长华控股集团股份有限公司2025 年半年度报告 公司代码：605018 公司简称：长华集团 长华控股集团股份有限公司 长华控股集团股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人王长土、主管会计工作负责人于春雷及会计机构负责人（会计主管人员）周金 杰声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 本报告期不进行利润分配或公积金转增股本。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺。敬请投 资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 公 ...

Core Viewpoint - Qingdao Huijintong Power Equipment Co., Ltd. reported a decrease in revenue but an increase in net profit for the first half of 2025, indicating a resilient performance despite market challenges [2][11]. Company Overview and Financial Indicators - The company’s main business includes the research, production, and sales of transmission line towers, fasteners, and communication towers, serving industries such as electricity, communications, and new energy [3][4]. - Key financial data for the first half of 2025 includes: - Revenue: CNY 2,000,477,414.39, a decrease of 2.68% compared to the same period last year [2]. - Total profit: CNY 81,994,228.32, an increase of 20.57% year-on-year [2]. - Net profit attributable to shareholders: CNY 61,452,840.62, up 11.87% from the previous year [2]. - Operating cash flow: CNY 174,290,872.07, down 18.59% year-on-year [2]. Industry Situation - The company operates in the "metal structure manufacturing" sector, specifically in the production of transmission line towers, which are crucial for the power grid construction [5][11]. - China's electricity consumption reached 48,418 billion kWh in the first half of 2025, indicating a growing demand for electricity and related infrastructure [6][11]. - The national grid plans to invest CNY 2.4 trillion during the "14th Five-Year Plan" period to upgrade the grid, with expected investments exceeding CNY 650 billion in 2025 [6][7]. - The dual carbon goals and new infrastructure initiatives are expected to create significant opportunities for the transmission line tower industry, particularly through high-voltage projects [7][9]. Competitive Advantages - The company has established a national strategic layout with four major production bases, enhancing its ability to respond to customer needs and improve service [12]. - The company emphasizes quality control and has implemented a comprehensive quality management system, contributing to its strong market reputation [13][14]. - The company has a robust international presence, having sold products to 62 countries and regions, and is expanding its international market footprint [15][10]. Future Outlook - The ongoing global demand for electricity infrastructure upgrades, coupled with China's Belt and Road Initiative, presents new opportunities for the company to expand its international business [10][9]. - The company is well-positioned to benefit from the increasing investments in the power sector, driven by the need for sustainable energy solutions and infrastructure development [11][6].

天眼查App显示，近日，上海青玖珑新材料科技有限公司成立，法定代表人为赵丹，注册资本300万人 民币，经营范围为一般项目：新材料技术研发；五金产品研发；五金产品零售；五金产品制造；紧固件 制造；紧固件销售；金属材料销售；金属结构制造；技术服务、技术开发、技术咨询、技术交流、技术 转让、技术推广；机械零件、零部件销售；模具销售；机械设备销售。（除依法须经批准的项目外，凭 营业执照依法自主开展经营活动）。 ...

Group 1 - A new company, Handan Qingwei Metal Products Co., Ltd., has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Luo Yonggang [1] - The business scope includes manufacturing of safety and fire-fighting metal products, fasteners, general components, and sales of various metal products and machinery [1]

"随着美国关税政策逐步落地，我国钢材出口可能下降，利空钢坯和板材相关产品。"刘慧峰说。 当地时间8月15日，美国特朗普政府宣布扩大对钢铁和铝进口征收50%关税的范围，将数百种衍生产品 纳入加征关税清单。 美国商务部在当天晚间发布的《联邦公报》公告中表示，工业与安全局已将407个产品编码加入《美国 协调关税表》，这些产品将因所含钢铁和铝成分而被加征额外关税。 公告称，这些产品中非钢铁和铝的部分，将适用特朗普总统对特定国家商品所征收的关税税率。扩大的 关税清单将于8月18日正式生效。 "上述关税政策针对全球的钢铁和铝产品，扩大的征税范围主要包括以下两类产品：一是含有钢铁和铝 的中间产品和半成品，如钢坯、板坯等。二是由钢铁和铝制成的金属结构件、容器、紧固件等。值得注 意的是，上述关税政策与'对等关税'不叠加，之前中美贸易谈判达成的协议也不适用于钢铁和铝产 品。"东海期货黑色金属首席研究员刘慧峰说。 华闻期货首席黑色分析师胡万斌告诉期货日报记者，上述关税政策对我国钢材直接出口的影响较为有 限，对间接出口影响相对较大。不过，如果考虑到当前美国钢材价格远高于国际市场价格，上述关税政 策对美国钢材及相关衍生品进口量的实际影 ...

Group 1 - Shenzhen Pengchuang Precision Manufacturing Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Kong Lingyin [1] - The business scope includes retail of hardware products, sales of mechanical parts and components, manufacturing of general parts, sales of fasteners, manufacturing and sales of engineering plastics and synthetic resins, plastic surface treatment, and manufacturing of hardware products [1]

Group 1 - The establishment of Hangqi Yufeng (Shanghai) Power Technology Co., Ltd. has been officially registered with a legal representative named Zhai Delin [1] - The registered capital of the company is 10 million RMB [1] - The business scope includes technology services, development, consulting, exchange, transfer, promotion, sales and manufacturing of steam turbines and auxiliary machines, as well as import and export of goods and technology [1]

Group 1 - The company "航汽御风（上海）动力科技有限公司" has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Zhai Delin, and it is wholly owned by "山东御风动力科技有限公司" [1] - The business scope includes technology services, development, consulting, turbine sales and manufacturing, and import-export activities [1] Group 2 - The company is classified under the manufacturing industry, specifically in general equipment manufacturing [1] - The registered address of the company is located at 5500 Yuanjiang Road, Minhang District, Shanghai [1] - The company is a limited liability company with a business duration until August 11, 2025, with no fixed term thereafter [1]

Group 1 - A new company named Ganzhou Saijiyuan Precision Manufacturing Co., Ltd. has been established with a registered capital of 500,000 RMB [1] - The legal representative of the company is Wu Shi [1] - The company's business scope includes general parts manufacturing, sealing parts manufacturing, fasteners manufacturing, spring manufacturing, and various mechanical parts processing and sales [1] Group 2 - The company is also involved in the manufacturing of general equipment (excluding special equipment), electrical machinery special equipment, electronic special equipment, and semiconductor device special equipment [1] - Additional activities include internet sales (excluding items requiring licenses), sales agency, and mechanical equipment sales (excluding projects that require approval) [1]

Group 1 - A new company, Hebei Kunjue Machinery Intelligent Manufacturing Co., Ltd., has been established with a registered capital of 5 million RMB [1] - The legal representative of the company is Qu Wenji [1] - The company's business scope includes manufacturing and remanufacturing of automotive parts and accessories, motorcycle parts, fasteners, and various mechanical components [1] Group 2 - The company is also involved in the manufacturing of ordinary valves, sanitary ware, and construction-related metal products [1] - Additionally, it engages in the manufacturing of rubber and plastic products, as well as import and export activities [1] - The company operates under the principle of conducting business activities independently based on its business license, except for projects that require approval [1]