Core Insights - The company, Jerry Holdings (002353), reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 6.901 billion yuan, representing a year-on-year growth of 39.21% [1] - The net profit attributable to shareholders was 1.241 billion yuan, showing a year-on-year increase of 14.04% [1] - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares (including tax) to all shareholders [1]

Core Insights - Jerry Holdings (002353.SZ) reported a significant increase in revenue and net profit for the first half of 2025, indicating strong financial performance [1] Financial Performance - The company achieved operating revenue of 6.901 billion yuan, representing a year-on-year growth of 39.21% [1] - The net profit attributable to shareholders reached 1.241 billion yuan, with a year-on-year increase of 14.04% [1] Dividend Announcement - The company proposed a cash dividend of 1.5 yuan per 10 shares (tax included), with no plans for capital reserve transfer to increase share capital [1]

烟台杰瑞石油服务集团股份有限公司 2025 年半年度报告 2025 年 8 月 1 烟台杰瑞石油服务集团股份有限公司 2025 年半年度报告全文 烟台杰瑞石油服务集团股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实、准 确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责任。 公司负责人李慧涛、主管会计工作负责人崔玲玲及会计机构负责人(会计主管人员)陈 伶俐声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告如有涉及未来计划等前瞻性陈述，能否实现存在一定的不确定性，不构 成公司对投资者的实质承诺，投资者及相关人士均应对此保持足够的风险认识，并且应当 理解计划、预测与承诺之间的差异。请投资者注意投资风险。 1、原油天然气价格波动加剧的风险； 2、市场竞争加剧及收款的风险； 3、低碳能源转型对行业发展的风险； 4、国际化经营风险； 5、公司产业部分转型失败的风险。 详细内容见本报告"第三节、十、公司面临的风险和应对措施"的相关说明。敬请广 ...

Investment Rating - The report maintains a "Buy" rating for the company [13]. Core Views - As a leading private oil service company in China, the company is expected to continue demonstrating its competitive advantages with the deepening of domestic exploration and development, as well as the upcoming replacement demand for equipment in North America. The company has established a comprehensive technology matrix covering all aspects of the natural gas industry, and with the rapid development of the natural gas industry chain in regions like the Middle East, it is anticipated that the company will open a second growth curve through international expansion. The projected EPS for 2025, 2026, and 2027 are 2.99 CNY, 3.52 CNY, and 4.09 CNY, respectively, corresponding to PE ratios of 13.48X, 11.42X, and 9.84X based on the closing price on August 5, 2025 [3][11]. Summary by Sections New Opportunities in Natural Gas - The Middle East is experiencing a strong supply and demand for natural gas, creating new opportunities for oil service companies to expand internationally. The region has significant potential for production increases, with a robust development trend in LNG projects driven by natural gas production policies. The energy investment in the Middle East is expected to continue rising, with a projected compound annual growth rate of 7.8% in the oil service market until 2029 [6][51][55]. Domestic Natural Gas Market Demand - Under the dual carbon goals and urbanization, domestic demand for natural gas is on the rise. The government is emphasizing the construction of gas storage facilities, which is accelerating. The company has successfully signed large orders for domestic natural gas compressors, deepening its application in the gas storage sector [7][59]. Full Industry Chain and Technological Advantages - The company has a comprehensive business support system that spans upstream, midstream, and downstream operations in the natural gas sector. It is the first oil service company in China to obtain API Spec Q2 certification, which enhances its ability to expand into the Middle East and other overseas markets. With the rapid development of the oil and gas market in the Middle East, the company is expected to achieve breakthroughs in multiple regions and full-cycle projects [8][11]. Domestic Industry Resilience - The increasing reliance on foreign oil and gas necessitates a comprehensive energy security guarantee system. Since 2017, major state-owned oil companies have significantly increased capital expenditures, particularly in exploration and development. The "increase reserves and production" policy is a top priority, ensuring robust domestic business growth for the company [9]. New Equipment and Market Opportunities in the U.S. - The U.S. market is facing a peak period for the replacement of existing fracturing equipment, with a significant portion currently being diesel-driven. The company has established a leading technological advantage in high-end fracturing equipment and is expected to gradually expand into the substantial replacement market in the U.S. through new products like electric-driven fracturing equipment [10][11].

Core Viewpoint - The company is leveraging the growth opportunities in the North American energy market, particularly in natural gas equipment and services, due to recent energy export agreements among major economies [2]. Group 1: Company Strategy and Operations - The company has been deeply engaged in the North American market for many years, achieving sales of electric-driven fracturing equipment, cementing equipment, coiled tubing equipment, and liquid nitrogen pumping equipment [2]. - The company has established production capabilities for related equipment assembly in the U.S., effectively meeting local market demands [2]. - The company is actively expanding its aftermarket services for high-end equipment components [2]. Group 2: Market Dynamics - The company is closely monitoring market trends to seize order opportunities arising from the growth in U.S. energy exports [2].

杰瑞股份（SZ 002353，最新价：39.26元）8月1日晚间发布公告称，截至2025年7月31日，公司通过股 份回购专用证券账户以集中竞价方式累计回购公司股份约309万股，占公司总股本的0.3%，购买股份的 最高成交价为38.65元/股，最低成交价为33.67元/股，成交金额约1.06亿元。 2024年1至12月份，杰瑞股份的营业收入构成为：油气行业占比96.53%，新能源及再生行业占比 3.47%。 （文章来源：每日经济新闻） ...

证券日报网讯8月1日晚间，杰瑞股份（002353）发布公告称，截至2025年7月31日，公司通过股份回购 专用证券账户以集中竞价方式累计回购公司股份3，087，500股，占公司总股本的0.30%。 ...

格隆汇8月1日丨杰瑞股份(002353.SZ)公布，截至2025年7月31日，公司通过股份回购专用证券账户以集 中竞价方式累计回购公司股份3,087,500股，占公司总股本的0.30%，购买股份的最高成交价为38.65元/ 股，最低成交价为33.67元/股，成交金额106,229,502.54元（不含交易费用）。 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2025-058 烟台杰瑞石油服务集团股份有限公司 关于回购股份情况进展的公告 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。 重要提示： 二、其他说明 公司本次回购股份的时间、回购股份价格及集中竞价交易的委托时段符合《深圳证券交 易所上市公司自律监管指引第 9 号——回购股份》第十七条、第十八条的相关规定。 1、公司未在下列期间回购公司股份： （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项发生之日或 者在决策过程中，至依法披露之日内； （2）中国证监会和深圳证券交易所规定的其他情形。 2、公司以集中竞价交易方式回购股份符合下列要求： 烟台杰瑞石油服务集团股份有限公司（以下简称"公司"或"杰瑞股份"）于 2025 年 4 月 23 日召开第六届董事会第二十三次会议审议通过了《关于 2025 年度回购股份方案的议 案》。公司拟使用公司自筹资金及股票回购专项贷款，以集中竞价交易方式回购公司发行的 人民币普通股（A 股），用于股权激励或者员工持股计划，资金总额不低于人民币 15,000 万 元 ...

机构评级来看，近一个月该股获3家机构买入评级。预计目标价最高的是中金公司，7月11日中金公司发 布的研报给予公司目标价45.00元。（数据宝） 证券时报•数据宝统计，截至发稿，杰瑞股份收盘价为38.68元，下跌0.64%，本期筹码集中以来股价累 计下跌0.51%。具体到各交易日，4次上涨，6次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入26.87亿元，同比增长26.07%，实现净利润 4.66亿元，同比增长24.04%，基本每股收益为0.4600元，加权平均净资产收益率2.17%。 （原标题：杰瑞股份最新股东户数环比下降6.14% 筹码趋向集中） 杰瑞股份8月1日披露，截至7月31日公司股东户数为24425户，较上期（7月20日）减少1598户，环比降 幅为6.14%。这已是该公司股东户数连续第2期下降。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...