据交易所数据显示， 准油股份连续两个交易日涨停，晋级2连板。该股今日于13：02封涨停，成交额 7.55亿元，换手率27.33%。金融界App AI线索挖掘：近期 油气资源股延续活跃，国际原油 期货价格上 涨，准油股份主要从事 石油 天然气开采技术服务，相关行业景气度提升对公司业务形成支撑。 风险提 示：连板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容 不构成投资建议。） ...

Group 1 - The incentive plan proposed by Haimer Technology involves granting a total of 10,700 individuals, with a maximum of 41.065 million restricted shares, accounting for 8.05% of the company's total share capital of approximately 510 million shares at the time of the announcement [1] - The grant price for the restricted shares is set at 4.82 yuan per share, allowing recipients to purchase newly issued A-shares at this price upon meeting the grant conditions, with a maximum validity period of 48 months [1] - As of the report, Haimer Technology's market capitalization stands at 4.9 billion yuan, and its revenue for 2024 is entirely derived from the oil and gas extraction services sector, representing 100% of its business composition [1]

Group 1 - The core point of the article is that Haimer Technology (SZ 300084) announced the convening of its ninth board meeting on December 25, 2025, to discuss the election of committee members [1] - For the year 2024, Haimer Technology's revenue composition is entirely from the oil and gas extraction service industry, accounting for 100.0% [1] - As of the report date, Haimer Technology has a market capitalization of 5.1 billion yuan [1]

Group 1 - The company, Haimer Technology, announced that its ninth board meeting will be held on December 15, 2025, combining in-person and remote voting methods to discuss the proposal for the re-election of independent directors [1] - As of the latest report, Haimer Technology's market capitalization stands at 4.8 billion yuan [3] Group 2 - For the year 2024, Haimer Technology's revenue composition is entirely from the oil and gas extraction services sector, accounting for 100.0% [2]

Group 1 - The core point of the article is that Huibo Pu has been awarded an EPCOM contract for the NaftKhana oilfield revival project in Iraq, with a contract value of approximately $225.22 million, equivalent to about 1.596 billion RMB [1] - The company received a letter of award from NK Petroleum Company, confirming it as the winning bidder for the project [1] - For the first half of 2025, the company's revenue will be entirely derived from services related to oil and gas extraction, with a 100% contribution from this sector [1] Group 2 - As of the report, Huibo Pu has a market capitalization of 4.5 billion RMB [2]

Group 1 - The company, Haimer Technology, announced that its ninth second board meeting will be held on October 29, 2025, combining on-site and remote voting methods [1] - The meeting will review the "2025 Third Quarter Report" and other documents [1] - For the year 2024, the company's revenue composition is entirely from the oil and gas extraction services industry, accounting for 100.0% [1] Group 2 - As of the report, Haimer Technology has a market capitalization of 5.1 billion yuan [1]

Financial Data and Key Metrics Changes - Total reported revenue for Q3 2025 was $1.176 billion, with a net loss attributable to common shareholders of $36 million or $0.10 per share, and an adjusted net loss of $21 million [20] - Adjusted EBITDA for the quarter totaled $219 million, with total CapEx at $144 million [20][26] - The company generated $146 million of adjusted free cash flow during the first three quarters of the year [20] Business Line Data and Key Metrics Changes - In the drilling services segment, Q3 revenue was $380 million with an adjusted gross profit of $134 million, while completion services revenue totaled $705 million with an adjusted gross profit of $111 million [22][23] - The drilling products segment reported revenue of $86 million with an adjusted gross profit of $36 million, impacted by higher bit repair expenses [24][26] Market Data and Key Metrics Changes - The U.S. contract drilling business saw an average operating rig count of 95 rigs, with activity stabilizing as the company exited Q3 [22][23] - In Canada, there was a strong recovery in revenue post-spring breakup, while international revenue declined mainly in Saudi Arabia [17] Company Strategy and Development Direction - The company is focused on enhancing commercial strategies through service and product line integration, performance-based agreements, and lowering cost structures [4][5] - Investments are being made in technologies that are in high demand, with expectations of strong returns [8][9] - The company aims to return at least 50% of annual free cash flow to shareholders through dividends and share repurchases [9][20] Management's Comments on Operating Environment and Future Outlook - Management noted that while oil prices have fallen, they have remained more resilient than expected, with long-term global demand growth continuing [5] - The outlook for natural gas appears favorable, with physical demand growth from LNG starting to come online [6] - The company expects lower capital expenditures in 2026 compared to 2025, while still maintaining high-demand fleet and investing in new technologies [8][9] Other Important Information - The company closed Q3 with $187 million in cash and an undrawn $500 million revolver, indicating strong liquidity [9][26] - The company has repurchased 44 million shares since the NextTier merger and Altera acquisition, reducing share count by 9% [21][22] Q&A Session Summary Question: Completion services pricing trends - Management highlighted that their teams are executing high-end work, which has allowed them to maintain pricing without significant pressure to reduce it [34] Question: Fleet renewal programs for 2026 - The company is excited about the 100% natural gas direct-drive emerald systems and plans to continue investing in high-end equipment while allowing lower-tier equipment to attrition [36] Question: Power market opportunities - Management acknowledged their expertise in power generation but noted that entering larger power markets would require significant capital and may not align with immediate shareholder value [42][45] Question: Completion optimization software - The EOS Completions platform is being rolled out across all fleets, which is expected to improve performance and reliability [46] Question: Customer discussions amid macroeconomic uncertainty - Customers are seeking to maintain production levels despite a softer commodity environment, leading to requests for more technology and efficiency [54] Question: Pricing expectations for 2026 - Management indicated that while there may be some pricing movement, overall demand for natural gas services remains strong, which should support pricing stability [70]

Group 1 - The board of directors of Haimer Technology received a resignation letter from Sun Peng, who served as both a director and the board secretary, due to personal reasons, effective immediately upon delivery of the resignation [1] - In the interim period before a new board secretary is appointed, the responsibilities will be handled by Zhang Lei, the company's vice president [1] - For the fiscal year 2024, Haimer Technology's revenue is entirely derived from the oil and gas extraction services sector, accounting for 100% of its business [1] Group 2 - As of the report, Haimer Technology has a market capitalization of 4.4 billion yuan [1]

Core Insights - The company reported a revenue of 230 million yuan for the first half of 2025, representing a year-on-year decrease of 4.28% [1] - The net loss attributable to shareholders narrowed to 27.81 million yuan, a reduction of 7.37% compared to the previous year [1] - The net loss attributable to shareholders, excluding non-recurring gains and losses, was 27.69 million yuan, which also showed a narrowing of 7.90% year-on-year [1] - The basic loss per share was 0.0869 yuan [1]

Core Viewpoint - The company, Zhunyou Co., Ltd. (002207), announced that it will disclose its shareholder information as of June 30, 2025, during its semi-annual report scheduled for August 28, 2025, ensuring fairness in information disclosure [1] Summary by Sections - **Disclosure Schedule** - The company has set the date for its 2025 semi-annual report to be August 28, 2025 [1] - Shareholder information for the period from July 1, 2025, to August 28, 2025, will only be available after the semi-annual report is released [1]