登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002353 证券简称：杰瑞股份 公告编号：2025-082 为规范公司非公开发行股份募集资金管理，保护中小投资者的权益，根据《深圳证券交易所上市公司自 律监管指引第1号一一主板上市公司规范运作》等有关法律法规的规定，结合公司募集资金管理和使用 的实际情况，公司于2025年10月10日召开第六届董事会第二十七次会议，审议并通过《关于开立募集资 金专项账户的议案》，公司董事会同意公司及全资子公司烟台杰瑞石油装备技术有限公司（以下简 称"子公司"或"杰瑞装备"）新开立募集资金专项账户，并授权管理层或其授权代表办理公司及杰瑞装备 募集资金专项账户开立的有关事宜，包括但不限于开户银行的确定、与募集资金存放银行及保荐机构签 订募集资金三方监管协议等。 截至目前，公司及杰瑞装备已完成上述募集资金专项账户的开立，并且公司及杰瑞装备与保荐机构国信 证券股份有限公司（以下简称"国信证券"）及2家商业银行（以下合称"开户银行"）分别签订了《募集 资金三方监管协议》。 烟台杰瑞石油服务集团股份有限公司 关于开立募集资金专项账户并签订三方监管协议的公告 本公司及董事会全体成 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2025-082 烟台杰瑞石油服务集团股份有限公司 关于开立募集资金专项账户并签订三方监管协议的公告 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。 截至目前，公司及杰瑞装备已完成上述募集资金专项账户的开立，并且公司及杰瑞装备 与保荐机构国信证券股份有限公司（以下简称"国信证券"）及 2 家商业银行（以下合称"开 户银行"）分别签订了《募集资金三方监管协议》。 | 序号 | 开户公司名称 | 开户银行名称 | 银行账号 | 募集资金投资项目 | | --- | --- | --- | --- | --- | | 1 | 烟台杰瑞石油服务 | 华夏银行股份有限 | 12657000001007568 | 数字化转型一期项目 | | | 集团股份有限公司 | 公司烟台莱山支行 | | | | 2 | 烟台杰瑞石油服务 集团股份有限公司 | 浙商银行股份有限 公司烟台分行 | 4560000010120100217653 | 数字化转型一期项目 | | | 烟台杰瑞石油装备 | 华夏银行股份有限 | | | | ...

数据显示，截至2025年10月31日，国证石油天然气指数(399439)前十大权重股分别为中国石油 (601857)、中国石化(600028)、中国海油(600938)、杰瑞股份(002353)、广汇能源(600256)、招商轮船 (601872)、中远海能(600026)、新奥股份(600803)、大众公用(600635)、招商南油(601975)，前十大权重 股合计占比65.09%。 油气ETF(159697)，场外联接(A：019827；C：019828；I：022861)。 区域局势降温，亚洲早盘油价走低。华泰证券认为，产油国"利重于量"诉求未改，OPEC+在短期牺牲 价格以争取市场份额后，再平衡压力有望推动新一轮协同达成，叠加北美页岩油成本影响，60美元/桶 的布伦特油价中枢在南美供应增量集中释放、全球能源转型进一步提速之前仍有望得到支撑，具备增产 降本能力及天然气业务增量的高分红能源龙头企业，或将具有配置机遇。 油气ETF紧密跟踪国证石油天然气指数，国证石油天然气指数反映沪深北交易所石油天然气产业相关上 市公司的证券价格变化情况。 截至2025年11月24日 09:49，国证石油天然气指数(399 ...

Core Viewpoint - The company, Yantai Jereh Petroleum Service Group Co., Ltd., is progressing with the sale of its subsidiary, Jereh Energy Services Co., Ltd., which involves transferring 100% equity of the subsidiary, LLC Light Energy, to Ordos Anying New Energy Development Co., Ltd. [2][3] Transaction Overview - The board of directors approved the proposal to sell the subsidiary's equity on November 10, 2025, and a share transfer agreement was signed with the buyer [3][4] - The estimated transfer price is based on the net asset value of the target company as of December 31, 2025, estimated at 420.16 million RMB [3][8] - The final transaction amount will be determined by the audited net asset value, with adjustments made during the third payment [3][8] Buyer Information - The buyer, Ordos Anying New Energy Development Co., Ltd., was established on November 22, 2024, with a registered capital of 100,000 RMB [5] - The company is wholly owned by Wanjigroup, which is not a dishonest executor [5][6] Target Company Information - The target company is LLC Light Energy, and further details are available in the company's disclosures [7] Share Transfer Agreement Details - The agreement stipulates that the transfer price is based on the target company's net asset value as of December 31, 2025, with an initial payment of 150 million RMB already received [9][8] - The agreement will take effect upon signing and stamping by all parties [10] - The management and risk transfer will occur on the substantive delivery date of December 31, 2025 [11] Financial Obligations - The target company owes the parent company and its affiliates a total of 270.0057 million RMB in contractual payments, which will remain the responsibility of the target company post-transfer [12][14] - The target company also has a loan obligation of 30 million rubles, which must be repaid before the substantive delivery date [12][14] Transaction Purpose and Impact - The sale is aimed at ensuring the company's operations are legal and compliant, and it is not expected to affect the company's normal operations or harm shareholder interests [16] - Post-transaction, the target company will no longer be included in the company's consolidated financial statements [16] - The buyer has a good financial standing and cash flow, indicating a low risk of default [16]

Core Viewpoint - The oil ETF (561360) opened down by 1.17% at 1.185 yuan, reflecting a mixed performance among its major holdings [1] Group 1: ETF Performance - The oil ETF (561360) has a performance benchmark of the CSI Oil and Gas Industry Index return rate [1] - Since its establishment on October 23, 2023, the fund has achieved a return of 19.63% [1] - The fund's return over the past month is reported at 7.61% [1] Group 2: Major Holdings Performance - China National Offshore Oil Corporation (CNOOC) opened down by 0.34% [1] - China Petroleum opened down by 0.10% [1] - China Petrochemical remained unchanged at 0.00% [1] - Jereh Group opened down by 1.55% [1] - China Merchants Energy opened up by 0.33% [1] - Guanghui Energy opened down by 0.39% [1] - COSCO Shipping Energy opened up by 0.79% [1] - Hengli Petrochemical opened down by 1.15% [1] - China Merchants South Oil opened down by 0.31% [1] - CNOOC Engineering opened down by 0.53% [1]

Group 1: Company Overview and Strategy - The company has successfully implemented multiple key EPC projects, enhancing market recognition and securing significant orders from state-owned oil companies in regions like the Middle East and Asia-Pacific [3] - The company adheres to a principle of selecting profitable projects with strong cash flow, focusing on strategic orders that promote synergy across its business segments [3] - The company aims to extend its capabilities upstream in the oil and gas field, building a full value chain from engineering construction to oilfield services [3] Group 2: Natural Gas Market Insights - The global natural gas market is diversifying, with increased demand for natural gas as a clean energy source, leading to more market opportunities [4] - The company anticipates significant growth in the natural gas sector, driven by the need for energy security and the transition to cleaner energy [4] Group 3: Production and Delivery Measures - The company has increased its prepayments and inventory to ensure timely delivery of natural gas orders, reflecting a proactive approach to production planning [4] - Measures include enhancing resource allocation, expanding domestic production capacity through leasing, and accelerating overseas capacity development [4][6] Group 4: Natural Gas Equipment Business - The company has established a comprehensive solution capability across the entire natural gas value chain, from exploration to end-use [5] - A focus on innovation and customer-centric service has strengthened the company's position in the high-end market for natural gas equipment [5] Group 5: Gas Turbine Power Generation - The company has launched its own 35MW and 6MW gas turbine generator sets, providing reliable power solutions for oil and gas development and emergency power needs [7][8] - A strategic partnership with Baker Hughes has been established to secure core component supplies and expand the gas turbine power generation business [8]

证券代码：002353 证券简称：杰瑞股份 公告编号：2025-081 烟台杰瑞石油服务集团股份有限公司 关于出售子公司股权的进展公告 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。 特别提示： 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"）全资子 公司杰瑞能源服务有限公司（以下简称"杰瑞能服"）及刘建垒（杰瑞能服及刘建垒合称"甲 方"）与鄂尔多斯市安营新能源发展有限责任公司（以下简称"安营新能源"或者"乙方"） 共同签署《股权转让协议》，将甲方所持有的Общества с ограниченн ой ответственностью Свет Энергия（光明能源有限公司， 以下简称"光明能源"或者"标的公司"）100%股权转让给乙方。 2、本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组，亦不构 成关联交易。 3、本次股权转让尚需完成中国及俄罗斯有关部门的审批、登记及备案手续，亦存在交 易对方未能及时支付股权转让款、本协议执行过程中遭遇不可抗力等致使本次交易无法顺利 完成的风险。 2、注册地址：内蒙古自治区鄂尔多 ...

Core Viewpoint - Jerry Holdings' stock price has experienced fluctuations, with a year-to-date increase of 41.38% but a recent decline of 5.00% over the past five trading days [1] Group 1: Stock Performance - As of November 21, Jerry Holdings' stock price was 51.11 CNY per share, with a market capitalization of 52.329 billion CNY [1] - The stock has seen a trading volume of 1.12 billion CNY and a turnover rate of 0.31% [1] - Year-to-date, the stock has risen by 41.38%, with a 5.00% drop in the last five trading days, a 1.29% increase over the last 20 days, and an 11.04% increase over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Jerry Holdings reported revenue of 10.42 billion CNY, a year-on-year increase of 29.49%, and a net profit attributable to shareholders of 1.808 billion CNY, up 13.11% year-on-year [2] - The company has distributed a total of 3.299 billion CNY in dividends since its A-share listing, with 1.819 billion CNY distributed in the last three years [3] Group 3: Shareholder Information - As of November 10, the number of shareholders for Jerry Holdings was 24,700, an increase of 0.21% from the previous period, with an average of 28,039 circulating shares per shareholder, a decrease of 0.21% [2] - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 68.4299 million shares, an increase of 11.3162 million shares from the previous period [3]

Core Insights - The gas turbine generator set is a highly efficient power generation equipment driven by gas turbines, characterized by rapid start-stop, high efficiency, and clean emissions, making it a core device in key areas such as power peak regulation, industrial drive, and data centers [1][5] - In the context of China's energy structure transformation, the installed capacity of natural gas power generation is expected to grow from 90 million kW in 2019 to 144 million kW in 2024, with a compound annual growth rate of 9.8% [5][6] - The gas turbine market in China is projected to reach 75 billion yuan in 2024, with significant innovations achieved by companies like Dongfang Electric in hydrogen and split-shaft gas turbines [6][7] - The global data center electricity consumption is expected to increase from 415 TWh in 2024 to 945 TWh by 2030, with the U.S. accounting for 45% of this demand, creating significant export opportunities for China's gas turbine industry [8][10] Industry Overview - Gas turbine generator sets are categorized into heavy-duty, aeroderivative, and light-duty types, with heavy-duty turbines used in large power plants and light-duty turbines suitable for peak regulation [3][4] - The industry has established a complete product system covering 15-200 MW, with a focus on technological breakthroughs and market expansion [6][11] Market Dynamics - The gas turbine market in China is experiencing steady growth, driven by policies promoting natural gas utilization and the integration of renewable energy sources [5][6] - The market is characterized by a competitive landscape where international giants like GE and Siemens dominate the high-end market, while domestic companies like Dongfang Electric and Shanghai Electric are rapidly advancing [11][12] Future Trends - The gas turbine industry is expected to focus on self-sufficiency, green transformation, intelligent upgrades, and globalization [12][13][14] - There is a significant push towards the development of low-carbon and zero-carbon fuels, with ongoing research into hydrogen and ammonia combustion technologies [12] - The integration of digital and intelligent technologies is enhancing operational efficiency and extending service offerings in the gas turbine sector [13][14]

Core Viewpoint - The article highlights the positive outlook for the Chinese stock market, with foreign institutions increasing their investments and adjusting target indices upward for 2026, indicating a strong long-term investment potential in A-shares [1][2]. Group 1: Market Performance - As of November 20, 2025, the CSI 500 Quality Growth Index rose by 0.15%, with notable increases in constituent stocks such as Bluestar Technology (up 3.44%) and China National Materials (up 2.31%) [1]. - The CSI 500 Quality Growth ETF (560500) also saw a rise of 0.17%, reflecting overall positive market sentiment [1]. Group 2: Foreign Investment Trends - Multiple foreign institutions, including UBS and Morgan Stanley, have released optimistic reports for the Chinese stock market, collectively raising their target index levels for 2026 [1][2]. - Foreign institutional research and investment activities have been robust, with over 1,300 instances of foreign institutions conducting research on A-share companies since the beginning of the fourth quarter [1]. Group 3: Policy Developments - The China Securities Regulatory Commission (CSRC) has issued a plan to optimize the Qualified Foreign Institutional Investor (QFII) system, aiming to enhance cross-border investment facilitation [2]. - The ongoing improvements in the QFII system are expected to create a more stable and transparent environment for foreign investments in the Chinese capital market [2]. Group 4: Index Composition - The CSI 500 Quality Growth Index comprises 100 high-profitability, sustainable earnings, and cash-rich growth companies selected from the CSI 500 Index [2]. - As of October 31, 2025, the top ten weighted stocks in the index accounted for 21.64% of the total index weight, with companies like Huagong Technology and Kaiying Network being significant constituents [2].