每经AI快讯，海默科技（SZ 300084，收盘价：9.5元）12月15日晚间发布公告称，公司第九届第四次董 事会会议于2025年12月15日以现场和通讯表决相结合的方式召开。会议审议了《关于补选独立董事的议 案》等文件。 2024年1至12月份，海默科技的营业收入构成为：石油和天然气开采服务业占比100.0%。 截至发稿，海默科技市值为48亿元。 每经头条（nbdtoutiao）——中标企业频频弃标 大型医疗设备采购有何难言之隐？ （记者 张明双） ...

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]

Group 1 - The core point of the article is that HaiMo Technology has undergone a change in its controlling shareholder and actual controller, with Fan Zhonghua becoming the new controlling shareholder, holding approximately 143 million shares, which accounts for 28.02% of the total shares [2] - As of the announcement date, Fan Zhonghua directly holds about 25.52 million shares, indicating a significant ownership stake in the company [2] - The transfer of shares from Shandong New Journey Energy Co., Ltd. and other individuals to Fan Zhonghua has been completed, marking a shift in control [2] Group 2 - For the year 2024, HaiMo Technology's revenue composition is entirely from the oil and gas extraction services industry, indicating a focused business model [3]

General Provisions - The company is established as a joint-stock limited company in accordance with the Company Law and Securities Law of the People's Republic of China [2] - The company was registered on November 26, 2009, in Karamay City and obtained its business license [2] - The company issued 29.3 million shares to the public and was listed on the Shenzhen Stock Exchange on December 8, 2016 [2] Company Purpose and Business Scope - The company aims to become a "domestic first-class, internationally renowned" drilling engineering service provider, focusing on drilling engineering and special drilling technology services [3] - The business scope includes services related to oil and gas extraction, manufacturing and sales of drilling machinery, and import-export of goods and technology [3] Shares - The company's share capital structure consists of 200.9876 million ordinary shares [4] - The company can increase capital through various methods, including issuing shares to unspecified objects or existing shareholders [5] Share Transfer - Shares issued before the public offering cannot be transferred within one year of the company's stock being listed [6] - Directors and senior management must declare their shareholdings and are limited in transferring shares during their tenure [6] Shareholders and Shareholder Meetings - Shareholders have rights proportional to their shareholdings, including profit distribution and participation in shareholder meetings [7] - Shareholders can request the company to buy back their shares if they disagree with certain resolutions [8] Shareholder Meeting Procedures - The company must notify shareholders of meeting details at least 15 days in advance, including time, location, and agenda [17] - Shareholder meetings can be held in person or through electronic means, ensuring all shareholders can participate [19] Voting and Resolutions - Ordinary resolutions require more than half of the voting rights present, while special resolutions require two-thirds [22] - The company must disclose the voting results and resolutions promptly after the meeting [30] Board of Directors - Directors must meet specific qualifications and cannot have a history of criminal activity or financial misconduct [31] - Independent directors serve a term that can be renewed but is limited to six consecutive years [32]

Financial Performance - The company reported a basic earnings per share of -0.0600 yuan for Q1 2025, a decrease of 50% compared to -0.0400 yuan in Q1 2024 [1] - The net profit for Q1 2025 was -0.16 billion yuan, representing a 45.45% decline from -0.11 billion yuan in Q1 2024 [1] - The return on equity (ROE) for Q1 2025 was -26.13%, a significant drop of 86.78% from -13.99% in Q1 2024 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 97.39 million shares, accounting for 37.35% of the circulating shares, with a decrease of 205,900 shares compared to the previous period [2] - The largest shareholder, Karamay Urban Construction Investment Development Co., Ltd., holds 47.17 million shares, representing 18.09% of the total share capital, with no change [3] - Notable changes include the exit of Hu Zuping, Barclays Bank PLC, and Shan Haitao from the top ten shareholders [3] Dividend Policy - The company has announced that it will not distribute dividends or transfer shares this time [4]