Company Announcements - Fenglong Co., Ltd. received a commitment from UBTECH not to inject assets into the company within 36 months after the acquisition, and the stock will resume trading on February 2 after the completion of the suspension investigation [2] - Jereh Group signed a sales contract for gas turbine generator sets worth 1.82 billion USD (approximately 12.65 billion RMB) with a U.S. client, marking the fourth such contract since November 2025 [4] - China Mobile announced that the adjustment of the VAT tax category for telecom services from 6% to 9% will impact the company's revenue and profits starting January 1, 2026 [5] - Aoshikan plans to invest 1.82 billion RMB in a high-end printed circuit board project, aiming to enhance product competitiveness and meet the growing demand in various markets [6] - Yanzhou Coal Mining Company intends to publicly transfer 100% equity of its wholly-owned subsidiary, Xin Tai Coal, with a base price of 670 million RMB [7] Share Buybacks and Changes - GoerTek increased its share buyback fund from a minimum of 500 million RMB to a minimum of 1 billion RMB, with a maximum of 1.5 billion RMB [8] - Quzhou Dongfeng's controlling shareholder proposed a share buyback plan of 50 million to 100 million RMB for employee stock ownership plans [9] - Chipone Technology's major shareholder plans to reduce its stake by up to 1.95% through block trades [11] Operational and Performance Updates - China Telecom and China Unicom both reported that the VAT adjustment will affect their revenues and profits starting January 1, 2026 [12][13] - Leshan Electric Power announced a net profit increase of 3.68% for the fiscal year 2025, with total revenue of 3.395 billion RMB, reflecting a 6.24% year-on-year growth [14] Stock Price Movements - Jiamei Packaging's stock price surged by 408.11% from December 17, 2025, to January 23, 2026, leading to a suspension for investigation, with the stock resuming trading on February 2 [15] - Tiandi Online confirmed that its operations are normal and there are no undisclosed significant matters after experiencing abnormal stock price fluctuations [16] - Hunan Gold expressed uncertainty regarding the future market prices of its gold products, which have recently seen significant increases [17] - Hongbaoli's epoxy propylene comprehensive technology renovation project has entered the pre-production preparation stage, although there is uncertainty regarding the timeline for producing qualified products [19] Other Notable Events - Fushi Holdings' actual controller and chairman, Chen Yongliang, has been detained, but the company's operations remain normal [20] - ST United received a notice from the Shanghai Stock Exchange to suspend the review of its application due to outdated financial documents [21]

此次合同的签署，体现了北美市场对公司燃气轮机发电机组设备性能、交付能力以及综合服务实力的普 遍认可和高度信任，标志着公司在北美市场的客户基础进一步扩大，客户群体更加多元化，进一步巩固 公司在数据中心供电领域的竞争优势，推动公司在全球数据中心及供电领域的战略布局落地，提升公司 全球品牌影响力和市场竞争力。 本次销售的燃气轮机发电机组，将应用于数据中心供电领域，以"快速拆装、灵活转场"为核心设计理 念，采用高度集成化设计，可实现快速运输、现场拼装与灵活扩容，且搭配减排方案可降低工作过程中 氮氧化物排放量，能够满足数据中心高负载、高可靠性以及低排放的用电场景。 智通财经APP讯，杰瑞股份发布公告，近日，公司全资子公司GenSystems Power Solutions LLC(简 称"GPS")与美国某客户签署了燃气轮机发电机组销售合同，合同金额为1.82亿美元(约合12.65亿元人民 币)。合同是自2025年11月以来，公司与美国客户签署的第四份燃气轮机发电机组销售合同，交易对手 方为公司近期在美合作的第三家客户。 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2026-008 烟台杰瑞石油服务集团股份有限公司 关于签署日常经营重要合同的自愿性信息披露公告 三、本合同主要内容 1、合同标的：燃气轮机发电机组 2、合同金额：18,150.00 万美元 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、合同签署概况 近日，烟台杰瑞石油服务集团股份有限公司（以下简称"公司"）全资子公 司 GenSystems Power Solutions LLC（以下简称"GPS"）与美国某客户签署了 燃气轮机发电机组销售合同（以下简称"本合同"），合同金额为 18,150.00 万美元（约合 126,465.57 万元人民币）。本合同是自 2025 年 11 月以来，公司 与美国客户签署的第四份燃气轮机发电机组销售合同，交易对手方为公司近期在 美合作的第三家客户。 本合同部分信息属于公司商业秘密，若对外披露可能引致不当竞争、损害公 司和投资者利益，公司根据《上市公司信息披露暂缓与豁免管理规定》《信息披 露暂缓、豁免管理制度》履行了信息披露豁免的内部程序，对交易对手方信息、 合同部 ...

格隆汇2月1日丨杰瑞股份(002353.SZ)公告，近日，烟台杰瑞石油服务集团股份有限公司(以下简称"公 司")全资子公司Gen Systems Power Solutions LLC(以下简称"GPS")与美国某客户签署了燃气轮机发电机 组销售合同(以下简称"本合同")，合同金额为18,150.00万美元(约合12.65亿元人民币)。本合同是自2025 年11月以来，公司与美国客户签署的第四份燃气轮机发电机组销售合同，交易对手方为公司近期在美合 作的第三家客户。 本次销售的燃气轮机发电机组，将应用于数据中心供电领域，以"快速拆装、灵活转场"为核心设计理 念，采用高度集成化设计，可实现快速运输、现场拼装与灵活扩容，且搭配减排方案可降低工作过程中 氮氧化物排放量，能够满足数据中心高负载、高可靠性以及低排放的用电场景。 本合同的签署，体现了北美市场对公司燃气轮机发电机组设备性能、交付能力以及综合服务实力的普遍 认可和高度信任，标志着公司在北美市场的客户基础进一步扩大，客户群体更加多元化，进一步巩固公 司在数据中心供电领域的竞争优势，推动公司在全球数据中心及供电领域的战略布局落地，提升公司全 球品牌影响力和市场竞争 ...

（文章来源：每日经济新闻） 每经AI快讯，2月1日，杰瑞股份(002353.SZ)公告称，公司全资子公司GPS与美国某客户签署燃气轮机发 电机组销售合同，合同金额为1.82亿美元（约合12.65亿元人民币）。本合同是自2025年11月以来，公司 与美国客户签署的第四份燃气轮机发电机组销售合同。本次销售的燃气轮机发电机组，将应用于数据中 心供电领域，以"快速拆装、灵活转场"为核心设计理念，采用高度集成化设计，可实现快速运输、现场 拼装与灵活扩容，且搭配减排方案可降低工作过程中氮氧化物排放量，能够满足数据中心高负载、高可 靠性以及低排放的用电场景。 ...

杰瑞股份公告称，近日，其全资子公司GPS与美国某客户签署燃气轮机发电机组销售合同，金额 18150.00万美元（约合126465.57万元人民币），约占公司2024年度经审计营收的9.47%。合同部分信息 属商业秘密，已履行披露豁免程序。交付期限30个月，结算方式为签合同后付预付款，发货前付清全 款。该合同预计对公司未来业绩产生积极影响，但执行和收入确认或受宏观经济等因素影响。 ...

Core Viewpoint - The company, Jerry Co., aims to deepen its focus on three key areas: data centers, industrial energy, and new power systems, leveraging technological innovation and product iteration to enhance the intelligent and large-scale application of clean energy equipment [1] Group 1: Strategic Focus - Jerry Co. will continue to invest in data centers, industrial energy, and new power systems as its primary growth areas [1] - The company plans to drive the intelligent and large-scale application of clean energy equipment through ongoing technological innovation and product iteration [1] Group 2: Integrated Solutions - The company aims to build an integrated solution that covers power generation, energy storage, distribution, and thermal management [1] - By leveraging its comprehensive advantages in energy equipment and intelligent services, Jerry Co. seeks to achieve efficient collaboration from energy production to electricity assurance [1] Group 3: Reliability Enhancement - The company is focused on continuously strengthening its high-reliability power support capabilities [1]

Group 1: Company Overview - Yantai Jereh Petroleum Service Group Co., Ltd. is actively engaging with investors through various activities, including site visits and specific object research [2] - The company has established a strong reputation in the North American power industry, supported by successful sales and leasing cases of gas turbine generator sets [3] Group 2: Product Performance and Customer Recognition - The company's gas turbine generator sets meet high standards for reliability, response speed, operational flexibility, and stability, particularly in data center applications [3] - The North American high-end customer repurchase reflects the company's product performance, business experience, delivery capability, and comprehensive service strength [3] Group 3: Future Business Outlook - The company plans to focus on three key areas: data centers, industrial energy, and new power systems, emphasizing technological innovation and product iteration [4] - An integrated solution covering power generation, energy storage, distribution, and thermal management will be developed to enhance the safety, reliability, and operational efficiency of energy systems [4] Group 4: Supply Chain Development - The company has established long-term stable partnerships with major gas turbine manufacturers such as Siemens, Baker Hughes, and Kawasaki Heavy Industries [5] - A diversified gas turbine supply system is being built to enhance supply chain resilience and provide integrated power solutions [5] Group 5: On-Site Visit Insights - The site visit included an introduction to the geographical location, layout, and functional planning of the company’s facilities, showcasing high-end equipment manufacturing and natural gas industry parks [6] - Key equipment such as fracturing equipment, cementing equipment, and gas turbine generator sets were presented, along with explanations of their components and operational principles [6]

Group 1 - The core viewpoint of the article is the strategic partnership between Jerry Holdings (杰瑞股份) and Hysun Holdings (惠生控股), focusing on collaboration in the fields of marine equipment localization, land oil and gas engineering synergy, and joint market development [1] Group 2 - The partnership aims to explore potential cooperation opportunities to enhance complementary advantages [1] - The collaboration is expected to create a more resilient and efficient cooperation model [1]

2026年1月27日至31日，山东省第十四届人民代表大会第四次会议在济南召开。本次会议上，山东省人大代表，烟台杰瑞石油服务集团股份有限公司董事长 李慧涛提交了《关于依托核电产业优势优化工业电价机制 赋能山东高质量发展的建议》。 李慧涛认为，山东作为经济大省、能源消费大省，已成功构建以核能、风电、光伏为主的多元清洁能源体系，核电装机规模位居全国前列，具备显著的低成 本发电优势。然而，山东省内高耗能企业仍面临工业电价偏高压力，甚至出现因电价竞争力不足导致产业外流的风险。 为此，李慧涛建议，山东要推动核电以更具竞争力的价格参与电力市场化交易，建立面向高耗能企业的直供机制，并将核电纳入绿电交易体系，从而把核电 的低成本优势切实转化为山东工业的竞争优势，为全省高质量发展注入稳定、绿色的能源动力。 核电大省的电价困境 李慧涛表示，近年来，山东通过系统性改革推动，在能源结构转型方面取得了显著成效，构建起以光伏、风电、核能为主体的多元清洁能源体系，煤电消费 占比较历史峰值大幅下降，彻底扭转了"一煤独大"的传统能源结构。 山东具备核能发展得天独厚的资源优势，海岸线超3000公里，优质的沿海地质水文条件满足规模化核能项目的建设条 ...