证券日报网讯1月9日，德石股份（301158）在互动平台回答投资者提问时表示，公司生产的螺杆钻具和 井口装置可广泛应用于海洋油气勘探开发，在国内渤海、东海、南海，国外相关海域都有应用。 ...

截至2025年12月25日收盘，德石股份(301158)报收于22.06元，上涨0.5%，换手率4.06%，成交量5.95万 手，成交额1.32亿元。 董秘最新回复 投资者： 地热能是一种来自地球内部的无尽能源，它具有清洁、可持续、稳定等优点，是一种理想的 可再生能源。中国在积极推广地热能的利用，请问董秘，公司有用于地热领域的产品吗？ 董秘： 您好，在地热能开发领域，公司的螺杆钻具产品广泛应用于地热能钻井工程。谢谢！ 董秘： 您好，公司目前在手订单充足，围绕产业链上下游积极进行产业整合。谢谢！ 投资者： 深地经济进入十五五国家战略，请问公司有钻深达万米的超高温螺杆钻，作为超深钻井装备 关键供应商，目前有深地经济订单吗？ 董秘： 您好，公司高温螺杆钻具已广泛应用于新疆、四川等地油气开发的万米深井的钻井工程中，公 司是国内超深井钻井工程关键装备及工具的主要供应商。谢谢！ 投资者： 公司今年产品外销大幅增长，请问公司中东和沙特阿美石油有合作吗？公司有智能钻井设备 吗？ 董秘： 您好，公司研发生产的的MWD（无线随钻测量仪器）、旋转导向钻井系统专用马达、近钻头地 质导向系统等智能钻井工具，在钻井工程中发挥了重要作用。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：地热能是一种来自地球内部的无尽能源，它具有清 洁、可持续、稳定等优点，是一种理想的可再生能源。中国在积极推广地热能的利用，请问公司有用于 地热领域的产品吗？ 德石股份（301158.SZ）12月25日在投资者互动平台表示，在地热能开发领域，公司的螺杆钻具产品广 泛应用于地热能钻井工程。 ...

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 stock of Sinopec Oilfield Machinery Co., Ltd. has experienced fluctuations, with a recent decline of 2.05% and a total market value of 6.854 billion yuan, reflecting a challenging trading environment and significant net outflows of capital [1][2]. Group 1: Stock Performance - As of November 20, the stock price is 7.17 yuan per share, with a trading volume of 165 million yuan and a turnover rate of 2.40% [1]. - Year-to-date, the stock has increased by 3.91%, but it has seen a decline of 3.50% over the last five trading days and 23.23% over the last 20 days [1]. - The stock has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on October 24, where it recorded a net purchase of 12.0154 million yuan [1]. Group 2: Company Overview - Sinopec Oilfield Machinery Co., Ltd. was established on September 28, 1998, and listed on November 26, 1998, specializing in the manufacturing, sales, and maintenance of oil drilling equipment [2]. - The company's main business revenue composition includes: oil machinery equipment (56.52%), oil and gas steel pipes (17.22%), others (14.80%), drilling bits and tools (10.01%), and hydrogen energy equipment (1.45%) [2]. - As of November 10, the number of shareholders is 54,500, a decrease of 10.16%, with an average of 17,339 circulating shares per person, an increase of 11.30% [2]. Group 3: Financial Performance - For the period from January to September 2025, the company reported a revenue of 4.819 billion yuan, a year-on-year decrease of 14.62%, and a net profit attributable to shareholders of 6.8856 million yuan, down 91.85% year-on-year [2]. - The company has distributed a total of 896 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 7.714 million shares, an increase of 2.6834 million shares from the previous period [3].

Core Viewpoint - The stock of Sinopec Oilfield Machinery Co., Ltd. has experienced fluctuations, with a recent decline of 2.01% and a total market capitalization of 6.979 billion yuan, indicating a mixed performance in the market [1]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 4.819 billion yuan, representing a year-on-year decrease of 14.62%. The net profit attributable to shareholders was 6.8856 million yuan, down 91.85% year-on-year [2]. - The company has not distributed any dividends in the last three years, with a total payout of 896 million yuan since its A-share listing [3]. Stock Market Activity - The stock price has increased by 5.80% year-to-date, with a slight rise of 0.55% over the last five trading days, but a decline of 5.44% over the last 20 days [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) seven times this year, with the most recent appearance on October 24, where it recorded a net buy of 12.0154 million yuan [1]. Shareholder Information - As of October 31, the number of shareholders increased to 60,700, up by 80.77%, while the average circulating shares per person decreased by 44.68% to 15,579 shares [2]. - Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 7.714 million shares, an increase of 2.6834 million shares compared to the previous period [3].

Core Viewpoint - The stock of Sinopec Oilfield Machinery Co., Ltd. has experienced fluctuations, with a recent decline of 2.06% and a total market capitalization of 6.826 billion yuan. The company has seen significant net outflows of capital, indicating potential investor concerns [1]. Group 1: Company Overview - Sinopec Oilfield Machinery Co., Ltd. was established on September 28, 1998, and listed on November 26, 1998. The company is located in Wuhan, Hubei Province, and specializes in the manufacturing, sales, and maintenance of oil drilling equipment [2]. - The main business revenue composition includes: oil machinery equipment (56.52%), oil and gas steel pipes (17.22%), others (14.80%), drill bits and tools (10.01%), and hydrogen energy equipment (1.45%) [2]. - The company is categorized under the mechanical equipment industry, specifically in specialized equipment for energy and heavy equipment [2]. Group 2: Financial Performance - For the period from January to September 2025, Sinopec Oilfield Machinery reported operating revenue of 4.819 billion yuan, a year-on-year decrease of 14.62%. The net profit attributable to shareholders was 6.8856 million yuan, down 91.85% year-on-year [2]. - The company has cumulatively distributed 896 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder and Market Activity - As of October 31, 2025, the number of shareholders increased to 60,700, up 80.77% from the previous period, while the average circulating shares per person decreased by 44.68% to 15,579 shares [2]. - The stock has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on October 24, where it recorded a net purchase of 12.0154 million yuan [1].

Group 1: Company Overview and Market Strategy - The company focuses on developing overseas markets, aiming for a 50% share in both domestic and international markets [2] - Key overseas markets include North America, the Middle East, Russian-speaking regions, and North Africa [2] - Products are exported primarily through domestic oil and gas engineering service companies and direct sales to overseas clients [2] Group 2: Financial Performance and Growth Drivers - The company has experienced stable revenue and profit growth, attributed to the implementation of the national energy security plan, increasing domestic oil and gas equivalent from 160 million tons to approximately 200 million tons [3] - Growth is also driven by the rise in drilling workload and large-scale development of unconventional natural gas [3] - New market expansions and successful sales of new products, such as oil and gas enhancement services and high-pressure acid fracturing hoses, have contributed to revenue and profit increases [3] Group 3: Market Insights and Future Prospects - The Middle East is viewed as a key market, with the company gradually entering through partnerships and industry exhibitions, despite higher market entry barriers [4] - The company has already achieved bulk deliveries of some products in the Middle East and anticipates rapid growth due to product quality and service capabilities [4] - The company's products and services are also applicable in new energy sectors, including geothermal energy and coalbed methane [5]

Core Viewpoint - The company, Shihua Machinery, is a leading supplier of oil drilling equipment in China, with a comprehensive industry chain advantage, but faces challenges in profitability and financial stability compared to industry peers [1]. Financial Performance - In Q3 2025, Shihua Machinery reported revenue of 4.819 billion yuan, ranking 11th out of 58 in the industry, significantly above the industry average of 3.226 billion yuan and median of 877 million yuan, but far behind the top competitors with revenues of 30.745 billion yuan and 26.007 billion yuan respectively [2]. - The net profit for the same period was 18.8252 million yuan, ranking 47th out of 58, which is substantially lower than the industry average of 26.8 million yuan and median of 7.3993 million yuan, with leading competitors reporting net profits of 3.705 billion yuan and 3.525 billion yuan [2]. Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 70.46%, an increase from 68.55% year-on-year, significantly higher than the industry average of 46.18%, indicating pressure on debt repayment capacity [3]. - The gross profit margin for the same period was 12.45%, down from 15.60% year-on-year and below the industry average of 26.77%, reflecting challenges in profitability [3]. Executive Compensation - The chairman, Wang Junqiao, received a salary of 933,400 yuan in 2024, an increase of 26,400 yuan from 2023 [4]. - The general manager, Liu Qiang, earned 841,600 yuan in 2024, up by 49,300 yuan from the previous year [4]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.43% to 34,000, while the average number of circulating A-shares held per shareholder increased by 1.45% to 27,800 [5]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the fourth largest, holding 7.714 million shares, an increase of 2.6834 million shares from the previous period [5].

Core Viewpoint - 德石股份 has a strong R&D and production capability in the field of screw drill tools, with a diverse range of products and significant pending orders for delivery [1][2] Group 1: Product Offering - The company manufactures screw drill tools suitable for well diameters ranging from 1-7/8″ to 26″, with a total of 31 specifications based on outer diameter from Φ38 to Φ305 [1] - The products include various structural styles such as equal wall thickness, straight body, single bend, and adjustable angle at the wellhead, catering to different temperature and mud medium conditions [1] Group 2: Pricing and Orders - The sales price of screw drill tools ranges from 12,000 yuan to 400,000 yuan per unit [1] - The company has 2,800 screw drill tools pending delivery, which includes both sales and rental orders, with actual revenue recognized upon delivery or completion of rental usage [1] Group 3: Production Capacity - As of September 10, 2025, all production lines are operating at full capacity to produce screw drill tools [2] - The company has secured contracts for screw drill tools priced at 422,000 yuan per set, indicating a focus on higher-end products [2]