Group 1 - The company, 德石股份, announced that it will participate in a research meeting with 中泰证券 on February 9, 2026, where the Deputy General Manager and Secretary of the Board, 王海斌, along with the Securities Affairs Representative, 张峰, will address investor inquiries [1] - The announcement highlights the company's engagement with investors and its commitment to transparency in communication [1] Group 2 - The news also mentions a growing trend of foreign patients seeking medical treatment in China, indicating a potential opportunity for the healthcare sector [1] - The article references personal experiences of three individuals who have benefited from this trend, suggesting a positive perception of healthcare services in China [1]

Core Viewpoint - The company is focusing on expanding its presence in international markets, particularly in regions where it has previously had limited operations, with a strategic goal of achieving 50% of total revenue from overseas markets [1] Group 1: Market Focus - The company is prioritizing investment and development in oil and gas markets in North America, South America, Russian-speaking regions, the Middle East, Central Asia, and Africa [1] - Special emphasis will be placed on previously underserved regions such as South America and Africa [1] Group 2: Strategic Goals - The company aims to achieve a strategic target where overseas revenue constitutes 50% of its total revenue in the future [1]

Group 1: Product Overview - The main product, screw drill tools, provides power rotation for drilling and is considered a consumable due to wear and tear in harsh environments [2] - The company is developing a new product, ultra-wear-resistant high-pressure acid fracturing hoses, which is expected to become a new business growth point as it replaces traditional steel pipes [2] Group 2: Shareholder Returns - The company emphasizes shareholder returns and plans to increase the dividend ratio and frequency as profits grow, with a focus on enhancing shareholder value [3] Group 3: Market Evaluation and Future Focus - The domestic market is expected to stabilize, with a focus on ensuring stable oil and gas resource supply as a key to energy security [3] - The company aims to increase investment in overseas markets, particularly in South America and Africa, targeting a strategic goal of achieving 50% of total revenue from international operations [3]

Core Viewpoint - The company clarifies that screw drill tools are classified as consumables in the management of oil and gas exploration materials, due to their wear and tear in harsh downhole conditions [1] Group 1: Product Classification - Screw drill tools are categorized as consumables because they are essential for continuous procurement and use in oil and gas exploration operations [1] - These tools connect with other downhole instruments such as LWD (Logging While Drilling) and RSS (Rotary Steerable Systems) to provide necessary power for drilling and real-time monitoring of downhole parameters [1] Group 2: Operational Conditions - Screw drill tools operate under extreme conditions, including high temperature, high pressure, and high abrasion, leading to wear and aging of core components like stators and rotors [1] - Due to the nature of their operation, certain worn components are difficult to repair or reuse, necessitating regular inspection and replacement in line with drilling progress [1]

Core Viewpoint - The company clarifies that screw drill tools are classified as consumables in the management of oil and gas exploration materials, due to their wear and tear in harsh downhole conditions [1] Group 1: Product Classification - Screw drill tools are categorized as consumables because they are essential for continuous procurement and use in oil and gas exploration operations [1] - These tools connect with other downhole instruments such as LWD (Logging While Drilling) and RSS (Rotary Steerable Systems) to provide necessary power for drilling and real-time monitoring of downhole parameters [1] Group 2: Operational Conditions - Screw drill tools operate under extreme conditions, including high temperature, high pressure, and high abrasion, leading to wear and aging of core components like stators and rotors [1] - Due to the nature of their work, certain worn components are difficult to repair or reuse, necessitating regular inspection and replacement in line with drilling progress [1]

Group 1 - The core point of the article is that 德石股份 (De Shi Co., 301158.SZ) has confirmed that its drilling tool orders are normal and the production line is operating at full capacity as of February 9 [2] Group 2 - An investor inquired about the year-on-year changes in orders since the beginning of 2026 and whether 2,800 sets of drilling tools would be delivered [2]

Group 1: Industry Outlook - The oil service industry is expected to maintain a favorable outlook due to the strong correlation between global energy consumption growth and GDP growth over the past decade [2] - The International Energy Agency predicts that fossil fuels will still play a significant role in global energy consumption by 2050, supporting continued investment in oil and gas exploration [2] - In China, the implementation of the national energy security strategy and the seven-year action plan for oil and gas exploration has led to steady growth in domestic oil and gas production, with crude oil output reaching 216 million tons in 2025, a 1.5% increase year-on-year, and natural gas output at 261.9 billion cubic meters, a 6.2% increase [2] Group 2: Company Strategy - The company focuses on core business development, enhancing competitive strength, and steadily increasing operational performance to provide sustainable returns to shareholders [5] - There is an emphasis on mergers and acquisitions to integrate upstream and downstream resources, enhancing market position [5] - The company aims to improve governance, implement employee stock ownership plans, and establish a stable cash dividend mechanism to attract long-term investors [5] Group 3: Future Growth Areas - The company plans to expand into overseas markets to create new growth opportunities [6] - There will be a focus on product diversification, consolidating existing product lines while developing new ones to drive performance [6] - The strategy includes identifying quality targets in the industry and promoting horizontal extension of products and services [6]

Core Viewpoint - Jerry Holdings (002353.SZ) has successfully entered the North American market by signing four contracts worth a total of 3.4 billion yuan, focusing on gas turbine generator sets for data centers [2][12]. Group 1: Company Overview - Jerry Holdings was founded in 1999 by Sun Weijie, Wang Kunxiao, and Liu Zhenfeng, and has grown into a multinational enterprise with operations in over 70 countries and nearly 10,000 employees [4][14]. - The company has consistently achieved profitability since 2018, with net profits showing a growth trend [4][14]. - Jerry Holdings has diversified its business, transitioning from oil and gas equipment to becoming a key player in energy security and digital infrastructure [12][17]. Group 2: Technological Advancements - Sun Weijie has emphasized technological innovation, leading to the development of high-end oil and gas extraction equipment, including the world’s first 8000-type electric drive fracturing unit [10][12]. - The company has successfully broken foreign monopolies in high-end fracturing equipment, significantly contributing to the development of unconventional energy sources in China [9][10]. Group 3: Market Expansion - The recent contracts in North America are aimed at supplying gas turbine generator sets for data centers, which require high reliability and low emissions [12]. - This expansion into the data center power supply market marks a strategic shift for Jerry Holdings, positioning it as a solutions provider in the foundational energy and digital infrastructure sectors [12][17]. Group 4: Financial Health - Jerry Holdings has maintained a healthy financial profile with low debt and high cash flow, continuously implementing equity incentives [15]. - The company reported a net profit of 1.808 billion yuan in the first three quarters of 2025, indicating a consistent growth trajectory [14].

Group 1 - The core point of the news is the announcement by Deshi Co., Ltd. regarding the divorce of Vice President and Board Secretary Wang Haibin and the related stock division arrangement [1] - Wang Haibin held 1.31 million shares of the company, representing 0.8713% of the total share capital, and plans to transfer 480,000 shares (approximately 0.3192%) to Yan Shiming [1] - The transferred shares are valued at approximately 11.62 million yuan based on the latest closing price of 24.21 yuan per share [1] Group 2 - After the stock division, Wang Haibin will hold 830,300 shares (0.5521% of total share capital), while Yan Shiming will hold 480,000 shares (0.3192%) [1] - The reason for the stock change is the division of property due to the dissolution of the marriage, and it will not lead to a change in the actual controller of the company [1] - Deshi Co., Ltd. reported a revenue of 442 million yuan for the first three quarters of 2025, representing a year-on-year increase of 11.63%, and a net profit attributable to shareholders of 95.72 million yuan, up 50.13% year-on-year [3]

Core Viewpoint - The company announced that its Vice President and Board Secretary, Mr. Wang Haibin, has amicably divorced Ms. Yan Shiming, and arrangements regarding the division of shares have been made. This event will not lead to a change in the actual controller of the company, nor will it involve a change in control rights [1] Group 1 - Mr. Wang Haibin and Ms. Yan Shiming have completed the divorce process and made relevant arrangements regarding share division [1] - Mr. Wang Haibin plans to transfer 480,000 shares, approximately 0.3192% of the company's total share capital, to Ms. Yan Shiming [1] - The company confirms that the divorce and share transfer will not affect the control of the company [1]