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“深地经济”站上风口,多股涨停,相关标的梳理
具体来看,德石股份主营业务是油气钻井专用工具及设备的研发、生产、销售及租赁,开展定向钻井、 水平钻井工程技术服务、表面技术处理等。此前在互动平台上,公司回复在深海油气开发领域的技术储 备和竞争优势时,称主要产品井下动力钻具(螺杆钻具)及井口装置被广泛应用于陆地及海洋深海油气 勘探开发。 神开股份主营业务是石油勘探、钻采及炼化领域的设备研发、制造与销售。神开股份投资者关系活动记 录表显示,从亚洲最深直井蓬深X井(9026米),到刷新亚洲碳酸盐岩储层大斜度井垂深最深纪录的奥 探X井(9646米),再到我国首口万米科探井"深地塔科1井"(10910米),神开油气装备及各类仪器设 备成功突破了深地工程带来的超高压力、超高温度等一系列世界级行业难题,为深井、超深井、特深井 提供了"全自主、全链条"的国产化解决方案,打破国外垄断。 (原标题:"深地经济"站上风口,多股涨停,相关标的梳理) 随着陆地浅部资源的日益枯竭,向地球深部要资源、要空间已成为国家发展的重大战略方向。深地经济 是以地下空间和深部资源开发为核心的新型经济形态,近年来在我国政策推动和技术进步下快速发展, 成为推动经济增长的新引擎。 公开资料显示,深地资源的 ...
靠油吃油!原油价格仍处近十年中高位,上半年油服企业业绩增长毛利率下降
Hua Xia Shi Bao· 2025-08-08 14:26
Core Viewpoint - Despite the fluctuating decline in international oil prices in the first half of the year, oil service companies have reported positive performance, with both revenue and net profit showing upward trends [1][2]. Group 1: Company Performance - Jereh Group (002353.SZ) achieved a revenue of 6.9 billion yuan, a year-on-year increase of 39.21%, and a net profit of 1.241 billion yuan, up 14.04% [2]. - DeStone Group (301158.SZ) reported a revenue of 277 million yuan, a 26.60% increase, and a net profit of 45.17 million yuan, up 29.24% [2]. - Shandong Molong (002490.SZ) forecasted a non-recurring net profit of 0 to 3 million yuan, representing a growth of 100.00% to 102.61% compared to the previous year [3]. Group 2: Market Dynamics - The increase in performance is attributed to a rise in capital expenditures by oil and gas companies, driven by a favorable market environment and higher oil prices [1][4]. - Jereh Group secured new orders worth 9.881 billion yuan, a year-on-year increase of 37.65%, with total orders reaching 12.386 billion yuan, up 34.76% [3]. - DeStone Group noted significant collaborations with major domestic oil companies, enhancing its market share in various regions [3]. Group 3: Profit Margins - Despite revenue growth, the gross profit margins for oil service companies are declining, with Jereh Group's overall gross margin down by 3.46% and high-end equipment manufacturing margin down by 5.25% [3]. - DeStone Group's tool product margin decreased by 1.90%, and rental and maintenance margin fell by 2.02% [3]. Group 4: Industry Context - The oil service industry heavily relies on capital expenditures from major oil companies, with the "Seven-Year Action Plan" emphasizing increased oil and gas exploration and development [4][5]. - The plan aims to boost domestic oil production from 189 million tons in 2018 to 213 million tons by 2024, significantly impacting oil service companies' performance [5]. - International oil prices, while experiencing a downward trend, remain at historically high levels, influencing capital expenditures and overall industry health [6].