（来源：工人日报） 12月8日10时，冬日的暖阳斜照在河南油田双452井的井场上。 40岁的康凯刚刚完成了一次皮带更换作业。他直起身，习惯性地用目光再次扫过运转中的抽油机，确认 皮带轮与电机轮的咬合处于绝对的直线上。"哪怕是几毫米的偏差，在高速运转中都会被无限放大"。 这就是康凯的绝活儿。每次加皮带，他都要反复推敲怎样调正电机、怎样省劲、怎样延长寿命。经他手 的皮带，更换周期往往比别的多出好几个月。 就在一个多月前，这位来自采油一厂维护班的采油工，在2025年全国行业职业技能竞赛中拿下了集输工 专业的金牌。 "拿出竞技者的姿态，一切皆有可能。"这句话，康凯说得很响亮。 时钟拨回2020年，那时的康凯还是原下二门采油站里一名普通采油工，看到年轻同事李幸站在了全国大 赛的领奖台，一种由衷的渴望在心里升腾："我也要拿金牌。" 2021年，康凯第一次试水河南油田采油工技术比武。现实给了他冷硬的一击：因为缺乏实战经验，临场 发挥失误，他空手而归。 "功夫下在平常，才有可能出类拔萃"。接下来，康凯默默地把工作之余的所有时间，都填进了那些枯燥 的规程和原理中。 2023年，康凯调岗至采油一厂生产指挥中心，负责集输运行。 " ...

Core Viewpoint - The Liaohe Oilfield Shenyang Oil Production Plant is focusing on transforming outsourced operations to in-house management as a primary strategy for improving efficiency and quality by 2025, having already reduced outsourcing costs by 1.752 million yuan [1] Group 1: Management and Strategy - The plant has established a comprehensive management system from top-level design to on-site execution, with each project led by a designated manager to ensure clear responsibilities and effective progress [1] - The implementation of a "Five Ones" work mechanism ensures that each project has a dedicated manager, team, and blueprint, facilitating accountability and strong execution [1] Group 2: Employee Incentives and Performance - The plant links in-house efficiency gains to employee performance, distributing a total of 230,000 yuan in special rewards for in-house projects, which has stimulated internal motivation and led to the conversion of eight outsourced services to in-house operations [1] Group 3: Technical Innovation and Efficiency - The plant leverages the expertise of technical personnel to create a self-repair list covering six types of services, which has led to over 700 key equipment repairs, generating a total efficiency gain of 3.16 million yuan [1] - The plant balances focus on major equipment repairs with the management of routine minor repairs, completing 396 minor repair projects and reducing outsourced labor by 1,782 hours, saving 396,000 yuan in labor costs [1]

Core Insights - The 18th China (Dongying) International Petroleum and Petrochemical Equipment and Technology Exhibition reflects the struggles and transformations of China's traditional oil equipment industry amid global energy transition and industrial chain restructuring [1][2] - The exhibition emphasizes "intelligence" and "green" as key themes, showcasing advancements such as digital twin technology for oilfield lifecycle management and AI-driven predictive maintenance systems [1] - The industry is shifting from a traditional manufacturing model to a high-end, data-driven manufacturing approach, driven by the need to adapt to low-carbon development trends and enhance competitive advantages [1][2] Industry Challenges - The transition path is fraught with challenges, including reliance on foreign technology for critical components and materials, which poses risks to the industry's self-sufficiency [2] - The acceleration of energy transition creates uncertainty regarding long-term demand for traditional oil, necessitating a balance between maintaining traditional markets and exploring new energy sectors [2] - Resource-dependent cities like Dongying face specific challenges in revitalizing traditional industries while fostering new economic drivers, marking a critical "second entrepreneurship" for their future [2] Transformation Dynamics - The exhibition highlights a deeper industrial logic transformation, moving from simple product upgrades to comprehensive value reconstruction [2] - Companies are evolving from merely selling equipment to providing integrated solutions that encompass exploration, development, production, and management, extending value creation from hardware to software and services [2] - There is a trend of vertical and horizontal integration within the industry, with companies expanding into unconventional oil and gas, deep-sea operations, and related fields such as hydrogen, geothermal, and energy storage [2] Industry Resilience - The evolution of the Dongying oil equipment exhibition symbolizes the potential for traditional heavy industries to achieve self-transcendence through innovation [3] - The combination of a solid industrial foundation with innovative elements can lead to unexpected vitality in traditional industrial bases [3] - The exhibition serves as a platform for the oil city and its represented industry to demonstrate their determination and wisdom in transformation, providing valuable insights for similar regions globally [3]

Core Viewpoint - Shandong Molong's stock price has decreased by 4.02% to 6.44 yuan as of August 8, 2025, with significant trading volume and value reported [1] Company Overview - Shandong Molong specializes in the design, research and development, manufacturing, and sales of oil drilling equipment, including oil pumps, rods, and other machinery [1] - The company operates within the oil and gas exploration and development equipment manufacturing sector [1] Financial Performance - The company forecasts a net profit of 0-3 million yuan for the first half of 2025, representing a year-on-year growth of 100%-102.61% [1] - The growth in performance is attributed to a substantial increase in product orders, production volume, capacity utilization, and product gross margin [1] Capital Flow - On August 8, 2025, the net outflow of main funds was 27.8852 million yuan, accounting for 0.8% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 30.5982 million yuan, representing 0.88% of the circulating market value [1]

Group 1 - Shandong Molong's stock price increased by 5.3% to 4.97 HKD per share, with a trading volume of 365 million HKD as of July 31 [1] - Shandong Molong Petroleum Machinery Co., Ltd. specializes in energy equipment manufacturing and services, offering a wide range of products including oil casing, line pipes, drill pipes, boiler pipes, and oil extraction equipment [1] - The company has established strong partnerships with major players in the industry such as PetroChina, Sinopec, and CNOOC, and its products are widely used in oil, natural gas, shale gas, coalbed methane extraction, and coal mining [1] Group 2 - As of the first quarter of 2025, Shandong Molong reported total revenue of 291 million CNY and a net profit of 5.42 million CNY [2]

Group 1 - The core business of Shandong Molong Petroleum Machinery Co., Ltd. is energy equipment manufacturing and services, focusing on providing high-quality products and services for the energy equipment industry [2] - The company has established a complete industrial chain for petroleum machinery, including processes such as smelting, casting, steel pipe hot rolling, and oilfield services [2] - Shandong Molong's main products include various types of pipes, pumping equipment, precision casting products, and large valves, which are widely used in oil, natural gas, and coal mining industries [2] Group 2 - As of March 31, 2025, Shandong Molong reported total revenue of 291 million yuan, a year-on-year increase of 50.51%, while net profit attributable to shareholders decreased by 97.5% to 5.42 million yuan [1] - The company's gross profit margin stands at 9.33%, with a debt-to-asset ratio of 79.59% [1] - The average price-to-earnings ratio (TTM) for the oil and gas industry is -3.47 times, while Shandong Molong's P/E ratio is -6.54 times, ranking 32nd in the industry [1]

Core Viewpoint - The article highlights the significant contributions of Chen Jianjun, a seasoned equipment manager at Jianghan Oilfield, in ensuring the operational efficiency and reliability of oil extraction equipment, which directly impacts production output [1][2][3][4]. Group 1: Equipment Management and Performance - Chen Jianjun has been instrumental in maintaining the operational integrity of equipment, ensuring that production tasks are met effectively [2]. - In the first quarter of the year, Chen led initiatives that resulted in the successful repair of 11 water pumps and addressed 30 instances of equipment wear, significantly enhancing production efficiency [2]. - His proactive approach during the Spring Festival, where he resolved a critical pump issue within two hours, exemplifies his commitment to minimizing production losses [2]. Group 2: Energy Efficiency and Cost Savings - Chen implemented energy-saving measures by replacing inefficient pumps with newly introduced half-direct drive motors, leading to a cumulative energy saving of nearly 60,000 kilowatt-hours annually [3]. - His modifications to the water pumps resulted in zero leaks over two years, achieving cost savings exceeding 800,000 yuan [3]. Group 3: Training and Development - Chen has taken on the role of mentor for new employees, conducting over 50 training sessions to enhance their operational skills and ensure high equipment reliability [4]. - His training efforts have led to a consistent equipment availability rate of 98% across the management area, reflecting the effectiveness of his knowledge transfer [4].

Company Overview - Shandong Molong Petroleum Machinery Co., Ltd. is a specialized energy equipment manufacturer and service provider, aiming to become a globally recognized player in the oil machinery sector [2] - The company has established a complete industrial chain for oil machinery, including processes from smelting, casting, and forging to manufacturing and technical services [2] - Main products include various types of pipes, extraction equipment, precision casting and forging products, and oil machinery components [2] Financial Performance - As of March 31, 2025, Shandong Molong reported total revenue of 291 million RMB, a year-on-year increase of 50.51% [1] - The net profit attributable to shareholders was 5.42 million RMB, reflecting a significant decline of 97.5% year-on-year [1][3] - The gross profit margin stood at 9.33%, with a debt-to-asset ratio of 79.59% [1] Market Position and Valuation - The stock price of Shandong Molong increased by 188.51% to 5.02 HKD per share, with a trading volume of 320 million shares and a turnover of 1.276 billion HKD [1] - Over the past month, the stock has risen by 31.82%, and year-to-date, it has increased by 43.8%, outperforming the Hang Seng Index by 12.19% [1] - The company's price-to-earnings ratio (P/E) is -4.95, ranking 34th in the oil and gas industry, which has an average P/E of -19.07 [1]