德石股份：美国油气市场市场化程度高，市场主体对原油价格变动的敏感性强

Group 1 - The core viewpoint is that the U.S. oil and gas market has a high degree of marketization, leading to strong sensitivity of market participants to changes in crude oil prices [1] - When crude oil prices are high, upstream oil and gas companies show a significant increase in investment willingness, which is directly reflected in the increase in drilling activity [1] - This increase in drilling activity subsequently drives the demand for oil and gas related extraction equipment, indicating a positive correlation between drilling operations and equipment procurement needs [1]