Leucipa™, FusionPro™ integration will optimize ESP operationsAgreement follows third-quarter award for advanced wireline, perforation technology HOUSTON and LONDON, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Wednesday a major award from Kuwait Oil Company (KOC) to provide advanced artificial lift systems and associated services to enhance production in Kuwait’s oil and gas fields. Under the multi-year agreement, Baker Hughes will supply its portfoli ...

对话产业链大佬 - 详解燃气轮机行业未来发展趋势 20251216 摘要 贝克休斯燃气轮机业务按项目类型划分，石油天然气项目由贝克休斯负 责，发电项目由 GE 负责，数据中心应用则限定贝克休斯使用自主研发 的 Nova LT 系列燃气轮机。 贝克休斯主要有 Nova LT 系列（LT5、LT12、LT16）小型燃气轮机， 其中 Nova LT16 在 2025 年销售火爆，另有与 GE 重叠的航改机（LM 系列）和重型机（Frame 系列）。航改机适用于快速启动场景，重型机 适合基负荷运行。 贝克休斯意大利工厂 Nova LT16 年产能约为 30 台，订单已排至 2029 年。计划通过优化效率提升产能至 50-60 台，但受限于土地，大规模扩 产困难，可能考虑转移部分生产至意大利其他地点。 2025 年贝克休斯新增订单主要来自美国数据中心，表明美国市场对小 型高效燃气轮机需求强劲。 杰瑞与贝克休斯在 LM2,500、LM6,000 以及 Nova 12 和 16 等型号上 有合作。杰瑞作为战略客户，在产能获取上有优先权，但具体供货量取 决于提前下单锁定交货期。例如，2025 年杰瑞购买了 20 台，但 20 ...

Baker Hughes and Hunt Oil Company have signed a global joint framework agreement aimed at redeveloping mature oil and gas fields and extending the life of aging assets. The collaboration pairs Baker Hughes’ advanced energy technologies and subsurface capabilities with Hunt Oil’s long-standing expertise in exploration, development, and field operations across major hydrocarbon basins. Both companies describe the deal as a strategic effort to unlock remaining value in fields that still hold commercial pote ...

December 15, 2025 02:04 PM GMT Energy Services & Equipment | North America 2026 Outlook: Navigating an Oil Surplus Into 2026, we see NAm nearing a bottom, growth in int'l onshore driven by OPEC activity & take a more muted view on offshore as efficiency gains moderate upside. Against a challenging oil backdrop, we generally prefer exposure to more defensive & unique revenue streams. HAL to Top Pick, NOV to EW. Key Takeaways With this report, Joe Laetsch assumes coverage of North America Energy Services & Eq ...

中化新网讯近日美国油价网发布消息，数字创新正迅速成为油田服务行业的核心驱动力。挪威独立能源 咨询机构雷斯塔德能源预测，未来5年，包括钻井优化、自主机器人技术、预测性维护、油藏管理及物 流优化等五大关键领域在内的油服行业将进一步推进运营数字化，有望节约成本超3200亿美元。油田服 务行业生态系统将迎来重大变革，核心企业将逐步转向"数字优先"的商业战略。 但数字油田的广泛普及仍面临诸多障碍，如前期硬件和软件投入高、持续的维护成本和网络安全支出。 对于规模较小的企业或使用传统基础设施的企业而言，这些障碍尤为突出。为应对这些挑战，中型企业 正有选择性地强化特定数字能力以完善服务，而小型细分领域企业及专业软件供应商则聚焦于提供模块 化、定制化解决方案。 数字领域投资方面，油田服务企业与科技公司的合作日益增多。这种模式既增强了企业内部数字能力建 设，也与数字领域的并购活动形成互补。尤其是过去两年，斯伦贝谢、哈里伯顿、贝克休斯等行业龙头 企业的合作势头尤为强劲，进一步表明油田服务行业正加速向数字化转型。 雷斯塔德能源指出，3200亿美元仅是保守估算。若能在更多业务领域广泛应用数字化技术，有望创造更 高价值。而要实现这一目标 ...

U.S. stocks traded mixed this morning, with the Dow Jones index gaining more than 100 points on Friday.Following the market opening Friday, the Dow traded up 0.24% to 48,819.22 while the NASDAQ fell 0.34% to 23,514.76. The S&P 500 also fell, dropping, 0.13% to 6,892.15.Check This Out: Jim Cramer Rejects MicroStrategy: ‘I Just Want Bitcoin’Leading and Lagging SectorsMaterials shares jumped by 0.9% on Friday.In trading on Friday, information technology stocks fell by 0.9%.Top HeadlineLululemon Athletica Inc. ...

Core Insights - Baker Hughes Company (BKR) is a leading energy technology provider with a market capitalization of $49.82 billion, classified as a "large-cap" stock [2] Financial Performance - In Q3 2025, Baker Hughes reported revenues of $7.01 billion, a 1% year-over-year increase, exceeding analyst expectations of $6.83 billion [5] - The adjusted EPS for the same quarter was $0.68, up 3% annually, surpassing the expected $0.61 [5] - Despite strong quarterly results, the stock dropped 3.3% intraday following the earnings report [5] Stock Performance - Baker Hughes shares reached a 52-week high of $51.12 on December 4, down only 1% from that level [3] - Over the past three months, the stock has gained 9.3%, but underperformed compared to the SPDR S&P Oil & Gas Equipment & Services ETF (XES), which increased by 23.3% [3] - In the longer term, the stock has gained 35.7% over the past six months, while the ETF gained 39.3% [4] - Over the past 52 weeks, Baker Hughes' shares rose 18.9%, outperforming the ETF's increase of 3.5% [4] Order Growth - Baker Hughes reported $8.21 billion in orders for Q3, a 23% year-over-year increase, driven by rapid growth in its Industrial & Energy Technology (IET) segment [6] - Notably, the company secured an award from Aramco to expand its integrated underbalanced coiled tubing drilling fleet in Saudi Arabia [6]

转自：市场监管总局网站 | | | | 信息来源：反垄断执法二司 | | --- | | 序 | 案件名称 | 参与集中的经营者 | 审结时间 | | --- | --- | --- | --- | | 号 | | | | | 1 贝克休斯公司收购查特工业公司股权案 | | 贝克休斯公司，查特工业公司 | 2025年11 | | | | | 月24日 | | 2 安徽万朗磁塑股份有限公司收购广东美的智享生活电器制造有 | 限公司股权案 | 安徽万朗磁塑股份有限公司，广东美的环境电器制造有限公司 | 2025年11 | | | | | 月24日 | | 3 中国北京同仁堂（集团）有限责任公司收购天津同仁堂集团股 | 份有限公司股权案 | 中国北京同仁堂（集团）有限责任公司，天津同仁堂集团股份有限公司 | 2025年11 | | | | | 月24日 | | 4 胜科公用事业有限公司与OQ可替代能源有限公司新设合营企 | 业案 | 胜科公用事业有限公司，OQ可替代能源有限公司 | 2025年11 | | | | | 月24日 | | 5 延锋国际汽车技术有限公司收购重庆小康汽车部品有限公司业 | | 延锋国际汽车 ...

Stock Recommendations & Analysis - Morgan Stanley benefits from wealth management, asset management, trading, investment banking, IPOs, and M&A, driving its stock price higher [2] - Sienna (CEN) has become an AI darling, with a well-defined downside around $172-$173, suggesting a stop-loss point [3] - Baker Hughes is technically one of the best stocks in the market, fundamentally improving going into Q1, and is underowned [6] Market Trends & Observations - The market is currently underweight in energy stocks [8] - Concerns about oversupply, particularly in natural gas, are impacting energy investments [9] - Natural gas is expected to fuel AI-related power needs, presenting an opportunity for investors to add to their positions [10] - SoftBank has declined approximately 40% since October 29th, reflecting concerns about a potential stumble in the AI narrative [19] Investment Strategies & Risk Management - Risk management is crucial, especially considering past experiences with high-growth stocks like Sienna [17] - CNBC Pro includes stop losses for both traders and investors [16] - Hedging activity is observed against SoftBank's $18 billion corporate debt offering [19] Company Comparisons & Contrasts - Sienna and Cisco share fundamental drivers related to data centers and AI infrastructure buildout [12] - Sienna is considered the high-beta little brother of Cisco, with significantly higher revenue growth (294% last quarter) [13]

分组1: Morgan Stanley - Morgan Stanley is positioned to benefit from a year-end rally due to its involvement in wealth management, asset management, trading, investment banking, IPOs, and M&A [2][6] - The stock had previously experienced a 9-point drawdown from a recent record high, but is now seen as a strong buy opportunity [1][2] 分组2: Sienna - Sienna has emerged as a key player in the AI sector, showing significant revenue growth of 29.4% last quarter [12][13] - The stock is currently in a breakout phase, with a defined downside level around 172-173, making it a favorable investment as long as it remains above this threshold [3][4] 分组3: Baker Hughes - Baker Hughes is noted for its underownership in the market, with a year-to-date increase of 19% and a 12% rise over the past year [7][8] - The company is expected to benefit from a potential bottoming of the declining rig count, which could lead to significant price appreciation [5][6] 分组4: Energy Sector - The energy sector, particularly natural gas, is viewed as underowned, presenting an opportunity for investors to increase their positions [9][10] - There is a growing recognition of the importance of natural gas in supporting AI infrastructure, which could drive demand and investment in this area [10][11]