Group 1 - The company, Jereh, responded to investor inquiries on October 17, indicating that performance details can be found in the company's periodic reports [2]

Core Viewpoint - The company has developed its own gas turbine generator sets and is capable of providing stable and reliable power solutions to customers [2] Group 1: Company Development - The company has independently developed a 35MW mobile gas turbine generator set and a 6MW mobile gas turbine generator set [2] - The company has implemented reasonable capacity planning this year, ensuring continuous product delivery [2] - The company's related business operations are normal and orderly [2] Group 2: Market Demand - The company is capable of meeting customer demand with its current production capacity [2]

Core Viewpoint - Jerry Holdings has shown a stable performance in terms of stock trading and financial metrics, with significant growth in revenue and net profit year-on-year, indicating a positive outlook for the company [1][2]. Financing Summary - On October 16, Jerry Holdings had a financing buy-in amount of 20.96 million yuan, with a net buy of 588,700 yuan, while the total financing balance reached 300 million yuan [1]. - The current financing balance of 290 million yuan accounts for 0.53% of the circulating market value, which is below the 50th percentile level over the past year, indicating a low financing level [1]. - In terms of securities lending, 900 shares were repaid, and 2,800 shares were sold on October 16, with a selling amount of 149,300 yuan, while the securities lending balance was 10.55 million yuan, exceeding the 90th percentile level over the past year, indicating a high level [1]. Financial Performance - For the first half of 2025, Jerry Holdings achieved an operating income of 6.901 billion yuan, representing a year-on-year growth of 39.21%, and a net profit attributable to shareholders of 1.241 billion yuan, with a year-on-year increase of 14.04% [2]. Shareholder Information - As of October 10, the number of shareholders of Jerry Holdings increased to 22,800, with an average of 30,366 circulating shares per person, which is a decrease of 0.53% from the previous period [2]. - Cumulatively, Jerry Holdings has distributed 3.299 billion yuan in dividends since its A-share listing, with 1.819 billion yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 57.1137 million shares, an increase of 5.5976 million shares from the previous period [3]. - The fifth largest circulating shareholder is the Fu Guo Tian Hui Growth Mixed Fund, holding 15 million shares, unchanged from the previous period, while the sixth largest is the Southern CSI 500 ETF, holding 9.1212 million shares, an increase of 1.2286 million shares [3].

Core Viewpoint - The overall decline in international oil prices this year has pressured the performance of oil and gas extraction and refining sectors, while the oil service equipment sector has shown resilience, with several Chinese oil service companies securing substantial contracts in the Middle East [1] Group 1: Market Performance - International oil prices have been on a downward trend this year, impacting the performance of oil and gas extraction and refining sectors [1] - Despite the overall market pressure, the oil service equipment sector has thrived, with Chinese companies winning nearly 10 billion yuan in contracts in the Middle East [1] Group 2: Major Contracts and Achievements - China National Petroleum Engineering (600339.SH) has emerged as a major winner in the Middle East, securing a contract worth $2.524 billion (approximately 18.032 billion yuan) for a seawater pipeline project in Iraq [2] - CNOOC Engineering (600583.SH) won a contract worth approximately $4 billion (about 28.5 billion yuan) for a project in Qatar [2] - Other companies like Jereh (002353.SZ) and Sinopec Oilfield Service (600871.SH) have also reported significant contracts, with Jereh securing a project worth $920 million (approximately 6.555 billion yuan) in Abu Dhabi [3] Group 3: Market Dynamics and Opportunities - The increase in contracts for Chinese oil service companies in the Middle East is attributed to the rising oil extraction activity in the region, supported by OPEC+ increasing production [3] - The Middle East remains a key market for oil exports, with OPEC members consistently increasing supply to the global market [3] Group 4: Strategic Shifts and Long-term Impact - Chinese oil service companies are transitioning from subcontractors to main contractors in the Middle East, with a focus on full-chain contracting models like EPC and EPSCC [5] - The long contract durations, typically spanning 4-5 years, provide stable revenue support for these companies [5] - Companies like Jereh are establishing local production bases to enhance service delivery and capitalize on regional advantages [5] Group 5: Financial Performance - Jereh reported a revenue of 6.901 billion yuan in the first half of the year, a year-on-year increase of 39.21%, with overseas market revenue growing over 38% [6] - Sinopec Oilfield Service achieved its best contract signing performance since the 13th Five-Year Plan, with new contracts totaling 63.67 billion yuan, a 3.2% increase year-on-year [6]

Core Viewpoint - The oil service sector in China has seen significant growth in the Middle East, with several companies securing large contracts, despite the overall decline in international oil prices this year [1][5]. Group 1: Major Contracts and Achievements - China National Petroleum Engineering Co. (中油工程) has emerged as a major winner in the Middle East, securing a contract worth $2.524 billion (approximately 18.032 billion RMB) for a seawater pipeline project in Iraq [2]. - CNOOC Engineering (海油工程) has also made strides, winning a bid from Qatar Energy for a project valued at around $4 billion (approximately 28.5 billion RMB) [2]. - Other companies like Jereh (杰瑞股份) and Sinopec Oilfield Service (石化油服) have also reported significant contracts, with Jereh signing a $920 million (approximately 6.555 billion RMB) contract for a digital transformation project in Abu Dhabi [3]. Group 2: Market Dynamics and Opportunities - The increase in contracts for Chinese oil service companies is attributed to the rising oil extraction activities in the Middle East, driven by OPEC+ increasing production [5][6]. - The Middle East remains a key market for oil and gas, with significant proven reserves, and Chinese companies are leveraging their experience and integrated solutions to capture market share [6]. Group 3: Long-term Financial Impact - The contracts secured by Chinese oil service companies typically span 4-5 years, providing a stable revenue stream and positively impacting financial performance over the coming years [7]. - For instance, Jereh reported a 39.21% year-on-year increase in revenue to 6.901 billion RMB in the first half of the year, with overseas market revenue growing by over 38% [8]. Group 4: Strategic Positioning and Future Outlook - Chinese oil service companies are transitioning from subcontractors to main contractors in the Middle East, enhancing their market recognition and capabilities [7]. - Companies are also establishing local production bases to improve service delivery and capitalize on regional advantages, which is expected to further strengthen their market position [7].

Group 1 - The core viewpoint of the news highlights the performance of the CSI 500 Quality Growth Index and its constituent stocks, with notable increases in stock prices for companies like Baiyin Nonferrous and Liugong [1][2] - The CSI 500 Quality Growth ETF has seen a significant scale increase of 14.62 million yuan over the past three months, indicating strong investor interest [2] - The CSI 500 Quality Growth Index is composed of 100 high-profitability, sustainable profit, and cash-rich companies selected from the CSI 500 Index, providing diverse investment options for investors [3] Group 2 - Recent developments in the gold market are influenced by renewed US-China tariff issues, leading to increased market risk aversion and a rise in gold prices, which have surpassed the 4000 USD mark [2] - The copper market is facing supply constraints due to accidents at major mines, including Escondida and Grasberg, with production levels expected to decline significantly until 2027 [2] - The top ten weighted stocks in the CSI 500 Quality Growth Index account for 22.61% of the index, with companies like Huagong Technology and Kaiying Network being prominent [3][5]

烟台杰瑞石油服务集团股份有限公司 信息披露暂缓、豁免管理制度 第一章 总则 第一条 为了规范公司信息披露暂缓、豁免行为，确保公司依法合规履行信 息披露义务，保护投资者合法权益，根据《中华人民共和国公司法》《中华人民 共和国证券法》《上市公司信息披露管理办法》《上市公司信息披露暂缓与豁免 管理规定》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监 管指引第 1 号——主板上市公司规范运作》等相关法律、行政法规、规范性文件 以及《烟台杰瑞石油服务集团股份有限公司章程》（以下简称"《公司章程》"） 《烟台杰瑞石油服务集团股份有限公司信息披露管理办法》的规定，制定《烟台 杰瑞石油服务集团股份有限公司信息披露暂缓、豁免管理制度》（以下简称"本 制度"）。 第二条 公司和其他信息披露义务人暂缓、豁免披露临时报告，在定期报告、 临时报告中豁免披露中国证券监督管理委员会和证券交易所规定或者要求披露 的内容，适用本制度。 可以暂缓或者豁免披露： （一）属于核心技术信息等，披露后可能引致不正当竞争的； （二）属于公司自身经营信息，客户、供应商等他人经营信息，披露后可能 侵犯公司、他人商业秘密或者严重损害公司、他人利益 ...

烟台杰瑞石油服务集团股份有限公司 第一条 为了加强烟台杰瑞石油服务集团股份有限公司（以下简称"公司"） 与投资者和潜在投资者（以下统称"投资者"）之间的信息沟通，完善公司治理 结构，增进资本市场对公司的了解和支持，切实保护投资者特别是社会公众投资 者的合法权益，提高公司投资者关系管理水平，根据《中华人民共和国公司法》 《中华人民共和国证券法》《上市公司投资者关系管理工作指引》《深圳证券交 易所上市公司自律监管指引第 1 号——主板上市公司规范运作》（以下简称"《规 范运作》"）《烟台杰瑞石油服务集团股份有限公司章程》（以下简称"《公司 章程》"）及其他有关法律、法规、规章的规定，结合本公司实际情况，制定本 制度。 第二条 投资者关系管理是指公司通过便利股东权利行使、信息披露、互动 交流和诉求处理等工作，加强与投资者之间的沟通，增进投资者对公司的了解和 认同，以提升公司治理水平和企业整体价值，实现尊重投资者、回报投资者、保 护投资者目的的相关活动。 第三条 投资者关系管理的目的是： （一）促进公司与投资者之间的良性关系，增进投资者对公司的了解和熟悉， 通过充分的信息披露加强与投资者的沟通； 投资者关系管理制度 ...

烟台杰瑞石油服务集团股份有限公司 市值管理制度 第一章 总则 第一条 为加强公司市值管理工作，进一步规范烟台杰瑞石油服务集团股份 有限公司（下称"公司"）的市值管理行为，维护公司、投资者及其他利益相关 者的合法权益，根据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司监管指引第 10 号——市值管理》《深圳证券交易所股票上市规则》及其 他有关法律法规，制定本制度。 第二条 本制度所指市值管理，是指公司以提高公司质量为基础，为提升公 司投资价值和股东回报能力而实施的战略管理行为。 第三条 影响公司市值的因素是多样的，公司市值管理应当遵循科学客观规 律，公司应当立足提升公司质量，依法依规运用各类方式提升公司投资价值。 第二章 市值管理的机构与职责 第四条 市值管理工作由董事会领导负责，由经营管理层参与，董事会秘书 是市值管理工作的具体负责人，证券部是市值管理工作的执行机构。 第五条 董事会应当重视公司质量的提升，根据当前业绩和未来战略规划就 公司投资价值制定长期目标，在公司治理、日常经营、并购重组及融资等重大事 项决策中充分考虑投资者利益和回报，坚持稳健经营，提升公司投资者价值。 第六条 董事会应当密 ...

烟台杰瑞石油服务集团股份有限公司 自有资金理财管理制度 第一章 总则 第五条 公司董事会根据公司资产、负债、损益和资本充足等情况确定投资 规模、可承受的风险限额等，并以董事会或股东会决议的形式进行落实。 单笔或者累计余额达到或超过公司最近一期经审计净资产 3%的由公司董事 （一）理财产品交易的标的为安全性高、风险可控、稳健型理财产品或结构 性存款。 （二）公司进行理财业务，只允许与具有合法经营资格的金融机构进行交易， 不得与非合格专业理财机构进行交易。 第四条 本制度适用于公司及控股子公司。公司控股子公司进行理财业务应 当经公司审批，未经审批不得开展任何理财业务。 第一条 为进一步规范烟台杰瑞石油服务集团股份有限公司(以下简称"公 司")自有资金理财业务，保证公司资金、财产安全，有效防范投资风险，提高 资金使用效率，维护股东和公司的合法权益，根据《深圳证券交易所股票上市规 则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》 及《公司章程》的规定，结合公司实际情况，制定本制度。 第二章 理财业务的管理机构 第二条 本制度所指"理财业务"是指公司为充分利用闲置自有资金、提高 资金使用效率 ...