Group 1 - Tongyuan Petroleum, based in Chengdu, is a leading company in perforation technology, providing a full range of oil and gas engineering services, and is well-positioned to benefit from rising oil prices through increased orders and revenue [1][36] - Huai Oil Co., located in Jiangsu, has a stable oil and gas production base and benefits from regional cooperation, allowing for dual revenue growth during rising oil prices [2][37] - CNOOC Services, the largest marine oil and gas engineering service provider in China, is set to see significant increases in drilling platform utilization and service orders due to rising oil prices [3][38] Group 2 - Sinopec Oilfield Services, a leading player in oil and gas engineering services, is expected to benefit from increased internal orders and global oil development opportunities as oil prices rise [4][39] - Beiken Energy, based in Xinjiang, focuses on oilfield technical services and is well-positioned to expand its business in response to rising oil prices and increased exploration activities in the western oil and gas regions [5][41] - Zhongman Petroleum, with integrated oil and gas exploration and service capabilities, is likely to see increased orders and revenue from both domestic and international projects as oil prices rise [6][42] Group 3 - Potential Energy, specializing in oil and gas exploration technology services, is expected to benefit from increased demand for high-precision exploration services as oil prices rise [8][43] - China National Offshore Oil Corporation, the largest offshore oil producer in China, is positioned to benefit from rising oil prices through increased revenue from oil sales and a focus on deepwater development [9][44] - Bomeike, focusing on marine oil and gas engineering equipment, is set to see increased demand for its products as marine oil and gas projects accelerate due to rising oil prices [10][45] Group 4 - Blue Flame Holdings, a leader in coalbed methane development, is expected to benefit from rising demand for clean energy and increased coalbed methane sales prices as oil prices rise [11][47] - Shouhua Gas, with a comprehensive natural gas business model, is likely to see revenue growth from both upstream exploration and downstream distribution as oil prices and natural gas prices rise [12][48] - CNOOC Engineering, a leading marine oil and gas engineering construction company, is expected to gain stable orders and enhance profitability through deep cooperation with CNOOC as oil prices rise [13][49] Group 5 - Intercontinental Oil and Gas, focusing on overseas oil resource development, is well-positioned to benefit from rising oil prices through increased sales revenue from its overseas oil fields [14][50] - Guanghui Energy, a comprehensive energy service provider, is expected to see significant revenue growth from its oil and gas extraction and LNG production businesses as oil prices rise [15][51] - CNOOC Development, providing comprehensive marine oil and gas services, is likely to see increased demand for its services as oil production rises due to higher oil prices [16][52] Group 6 - China Petroleum Engineering, a leading oil and gas engineering construction company, is set to benefit from increased orders due to rising oil prices and expanded overseas market opportunities [18][54] - New Natural Gas, focusing on natural gas exploration and distribution, is expected to see revenue growth from both upstream and downstream operations as oil and natural gas prices rise [19][55] - ST Xinchao, despite its current ST status, is expected to see improved performance from its oil and gas business as oil prices rise, benefiting from the synergy between its oil and chemical operations [20][56]

证券代码：300084 证券简称：海默科技 公告编号：2026—003 海默科技（集团）股份有限公司 关于部分限制性股票回购注销完成的公告 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。 重要内容提示： 本次回购注销限制性股票数量合计 185.80 万股，占回购前公司总股本 的比例为 0.36%。 本次回购注销限制性股票的涉及人数为 13 人，其中首次激励对象 7 人， 预留激励对象 6 人。回购价格均为授予价格，即为 3.16 元/股。 本 次 回 购 注 销 完 成 后 ， 公 司 总 股 本 由 510,247,899 股 减 少 为 508,389,899 股。 截至本公告披露日，公司已在中国证券登记结算有限责任公司深圳分公 司完成上述限制性股票的回购注销手续。 2025 年 9 月 12 日，公司召开第八届董事会第三十九次会议，审议通过了 《关于回购注销部分限制性股票的议案》等相关议案，该事项已经公司 2025 年 第二次临时股东会审议通过，现将相关情况公告如下： 一、2023 年限制性股票激励计划已履行的相关审批程序 1、2023 年 8 月 29 ...

证券代码：300084 证券简称：海默科技 公告编号：2026—002 海默科技（集团）股份有限公司 关于子公司部分股权转让完成的公告 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。 1 （公告编号：2025—087）、《关于拟转让子公司部分股权、转让公司无形资产 暨关联交易的公告》（公告编号：2025—088）和《2025年第三次临时股东会 决议公告》（公告编号：2025—096）。 二、本次交易进展情况 近日，海默水下完成相关股权变更事项的工商变更登记手续并取得深圳市市 场监督管理局出具的《登记通知书》。截至本公告披露日，公司收到上海深蓝支 付的股权转让款共计2,500万元，海默水下20%股权转让事项已完成。股权转让 完成后，公司持有海默水下的股权比例降至32.2317%，公司不再拥有海默水下 控制权，海默水下不再纳入公司合并报表范围。 截至本公告披露日，海默水下、海默新宸分别按照《股权转让协议》《还款 协议》的约定偿还完毕对公司及下属子公司清河机械的欠款；海默新宸按照《资 产转让协议》的约定支付了第一笔转让价款1,200万元。 三、备查文件 1、深圳市市 ...

Core Viewpoint - The company has executed a strategic decision to divest its stake in HaiMo Underwater and related patents, indicating a shift in its operational focus and financial strategy [1] Group 1: Share Transfer - The company signed an agreement with Shanghai Deep Blue to transfer 20% of its stake in HaiMo Underwater for 25 million yuan [1] - Following the completion of the share transfer, the company's ownership in HaiMo Underwater has decreased to 32.2317%, resulting in the loss of control over the subsidiary [1] - HaiMo Underwater will no longer be included in the company's consolidated financial statements [1] Group 2: Patent Transfer - The company will transfer or license related patents to HaiMo Xincheng for 75 million yuan [1] - HaiMo Xincheng has made an initial payment of 12 million yuan towards the patent transfer [1] - Both HaiMo Underwater and HaiMo Xincheng have settled their outstanding debts [1]

关于持股 5%以上股东部分股份解除质押的公告 证券代码：300084 证券简称：海默科技 公告编号：2026—001 海默科技（集团）股份有限公司 | 公司 | 征程能 11,426.10 源有限 | 山东新 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 22.39 | | | （%） | 比例 | 持股 | | | | 5,900.00 | | | （万股） | 股份数量 | 累计质押 | | | | 51.64 | | | （%） | 比例 | 占其所 持股份 | | | | 11.56 | | | （%） | 比例 | 占公司 总股本 | | | | 5,900.00 | | （万股） | 冻结数量 | 份限售和 | 已质押股 | | | | 100 | | （%） | 比例 | 押股份 | 占已质 | | | | 5,526.10 100 | | （万股） （%） | 冻结数量 比例 | 份限售和 押股份 | 未质押股 占未质 | 未质押股份情况 | | | | | | （万股） | 数量 名称 | 持股 股东 | ...

Group 1 - Huawei's rotating chairman Meng Wanzhou emphasizes the importance of resilience and professionalism in overcoming challenges and creating value in the face of the intelligent transformation wave, highlighting the need for strategic focus and organizational strength by 2026 [27] - Hengrui Medicine plans to increase R&D investment, focusing on oncology, autoimmune, and metabolic diseases, aiming to address unmet clinical needs and enhance international cooperation for global commercialization of Chinese innovative drugs by 2026 [28] - Wanhua Chemical's chairman Liao Zengtai aims to enhance operational quality and focus on technological innovation, particularly in battery materials and high-end new materials, to create a competitive advantage and develop an integrated growth model by 2026 [29] Group 2 - Muyuan Foods' chairman Qin Yinglin reflects on the company's journey from starting with 22 pigs to becoming the largest pig farming enterprise globally, emphasizing the importance of innovation and technology in achieving a dignified and efficient pig farming process by 2026 [30] - Gree Electric's chairman Dong Mingzhu commits to deepening core business and accelerating in smart equipment and new energy sectors, while focusing on green and digital transformation to enhance product quality and service for global users by 2026 [31] - Geely Holding Group's chairman Li Shufu highlights the importance of making bold decisions during critical moments, emphasizing the need to overcome challenges and maintain core values as the company approaches its 40th anniversary in 2026 [32] Group 3 - SAIC Motor's chairman Wang Xiaoqiu outlines the company's commitment to deepening reforms and focusing on intelligent and electric vehicle development, aiming for high-quality growth and user-centered innovation by 2026 [32] - Hengli Group's chairman Chen Jianhua stresses the importance of practical action and innovation in overcoming development challenges, encouraging a proactive approach to seize opportunities in the coming years [33] - LONGi Green Energy's chairman Zhong Baoshan believes the photovoltaic industry is at a pivotal moment, emphasizing the need for technological innovation to navigate challenges and capitalize on the global green energy transition [34] Group 4 - Inspur's chairman Li Jun emphasizes the transformative impact of artificial intelligence on the global economy and the importance of open collaboration to unlock AI's potential, with a focus on building a comprehensive innovation ecosystem by 2026 [35] - TCL's chairman Li Dongsheng highlights the need for strategic focus on achieving global leadership and enhancing core capabilities to drive high-quality development amid economic uncertainties in 2026 [36] - Trina Solar's co-chairman Gao Haichun emphasizes the company's evolution from a product supplier to a system-level innovator, focusing on creating solutions that transcend traditional competition by 2026 [38] Group 5 - JinkoSolar's chairman Li Xian-de discusses the potential of space photovoltaic technology as a sustainable energy solution for future AI power needs, marking the company's 20th anniversary with a vision for universal solar energy [39] - Leo Group's chairman Wang Xiangrong aims to enhance the company's strategic focus and sustainable value, emphasizing collaboration with customers and employees to achieve higher-dimensional value creation by 2026 [40] - Innovent Biologics' chairman Cui Jisong outlines the company's commitment to innovation and global expansion, aiming to launch multiple new drugs and maintain an entrepreneurial spirit in the face of uncertainty by 2026 [41]

Group 1 - Huawei's rotating chairman Meng Wanzhou emphasized the importance of resilience and professionalism in overcoming challenges and creating value, highlighting the long-term strategic opportunities presented by the wave of intelligent transformation [25] - Hengrui Medicine's chairman Sun Piaoyang announced plans to increase R&D investment, focusing on oncology, autoimmune, and metabolic diseases, while promoting international cooperation and accelerating overseas clinical trials [26] - Wanhua Chemical's chairman Liao Zengtai aims to enhance operational quality and focus on technological innovation, particularly in battery materials and high-end new materials [27] Group 2 - Muyuan Foods' chairman Qin Yinglin expressed commitment to smart pig farming and improving animal health, aiming to enhance the quality and safety of pork for consumers [28] - Gree Electric's chairman Dong Mingzhu plans to deepen the core business while accelerating in smart equipment and renewable energy sectors, emphasizing a commitment to green and digital transformation [29] - Geely Holding Group's chairman Li Shufu highlighted the importance of making bold decisions during critical moments, focusing on core values and sustainable development [30] Group 3 - SAIC Motor's chairman Wang Xiaoqiu stated the company will deepen reforms and focus on intelligent and electric vehicle development, aiming for high-quality growth [30] - Hengli Group's chairman Chen Jianhua emphasized the need for a proactive approach to overcome challenges and achieve breakthroughs in the coming years [31] - LONGi Green Energy's chairman Zhong Baoshen believes the photovoltaic industry is at a pivotal moment, with significant opportunities for innovation and growth [32] Group 4 - TCL's chairman Li Dongsheng stressed the importance of maintaining strategic focus and enhancing core capabilities to achieve high-quality development [33] - Inspur's acting chairman Li Jun highlighted the transformative impact of artificial intelligence on the economy and the need for open and collaborative innovation [35] - Trina Solar's co-chairman Gao Haichun mentioned the company's evolution from a product supplier to a solution provider, focusing on system-level product innovation [36] Group 5 - JinkoSolar's chairman Li Xian-de discussed the potential of space photovoltaic technology as a sustainable energy solution for future challenges [37] - LEO Technology's chairman Wang Xiangrong emphasized the importance of creating value beyond mere data growth, focusing on sustainable and collaborative progress [38] - Innovent Biologics' chairman Cui Jisong outlined the company's commitment to innovation and global expansion in the next decade [39] Group 6 - Fosun International's chairman Guo Guangchang highlighted the growing demand for health and wellness, emphasizing the need to leverage the company's strengths in various industries [40] - Obsidian Technology's chairman Huang Yuanhao expressed the importance of innovation in robotics and AI vision, aiming to lead in the upcoming technological revolution [41] - Volkswagen's chairman Yang Guoping emphasized the commitment to brand and innovation as the company embarks on a new journey in the "14th Five-Year Plan" [42]

Core Viewpoint - The news highlights the recent performance of the National Petroleum and Natural Gas Index and the impact of geopolitical tensions in Venezuela on the oil market, with expectations of a price range for Brent crude oil in early 2026 [1][2]. Group 1: Market Performance - As of December 31, 2025, the National Petroleum and Natural Gas Index (399439) increased by 0.01%, with notable gains from stocks such as Haimer Technology (300084) up 4.26%, Yutong Co. (603036) up 3.10%, and China Petroleum (601857) up 1.56% [1]. - The oil and gas ETF (159697) was quoted at 1.19 yuan, with a net subscription of 4 million units during the trading session [1]. Group 2: Geopolitical Impact - The escalation of the regional situation in Venezuela is causing disturbances in the crude oil market, adding uncertainty to supply and demand forecasts [1]. - China Galaxy Securities anticipates a significant accumulation of supply in the near term, projecting Brent crude oil prices to range between $55 and $63 per barrel in January 2026, with potential downward pressure [1]. Group 3: Index Composition - As of November 28, 2025, the top ten weighted stocks in the National Petroleum and Natural Gas Index include China Petroleum (601857), China Petrochemical (600028), and China National Offshore Oil Corporation (600938), collectively accounting for 65.78% of the index [2]. - The oil and gas ETF (159697) closely tracks the National Petroleum and Natural Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector [1].

Group 1 - The company, Haimer Technology, announced on December 30 that its major shareholder, Shandong New Journey Energy Co., Ltd., will pledge part of its shares, specifically 12 million shares [1] - As of the announcement date, Shandong New Journey Energy Co., Ltd. has cumulatively pledged 71 million shares, which accounts for 62.14% of its total holdings [1] Group 2 - A new type of chip has been developed in China that bypasses the limitations of lithography machines, supporting AI training and embodied intelligence, and can be mass-produced using mature processes of 28 nanometers and above [1]

一、本次质押的基本情况 1、本次股份质押明细 | | 是否为控股 | 本次质 | 占其所 | 占公司 | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 押数量 | 持股份 | 总股本 | 股份 | 为补 | 质押 | 质押 | 质权人 | 质押 | | 名称 | 大股东及其 | （万股） | 比例 | 比例 | 性质 | 充质 | 起始日 | 到期日 | | 用途 | | | 一致行动人 | | （%） | （%） | | 押 | | | | | | 山东新 征程能 | | | | | 首发 | | 2025年 | | 天津国兴 力合企业 | 股票 | | | 是 | 1,200.00 | 10.50 | 2.35 | 后限 | 否 | 12月29 | 长期 | 管理咨询 | 质押 | | 源有限 | | | | | 售股 | | 日 | | 中心（有 | 融资 | | 公司 | | | | | | | | | 限合伙） | | 注：山东新征程能源有限公司为公司 ...