证券代码：002353 证券简称：杰瑞股份 公告编号：2025-060 烟台杰瑞石油服务集团股份有限公司 第六届监事会第二十三次会议决议公告 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 8 月 6 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 监事会第二十三次会议在公司五楼会议室以现场及通讯表决方式召开。会议通知已于 2025 年 7 月 26 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，其 中监事史海宁先生、于晓先生因公出差以通讯表决方式出席。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《2025 年半年度报告及摘要》 表决情况：3 票同意，0 票反对，0 票弃权。 经审核，监事会认为董事会编制和审核公司 2025 年半年度报告的程序符合法律、行政 法规和中国证监会的规定，报告内容真实、准确、完整地反映了公司的实际情况，不存在任 何虚假记载、误导性陈述或者重大遗漏。 2025 年半年度报告及 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2025-059 烟台杰瑞石油服务集团股份有限公司 第六届董事会第二十六次会议决议公告 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 8 月 6 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 事会第二十六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 7 月 26 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，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《2025 年半年度报告及摘要》 表决情况：9 票同意，0 票反对，0 票弃权。 公司的董事、监事、高级管理人员保证公司 2025 年半年度报告内容真实、准确、完整， 不存在任何虚假记载、误导性陈述或重大遗漏，并签署了书面确认意见。 本事项已经公司董事会审计委员会 2025 年第五次会议审议通过，并提请董事会审议。 2025 年半年度报告及 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2025-063 烟台杰瑞石油服务集团股份有限公司 2025 年半年度利润分配和资本公积金转增股本方案 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。 一、审议程序 烟台杰瑞石油服务集团股份有限公司（以下简称"公司"）于 2025 年 8 月 6 日分别召 开了第六届董事会第二十六次会议、第六届监事会第二十三次会议，审议并通过《2025 年 半年度利润分配和资本公积金转增股本方案》。 公司于 2025 年 5 月 7 日召开 2024 年度股东大会，审议并通过《关于 2024 年度利润分 配和资本公积金转增股本预案及 2025 年中期现金分红规划的议案》，授权董事会决定公司 2025 年度中期利润分配事宜，本事项属于董事会审批范围内，无需提交股东会审议。 二、2025 年半年度利润分配和资本公积金转增股本方案 根据公司 2025 年半年度财务报告（未经审计），公司 2025 年半年度合并归属于母公司 股东的净利润为 1,241,147,971.36 元，加年初未分配利润 13,910,896,898.02 ...

Core Insights - The company, Jerry Holdings (002353), reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 6.901 billion yuan, representing a year-on-year growth of 39.21% [1] - The net profit attributable to shareholders was 1.241 billion yuan, showing a year-on-year increase of 14.04% [1] - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares (including tax) to all shareholders [1]

Core Insights - Jerry Holdings (002353.SZ) reported a significant increase in revenue and net profit for the first half of 2025, indicating strong financial performance [1] Financial Performance - The company achieved operating revenue of 6.901 billion yuan, representing a year-on-year growth of 39.21% [1] - The net profit attributable to shareholders reached 1.241 billion yuan, with a year-on-year increase of 14.04% [1] Dividend Announcement - The company proposed a cash dividend of 1.5 yuan per 10 shares (tax included), with no plans for capital reserve transfer to increase share capital [1]

烟台杰瑞石油服务集团股份有限公司 2025 年半年度报告 2025 年 8 月 1 烟台杰瑞石油服务集团股份有限公司 2025 年半年度报告全文 烟台杰瑞石油服务集团股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实、准 确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责任。 公司负责人李慧涛、主管会计工作负责人崔玲玲及会计机构负责人(会计主管人员)陈 伶俐声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告如有涉及未来计划等前瞻性陈述，能否实现存在一定的不确定性，不构 成公司对投资者的实质承诺，投资者及相关人士均应对此保持足够的风险认识，并且应当 理解计划、预测与承诺之间的差异。请投资者注意投资风险。 1、原油天然气价格波动加剧的风险； 2、市场竞争加剧及收款的风险； 3、低碳能源转型对行业发展的风险； 4、国际化经营风险； 5、公司产业部分转型失败的风险。 详细内容见本报告"第三节、十、公司面临的风险和应对措施"的相关说明。敬请广 ...

Investment Rating - The report maintains a "Buy" rating for the company [13]. Core Views - As a leading private oil service company in China, the company is expected to continue demonstrating its competitive advantages with the deepening of domestic exploration and development, as well as the upcoming replacement demand for equipment in North America. The company has established a comprehensive technology matrix covering all aspects of the natural gas industry, and with the rapid development of the natural gas industry chain in regions like the Middle East, it is anticipated that the company will open a second growth curve through international expansion. The projected EPS for 2025, 2026, and 2027 are 2.99 CNY, 3.52 CNY, and 4.09 CNY, respectively, corresponding to PE ratios of 13.48X, 11.42X, and 9.84X based on the closing price on August 5, 2025 [3][11]. Summary by Sections New Opportunities in Natural Gas - The Middle East is experiencing a strong supply and demand for natural gas, creating new opportunities for oil service companies to expand internationally. The region has significant potential for production increases, with a robust development trend in LNG projects driven by natural gas production policies. The energy investment in the Middle East is expected to continue rising, with a projected compound annual growth rate of 7.8% in the oil service market until 2029 [6][51][55]. Domestic Natural Gas Market Demand - Under the dual carbon goals and urbanization, domestic demand for natural gas is on the rise. The government is emphasizing the construction of gas storage facilities, which is accelerating. The company has successfully signed large orders for domestic natural gas compressors, deepening its application in the gas storage sector [7][59]. Full Industry Chain and Technological Advantages - The company has a comprehensive business support system that spans upstream, midstream, and downstream operations in the natural gas sector. It is the first oil service company in China to obtain API Spec Q2 certification, which enhances its ability to expand into the Middle East and other overseas markets. With the rapid development of the oil and gas market in the Middle East, the company is expected to achieve breakthroughs in multiple regions and full-cycle projects [8][11]. Domestic Industry Resilience - The increasing reliance on foreign oil and gas necessitates a comprehensive energy security guarantee system. Since 2017, major state-owned oil companies have significantly increased capital expenditures, particularly in exploration and development. The "increase reserves and production" policy is a top priority, ensuring robust domestic business growth for the company [9]. New Equipment and Market Opportunities in the U.S. - The U.S. market is facing a peak period for the replacement of existing fracturing equipment, with a significant portion currently being diesel-driven. The company has established a leading technological advantage in high-end fracturing equipment and is expected to gradually expand into the substantial replacement market in the U.S. through new products like electric-driven fracturing equipment [10][11].

Core Viewpoint - The company is leveraging the growth opportunities in the North American energy market, particularly in natural gas equipment and services, due to recent energy export agreements among major economies [2]. Group 1: Company Strategy and Operations - The company has been deeply engaged in the North American market for many years, achieving sales of electric-driven fracturing equipment, cementing equipment, coiled tubing equipment, and liquid nitrogen pumping equipment [2]. - The company has established production capabilities for related equipment assembly in the U.S., effectively meeting local market demands [2]. - The company is actively expanding its aftermarket services for high-end equipment components [2]. Group 2: Market Dynamics - The company is closely monitoring market trends to seize order opportunities arising from the growth in U.S. energy exports [2].

杰瑞股份（SZ 002353，最新价：39.26元）8月1日晚间发布公告称，截至2025年7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约309万股，占公司总股本的0.3%，购买股份的 最高成交价为38.65元/股，最低成交价为33.67元/股，成交金额约1.06亿元。 2024年1至12月份，杰瑞股份的营业收入构成为：油气行业占比96.53%，新能源及再生行业占比 3.47%。 （文章来源：每日经济新闻） ...

证券日报网讯8月1日晚间，杰瑞股份（002353）发布公告称，截至2025年7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3，087，500股，占公司总股本的0.30%。 ...