share market after nearly a decade since its last IPO attempt, with a deadline to complete the listing by the end of 2026 to avoid potential buyback requests from investors [2][3][8]. Group 1: Company Background and Previous IPO Attempts - Established in August 2000, Haijingrun specializes in the research, development, manufacturing, and sales of polycrystalline diamond composite sheets (PDC) and other superhard materials, primarily focusing on oil and gas drilling tools [3][4]. - In June 2015, Haijingrun submitted its IPO application for the ChiNext board but withdrew it in August 2016 after facing significant operational challenges due to declining oil prices, which led to a sharp drop in revenue and profits [5][6][11]. - The company reported revenues of 188.44 million, 202.74 million, and 136.25 million from 2013 to 2015, with net profits of 36.36 million, 42.63 million, and 23.28 million respectively, and a net profit of less than 5 million in the first half of 2016 [5][6]. Group 2: Current Financial Status and Future Plans - As of 2023, Haijingrun's revenue reached 256.6 million, with a net profit of 46.34 million, indicating a recovery to levels similar to those in 2013 [6][8]. - In 2024, the company achieved a revenue of 291 million and a net profit of 57.69 million, but still fell short of the new listing requirements for the ChiNext board, which now mandates a net profit of at least 60 million in the most recent year [7][8]. - Haijingrun has submitted an application for listing on the New Third Board and aims to transition to the Beijing Stock Exchange, which is seen as the only viable option for a quick A-share listing [2][8]. Group 3: Risks and Challenges - The company faces significant time constraints and operational challenges to meet the listing deadline by the end of 2026, as it must be listed on the New Third Board for at least 12 months before applying for the Beijing Stock Exchange [8][9]. - Haijingrun's reliance on a limited number of clients remains a concern, with its largest client, National Oilwell Varco, contributing 38.22% and 41.08% of its revenue in 2023 and 2024, respectively [11][13]. - The company has acknowledged the risks associated with fluctuating oil and gas prices, which previously led to its IPO failure, and continues to face challenges in diversifying its product offerings beyond PDC products [14][15].

Group 1: Innovation and Technology Development - The Xuanyuan Science and Technology Innovation Center in Huangling County has successfully incubated 179 enterprises, including 44 high-tech companies and 83 technology-based SMEs, within three years [1] - The center has created 15 national and provincial innovation platforms and established five innovation and entrepreneurship carriers, marking it as Shaanxi's first county-level innovation-driven platform [1][2] - The center supports enterprises like Shanxi Chuanmengjiang Meino Agricultural Technology Co., Ltd. by providing resources for e-commerce and live streaming, enhancing their market reach [1][2] Group 2: Industrial Transformation and Economic Impact - The Huangling Mining Company has successfully applied the first set of ultra-thin coal seam intelligent and efficient mining technology, setting a benchmark in the industry for smart mining [3] - A new 2×1000MW power generation project by Huangling Mining is expected to generate an annual output of 11 billion kWh and an annual revenue of 4 billion yuan, creating over 300 jobs [4] - The mining company's transition includes the integration of artificial intelligence and big data for automated management, improving efficiency and safety while also establishing ecological restoration areas [5] Group 3: Cultural and Tourism Integration - The agricultural and cultural tourism project initiated by Zhang Cheng combines ecological farming with Huangdi culture, transforming traditional dwellings into popular tourist spots [2] - The Xuanyuan Science and Technology Innovation Center provides comprehensive support for innovative practices in cultural tourism, enhancing rural revitalization efforts [2]

报告导读： 主题交易热度有所回暖，电子布与反内卷主题走强，业绩预增与 PCB 主题维 持强势，关注科技与供需格局改善方向。推荐：限产稳价 / 低空经济 /AI 新基建 / 海洋经 济。 主题三： AI 新基建。 海外云计算龙头资本开支预期上修，国内智算中心投资持续推进。微软 2025 第三 财季营收 701 亿美元，净利润为 258.2 亿美元，同比增长 18% 。同时微软预计第四财季营收规模超预 期， Azure 云业务增长率达到 34%-35% 。国内需求方面，我国智能算力规模保持高速增长， 2026 年 智能算力规模有望达 2024 年的两倍。 推荐： 1 、受益海外云厂商资本开支预期上修的光模块、光器件 龙头； 2 、受益国内算力需求曲线提升的 AIDC 和国产算力产业链。 主题四：海洋经济。 中央财经委员会第六次会议指出，推进中国式现代化必须推动海洋经济高质量发展， 强调要提高海洋科技自主创新能力，要做强做优做大海洋产业等内容。我国海洋生产总值超十万亿元，占 国内生产总值比重达 7.8% 。海洋船舶工程、海工装备、海洋电力和海洋旅游增速领先。同时，我国在深 海探测装备领域基本实现国产化，但在海洋资源 ...

山东新潮能源股份有限公司 章 程 二〇二五年七月 目 录 第一章 总 则 第一条 为了维护公司、股东、职工和债权人的合法权益，规范公司的组织 和行为，根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民 共和国证券法》（以下简称《证券法》）和其他有关规定，制定本章程。 第二条 山东新潮能源股份有限公司（以下简称"公司"）系依照1987年10 月21日国务院颁发的《股份制暂行条例》和其他有关规定成立的股份有限公司（以 下简称"公司"）。 公司经烟台市乡镇企业局乡企字（1988）134 号《关于牟平县毛纺厂实行股 份制改造的批复》以公开募集方式设立，公司在烟台市市场监督管理局注册登记， 取得营业执照，统一社会信用代码 9137000016309497XM。 第三条 公司于1988年11月25日经中国人民银行烟台市分行（88）烟人银字 在上海证券交易所上市流通。 第四条 公司注册中文全称：山东新潮能源股份有限公司 英文全称：SHANDONG XINCHAO ENERGY CORPORATION LIMITED 第一章 总则 第二章 经营宗旨和范围 第三章 股份 第一节 股份发行 第二节 股份增减和回购 第 ...

6月，83家山东国资上市公司总市值合计增长172.86亿元。其中，54家市值增长，1家持平，28家市值减少。 山东黄金（600547.SH）以近70亿元的市值增长位居该月山东国资A股公司市值增长"TOP1"；油气股山东墨龙（002490.SZ）的表现同样出色，股价月涨幅 超60%。 兖矿能源（600188.SH）、山东高速（600350.SH）、青岛啤酒（600600.SH）该月市值蒸发排在前列，分别缩水了41.73亿元、37.86亿元、33.4亿元。 山东黄金市值增长近70亿元 | 证券代码 | 证券简称 | 6月市值变动 | Wind二级 | 实际控制人名称 | | --- | --- | --- | --- | --- | | | | 【单位】亿元 | 行业名称 | [日期] 最新 | | 600547.SH | 山东黄金 | 69.76 | 有色金属 | 山东省人民政府国有资产监督管理委员会 | | 000977.SZ | 浪潮信息 | 28.41 | 硬件设备 | 山东省人民政府国有资产监督管理委员会 | | 600918.SH | 中泰证券 | 23.69 | 非银金融 | 山东省人民政府国有资产 ...

星标★IPO日报 精彩文章第一时间推送 6月16日至22日，证监会官网新增披露，四川省威沃敦石油科技股份有限公司（下称"威沃敦"）、天津爱思达航天科技股份有限公司（下称"爱思达航 天"）、苏州信诺维医药科技股份有限公司（下称"信诺维"）、武汉中科创新技术股份有限公司（下称"中科创新"）、友邦散热器（常熟）股份有限公司 （下称"友邦股份"）、海南百迈科医疗科技股份有限公司（下称"百迈科医疗"）、锐牛股份有限公司（下称"锐牛股份"）等7家公司进行了辅导备案。 IPO日报注意到，威沃敦由西南石油大学名誉校友创立，业绩波动明显，净利润至今未恢复到三年前；爱思达航天主营造火箭整流罩，鼎晖投资、浙大联 创投资、深创投参股；信诺维创始人中金公司出身，获杏泽资本、乐普医疗、腾讯投资青睐；中国农机胶带行业龙头企业锐牛股份服务沃得农机、雷沃重 工、中联重科等知名企业，2022年是业绩峰值。 AI制图 01/ 西南石油大学名誉校友创立 6月16日，证监会披露，威沃敦在四川证监局启动IPO辅导备案，辅导机构为申港证券，拟在北交所IPO。 此前，威沃敦已于2023年12月在新三板挂牌，股票代码：872774。 威沃敦成立于2006年4 ...

星标 ★ IPO日报 精彩文章第一时间推送 6月16日至22日，证监会官网新增披露，四川省威沃敦石油科技股份有限公司（下称"威沃 敦"）、天津爱思达航天科技股份有限公司（下称"爱思达航天"）、苏州信诺维医药科技股份 有限公司（下称"信诺维"）、武汉中科创新技术股份有限公司（下称"中科创新"）、友邦散 热器（常熟）股份有限公司（下称"友邦股份"）、海南百迈科医疗科技股份有限公司（下 称"百迈科医疗"）、锐牛股份有限公司（下称"锐牛股份"）等7家公司进行了辅导备案。 IPO日报注意到，威沃敦由 西南石油大学名誉校友创立，业绩波动明显，净利润至今未恢复 到三年前； 爱思达航天主营 造火箭整流罩，鼎晖投资、浙大联创投资、深创投参股； 信诺 维创始人中金公司出身，获杏泽资本、乐普医疗、腾讯投资青睐；中国农机胶带行业龙头企 业锐牛股份服务沃得农机、雷沃重工、中联重科等知名企业，2022年是业绩峰值。 AI制图 01/ 西南石油大学名誉校友创立 6月16日，证监会披露，威沃敦在四川证监局启动IPO辅导备案，辅导机构为申港证券，拟在 北交所IPO。 此前，威沃敦已于2023年12月在新三板挂牌，股票代码：872774。 02 ...

Group 1 - The company is a global leader in mining and infrastructure technology, providing a wide range of mining and construction equipment, technology, and services aimed at improving production efficiency, reducing operational costs, and ensuring safe operations [1][3]. - The company established its first factory in Nanjing in 1993, focusing on the research, production, and sales of various surface drilling equipment, underground mining equipment, and loaders [2][3]. - In 2022, the company transferred all production capacity from Yokohama, Japan, to Nanjing, reinforcing Nanjing's position as its Asia-Pacific manufacturing and R&D center [2][3]. Group 2 - The Nanjing factory produces underground drilling equipment, surface drilling rigs, and loaders, with the underground drilling equipment's bucket lift height and lifting force being industry-leading [3]. - The company has expanded its product offerings from one product in 1993 to over 40 products and digital solutions, including high-value products like electric loaders and surface drilling rigs [3][25]. - The company has implemented a local brand specifically designed for the Chinese market, further deepening its "In China, For China" strategy [2][3]. Group 3 - MyEMS, an open-source energy management system, supports energy data collection, analysis, and reporting for various sectors, including buildings and factories, and is designed to assist enterprises in low-carbon development [2][25]. - The system enables real-time energy consumption monitoring and data transparency, covering high-energy-consuming equipment such as production lines and central air conditioning [25][27]. - MyEMS integrates multiple energy types, including electricity, gas, and steam, breaking the limitations of traditional single-energy management [25][27]. Group 4 - The implementation of MyEMS has led to a 15% reduction in energy consumption at the equipment level, resulting in annual electricity cost savings exceeding 500,000 yuan, while carbon emission intensity decreased by 12% [30][31]. - The system supports the integration of renewable energy sources, optimizing the use of photovoltaic and energy storage systems, and increasing the factory's energy self-sufficiency rate to 30% [31][27]. - Future plans include AI-driven energy efficiency models and predictive maintenance to further enhance equipment lifespan and reduce maintenance costs [28][29].

俄罗斯驻墨西哥使馆补充说，俄罗斯愿意提供适用于复杂地质条件的石油开采技术，以及旨在提高石油 加工效率的解决方案。（新华社） 俄罗斯驻墨西哥使馆6月21日说，俄罗斯愿意向墨西哥供应液化天然气，并且愿意与墨西哥分享能源领 域的种种技术。 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Zhongman Petroleum, which has a closing price of 23.17 yuan, up 7.12%, with a rolling PE ratio of 13.69, marking a new low in 171 days, and a total market capitalization of 10.712 billion yuan [1] - Zhongman Petroleum ranks 9th in the exploration and production industry, which has an average PE ratio of 30.11 and a median of 35.31 [1][2] - As of the first quarter of 2025, 20 institutions hold shares in Zhongman Petroleum, including 11 funds, 3 social security funds, 3 others, 2 brokerages, and 1 insurance company, with a total holding of 140.096 million shares valued at 2.518 billion yuan [1] Group 2 - The main business of Zhongman Petroleum includes exploration and development, oil service engineering, and petroleum equipment manufacturing, with key products being equipment manufacturing, leasing and sales, drilling engineering services, and oil extraction [1] - In the latest performance report for the first quarter of 2025, Zhongman Petroleum achieved an operating income of 943 million yuan, a year-on-year increase of 16.90%, and a net profit of 230 million yuan, a year-on-year increase of 32.95%, with a gross profit margin of 45.97% [1]