1月6日，杰瑞股份(002353)公告，拟通过全资子公司杰瑞中东公司与公司副总裁李伟斌在阿联酋迪拜共 同投资设立控股子公司，专注开展小型模块化反应堆（SMR）相关业务。公告显示，新公司注册资本 1000万阿联酋迪拉姆（约合1907.10万元人民币）。 据公告，杰瑞中东公司以货币方式出资940万阿联酋迪拉姆，占注册资本的94%；关联方李伟斌以货币 方式出资60万阿联酋迪拉姆，占注册资本的6%。 需要注意的是，SMR行业目前仍处于商业化初期，仍面临技术标准不完善、监管政策不确定、燃料供 应瓶颈及国际市场竞争等多重挑战。 杰瑞股份选择在迪拜布局SMR业务，背后有着明确的市场考量。中东地区作为全球能源产业核心区 域，近年来在推进能源结构优化的同时，工业脱碳、海水淡化及数据中心建设等领域的能源需求持续攀 升。数据显示，沙特阿拉伯等中东国家已开始评估SMR在海水淡化领域的应用，相关技术生产淡水的 成本已进入经济可行区间。此外，杰瑞股份在中东市场深耕多年，通过杰瑞中东公司已建立成熟的客户 资源与供应链网络，这将为新公司快速切入区域SMR市场提供有力支撑。 作为国内领先的能源装备与技术服务提供商，杰瑞股份目前已在电力业务领域 ...

Group 1 - The core viewpoint of the news is that the geopolitical situation is driving oil prices higher, with the Venezuelan oil supply being significantly disrupted, leading to a potential short-term increase in oil prices [1] - The China Securities report indicates that Venezuela's oil exports have essentially halted, creating a supply disruption in the global market, with a potential shortfall of around 1 million barrels per day [1] - The current global oil market remains in a supply surplus, with expectations that oil prices will fluctuate between $60 to $70 per barrel despite short-term upward pressure [1] Group 2 - The National Oil and Gas Index (399439) has seen a strong increase of 1.45%, with significant gains in constituent stocks such as Intercontinental Oil and Gas (600759) up 9.21% and Shanghai Petrochemical (600688) up 4.36% [1] - The top ten weighted stocks in the National Oil and Gas Index as of December 31, 2025, include major companies like China National Petroleum (601857) and China Petroleum & Chemical (600028), collectively accounting for 67.11% of the index [2] - The Oil and Gas ETF (159697) closely tracks the National Oil and Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector [2][3]

杰瑞股份（002353）(002353.SZ)公告，公司拟通过全资子公司杰瑞中东公司与杰瑞股份副总裁李伟斌 先生共同投资，于阿联酋迪拜成立控股子公司，开展小型模块化反应堆(SMR)相关业务的经营活动。该 控股子公司注册资本拟为1000万阿联酋迪拉姆(约合1,907.10万元人民币)，其中杰瑞中东公司以货币方 式出资940万阿联酋迪拉姆，占注册资本的94%;李伟斌先生以货币方式出资60万阿联酋迪拉姆，占注册 资本的6%。 ...

智通财经APP讯，杰瑞股份(002353.SZ)公告，公司拟通过全资子公司杰瑞中东公司与杰瑞股份副总裁李 伟斌先生共同投资，于阿联酋迪拜成立控股子公司，开展小型模块化反应堆(SMR)相关业务的经营活 动。该控股子公司注册资本拟为1000万阿联酋迪拉姆(约合1,907.10万元人民币)，其中杰瑞中东公司以 货币方式出资940万阿联酋迪拉姆，占注册资本的94%;李伟斌先生以货币方式出资60万阿联酋迪拉姆， 占注册资本的6%。 ...

Core Viewpoint - Jereh Co., Ltd. is expanding its business in the Small Modular Reactors (SMR) sector by establishing a holding subsidiary in Dubai, UAE, through its wholly-owned subsidiary Jereh Oilfield Services Middle East FZE and Vice President Li Weibin [1] Group 1: Company Strategy - The establishment of the new subsidiary aligns with the company's strategic development plan to actively expand and optimize its industrial layout [1] - The registered capital for the new holding subsidiary is set at 10 million AED, approximately 19.07 million RMB [1] Group 2: Investment Details - Jereh Oilfield Services Middle East FZE will contribute 9.4 million AED, representing 94% of the registered capital [1] - Li Weibin will invest 600,000 AED, accounting for 6% of the registered capital [1] Group 3: Compliance and Governance - Li Weibin is confirmed not to be a person subject to enforcement for dishonesty [1]

格隆汇1月5日丨杰瑞股份(002353.SZ)公布，根据公司战略发展规划，为积极拓展与优化公司产业布 局，加快推动公司小型模块化反应堆（Small Modular Reactors，简称"SMR"）领域的业务发展，公司拟 通过全资子公司 Jereh Oilfield Services Middle East FZE（简称"杰瑞中东公司"）与杰瑞股份副总裁李伟 斌先生共同投资，于阿联酋迪拜成立控股子公司，开展 SMR 相关业务的经营活动。该控股子公司注册 资本拟为 1,000 万阿联酋迪拉姆（约合 1,907.10 万元人民币），其中杰瑞中东公司以货币方式出资 940 万阿联酋迪拉姆，占注册资本的94%；李伟斌先生以货币方式出资 60 万阿联酋迪拉姆，占注册资本的 6%。经查，李伟斌先生不属于失信被执行人。 ...

格隆汇1月5日丨杰瑞股份(002353.SZ)公布，截至2025年12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3,125,700股，占公司总股本的0.31%，购买股份的最高成交价为75.20 元/股，最低成交价为33.67元/股，成交金额108,873,972.54元（不含交易费用）。 ...

Core Insights - In December 2025, over 600 A-share listed companies underwent institutional research, indicating a strong interest in investment opportunities in the A-share market as the new year approaches [2][3]. Group 1: Institutional Research Activities - The research activities in December 2025 maintained a high level of engagement, with more than 600 A-share companies participating [3]. - Among these, companies like Boying Special Welding received significant attention, with over 10 research sessions conducted, involving various types of institutions such as public funds, private equity, and insurance companies [3]. - Boying Special Welding plans to launch two HRSG production lines in 2026, primarily targeting non-North American markets [3][4]. Group 2: Company Performance and Insights - Boying Special Welding was noted as one of the standout stocks in December 2025, with a cumulative increase of over 30% [4]. - Jerry Holdings also ranked high in terms of institutional research frequency, focusing on supply chain resilience and partnerships with major gas turbine manufacturers [5]. - Jerry Holdings' stock price rose by over 20% in December 2025, reflecting strong market performance [5]. Group 3: Market Trends and Sector Focus - The research highlighted a concentration of interest in sectors such as machinery, electronics, basic chemicals, automotive, pharmaceuticals, power equipment, and computers [6]. - Over 100 companies that saw their stock prices double in 2025 participated in institutional research, indicating a correlation between research engagement and stock performance [8]. - Companies like Shenghong Technology, which experienced a stock price increase of over 500%, engaged with numerous institutional investors to discuss expansion plans and production capacity [8].

Core Insights - Public fund research enthusiasm is high as firms prepare for 2026, with 155 public institutions participating in A-share research in December 2025, totaling 3,472 research instances across 451 stocks in 29 industries [1][2]. Group 1: Company Focus - Changan Automobile is the most researched stock with 88 instances, focusing on automotive manufacturing and transitioning towards smart low-carbon travel technology [1][2]. - Other notable companies include Haiguang Information and Zhongke Shuguang, each with 79 research instances, indicating strong interest in the electronics and computer sectors [2][3]. - In the mechanical equipment sector, Jerry Holdings and Boying Welding received 72 and 48 research instances, respectively, highlighting their prominence in the industry [1][3]. Group 2: Industry Insights - The electronics industry received the highest attention with 654 research instances across 64 stocks, led by Haiguang Information, Lingyi Technology, and Canxin Semiconductor [3]. - The mechanical equipment sector followed closely with 505 research instances, covering 72 stocks, with Jerry Holdings and Boying Welding being the most researched [3]. - Other industries such as electric power equipment, pharmaceuticals, automotive, computers, and basic chemicals also saw significant research activity, each exceeding 200 instances [3]. Group 3: Institutional Activity - A total of 71 public institutions were active in research, with 3 firms leading: Huaxia Fund with 100 instances, followed by Bosera Fund with 90, and Southern Fund with 77, primarily focusing on the electronics and mechanical equipment sectors [3].

Core Viewpoint - In December 2025, over 600 A-share listed companies underwent institutional research, indicating a strong interest in investment opportunities in the A-share market as the new year approaches [1][4]. Group 1: Institutional Research Activities - More than 100 companies that experienced a doubling in stock price in 2025 were part of the institutional research [2][10]. - The research activities maintained high intensity, with institutions such as public funds, private funds, brokerages, and insurance companies participating in various forms including on-site visits and online research [4]. - Notable companies like Boying Special Welding and Jereh Holdings received significant attention, with Boying Special Welding being researched over 10 times in December 2025 [4][6]. Group 2: Company Insights - Boying Special Welding plans to launch two HRSG production lines in 2026 to meet non-North American market demands, leveraging its experience and production qualifications to maintain a competitive edge [4][5]. - Jereh Holdings emphasized its global supply chain resilience and strategic partnerships with major turbine manufacturers to ensure timely delivery of products, while also expanding its production capacity in North America [6]. - Okoyi's insights on tungsten prices suggest a stable high price range, benefiting the tool industry and allowing leading companies to consolidate their market positions through technological advantages [7]. Group 3: Market Trends and Performance - In December 2025, Jereh Holdings' stock rose over 20%, reflecting strong market performance [7]. - The A-share market saw the emergence of over 500 doubling stocks in 2025, with more than 100 of these companies participating in institutional research in December [10]. - Companies like Shenghong Technology, which saw a stock increase of over 500%, actively engaged with institutional investors to discuss expansion plans and production capabilities [10].