为优化资产结构、聚焦资源发展，海默科技于2025年度推进多项资产整合工作。公司拟通过转让部分非 核心业务股权及相关资产，预计可回笼5亿元资金，有助于增强现金流水平、优化财务结构，并为后续 战略投入储备资源。这一系列"减法"操作，并非简单的收缩，而是为了更精准地做"加法"。公司已与国 内领先的产业投资机构中芯熙诚私募基金管理（北京）有限公司签署战略协议，共同发起设立产业基 金，聚焦半导体、人工智能等新质生产力领域进行布局。此举旨在依托专业机构的产业资源与投资能 力，以审慎、可控的方式为公司培育中长期发展新动能。 与此同时，海默科技高度重视人才团队与长期激励。公司已推出覆盖核心管理层、技术人员及业务骨干 的股权激励计划（草案），后续将按程序推进落地。该计划将有效凝聚内部共识，将员工利益与公司长 远发展深度绑定，为战略执行提供重要保障。 综合来看，海默科技通过主业夯实、资产优化与战略孵化相结合的方式，在2025年实现了经营质量的有 效提升与发展路径的清晰化。随着主业盈利能力的持续释放与新业务布局的逐步推进，海默科技正稳步 穿越转型周期，为实现更高质量的发展和为投资者创造长期价值而积极准备。 （文章来源：证券日报） ...

Core Viewpoint - The recent stock trading activities of Wang Haibin, the Secretary of the Board and senior executive of Deshi Co., indicate a trend of share reduction, which may reflect internal sentiment regarding the company's stock performance and future outlook [1][3]. Group 1: Executive Trading Activities - On August 8, 2025, Wang Haibin reduced his holdings by 20,000 shares at an average price of 19.36 yuan, totaling a transaction value of 387,200 yuan, leaving him with 1.5284 million shares [1][3]. - Prior to this, on June 19, 2025, he sold 50,000 shares at an average price of 20.66 yuan, amounting to 1.033 million yuan, and on June 18, 2025, he sold 38,700 shares at 20.16 yuan, totaling 780,200 yuan [3]. - The total market capitalization of Deshi Co. is reported to be 2.959 billion yuan as of the latest closing [3]. Group 2: Company Business Overview - Deshi Co. specializes in the design, manufacturing, processing, sales, maintenance, and leasing of oil equipment, drilling tools, and related products, as well as geothermal and environmental equipment [2]. - As of June 30, 2025, the company's revenue composition includes 117 million yuan from leasing and maintenance (42.42%), 88.39 million yuan from drilling tools (31.96%), and 61.09 million yuan from equipment products (22.08%) [2].

Core Viewpoint - Honghua Group's subsidiary, Sichuan Honghua Petroleum Equipment Co., Ltd., has signed a drilling rig sales agreement worth over 100 million USD with a Middle Eastern client, highlighting the company's commitment to innovation and safety in the oil and gas industry [1] Group 1 - The sales agreement involves the provision of several desert mobile drilling rigs, designed for mobility and flexibility to adapt to complex terrains and operational environments [1] - The agreement was established after fair negotiations between Sichuan Honghua and the client, with terms that are considered normal commercial terms, ensuring fairness and reasonableness [1] - The client is a leading oilfield service company in the Middle East, with a long-standing partnership with Honghua Group, which provides advanced automation equipment and components [1] Group 2 - The signing of the sales agreement reflects Honghua Group's dual focus on innovation and safety, emphasizing high-quality service and stable, safe equipment operation as key factors for becoming an important partner for top clients in the oil and gas industry [1]