德石股份：装备产品景气度与油气公司增储上产计划强相关，钻具需求受益于强制更换机制呈稳定增长

Group 1 - The core viewpoint of the article emphasizes that the demand for equipment products is significantly influenced by the investment willingness of upstream oil and gas companies, which is closely tied to the actual workload of clients [1] - When oil and gas companies set clear goals for increasing reserves and production plans, it will inevitably lead to an increase in drilling operations, thereby driving the demand for equipment products [1] - Drilling tools, as essential consumables, will have stable demand as long as drilling operations continue, and due to safety requirements, they must be replaced after reaching their rated lifespan, which supports stable growth in demand [1]