Group 1 - The core viewpoint of the report indicates that Deshi Co., Ltd. has continued its growth trajectory, achieving a 26.60% increase in revenue and a 29.24% increase in net profit attributable to shareholders in the first half of 2025, marking the fifth consecutive year of growth since 2021 [2][4] - The company reported a net profit of 45.17 million yuan and a net profit excluding non-recurring gains and losses of 39.42 million yuan, reflecting a year-on-year growth of 17.26% [1][2] - The operating cash flow increased significantly by 108.87% to 89.27 million yuan, indicating improved cash generation capabilities [1][3] Group 2 - Deshi Co., Ltd. focuses on the research, development, and sales of oil and gas drilling tools and equipment, with rental and maintenance services contributing 42.42% of revenue, while drilling tools and equipment products combined account for over 54% [3] - The company has seen significant success in international market expansion, with overseas revenue growth reaching 37% year-on-year in the first quarter [3] - The company acknowledges the cyclical nature of the oil and gas industry, which may impact operations due to fluctuations in exploration and development spending [4]

简历显示，王海斌先生,1972年8月出生,中国国籍,无境外永久居留权,毕业于中国人民大学会计学专业,本 科学历,高级会计师。1991年7月至1997年7月任地质矿产部石油钻探机械厂综合计划;1997年7月至1999 年12月任中国石化新星公司德州石油机械厂会计、主管会计;2000年1月至2004年6月任中国石化新星公 司德州石油机械厂财务科副科长;2004年7月至2017年5月任职于德石机械,历任销售经理、财务部经理、 副总经理、财务总监;2017年6月至2023年8月任德石股份董事、财务总监、董事会秘书。现任公司副总 经理、董事会秘书。 德石股份的主营范围包括，石油设备、钻采工具、配件及配套产品的设计、制造、加工、销售、维修及 租赁服务;地热回灌设备、环保设备的设计、制造、销售及维修、技术咨询服务;负压环保回收装置的生 产与销售;钻机、钻头、调剖堵水泵、调剖堵水工艺所用堵剂、注浆泵、钻井泥浆不落地系统、污水污 泥处理系统、井口污泥回收装置、采油采气井口装置、阀门、节流压井管汇的设计、制造、销售及维 修、技术咨询服务;石油机械加工;石油、天然气、煤层气、深浅层地热的钻井、定向井、水平井、调剖 堵水注水工程技术 ...

Group 1 - The combustible ice concept index declined by 0.10% as of the market close on August 11, ranking among the top decliners in the concept sector [1] - Within the combustible ice sector, major decliners included Guangzhou Development, Nanjing Steel, and Sinopec, while notable gainers were Deshi Co., Haimer Technology, and Petrochemical Machinery, with increases of 1.71%, 0.94%, and 0.86% respectively [1] - The net inflow of main funds into the combustible ice concept was 2.42 million yuan, with five stocks experiencing net outflows, led by Sinopec with a net outflow of 24.15 million yuan [2] Group 2 - The top gainers in the market included PEEK materials with a rise of 5.99%, MicroLED concept at 3.32%, and Tianjin Free Trade Zone at 3.27%, while the combustible ice concept was down by 0.10% [2] - The main funds' net inflow leaders included Guangzhou Development, Petrochemical Oil Service, and Petrochemical Machinery, with net inflows of 39.55 million yuan, 11.29 million yuan, and 9.63 million yuan respectively [2] - The outflow list for the combustible ice concept included Sinopec, with a decline of 1.05% and a turnover rate of 0.13%, followed by other companies like China International Marine Containers and Potential Energy Holdings [2]

Core Viewpoint - Despite the fluctuating decline in international oil prices in the first half of the year, oil service companies have reported positive performance, with both revenue and net profit showing upward trends [1][2]. Group 1: Company Performance - Jereh Group (002353.SZ) achieved a revenue of 6.9 billion yuan, a year-on-year increase of 39.21%, and a net profit of 1.241 billion yuan, up 14.04% [2]. - DeStone Group (301158.SZ) reported a revenue of 277 million yuan, a 26.60% increase, and a net profit of 45.17 million yuan, up 29.24% [2]. - Shandong Molong (002490.SZ) forecasted a non-recurring net profit of 0 to 3 million yuan, representing a growth of 100.00% to 102.61% compared to the previous year [3]. Group 2: Market Dynamics - The increase in performance is attributed to a rise in capital expenditures by oil and gas companies, driven by a favorable market environment and higher oil prices [1][4]. - Jereh Group secured new orders worth 9.881 billion yuan, a year-on-year increase of 37.65%, with total orders reaching 12.386 billion yuan, up 34.76% [3]. - DeStone Group noted significant collaborations with major domestic oil companies, enhancing its market share in various regions [3]. Group 3: Profit Margins - Despite revenue growth, the gross profit margins for oil service companies are declining, with Jereh Group's overall gross margin down by 3.46% and high-end equipment manufacturing margin down by 5.25% [3]. - DeStone Group's tool product margin decreased by 1.90%, and rental and maintenance margin fell by 2.02% [3]. Group 4: Industry Context - The oil service industry heavily relies on capital expenditures from major oil companies, with the "Seven-Year Action Plan" emphasizing increased oil and gas exploration and development [4][5]. - The plan aims to boost domestic oil production from 189 million tons in 2018 to 213 million tons by 2024, significantly impacting oil service companies' performance [5]. - International oil prices, while experiencing a downward trend, remain at historically high levels, influencing capital expenditures and overall industry health [6].

Core Viewpoint - 德石股份 (301158) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1] Financial Performance Summary - Total revenue for the first half of 2025 reached 277 million yuan, a year-on-year increase of 26.6% [1] - Net profit attributable to shareholders was 45.17 million yuan, up 29.24% year-on-year [1] - In Q2 2025, total revenue was 160 million yuan, reflecting a 19.97% increase year-on-year [1] - Q2 net profit attributable to shareholders was 26.88 million yuan, a rise of 23.29% year-on-year [1] Key Financial Metrics - Gross margin stood at 36.5%, down 5.64% year-on-year [1] - Net margin improved to 17.04%, an increase of 6.55% year-on-year [1] - Total operating expenses (selling, administrative, and financial) amounted to 47.35 million yuan, accounting for 17.12% of revenue, up 5.13% year-on-year [1] - Earnings per share (EPS) increased to 0.31 yuan, a growth of 34.78% year-on-year [1] - Operating cash flow per share reached 0.59 yuan, up 108.87% year-on-year [1] Accounts Receivable and Debt - Accounts receivable amounted to 337 million yuan, representing 339.44% of the latest annual net profit [1] - Interest-bearing liabilities increased significantly to 1.55 million yuan, a rise of 98.36% [1] Cash Flow Analysis - Net cash flow from operating activities increased by 108.87%, attributed to higher sales collections and reduced payments to suppliers [2] - Net cash flow from investing activities decreased by 189.18% due to increased purchases of financial products [2] - Net cash flow from financing activities rose by 67.69%, influenced by share buybacks in the previous period [2] - The net increase in cash and cash equivalents fell by 60.5%, primarily due to increased investments in financial products [2] Return on Investment and Debt Servicing - The company's return on invested capital (ROIC) was 7.19%, indicating average capital returns [2][3] - The historical median ROIC since the company went public is 8.65%, suggesting a generally favorable investment return [3] - The company's cash assets are reported to be very healthy, indicating strong debt servicing capability [3] Business Segment Insights - The company's business from Russia accounted for 7.9% of total consolidated revenue in 2024, with normal operations expected to continue in 2025 [3]

Group 1 - The core viewpoint of the article highlights the financial performance of 德石股份 (301158) in the first half of 2025, showcasing significant growth in both revenue and net profit [1] - The company achieved an operating income of 277 million yuan, representing a year-on-year increase of 26.60% [1] - The net profit for the first half of 2025 was 45.17 million yuan, reflecting a year-on-year growth of 29.24% [1] - The basic earnings per share (EPS) stood at 0.31 yuan, indicating positive earnings performance [1] - The weighted average return on equity (ROE) was reported at 3.51%, suggesting a moderate return on shareholders' equity [1]

今日公布半年报公司一览 证券时报·数据宝统计，8月7日共有10家公司公布2025年半年报，其中8家净利润同比增长，2家同比下 降，9家营业收入同比增长，1家同比下降，净利润和营业收入同时增长的公司有顺博合金等8家，净利 润和营业收入均下降的有峨眉山A等1家，业绩增幅翻倍的公司有1家，其中顺博合金增幅最大，达 110.56%。（数据宝） | 代码 | 简称 | 每股收益 | 净利润（万 | 净利润同比 | 营业收入（万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 元） | （%） | 元） | （%） | | 002996 | 顺博合 金 | 0.2700 | 17663.48 | 110.56 | 712627.98 | 11.75 | | 002233 | 塔牌集 团 | 0.3700 | 43539.69 | 92.47 | 205624.80 | 4.05 | | 300184 | 力源信 息 | 0.0833 | 9613.04 | 65.79 | 403377.28 | 17.46 | | 688082 | 盛 ...

证券代码：301158 证券简称：德石股份 公告编号：2025-036 德州联合石油科技股份有限公司 第三届监事会第十次会议决议公告 本公司及监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、 误导性陈述或者重大遗漏。 （一）审议通过《关于公司 2025 年半年度报告及其摘要的议案》 监事会认为：公司 2025 年半年度报告及其摘要的编制符合法律、法规的规定，报告 内容真实、准确、完整的反映了公司 2025 年半年度的实际经营情况，不存在虚假记载、 误导性陈述或者重大遗漏。 一、监事会会议召开情况 德州联合石油科技股份有限公司（以下简称"公司"）第三届监事会第十次会议于 议监事 3 名。本次会议由监事会主席李涛先生召集并主持。本次会议的召集和召开符合 有关法律、行政法规、部门规章、规范性文件和《公司章程》的规定。 二、监事会会议审议情况 全体监事经过审议，以记名投票的方式进行表决，审议通过了以下议案： 表决结果：同意 3 票，反对 0 票，弃权 0 票。 三、备查文件 特此公告。 德州联合石油科技股份有限公司监事会 具体内容请见公司同日在巨潮资讯网（http://www.cninfo.com.c ...

证券代码：301158 证券简称：德石股份 公告编号：2025-035 德州联合石油科技股份有限公司 第三届董事会第十二次会议决议公告 在违反保密规定的行为。 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、 误导性陈述或者重大遗漏。 一、董事会会议召开情况 德州联合石油科技股份有限公司（以下简称"公司"）第三届董事会第十二次会议 于 2025 年 8 月 6 日在公司办公楼三楼会议室以现场方式召开，会议通知已于 2025 年 7 月 27 日通过专人、邮件方式送达全体董事。本次董事会会议应出席董事 9 名，实际出席 会议董事 9 名。会议由董事长程贵华先生主持，公司监事及高级管理人员列席了本次会 议。本次会议的召集和召开符合有关法律、行政法规、部门规章、规范性文件和《公司 章程》的规定。 二、董事会会议审议情况 全体董事经过审议，以记名投票的方式进行表决，审议通过了以下议案： （一）、审议通过《关于公司 2025 年半年度报告及其摘要的议案》 董事会对《2025 年半年度报告及其摘要》发表了确认意见： 假记载、误导性陈述或者重大遗漏。 《2025 年半年度报告及其摘要》的编制和审议程 ...

报告事项 说明 | 国新证券股份有限公司 | | | | --- | --- | --- | | 关于德州联合石油科技股份有限公司 | | | | 保荐机构名称：国新证券股份有限公司 | | 被保荐公司简称：德石股份 | | 保荐代表人姓名：付玉龙 | 联系电话：010-85556369 | | | 保荐代表人姓名：孙月芹 | 联系电话：010-85556369 | | | 一、保荐工作概述 | | | | 项目 工作内容 | | | | （1）是否及时审阅公司信息披露文件 是 | | | | （2）未及时审阅公司信息披露文件的次数 无 | | | | 的情况 | | | | （1）是否督导公司建立健全规章制度（包 | | | | 括但不限于防止关联方占用公司资源的制 | | | | 已督导公司建立健全规章制度 | | | | 度、募集资金管理制度、内控制度、内部 | | | | 审计制度、关联交易制度） | | | | （2）公司是否有效执行相关规章制度 是 | | | | （1）查询公司募集资金专户次数 6次 | | | | （2）公司募集资金项目进展是否与信息披 | | | | 是 | | | | 露文 ...