在"上位"海默科技实控人两年后，苏占才欲交出上市公司控制权。 海默科技6月9日晚公告称，公司控股股东山东新征程能源有限公司（简称"山东新征程"）及实控人苏占 才正在筹划股权转让及控制权变更相关事宜，该事项可能导致公司控股股东及实控人发生变更。同时， 公司股票自6月9日起停牌，停牌不超过2个交易日。公司6月10日晚公告，由于整体交易方案仍在积极协 商准备中，公司拟申请继续停牌，预计停牌时间不超过3个交易日。 "此前公司有意借苏占才在新能源电力领域的资源优势，实现'油服+新能源电力'多元发展，但受制于近 几年新能源电力行业下行，转型事宜也未能成行。"有接近海默科技人士告诉记者，眼下公司正在探寻 第二增长曲线，力求在新兴产业中取得新突破。 回溯来看，今年1月初，苏占才因工作职能调整辞去了公司董事长职务，具备投行经验的"85后"杜勤杰 走马上任，当选公司董事长，并兼任总经理。同时，公司管理层也进行了大面积调整，人员结构进一步 年轻化和专业化。 探新求变坚定寻找第二增长曲线 事实上，随着全球能源结构加速调整，油服产业相关公司特别是民营企业的转型升级已迫在眉睫。 从2024年财务数据来看，海默科技业绩表现难言出彩。公司2 ...

Group 1: Company Performance and Financials - The company reported a net cash flow from operating activities of 98.67 million in 2024, despite a decline in revenue and impairment losses leading to a reported loss [8] - As of the end of 2024, the company's cash reserves amounted to 624 million [8] - The average annual investment scale in oil and gas exploration and development reached 354.3 billion since the "14th Five-Year Plan," representing an increase of over 35% compared to the "13th Five-Year Plan" [6] Group 2: Strategic Direction and Growth Plans - The company aims to enhance operational efficiency by focusing on core business and optimizing resource allocation, while also exploring external mergers and acquisitions for a second growth curve [4] - The company is committed to maintaining a strict financial and fund management system to ensure the safety and efficiency of fund usage [4] - Future performance drivers include global oil and gas development investments, industry competition dynamics, and product market demand [8] Group 3: Market Position and Industry Outlook - The company operates in the oil and gas equipment and services sector, which is closely tied to global economic fluctuations, international trade policies, and energy market demands [5] - The domestic oil and gas exploration and development sector continues to progress steadily under the support of national energy security strategies [5] - The company has established an international marketing network covering multiple regions, including the Middle East, North Africa, and North America, with a focus on maintaining market share and cautious expansion [8]

Core Viewpoint - The article highlights the ongoing market adjustments, with a focus on the potential growth in the deep-sea technology sector, which is expected to significantly contribute to China's marine economy by 2025 [3]. Market Overview - The market continues to adjust, with the Shanghai Composite Index showing relative strength supported by blue-chip stocks, while the Shenzhen Composite Index and the ChiNext Index both declined by around 1% [1]. - Recent hot sectors, particularly robotics and AI computing stocks, have weakened, indicating a noticeable retreat in short-term market sentiment [2][6]. Deep-Sea Technology Sector - The government work report has introduced the direction to accelerate deep-sea technology research and industrialization, projecting a market potential of 3.25 trillion yuan by 2025, making it a key growth area within the 13 trillion yuan marine economy [3]. - Deep-sea technology encompasses advanced technologies and disciplines for exploring, developing, and utilizing deep-sea resources, including deep-sea detection, resource development, communication, navigation, and engineering technologies [3]. - The marine economy is expected to surpass 10 trillion yuan in 2024, with deep-sea technology being a significant growth driver [3]. Investment Opportunities in Deep-Sea Technology - Companies involved in deep-sea technology and equipment are highlighted, including: - Baose Co., Ltd. (19.73 billion yuan market cap) is engaged in national key deep-sea titanium alloy equipment projects [5]. - Baotai Co., Ltd. (82.00 billion yuan market cap) is the largest titanium and titanium alloy production and research base in China [5]. - Other notable companies include Jushi Co., Ltd., Haimeite Technology, and Zhongke Haixun, all of which are involved in various aspects of deep-sea technology and equipment [5]. Coal Sector Recovery - The coal sector has shown a recovery, with the sector index rising over 6% in six trading days, driven by increased industrial demand and a potential stabilization in coal prices [7]. - Factors contributing to this recovery include: - Economic recovery leading to higher industrial production and coal demand [7]. - Market funds shifting towards stable investment options, with coal being a traditional resource sector with risk resilience [7]. - The coal sector's high performance, cash flow, and dividend attributes, maintaining its appeal as a high-yield investment [7][8]. Conclusion - The article emphasizes the potential of the deep-sea technology sector as a significant growth area in China's marine economy, while also noting the recovery of the coal sector as a stable investment opportunity amidst market adjustments [3][7].