Core Insights - Over 80% of stocks researched by institutions achieved positive returns, with Hai Xin Food gaining 45.4% and Tongyu Communication rising by 39.1% [1] - Popular stocks under research included Jereh Petroleum Equipment, which received attention from over 168 institutions, and Fule New Materials, which was researched by 106 institutions [3][4] Jereh Petroleum Equipment - Jereh Petroleum Equipment received 168 institutional visits due to numerous oil and gas engineering orders, leading to a stock price surge [5] - The company has developed a comprehensive gas power generation product system, including gas turbine generator sets and energy storage devices, catering to various applications [7] - Jereh has secured over $100 million in sales orders for generator sets for North American data centers, highlighting its competitive edge in reliability and responsiveness [7] Fule New Materials - Fule New Materials launched its third-generation electronic skin, integrating flexible materials, chips, algorithms, and large models, attracting significant institutional interest [9] - The company has transitioned from a material supplier to a smart sensing solution provider, achieving breakthroughs in tactile sensing technology [11] - Fule's electronic skin addresses the limitations of robotic touch, enhancing the interaction capabilities of humanoid robots [11] Century Huatong and Kaiying Network - Century Huatong was researched by 96 institutions, focusing on its outlook for the gaming industry and core competitiveness [12] - The company emphasizes the importance of gaming in driving technological advancements, particularly in AI [12] - Kaiying Network received attention from 87 institutions, with investors inquiring about its strategic investment in Century Huatong and its impact on financial statements [13][14] - Kaiying Network plans to retain its shares in Century Huatong for strategic collaboration, enhancing market competitiveness [14]

以下文章来源于e公司 ，作者证券时报 聂英好 消息面上，由于今年斩获众多油气工程类订单，杰瑞股份上周接受168家机构调研。机构重点关注杰瑞股份燃气发电业务整体情况以及公司在发电业务领域的优势。 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 上周（11月24日—11月28日）机构调研热度继续维持高位，截至11月28日19时，共有254家上市公司披露机构投资者调研记录。 从赚钱效应来看，超八成机构调研股实现正收益，其中海欣食品周内实现3连板，涨幅达45.4%；通宇通讯周内实现2连板，涨幅为39.1%；莱斯信息、金银河、斯菱股 份涨超20%。 热门调研标的方面，上周杰瑞股份、福莱新材接受百家以上机构调研；世纪华通、纳科诺尔、恺英网络等公司接受80家以上机构调研。 杰瑞股份接待168家机构 11月28日，杰瑞股份（002353）"一"字涨停。 世纪华通董事长介绍，在PC的早期发展中，图像处理能力推动了PC的进一步发展，游戏就 ...

Core Insights - The overall institutional research activity remains high, with nearly 300 listed companies disclosing investor research records in the past week [1] - Foreign institutions, particularly Point72 Asset Management, have been actively researching A-share companies, indicating strong interest in the market [1][8] - Despite recent adjustments in the technology sector, hard technology fields like electronic components and integrated circuits continue to attract significant institutional research [1][17] Institutional Research Activity - In November, nearly 1,500 companies were researched by institutions, with Luxshare Precision being the most popular, attracting 600 research institutions [3][5] - The top ten companies by the number of research institutions in November include: - Luxshare Precision: 600 - Huichuan Technology: 353 - BeiGene: 202 - Jerry Holdings: 183 - Ninebot: 179 - Anji Technology: 174 - Zhongkong Technology: 166 - Orbbec: 165 - Tongyu Communication: 144 - Rongbai Technology: 137 [5] Recent Research Trends - In the past week, Jerry Holdings had the highest number of research institutions, reaching 168 [7] - The top ten companies by research institution count in the past week include: - Jerry Holdings: 168 - Fule New Materials: 106 - Century Huatong: 96 - Nacono: 91 - Kaiying Network: 87 - Slin Technology: 50 - Weili Transmission: 46 - Caise Information: 44 - LiuGong: 43 - Orbbec: 42 [7] Foreign Institutional Interest - Point72 Asset Management has been particularly active, conducting 15 research sessions, focusing on stocks like NuoPin, Longtu, and Ninebot [10] - Other foreign institutions such as IGWT Investment and Neuberger Berman have also shown interest in various A-share companies [10] Fund Company Research Activity - Fund companies have maintained high research activity, with Bosera Fund and Huaxia Fund conducting over 90 research sessions each in November [11] - The top ten fund companies by research activity include: - Bosera Fund: 98 sessions - Huaxia Fund: 95 sessions - Guotai Fund: 89 sessions - Southern Fund: 77 sessions - CMB Fund: 75 sessions [12] Sector Focus - The technology sector, particularly electronic components and integrated circuits, is viewed as a long-term mainstay in the A-share market despite recent market style shifts from growth to value [1][17] - Analysts suggest focusing on sectors like AI, innovative drugs, energy storage, and solid-state batteries, which are entering a favorable cycle [17]

杰瑞股份（002353.SZ）11月29日在投资者互动平台表示，公司在美国杰瑞原有厂房的基础上进行产能 扩建，逐步实现研、产、供、销、服全产业链职能布局。美国杰瑞现已具备电驱/涡轮压裂成套设备、 燃气轮机发电设备等多种类设备总装配的生产能力，有效满足北美地区的生产需求。 （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：2024年7月，杰瑞明确表示美国休斯顿厂区在扩产中， 这里扩张的产能是天然气设备，还是成套发电装备？这些产能是否在2026年落地释放？ ...

杰瑞股份（002353.SZ）11月29日在投资者互动平台表示，公司目前包括EPC项目在内的各领域生产经 营均在有序进行中，也陆续有新订单签约，其中包括公司在北美数据中心供电领域取得的合同金额突破 1亿美元的发电机组销售订单。阿尔及利亚国油增压站项目进展请您以公司公告为准。 每经AI快讯，有投资者在投资者互动平台提问：1. 公司11月份有接到新订单吗？2. 阿尔及利亚项目双 方签约了吗？3. 公司EPC业务11月份有雇佣到足够人力执行吗？ （记者 胡玲） ...

转自：证券时报 热门调研标的方面，本周杰瑞股份、福莱新材接受百家以上机构调研；世纪华通、纳科诺尔、恺英网络 等公司接受80家以上机构调研。 人民财讯11月29日电，本周（11月24日—11月28日）机构调研热度继续维持高位，截至11月28日19时， 共有254家上市公司披露机构投资者调研记录。从赚钱效应来看，超八成机构调研股实现正收益，其中 海欣食品周内实现3连板，涨幅达45.4%；通宇通讯周内实现2连板，涨幅为39.1%；莱斯信息、金银 河、斯菱股份涨超20%。 ...

Core Insights - Institutional research activity remains high, with 254 listed companies disclosing investor research records this week, and over 80% of these companies achieved positive returns [1] - Notable performers include Hai Xin Food with a 45.4% increase, Tongyu Communication with a 39.1% increase, and several others exceeding 20% [1] Group 1: Jerry Holdings - Jerry Holdings received attention from 168 institutions this week, focusing on its gas power generation business and competitive advantages in the field [2] - The company has developed a comprehensive product system for gas power generation, including gas turbine generator sets and energy storage equipment, and has secured over $100 million in sales orders for data center generator sets in North America [2] - Jerry Holdings aims to expand its application areas and secure new orders to meet diverse global energy demands [2] Group 2: Fule New Materials - Fule New Materials attracted 106 institutional inquiries regarding its third-generation electronic skin, which integrates flexible materials, chips, algorithms, and large models [3] - The company has transitioned from a material supplier to a provider of intelligent sensing solutions, achieving significant advancements in tactile sensing technology [3][4] - The third-generation system features ultra-high resolution and advanced algorithms that enable it to interpret tactile information intelligently [3] Group 3: Century Huatong and Kaiying Network - Century Huatong received inquiries from 96 institutions, with a focus on its outlook for the gaming industry and core competitiveness [5] - The company emphasizes the importance of gaming in driving technological advancements and aims to connect a broader digital world through its products [5][6] - Kaiying Network engaged with 87 institutions, discussing its strategic investment in Century Huatong and the financial implications of its stock holdings [6] - The company plans to maintain its investment in Century Huatong to enhance collaboration in IP and brand development, without short-term plans to sell its shares [6]

Core Insights - Jerry Holdings has officially entered the U.S. data center gas turbine business by signing a sales contract worth over $100 million with a global AI industry giant [1] - The company has established strategic partnerships with Baker Hughes and Siemens in the gas turbine sector, positioning itself to benefit from the increasing demand for gas turbines [1] - The global gas turbine orders are projected to rise from 58 GW in 2024 to 71 GW in 2025, indicating a growing market opportunity for the company [1] Group 1: Business Developments - Jerry Holdings has capabilities to service critical aspects of data center power systems, including small modular reactor (SMR) power supply, rapid gas turbine power supply, and comprehensive lifecycle services for data centers [2] - The company has developed a highly integrated, modular, and intelligent gas power generation product system based on proprietary technology, which offers extensive application prospects [2] - The customized power support solutions can cater to both distributed edge computing nodes and large supercomputing centers for AI training and real-time data processing [2] Group 2: Financial Performance - In the first half of 2025, the high-end equipment manufacturing segment generated revenue of 4.224 billion yuan, reflecting a year-on-year growth of 22.42% [2] - The oil service business reported revenue of 2.069 billion yuan in the same period, with an impressive year-on-year growth of 88.14% and a gross margin increase of 6.62 percentage points [2] - The company has made significant inroads into the North African oil service market, with a project bid in Algeria amounting to 6.126 billion yuan [2] Group 3: Investment Outlook - The projected net profits attributable to the parent company for 2025-2027 are estimated at 3.027 billion yuan, 3.659 billion yuan, and 4.247 billion yuan respectively, leading to a "recommended" rating for the stock [3]

Investment Rating - The investment rating for the company is "Accumulate" with a target price of 61.15 CNY [5]. Core Insights - The company is intensifying its efforts in the power generation business and seizing opportunities from global digitalization, having secured over 100 million USD in orders in the North American data center market [2][11]. - The company has a robust order backlog, with significant growth in its natural gas business and accelerated capacity construction to ensure delivery [11]. Financial Summary - Total revenue is projected to grow from 13,912 million CNY in 2023 to 25,259 million CNY by 2027, reflecting a compound annual growth rate (CAGR) of approximately 20% [3][12]. - Net profit attributable to the parent company is expected to increase from 2,454 million CNY in 2023 to 4,810 million CNY in 2027, with a CAGR of about 21.1% [3][12]. - Earnings per share (EPS) is forecasted to rise from 2.40 CNY in 2023 to 4.70 CNY in 2027 [3][12]. - The company maintains a healthy return on equity (ROE) projected to reach 16.4% by 2027 [3][12]. Market Position and Strategy - The company has made significant inroads into the North American data center market, marking a key business breakthrough with a major contract [11]. - It is enhancing its integrated capabilities in data centers, focusing on areas such as small modular reactors (SMR) power supply and gas turbine rapid power supply [11]. - The company is also advancing its self-developed gas turbine generator sets, which are expected to provide stable and reliable power solutions [11]. Valuation Metrics - The current price of the stock is 51.30 CNY, with a 52-week price range of 28.33 CNY to 57.45 CNY [6]. - The company’s market capitalization stands at 52,524 million CNY [6]. - The price-to-earnings (P/E) ratio is projected to decrease from 21.40 in 2023 to 10.92 by 2027, indicating an attractive valuation as earnings grow [3][12].

11月27日晚间，杰瑞股份(002353.SZ)披露的投资者关系活动记录表显示，该公司近日签署北美数据中心发电机组销售合同，合同金额超1亿美元。 该公司表示，这一订单标志着其模块化、智能化发电解决方案成功进入北美高端电力市场。 智通财经见习记者｜蒋习 随着海外数据中心不断建设，对高功率柴油发电机的需求激增。 该公司一内部人士对智通财经表示，此为杰瑞股份在北美数据中心领域的首个发电机订单。据其透露，为拓展发电业务，杰瑞股份目前成立了独立公司，布 局数据中心细分领域。 杰瑞股份成立于1999年，于2010年在深交所上市。该公司原以油气装备为主业，近年来持续拓展电力装备板块。 海外厂商的交付瓶颈，为中国发电机组企业提供了切入全球市场的战略窗口。 中国内燃机工业协会数据显示，2025年1-10月内燃机行业出口总额达232.14亿美元，同比增长11.33%。其中，发电机组出口54.36亿美元，同比增长25.96%。 目前，杰瑞股份产品线包括燃气轮机发电机组、往复式内燃机发电组、储能设备及变频设备等，应用于石油天然气开发、调峰发电、应急发电、工业发电及 数据中心等场景。 截至11月28日收盘，杰瑞股份触及涨停，股价报收5 ...