南财智讯1月29日电，德石股份在投资者关系活动中表示，若地缘政治因素推动国际油价上行，将为全 球油气勘探开发投资规模扩大提供有力支撑；公司凭借过硬的产品质量与专业的综合服务能力，将受益 于行业需求提升，带动钻具、井口装置等核心产品的订单增长，为公司业绩增长形成积极的正向驱动。 ...

场需求；国内市场方面，自 2018 年油气增储上产"七年行动计划"落地 实施以来，石油企业被明确赋予增储上产主体责任，原油产量增长的推 进节奏受油价短期波动的影响相对较小，行业整体保持稳定的勘探开发 投入。同时，国内天然气开发力度持续加大，进一步带动了公司主营产 品的需求增长。目前公司依托政策持续推进与市场需求的双重支撑，在 国内市场实现了稳步发展。 3.公司与北美四大石油服务公司是否存在竞争关系？ 答：公司与北美四大石油服务公司在螺杆钻具领域存在直接竞争，同时 双方也在部分业务上开展合作。例如，公司凭借先进的螺杆钻具加工设 备、完善的品控管理体系和过硬的质量把控能力，与国际知名油服企业 开展螺杆钻具核心部件的销售业务。 编号：2026-002 投资者关系活动 类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 现场参观 电话会议 □其他 参与单位名称及 人员姓名 西南证券 胡光怿 时间 2026 年 1 月 28 日 16:00-17:30 地点 公司三楼办公室 上市公司接待人 员姓名 副总经理、董事会秘书 王海斌 证券事务代表 张 峰 投资者关系活动 主要内容介绍 一、公 ...

证券代码：301158 证券简称：德石股份 答：公司螺杆钻具产品在国内的主要竞争对手包括天津立林石油机械有 限公司、中石油渤海装备中成机械制造有限公司、中石化石油机械股份 有限公司、奥瑞拓能源科技股份有限公司等；井口装置产品的国内主要 竞争对手包括江苏金石机械集团有限公司、重庆新泰机械有限责任公 司、苏州道森石油机械有限公司、河北华北石油荣盛机械制造有限公司、 上海神开石油化工装备股份有限公司等；公司新产品超耐磨高压酸化压 裂软管的主要竞争对手包括漯河利通液压科技股份有限公司，目前该产 品公司已成功斩获国内外客户的批量订单。 4.您怎么看待地热能的发展？公司产品是否应用其中？ 答：地热能是一种新型清洁能源，在供暖、发电、温室养殖等领域应用 广泛，国内外地热能的未来发展前景广阔。目前公司主要产品螺杆钻具 已经应用于地热能钻井工程。公司改制前原母体企业中石化新星石油公 司是国内地热能的主要开发者，凭借与中石化新星石油公司良好的背景 关系，公司也将积极为地热能的开发提供更多的工具及设备。 5.高温螺杆钻具的技术难点及壁垒是什么？ 德州联合石油科技股份有限公司 投资者关系活动记录表 编号：2026-001 | |  ...

Core Viewpoint - The company, 德石股份 (301158), has confirmed that its screw drill tools and wellhead devices are widely applicable in marine oil and gas exploration and development, with usage in domestic waters such as Bohai Sea, East China Sea, and South China Sea, as well as in relevant overseas regions [1] Group 1 - The company's products include screw drill tools and wellhead devices [1] - These products are applicable in marine oil and gas exploration and development [1] - The company has a presence in both domestic and international markets [1]

Group 1: Company Performance and Market Outlook - The company has maintained stable growth in revenue and profit in recent years, attributed to the implementation of the national energy security seven-year action plan, which increased domestic oil and gas equivalent from 160 million tons to approximately 200 million tons [2][3] - The development of unconventional oil and gas resources has driven steady demand for the company's core products, including screw drill tools and wellhead devices [2] - The focus on increasing reserves and production is expected to remain a key task for the oil and gas industry in China in the near future [3] Group 2: Product Development and Market Expansion - The company has introduced ultra-wear-resistant high-pressure acid fracturing hoses, which are widely used in the North American market, offering advantages over traditional steel pipe connections [4] - The company has secured orders and sales in domestic markets such as Daqing Oilfield and CNOOC, with ongoing trials in other regions [4] - A new complex medium injection device system has been launched, aimed at enhancing oil recovery during secondary and tertiary extraction phases, with plans to establish a specialized energy technology service team next year [5] Group 3: International Business Strategy - The company has successfully executed its internationalization strategy, increasing market share and brand recognition in key regions such as North America, South America, the Middle East, Central Asia, and North Africa [6] - The acquisition of IAE in the U.S. has enhanced the company's technological capabilities and market presence in high-end drilling tools [6] - Participation in international exhibitions, such as the Abu Dhabi International Petroleum Exhibition, has helped promote the company's products and expand its influence in the Middle East [6]

Core Viewpoint - The concept of "deep earth economy" is gaining traction, with several companies experiencing significant stock performance due to government focus on deep-sea and deep-earth resource standardization as a strategic direction for national development [1][2]. Group 1: Industry Overview - The deep earth economy focuses on the development of underground space and deep resource extraction, emerging as a new economic form driven by policy support and technological advancements in China [1]. - The development and utilization of deep earth resources primarily concentrate on the extraction of deep mineral resources and the construction and exploration of deep space [1]. Group 2: Company Highlights - Zhongyu Technology (中裕科技) has seen a strong stock performance, indicating investor confidence in the deep earth economy sector [1]. - ShenKong Co., Ltd. (神开股份) specializes in equipment research, manufacturing, and sales for oil exploration, drilling, and refining, achieving significant breakthroughs in deep well technology [2]. - Deshi Co., Ltd. (德石股份) focuses on the research, production, and sales of drilling tools and equipment, with a competitive edge in deep-sea oil and gas development technologies [1][2]. - China Chemical Geotechnical (中化岩土) operates in the geotechnical engineering sector, providing advanced engineering services across various infrastructure projects, positioning itself as a leading service provider in underground engineering [2].

Group 1 - The core viewpoint of the news highlights the significant stock performance of Hongtian Co., which reached a 10.0% limit-up on September 1, trading at 51.7 yuan per share with a transaction volume of 582 million yuan and a turnover rate of 5.61%, resulting in a total market capitalization of 10.754 billion yuan [1] - Hongtian Co. specializes in the research, design, manufacturing, and sales of oil and gas development equipment, including high-performance wellhead devices, blowout preventers, and Christmas trees, which are widely used in oil extraction and gas pipeline transportation [1] - The company is committed to advancing the oil equipment industry towards automation, information technology, and intelligence [1] Group 2 - As of March 31, Hongtian Co. had 8,655 shareholders with an average of 24,000 circulating shares per person [2] - For the period from January to March 2025, Hongtian Co. reported an operating income of 135 million yuan, a year-on-year decrease of 59.91%, and a net profit attributable to shareholders of -25.2487 million yuan, reflecting a year-on-year decline of 186.72% [2]

Group 1 - The stock of Hongtian Co., Ltd. reached a 10.0% limit up on August 28, trading at 49.72 yuan per share with a transaction volume of 602 million yuan and a turnover rate of 6.14%, resulting in a total market capitalization of 10.342 billion yuan [1] - Hongtian Co., Ltd. is located in Suzhou, Jiangsu Province, and specializes in the research, design, manufacturing, and sales of oil and gas development equipment, including high-performance wellhead devices, blowout preventers, and Christmas trees, which are widely used in oil extraction and gas pipeline transportation [1] - The company is committed to advancing the oil equipment industry towards automation, information technology, and intelligence [1] Group 2 - As of March 31, the number of shareholders of Hongtian Co., Ltd. was 8,655, with an average of 24,000 circulating shares per person [2] - For the first quarter of 2025, Hongtian Co., Ltd. reported an operating income of 135 million yuan, a year-on-year decrease of 59.91%, and a net profit attributable to shareholders of -25.2487 million yuan, a year-on-year decrease of 186.72% [2]

Group 1 - The stock of Hongtian Co., Ltd. reached a 10.0% limit up on August 20, trading at 53.34 yuan per share with a transaction volume of 1.019 billion yuan and a turnover rate of 9.51%, resulting in a total market capitalization of 11.095 billion yuan [1] - Hongtian Co., Ltd. is located in Suzhou, Jiangsu Province, and specializes in the research, design, manufacturing, and sales of oil and gas development equipment, including high-performance wellhead devices, blowout preventers, and Christmas trees, which are widely used in oil extraction and gas pipeline transportation [1] - The company is committed to advancing the oil equipment industry towards automation, information technology, and intelligence [1] Group 2 - As of March 31, the number of shareholders of Hongtian Co., Ltd. was 8,655, with an average of 24,000 circulating shares per person [2] - For the first quarter of 2025, Hongtian Co., Ltd. reported an operating income of 135 million yuan, a year-on-year decrease of 59.91%, and a net profit attributable to shareholders of -25.2487 million yuan, a year-on-year decrease of 186.72% [2]

Group 1 - The core viewpoint of the news highlights the significant stock performance of Hongtian Co., which reached a 10.0% limit-up on August 12, trading at 51.38 yuan per share with a transaction volume of 1.002 billion yuan and a turnover rate of 9.73%, resulting in a total market capitalization of 10.687 billion yuan [1] - Hongtian Co. specializes in the research, design, manufacturing, and sales of oil and gas development equipment, including high-performance wellhead devices, blowout preventers, and Christmas trees, which are widely used in oil extraction and gas pipeline transportation [1] - The company is committed to advancing the oil equipment industry towards automation, information technology, and intelligence [1] Group 2 - As of March 31, Hongtian Co. had 8,655 shareholders, with an average of 24,000 circulating shares per person [2] - For the first quarter of 2025, Hongtian Co. reported an operating income of 135 million yuan, a year-on-year decrease of 59.91%, and a net profit attributable to shareholders of -25.2487 million yuan, reflecting a year-on-year decline of 186.72% [2]