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 ...

善。 报告期内，公司紧抓管理精细，降本控费，推进价格修复与成本 优化双向发力，水泥销售价格同比上升，销售成本同比下降，实现归 属于上市公司股东的净利润同比大幅减亏。 本次业绩预告是公司财务部门的初步估算结果，具体财务数据将 在公司 2025 年半年度报告中详细披露。敬请广大投资者理性投资， 注意风险。 | 证券代码：000877 证券简称：天山股份 公告编号：2025-050 | | | --- | --- | | 天山材料股份有限公司 | | | 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。 | | | 一、本期业绩预计情况 | | | （一）业绩预告期间 | | | （二）业绩预告情况：预计净利润为负值 | | | 项目 本报告期 上年同期 | | | 归属于上市公司股东 | | | 亏损：80,000 万元-100,000 万元 亏损：341,368.90 万元 | | | 的净利润 | | | 扣除非经常性损益后 | | | 亏损：90,000 万元-120,000 万元 亏损：368,639.54 万元 | | | 的净利润 | | | ...

Group 1 - The company, Beijing Hanjian Heshan Pipeline Co., Ltd., forecasts a net profit attributable to shareholders of the parent company for the first half of 2025 to be between 5.5 million and 8 million yuan, indicating a turnaround from a loss in the same period last year [1][2] - The expected net profit after deducting non-recurring gains and losses is projected to be between 5 million and 7.5 million yuan [1] - The previous year's net profit attributable to shareholders was a loss of 34.0859 million yuan, with a total profit of -38.2027 million yuan [2] Group 2 - The primary reason for the expected profit turnaround is attributed to stable delivery of signed sales contracts for prestressed concrete pipes (PCCP), leading to a significant increase in revenue compared to the previous year [2] - Non-operating gains and losses are not expected to have a significant impact on the current period's performance [2] - Accounting treatment is not anticipated to have a major effect on the current period's performance [2]

Summary of Key Points Core Viewpoint - The company West Construction (002302) is forecasting a significant net profit loss for the first half of 2025, primarily due to intensified competition in the ready-mixed concrete market and a decline in profit margins [1] Financial Performance - The expected net profit attributable to shareholders for the period from January 1, 2025, to June 30, 2025, is projected to be a loss of 65 million to 130 million yuan, compared to a profit of 5.6288 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is anticipated to be a loss of 155 million to 220 million yuan, compared to a loss of 28.8265 million yuan in the previous year [1] - The basic earnings per share are expected to be a loss of 0.0632 to 0.1147 yuan per share, compared to a loss of 0.0143 yuan per share in the same period last year [1] Market Conditions - The ready-mixed concrete market is experiencing increased competition, which is contributing to the narrowing of gross profit margins [1] - The decline in the cost of major raw materials is not keeping pace with the decrease in sales prices, further impacting profitability [1]

Group 1: Industry Overview - The sales of various excavators reached 18,804 units in June 2025, representing a year-on-year increase of 13.3%, with domestic sales of 8,136 units (up 6.2%) and exports of 10,668 units (up 19.3%) [1] - In the first half of 2025, a total of 120,520 excavators were sold, marking a year-on-year growth of 16.8%, with domestic sales of 65,637 units (up 22.9%) and exports of 54,883 units (up 10.2%) [1] - The domestic excavator sales in June showed a year-on-year growth of 6.2%, rebounding by 7.7 percentage points compared to previous values, driven by accelerated second-hand exports and a low base from the previous year [1] Group 2: Market Dynamics - The construction machinery industry is expected to maintain stable growth in excavator sales, with domestic earth-moving equipment projected to achieve double-digit growth for the year [2] - The demand for excavators is shifting towards recovery, particularly in the mining sector and major water conservancy projects, while the demand for small excavators is slowing down [2] - The government plans to issue long-term special bonds and increase local government special bonds to stimulate infrastructure investment, which is expected to boost downstream equipment demand [5][6] Group 3: Company Performance - Zoomlion (000157) anticipates that domestic sales will enter a growth trajectory, expanding its business from domestic markets to global markets across engineering, agricultural, and mining machinery [3] - Sany International (00631) reported a revenue of 5.876 billion yuan in Q1 2025, a year-on-year increase of 14.6%, with net profit rising by 23.2% [7] - The company is focusing on expanding its overseas business, particularly in emerging regions, while also enhancing its product offerings in earth-moving, agricultural, and mining machinery [7]

四方新材(605122.SH)公告称，公司股票价格连续两个交易日内日收盘价格 涨幅偏离值累计达到20%， 属于股票异常波动情形。公司是以商品混凝土研发、生产和销售为主业，同时生产建筑用砂石骨料的建 筑材料制造商，产品主要销售市场为重庆市。经公司自查，公司主营业务、日常生产经营活动和外部经 营环境均未发生重大变化，公司不存在应披露而未披露的重大事项。 ...

来源|贝多财经 7月4日，中国证监会披露《境外发行上市备案补充材料要求（2025年6月27日—2025年7月3日）》，共 涉及5家公司，包括建邦高科、三一重工（SH:600031）、大医集团、瑞博生物，以及伯希和。 其中，三一重工是一家A股上市公司，于2003年7月在上海证券交易所挂牌，代码为"600031"。2025年2 月，三一重工发布公告称，拟在港交所上市，意在深入推进公司全球化战略，加强与境外资本市场对 接，进一步提升公司治理透明度和规范化水平。 今年5月22日，三一重工在港交所递交招股书，报考在港交所主板上市。三一重工在招股书中表示，该 公司的历史可追溯至1989年，由创始人梁稳根与唐修国、毛中吾和袁金华共同创立了该公司的前身—— 涟源市焊接材料厂（「涟源厂」）。 | | | 童公司 童老板 都在用的露业量调工具 | · 塑关系 置风险 | | | | --- | --- | --- | --- | --- | --- | | | | 三一重工股份有限公司 家中小企业发展子基金球下机构 | 8 | 天殿一下 | 器应用 ▼ | | 基本信息 548 | | 上市信息 899+ 法律诉讼 250 | ...

Group 1 - The article emphasizes the importance of implementing Xi Jinping's thoughts on socialism with Chinese characteristics and the strategies for scientific and technological innovation in Guangxi [1][3] - The Guangxi government has awarded various scientific and technological achievements, including the highest science and technology award to Professor Zhao Yongxiang and several other awards for outstanding contributions in different categories [2] - The article calls for all scientific workers in the region to learn from the awardees and focus on high-level innovation, emphasizing the need for practical work and innovation to drive high-quality development in Guangxi [3] Group 2 - The awards include first, second, and third prizes in categories such as natural science, technological invention, and scientific and technological progress, highlighting significant achievements in various fields [2] - Specific achievements recognized include advancements in concrete structure collapse mechanisms, efficient cogeneration systems, and low-carbon commercial vehicle technologies, showcasing the region's commitment to innovation [2] - The article encourages the cultivation of new productive forces and the acceleration of technology transfer and application to support the modernization of Guangxi [3]

Core Viewpoint - The infrastructure investment in China is entering a new growth cycle, driven by policy support and the acceleration of special long-term bonds, benefiting leading companies in the pipeline industry like Qinglong Pipeline [1][2]. Policy and Investment Landscape - In 2025, the National Development and Reform Commission will issue a list of "two重" construction projects worth 800 billion yuan, focusing on water conservancy and municipal sectors, including major irrigation area renovations and urban underground pipeline construction [2]. - A total of 1.3 trillion yuan in special long-term bonds will be issued, with 800 billion yuan directly supporting "two重" construction, which, combined with coordinated fiscal and monetary policies, is expected to push infrastructure investment growth above 6% [2]. - National water conservancy construction investment is projected to reach a historical high of 1.35 trillion yuan in 2024, with an estimated total investment demand of about 4 trillion yuan for underground pipeline renovations over the next five years [2]. Company Strategy and Market Position - Qinglong Pipeline is enhancing its national presence through a "Eastward and Southward" strategy, having established 19 production bases for prestressed concrete pipes (PCCP) across major economic regions [3]. - The company has a plastic pipe production capacity of 165,000 tons per year, leading in market share in the northwest region, with a significant order growth of 101.52% in Xinjiang for 2024 [3]. - The company has achieved 100% self-production in all processes within the PCCP industry, optimizing production technology and equipment to ensure superior product performance [3]. Technological Advancements - Qinglong Pipeline has developed smart monitoring pipelines for cross-regional water diversion projects, enabling real-time data transmission and risk alerts [3]. - The company has established a robust R&D framework, collaborating with local technology centers and universities, leading to over 20 technological achievements and recognition through industry awards [3]. Future Outlook - Qinglong Pipeline plans to focus on three main areas: filling market gaps to increase national market share, enhancing R&D in smart pipelines and eco-friendly materials to meet carbon neutrality goals, and deepening participation in major national water network projects [4]. - Analysts believe that with the support of "two重" projects and special long-term bonds, infrastructure investment growth will remain high, positioning the pipeline industry in a prolonged boom cycle [4]. - Qinglong Pipeline is expected to achieve dual improvements in performance and valuation, further solidifying its leading position in the industry [4].

Core Viewpoint - The completion of the China Communications Fourth Navigation Engineering Bureau's (CCCC Fourth Navigation Bureau) CCCC Fourth Navigation Technology Park project marks a significant step in the development of a supply chain and smart building research cluster in Guangzhou's Baiyun District, with a total investment of 360 million yuan and a focus on technological innovation and quality engineering [1][2][5]. Group 1: Project Overview - The CCCC Fourth Navigation Technology Park is located within the Yiyun Science and Technology Innovation Center, covering an area of 12,000 square meters with a total construction area of 39,000 square meters [1]. - The project includes a comprehensive experimental building, model testing hall, key laboratories, and engineering quality testing center, aimed at supporting enterprise development and promoting technological progress in the construction industry [1][5]. Group 2: Development Strategy - Baiyun District is accelerating the creation of a modern industrial cluster, focusing on high-quality development, with the CCCC Fourth Navigation Technology Park being a key component of this strategy [2]. - The project is part of the CCCC Fourth Navigation Bureau's commitment to regional innovation and industrial upgrading, emphasizing high-quality project management and the application of advanced technologies [2][3]. Group 3: Technological Innovations - The project team has implemented advanced insulation gel technology to enhance the building's thermal insulation performance, significantly reducing energy consumption and contributing to energy-saving goals [3]. - High-strength rebar direct thread connection technology has been widely applied to ensure structural safety and durability, while also minimizing construction pollution [4]. - The use of BIM technology has enabled effective project management through 3D modeling, helping to identify and resolve design conflicts early in the process [4]. Group 4: Future Prospects - The CCCC Fourth Navigation Technology Park is expected to be operational by July, providing a comprehensive platform for research, experimentation, and testing, which will attract more talent and innovation resources to Baiyun District [5]. - The CCCC Fourth Navigation Bureau plans to leverage the advantages of the technology park and collaborate with domestic and international research institutions to promote the integration of technological innovations with industry [5].