证券代码：002353 证券简称：杰瑞股份 公告编号：2025-071 烟台杰瑞石油服务集团股份有限公司 第六届监事会第二十四次会议决议公告 本公司及监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。 2025 年 10 月 10 日，烟台杰瑞石油服务集团股份有限公司（以下简称"公司"）第六 届监事会第二十四次会议在公司五楼会议室以现场方式召开。会议通知已于 2025 年 10 月 6 日通过专人送达、邮件方式送达给监事，会议应到监事 3 人，实到监事 3 人。会议召开符合 《公司法》及《公司章程》的规定。会议由监事会主席史海宁先生召集并主持，全体监事经 过审议，以记名投票方式审议通过了： 一、审议并通过《关于修订<公司章程>的议案》 表决情况：3 票同意，0 票反对，0 票弃权。 根据《中华人民共和国公司法》《关于新<公司法>配套制度规则实施相关过渡期安排》 《上市公司章程指引》《深圳证券交易所股票上市规则》等相关法律法规，公司对《公司章 程》进行修订。 本议案尚需提交公司股东会以特别决议审议。 修 订 后 的 《 公 司 章 程 》 及 《 公 司 章 程 修 正 案 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2025-070 烟台杰瑞石油服务集团股份有限公司 第六届董事会第二十七次会议决议公告 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。 2025 年 10 月 10 日，烟台杰瑞石油服务集团股份有限公司（以下简称"公司"）第六届 董事会第二十七次会议在公司五楼会议室以现场与电子通信相结合的方式召开。会议通知已 于 2025 年 10 月 6 日通过专人送达、邮件方式送达给董事、监事和高级管理人员，会议应到 董事 9 人，实到董事 9 人，其中董事王坤晓先生、王燕涛先生因公出差以电子通信方式出席， 监事、高管列席会议。会议召开符合《公司法》及《公司章程》的规定。会议由董事长李慧 涛先生召集并主持，全体董事经过审议，以记名投票方式审议通过了： 一、审议并通过《关于修订<公司章程>的议案》 表决情况：9 票同意，0 票反对，0 票弃权。 根据《中华人民共和国公司法》《关于新<公司法>配套制度规则实施相关过渡期安排》 《上市公司章程指引》《深圳证券交易所股票上市规则》等相关法律法规，公司对《公司章 程》进行修订。 ...

Core Points - Yantai Jereh Petroleum Service Group Co., Ltd. announced progress on its share repurchase plan, which was approved by the board on April 23, 2025, with a total fund of no less than 150 million yuan and no more than 250 million yuan for repurchasing shares at a price not exceeding 49 yuan per share [1][2] - The repurchase price was adjusted to a maximum of 48.31 yuan per share after the annual equity distribution on May 23, 2025, and further adjusted to a maximum of 48.16 yuan per share after the semi-annual equity distribution on September 24, 2025 [1][2] Summary by Sections Share Repurchase Plan - The company plans to use self-raised funds and a special loan for share repurchase, targeting A-shares for employee stock ownership plans [1] - The repurchase will occur within 12 months from the board's approval date [1] Repurchase Progress - As of September 30, 2025, the company has repurchased a total of 3.0875 million shares, accounting for 0.30% of the total share capital [2] - The highest transaction price was 38.65 yuan per share, while the lowest was 33.67 yuan per share, with a total transaction amount of approximately 106.23 million yuan [2] - The company has adhered to regulations and has not repurchased shares during prohibited periods, ensuring compliance with the established repurchase plan [2]

Core Viewpoint - Jerry Holdings (002353.SZ) announced a share buyback program, indicating a commitment to returning value to shareholders through the repurchase of shares [1] Summary by Categories Share Buyback Details - As of September 30, 2025, the company has repurchased a total of 3.0875 million shares, which represents 0.30% of the total share capital [1] - The highest transaction price for the repurchased shares was 38.65 CNY per share, while the lowest was 33.67 CNY per share [1] - The total amount spent on the share buyback reached 106 million CNY, excluding transaction fees [1]

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（含）且不超过人民币 25,000 万元，回购价格不超过 49.00 元/股，实施期限为自公司 董事会审议通过回购方案之日起12个月内。因公司在回购期间实施了2024年年度权益分派， 自股价除权、除息之日（即 2025 年 5 月 23 日）起，公司本次回购价格由不超过 49.00 元/ 股（含）调整为不超过 48.31 元/股（含）。因公司在回购期间实施了 2025 年半年度权益分 派，自股价除权、除息之日（即 2025 年 9 月 24 日）起，公司本次回购价格由不超过 48.31 元/股（含）调整为不超过 48.16 元/股（含）。具体情况详见公司披露于巨潮资讯网的 2025-032、2025-039、2025-067 号公告。 根据《深圳证券交易所上市 ...

Core Viewpoint - The Energy ETF (159930) opened with a decline of 2.27%, indicating a negative market sentiment towards energy stocks [1] Group 1: ETF Performance - The Energy ETF (159930) opened at 1.333 yuan, reflecting a drop in value [1] - Since its establishment on August 23, 2013, the fund has achieved a return of 37.76% [1] - The fund's performance over the past month shows a return of 3.11% [1] Group 2: Major Holdings Performance - Major holdings in the Energy ETF experienced declines, including: - China Shenhua down 0.78% - China Petroleum down 1.69% - China Petrochemical down 1.30% - Shaanxi Coal and Chemical Industry down 1.79% - China National Offshore Oil Corporation down 1.64% - Yanzhou Coal Mining down 2.28% - Jereh Group down 3.94% - China Coal Energy down 1.68% - Shanxi Coking Coal down 2.60% - Meijin Energy down 2.82% [1] Group 3: Management Information - The Energy ETF is managed by Huatai-PineBridge Fund Management Co., Ltd. [1] - The fund managers are Dong Jin and Sun Hao [1]

Investment Rating - The report maintains a "Recommended" investment rating for the mechanical equipment industry [3] Core Viewpoints - The mechanical equipment industry is entering the "AI Era," which will create significant investment opportunities centered around AI infrastructure and AI empowerment [4][15] - The report highlights the historical performance of the mechanical equipment sector during previous five-year plans, indicating that each era has distinct characteristics that influence investment opportunities [6][10] Summary by Sections 1. Review of Five-Year Plans - The mechanical equipment industry has shown varying performance across the past four five-year plans, with significant growth during the Eleventh Five-Year Plan (642% increase) and a decline during the Thirteenth Five-Year Plan (-21% decrease) [6][7] - The industry ranked second among 28 sectors during the Eleventh Five-Year Plan and seventh during the Fourteenth Five-Year Plan, reflecting its evolving significance [7][8] 2. AI Infrastructure: Driving Demand for PCB Equipment, AIDC, Liquid Cooling, and Semiconductor Equipment - The AI computing revolution is expected to drive structural growth in PCB demand, with a projected annual growth rate of 16.3% for AI server-related HDI from 2023 to 2028 [19] - The report anticipates that the global PCB market will reach $73.565 billion in 2024, with a 5.8% year-on-year increase, and $94.661 billion by 2029 [19] - AI servers significantly increase the unit value of PCBs, with a single AI server PCB valued at $500-$800, compared to $200-$300 for traditional servers [20] - The report identifies challenges in capacity expansion, including long delivery times for high-end equipment and complex process validations [21] 3. AI Empowerment: The Rise of Embodied Intelligent Robots - The report discusses the practical applications of embodied intelligent robots in industrial logistics, elderly care, and specialized environments, emphasizing their potential to improve efficiency and safety [4][15] - It highlights the importance of technical feasibility and cost-effectiveness in the deployment of these robots [4] 4. Investment Recommendations - The report suggests focusing on AI infrastructure and AI empowerment as key investment directions for the mechanical equipment industry during the Fifteenth Five-Year Plan [4][15] - Specific recommendations include AI PCB equipment, AIDC power generation equipment, liquid cooling solutions, and semiconductor equipment [4][15] 5. Related Listed Companies - The report provides insights into key companies in the PCB equipment sector, such as Dazhu CNC, Chipbond Technology, and Dongwei Technology, highlighting their market performance and technological advancements [40][41]

Core Viewpoint - The local manufacturing industry in Yantai is showcasing its strength through significant sponsorship of local sports events, particularly the Shandong Qilu Football Super League matches, highlighting the community's support for sports and the economy [1][3][9]. Sponsorship and Support - Over 40 local enterprises have contributed nearly 10 million yuan in sponsorship funds and materials, setting a new record for football event sponsorship in Yantai [3][5]. - The sponsorship structure includes 10 senior sponsors, 11 intermediate sponsors, 10 junior sponsors, and 11 ordinary sponsors, reflecting strong local business support for sports [3][5]. - Notable sponsors include Yantai Bank as the main sponsor, along with leading companies such as Nanshan Holdings, Penglai Pavilion Scenic Area, and Wanhua Chemical [3][5][6]. Industry Representation - The sponsors represent a wide array of industries, including chemical materials, intelligent manufacturing, and emerging commercial aerospace, showcasing the diversity and strength of Yantai's manufacturing sector [5][6]. - Yantai Bank's strategic partnership with the local sports bureau aims to leverage financial innovation to address challenges in sports development, indicating a commitment to community engagement [5][6]. Economic Impact - Yantai has cultivated a robust manufacturing ecosystem, with 136 national specialized small giants and 24 single champions, ranking among the top three in the province [8]. - The city's advanced manufacturing sector is projected to grow, with significant projects like Yulong Island Refining and Weichai Fudi New Energy contributing to a complete industrial chain from basic materials to high-end equipment [9]. - The local economy's resilience is demonstrated by a 12.6% year-on-year growth in six major industries, which account for 83.2% of the industrial output [9].

Core Viewpoint - Jerry Co., Ltd. has seen its stock price rise by 1.34%, reaching a new high of 57.27 CNY per share, with a total market capitalization exceeding 58.636 billion CNY and a trading volume of 47.3124 million CNY [2] Summary by Category - **Stock Performance** - The stock price of Jerry Co., Ltd. increased by 1.34% [2] - The current stock price is 57.27 CNY per share, marking a new high [2] - **Market Capitalization** - The total market capitalization of Jerry Co., Ltd. has surpassed 58.636 billion CNY [2] - **Trading Volume** - The trading volume reached 47.3124 million CNY [2]

Summary of Conference Call on Oil Service Equipment Industry Overview - The conference call focuses on the oil service equipment industry, specifically highlighting the companies **Jereh** and **Neway** as key players in this sector [1][2]. Key Insights and Arguments - **Performance of Jereh and Neway**: Both companies have shown outstanding performance, with market capitalizations exceeding 30 billion yuan and profits of approximately 3 billion yuan for Jereh and 1.5 billion yuan for Neway. Their current price-to-earnings ratios are 12x and 15x respectively, indicating strong earnings elasticity [1][2]. - **China-Middle East Relations**: The close relationship between China and Middle Eastern countries benefits Chinese companies in engineering machinery, mining, and oil service equipment sectors. China is transitioning from a financial investor to a project contractor and shareholder, deepening cooperation with Middle Eastern nations [1][4]. - **Energy Supply-Demand Mismatch**: The Middle East faces challenges due to a mismatch in fossil energy supply and demand, exacerbated by the rise of electric vehicles reducing oil demand. The region aims to maintain high oil prices by reducing oil supply while increasing natural gas extraction, creating market opportunities for Chinese natural gas equipment exports [1][5]. - **Long-term Energy Strategy**: In the medium to long term, the Middle East plans to decrease oil extraction to stabilize oil prices and increase natural gas production to meet domestic electricity needs. The cost of natural gas for domestic use is significantly lower than LNG exports, allowing for better supply-demand balance and sustained high income [6][7]. - **Gas Turbine Market Demand**: The global gas turbine market is expected to grow by 30% in 2025, with significant demand concentrated in North America and the Middle East. The U.S. market is projected to grow by 147%, while the Middle East is expected to see a 200% increase, primarily driven by data center applications [8]. Additional Important Points - **Investment in AI Data Centers**: Middle Eastern countries, particularly Saudi Arabia and the UAE, are investing heavily in AI data centers, purchasing significant quantities of high-end chips to transform into high-tech and service-oriented economies [3][10]. - **Challenges in Energy Development**: The Middle East faces challenges such as water scarcity and a singular energy structure reliant on oil and gas. The region is focusing on increasing natural gas capital expenditure to reduce oil-fired power generation and stabilize oil prices [9]. - **Opportunities for Chinese Companies**: Companies like Jereh and Neway are positioned to capitalize on opportunities in the Middle East, with expectations of increased participation in project contracting and integrated service solutions [13]. - **Future Prospects for Jereh and Neway**: Both companies are expected to benefit from China's growing strength and improved relations with the Middle East. Their low valuations suggest significant investment potential, with Jereh at 12x and Neway at 15x by 2026 [18][19]. This summary encapsulates the critical insights from the conference call, emphasizing the strategic positioning of Jereh and Neway within the evolving landscape of the oil service equipment industry and the broader implications of geopolitical and market dynamics.