Core Viewpoint - Jerry Holdings has secured a significant contract in North America, reflecting the growing demand for power solutions in data centers driven by AI advancements [1][4]. Group 1: Contract Details - Jerry Holdings' subsidiary, GenSystems Power Solutions LLC, signed a gas turbine generator sales contract worth $181.5 million (approximately 1.265 billion RMB) with a U.S. client [1][2]. - This contract marks the fourth gas turbine generator sales agreement with U.S. clients since November 2025, indicating a strong market presence [3]. - The total value of the four contracts signed by Jerry Holdings with U.S. clients is close to $500 million [3]. Group 2: Market Dynamics - The surge in AI computing power has led to unprecedented electricity demand in U.S. data centers, creating new opportunities for domestic companies to expand internationally [1][4]. - Gas turbines are expected to increase their share in the power supply structure of U.S. data centers from 40% in 2024 to over 50% by 2035, driven by their stability and short construction cycles [4]. Group 3: Financial Performance - Jerry Holdings reported revenues of 11.409 billion RMB, 13.912 billion RMB, and 13.355 billion RMB for the years 2022-2024, with net profits of 2.245 billion RMB, 2.454 billion RMB, and 2.627 billion RMB respectively [5]. - In the first three quarters of 2025, the company achieved revenues of 10.42 billion RMB, a year-on-year increase of 29.49%, and a net profit of 1.808 billion RMB, up 13.11% [5]. Group 4: Stock Market Performance - Jerry Holdings' stock price has increased over 25% since the beginning of 2026 and has surged more than 220% since the low point in April 2025 [1][4]. - The company's market capitalization has surpassed 90 billion RMB, reaching 90.74 billion RMB [4]. Group 5: Institutional Interest - As of the end of the third quarter of 2025, 147 funds held a total of 84.1 million shares of Jerry Holdings, accounting for 8.21% of the company's total shares [7]. - Notable institutional investors include the Fortune Fund and the Jiashi Fund, which have significantly increased their holdings in Jerry Holdings [7][8].

证券日报网讯2月2日，杰瑞股份（002353）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东总户数35217户，机构5541户。 ...

6 晨会纪要 核[心Ta观bl点e_：Summary] 第一创业证券研究所 一、宏观经济组： 事件 1： 1 月 30 日（星期五）财政部公布 2025 年 1-12 月财政收支数据。 评论 1： 证券研究报告 点评报告 2026 年 2 月 2 日 1-12 月全国一般公共财政收入同比为-1.7%，较 1-11 月回落 2.5 个百分点，其 中中央回落 5.5 个百分点至-6.5%，地方回升 0.2 个百分点同比为 2.4%；而一般 公共财政支出同比为 1.0%，较 1-11 月回落 0.4 个百分点，其中中央回落 0.5 个百分点至 5.7%，地方回落 0.4 个百分点至 0.2%。地方财政支出近两个月的回 落速度较快，9 月为 2.4%。 政府性基金收入则同样表现不佳，1-12 月同比为-7%，较 1-11 月回落 2.1 个百 分点，其中地方国有土地使用权出让收入同比为-14.7%，较 1-11 月回落 4 个百 分点；1-12 月政府性基金支出增速为 11.3%，较 1-11 月回落 2.4 个百分点。 2025 年 1-12 月全国税收收入同比增速为 0.8%，较 1-11 月回落 1 个百分点， ...

格隆汇2月2日丨杰瑞股份(002353.SZ)公布，截至2026年1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3,374,500股，占公司总股本的0.33%，购买股份的最高成交价为88.88元/ 股，最低成交价为33.67元/股，成交金额130,327,391.54元（不含交易费用）。 ...

（记者 曾健辉） 每经AI快讯，杰瑞股份2月2日晚间发布公告称，截至2026年1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337万股，占公司总股本的0.33%，购买股份的最高成交价为88.88 元/股，最低成交价为33.67元/股，成交金额约1.3亿元。 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2026-009 烟台杰瑞石油服务集团股份有限公司 关于回购股份情况进展的公告 公司本次回购股份的时间、回购股份价格及集中竞价交易的委托时段符合《深圳证券交 易所上市公司自律监管指引第 9 号——回购股份》第十七条、第十八条的相关规定。 1、公司未在下列期间回购公司股份： （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项发生之日或 者在决策过程中，至依法披露之日内； 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。 重要提示： 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"）于 2025 年 4 月 23 日召开第六届董事会第二十三次会议审议通过了《关于 2025 年度回购股份方案的议 案》。公司拟使用公司自筹资金及股票回购专项贷款，以集中竞价交易方式回购公司发行的 人民币普通股（A 股），用于股权激励或者员工持股计划，资金总额不低于人民币 15,000 万元（含）且不超过人民币 25,000 万元，回购价格不超过 49.00 元/股，实施期限为自公司 董事会审议通过回购方 ...

格隆汇2月2日丨杰瑞股份(002353.SZ)公布，截至2026年1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3,374,500股，占公司总股本的0.33%，购买股份的最高成交价为88.88元/ 股，最低成交价为33.67元/股，成交金额130,327,391.54元（不含交易费用）。 ...

智通财经APP讯，杰瑞股份(002353.SZ)公告，公司截至2026年1月31日以集中竞价方式累计回购公司股 份337.45万股，占公司总股本的0.33%，成交金额1.3亿元(不含交易费用)。 ...

杰瑞股份（002353）(002353.SZ)公告，公司截至2026年1月31日以集中竞价方式累计回购公司股份 337.45万股，占公司总股本的0.33%，成交金额1.3亿元(不含交易费用)。 ...

Group 1: Macro Insights - The report highlights that the recent volatility in gold and silver prices is primarily driven by market momentum reversals, with silver attracting high leverage and speculative funds since November 2025 [2][5] - The report anticipates that after the appointment of the new Federal Reserve Chairman, there will be more interest rate cuts than the market expects, with short-term U.S. Treasury yields likely to decline [2][4] - The report notes that the recent decline in the manufacturing PMI does not indicate a weakening economy, as it reflects a temporary fluctuation rather than a downward trend [10] Group 2: Commodity Market Analysis - The report indicates that the recent crash in silver prices has led to liquidity risks that may spread to other commodities, particularly in the non-ferrous metals sector [5][6] - It emphasizes the importance of monitoring the support levels for gold prices, particularly the 60-day moving average, which is currently at $4,400 per ounce [5] - The report suggests that the Shanghai Futures Exchange has implemented measures to manage the risk of a one-sided market in silver futures [5] Group 3: Equity Market Outlook - The report predicts a rebound in the A-share market following the Spring Festival, driven by positive sentiment from performance forecasts and new developments in sectors like AI applications and commercial aerospace [6][10] - It advises a balanced ETF allocation in domestic equities, reflecting a cautious yet optimistic outlook for the market [11] Group 4: Bond Market Perspective - The report notes that the bond market is expected to see increased buying activity due to risk aversion and expectations of monetary easing, with 10-year yields projected to decline to around 1.80% [7][10] - It highlights that the recent adjustments in risk appetite have created trading opportunities in government bonds as a hedge against stock market volatility [4][7]