转自：扬子晚报 扬子晚报网2月2日讯（记者 范晓林）今天是周一，上周五湖南黄金5连板，百川股份3连板，天地在线 10天6板，红宝丽9天4板。A股三大指数涨跌不一，个股跌多涨少，超2800股收跌。沪深两市成交额2.84 万亿元，较上日缩量3945亿元。板块方面，农业、造纸、算力硬件、旅游酒店板块领涨；连板高度降至 5连板的湖南黄金，且3板及以上连板股家数降至仅有2只。随着黄金、白银等金属期货高位大幅回调， 抱团资金主导的算力硬件股也重拾升势，成为创业板指展开深V反转主因。随着年报强制预告期结束， 可适当关注一些此前错杀的题材小票的修复机会。 A..利好精选 锋龙股份：优必选承诺36个月内不注入资产 停牌核查结束股票复牌 锋龙股份(002931.SZ)公告称，近日收到优必选关于本次交易的进一步承诺，承诺在收购完成后36个月 内，不存在向上市公司注入其持有资产的计划。本次交易尚需履行多项程序，存在不确定性。停牌期 间，公司就股票交易波动情况进行了核查。目前，相关核查工作已完成，公司股票自2月2日起复牌。公 司不涉及人形机器人业务，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销 售，未发生重大变化 ...

今日关注 锋龙股份公告，优必选承诺36个月内不注入资产，停牌核查结束，公司股票自今日 起复牌。 锋龙股份在停牌前已录得18连板。 嘉美包装公告，停牌核查完成，公司股票自今日起复牌。 嘉美包装 自2025年12月17 日至2026年1月23日期间价格涨幅为408.11%。 现货白银延续跌势，日内跌幅扩大至10%，报76.89美元/盎司。 重要的消息有哪些 1月30日，证监会党委书记、主席吴清在北京召开座谈会。吴清强调，要紧紧围绕防风险、强监 管、促高质量发展的工作主线，全力巩固资本市场稳中向好势头，聚焦持续深化资本市场投融资 综合改革、提高制度包容性适应性。 国家统计局、中国物流与采购联合会31日发布2026年1月份中国采购经理指数。数据显示， 2026年1月份中国制造业采购经理指数为49.3%，比上月下降0.8个百分点。 证监会完善再融资战投制度，其中提出，明确社保基金、养老基金、企业年金基金、险资、公募 基金、银行理财等机构投资者可以作为战略投资者；要求战略投资者持股比例原则上不低于 5%。 国家税务总局近日制发了《关于起征点标准等增值税征管事项的公告》，就起征点标准判定、税 收优惠政策适用等增值税征管事项 ...

每经记者｜彭斐 每经编辑｜董兴生 在全球能源结构转型与算力爆发的浪潮中，中国民营油服龙头——杰瑞股份（002353.SZ，股价88.25 元，市值903.55亿元）的"第二增长曲线"正在加速兑现。 2月1日晚间，杰瑞股份发布公告称，全资子公司GenSystems Power Solutions LLC（以下简称"GPS"）与 美国某客户成功签署了一份金额达1.815亿美元（约合人民币12.65亿元）的燃气轮机发电机组销售合 同。 《每日经济新闻》记者注意到，这是该公司自2025年11月以来在北美市场拿下的第4份燃气轮机大单， 标志着其在北美高端电力市场的"朋友圈"持续扩容。 从最初的试水到如今的订单井喷，杰瑞股份正凭借"快速拆装、灵活转场"的模块化设计精准击中数据中 心供电痛点，迅速在全球电力缺口中"撕开"一道口子。但同时，杰瑞股份也面临着订单交付压力以及汇 率波动风险。 签下去年11月以来第4份合同，北美高端"朋友圈"扩容 根据最新公告，此次签署的1.815亿美元合同，是自2025年11月以来，公司与美国客户签署的第4份燃气 轮机发电机组销售合同，交易对手方为公司近期在美国合作的第3家客户。 此外，杰瑞股份 ...

Investment Rating - The report initiates coverage on Jerry Holdings with a rating of "Buy" [1][2]. Core Insights - Jerry Holdings is a leading oil service equipment manufacturer in China, with core businesses spanning high-end oil and gas equipment manufacturing, engineering and technical services, natural gas equipment, and new energy sectors. The company has been actively developing new businesses in natural gas equipment and gas turbine units, establishing a multi-driver growth pattern [1][8]. - The global oil service industry is experiencing a supply-side constraint due to slow recovery in capital expenditure and workforce size among international oil service companies, with Schlumberger's capacity only at 50% of its peak in 2014. This results in limited supply elasticity in the short term [2]. - On the demand side, global oil and gas exploration and development expenditures remain at historical median levels, with a rigid demand for equipment and services driven by natural depletion rates of oil fields. The capital expenditure for oil and gas is expected to maintain long-term resilience under energy security constraints [2][59]. - The gas turbine market is characterized by a persistent supply-demand mismatch, with a robust outlook for continued growth driven by explosive increases in global electricity demand and accelerated data center construction [2][54]. Summary by Sections Company Overview - Jerry Holdings has established itself as a leader in the domestic oil service equipment market, leveraging its integrated equipment and service advantages to expand into overseas markets such as North America and the Middle East. The company has seen rapid growth in its natural gas and gas turbine businesses, which are becoming significant growth curves [16][21]. Financial Performance - The company has demonstrated strong resilience through cycles, with new orders increasing over 25 times since 2008. The stock of orders reached a historical high of 12.39 billion yuan in the first half of 2025, reflecting improved order execution efficiency [24][30]. - Revenue and net profit have shown a long-term upward trend, with a compound annual growth rate of 18.93% over the past decade, surpassing international oil service leaders [30][38]. Oil and Gas Equipment Business - Jerry Holdings maintains a solid position in high-end fracturing equipment, with significant overseas EPC contracts. The high-end equipment manufacturing segment accounted for 61.22% of total revenue in the first half of 2025, with a year-on-year growth of 22.42% [41][44]. - The company is the only Chinese enterprise providing a complete set of fracturing equipment to the North American high-end market, holding nearly 50% of the domestic market share [45]. Gas Turbine Business - The gas turbine segment is emerging as a key growth driver, with significant breakthroughs in commercial applications. The company has secured multiple contracts exceeding 1 billion yuan in the North American market, enhancing its competitive edge in industrial and data center power supply [54][56]. - Jerry Holdings has developed a comprehensive Gas to Power solution, integrating gas source processing, gas boosting, clean power generation, and intelligent control [55][58]. Industry Outlook - The oil service industry is undergoing a deep supply adjustment, with demand resilience supporting a recovery in market conditions. The global oil service market is projected to reach 316.1 billion USD by 2024, although this remains below the average levels seen from 2006 to 2014 [59][62].

Group 1: Major Announcements - Fenglong Co. and Jiamei Packaging will resume trading on February 2 [21][21] - The three major telecom operators in China, including China Mobile, China Unicom, and China Telecom, announced an adjustment in the applicable scope of value-added tax for telecom services, increasing the tax rate from 6% to 9%, which will impact their revenue and profits [6][7][8] Group 2: Project Wins and Contracts - Chengdi Xiangjiang won a bid for a project worth 1.22 billion yuan, with its subsidiary holding a 52.6% stake in the consortium [2] - Fulongma is expected to win sanitation service projects with a total first-year service fee of 83.54 million yuan, which will positively impact its operating performance in 2026 and beyond [2] Group 3: Corporate Transactions - BGI Genomics plans to acquire assets for 366 million yuan, including 100% equity of two companies, with additional capital increases planned for both [3] - Penghui Energy submitted an application for the issuance and listing of H-shares on the Hong Kong Stock Exchange [4] Group 4: Financial Performance - North Benz Blue Valley reported a January production of 11,169 new energy vehicles, a year-on-year increase of 20.84% [14] - Sailyus achieved January sales of 45,900 vehicles, a year-on-year growth of 104.85% [15] - GAC Group's January sales reached 116,622 vehicles, reflecting an 18.47% year-on-year increase [16] - Leshan Electric reported a net profit of 23.4 million yuan for 2025, a year-on-year increase of 3.68% [17] Group 5: Share Buybacks - Quzhou Dongfeng proposed a share buyback plan with a total amount between 50 million and 100 million yuan [18] - GoerTek increased its share buyback fund to a minimum of 1 billion yuan and a maximum of 1.5 billion yuan [20] Group 6: Stock Trading and Performance - Tiandi Online confirmed that its operations are normal and there are no undisclosed significant matters, despite recent stock price fluctuations [10] - Hongbaoli's epoxy propylene project has entered the pre-production preparation stage, with significant uncertainties remaining [11] - Hunan Gold's stock trading showed abnormal fluctuations, with ongoing asset purchase plans pending approval [12][13]

Company Announcements - Fenglong Co., Ltd. received a commitment from UBTECH not to inject assets into the company within 36 months after the acquisition, and the stock will resume trading on February 2 after the completion of a trading suspension investigation [2] - Jerry Holdings signed a sales contract for gas turbine generator sets with a total amount of 1.82 billion USD (approximately 12.65 billion RMB) for a data center application, marking the fourth such contract with a U.S. client since November 2025 [3] - Aoxin plans to invest 1.82 billion RMB in a high-end printed circuit board project, which aims to enhance product competitiveness and meet the growing demand in various sectors [3] Shareholder Changes - Yanzhou Coal Mining Company intends to transfer 100% equity of its wholly-owned subsidiary Xintai Coal [4] - GoerTek increased its share repurchase fund from a minimum of 5 billion RMB to a minimum of 10 billion RMB, with a maximum of 15 billion RMB [4][5] Business Performance - China Mobile and China Telecom will be affected by the adjustment of the VAT tax category for telecom services, which will impact their revenue and profits [3][5] - Leshan Electric Power reported a year-on-year net profit growth of 3.68% for 2025 [5] Stock Price Movements - Jiamei Packaging's stock price surged by 408.11% from December 17, 2025, to January 23, 2026, leading to a trading suspension for investigation, with the stock resuming trading on February 2 [5] - Hunan Gold's stock experienced significant trading fluctuations, with uncertainty regarding the future market price of its gold products [7] - Hongbaoli's epoxy propylene comprehensive technology transformation project has entered the pre-production preparation stage, although there is uncertainty regarding the timeline for producing qualified products [8] Other News - Fushi Holdings' actual controller and chairman Chen Yongliang has been detained [9] - ST United received a notice from the Shanghai Stock Exchange to suspend the review of its application due to the need to update financial documents [9]

Company Announcements - Fenglong Co., Ltd. received a commitment from UBTECH not to inject assets into the company within 36 months after the acquisition, and the stock will resume trading on February 2 after the completion of the suspension investigation [2] - Jereh Group signed a sales contract for gas turbine generator sets worth 1.82 billion USD (approximately 12.65 billion RMB) with a U.S. client, marking the fourth such contract since November 2025 [4] - China Mobile announced that the adjustment of the VAT tax category for telecom services from 6% to 9% will impact the company's revenue and profits starting January 1, 2026 [5] - Aoshikan plans to invest 1.82 billion RMB in a high-end printed circuit board project, aiming to enhance product competitiveness and meet the growing demand in various markets [6] - Yanzhou Coal Mining Company intends to publicly transfer 100% equity of its wholly-owned subsidiary, Xin Tai Coal, with a base price of 670 million RMB [7] Share Buybacks and Changes - GoerTek increased its share buyback fund from a minimum of 500 million RMB to a minimum of 1 billion RMB, with a maximum of 1.5 billion RMB [8] - Quzhou Dongfeng's controlling shareholder proposed a share buyback plan of 50 million to 100 million RMB for employee stock ownership plans [9] - Chipone Technology's major shareholder plans to reduce its stake by up to 1.95% through block trades [11] Operational and Performance Updates - China Telecom and China Unicom both reported that the VAT adjustment will affect their revenues and profits starting January 1, 2026 [12][13] - Leshan Electric Power announced a net profit increase of 3.68% for the fiscal year 2025, with total revenue of 3.395 billion RMB, reflecting a 6.24% year-on-year growth [14] Stock Price Movements - Jiamei Packaging's stock price surged by 408.11% from December 17, 2025, to January 23, 2026, leading to a suspension for investigation, with the stock resuming trading on February 2 [15] - Tiandi Online confirmed that its operations are normal and there are no undisclosed significant matters after experiencing abnormal stock price fluctuations [16] - Hunan Gold expressed uncertainty regarding the future market prices of its gold products, which have recently seen significant increases [17] - Hongbaoli's epoxy propylene comprehensive technology renovation project has entered the pre-production preparation stage, although there is uncertainty regarding the timeline for producing qualified products [19] Other Notable Events - Fushi Holdings' actual controller and chairman, Chen Yongliang, has been detained, but the company's operations remain normal [20] - ST United received a notice from the Shanghai Stock Exchange to suspend the review of its application due to outdated financial documents [21]

此次合同的签署，体现了北美市场对公司燃气轮机发电机组设备性能、交付能力以及综合服务实力的普 遍认可和高度信任，标志着公司在北美市场的客户基础进一步扩大，客户群体更加多元化，进一步巩固 公司在数据中心供电领域的竞争优势，推动公司在全球数据中心及供电领域的战略布局落地，提升公司 全球品牌影响力和市场竞争力。 本次销售的燃气轮机发电机组，将应用于数据中心供电领域，以"快速拆装、灵活转场"为核心设计理 念，采用高度集成化设计，可实现快速运输、现场拼装与灵活扩容，且搭配减排方案可降低工作过程中 氮氧化物排放量，能够满足数据中心高负载、高可靠性以及低排放的用电场景。 智通财经APP讯，杰瑞股份发布公告，近日，公司全资子公司GenSystems Power Solutions LLC(简 称"GPS")与美国某客户签署了燃气轮机发电机组销售合同，合同金额为1.82亿美元(约合12.65亿元人民 币)。合同是自2025年11月以来，公司与美国客户签署的第四份燃气轮机发电机组销售合同，交易对手 方为公司近期在美合作的第三家客户。 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2026-008 烟台杰瑞石油服务集团股份有限公司 关于签署日常经营重要合同的自愿性信息披露公告 三、本合同主要内容 1、合同标的：燃气轮机发电机组 2、合同金额：18,150.00 万美元 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、合同签署概况 近日，烟台杰瑞石油服务集团股份有限公司（以下简称"公司"）全资子公 司 GenSystems Power Solutions LLC（以下简称"GPS"）与美国某客户签署了 燃气轮机发电机组销售合同（以下简称"本合同"），合同金额为 18,150.00 万美元（约合 126,465.57 万元人民币）。本合同是自 2025 年 11 月以来，公司 与美国客户签署的第四份燃气轮机发电机组销售合同，交易对手方为公司近期在 美合作的第三家客户。 本合同部分信息属于公司商业秘密，若对外披露可能引致不当竞争、损害公 司和投资者利益，公司根据《上市公司信息披露暂缓与豁免管理规定》《信息披 露暂缓、豁免管理制度》履行了信息披露豁免的内部程序，对交易对手方信息、 合同部 ...

格隆汇2月1日丨杰瑞股份(002353.SZ)公告，近日，烟台杰瑞石油服务集团股份有限公司(以下简称"公 司")全资子公司Gen Systems Power Solutions LLC(以下简称"GPS")与美国某客户签署了燃气轮机发电机 组销售合同(以下简称"本合同")，合同金额为18,150.00万美元(约合12.65亿元人民币)。本合同是自2025 年11月以来，公司与美国客户签署的第四份燃气轮机发电机组销售合同，交易对手方为公司近期在美合 作的第三家客户。 本次销售的燃气轮机发电机组，将应用于数据中心供电领域，以"快速拆装、灵活转场"为核心设计理 念，采用高度集成化设计，可实现快速运输、现场拼装与灵活扩容，且搭配减排方案可降低工作过程中 氮氧化物排放量，能够满足数据中心高负载、高可靠性以及低排放的用电场景。 本合同的签署，体现了北美市场对公司燃气轮机发电机组设备性能、交付能力以及综合服务实力的普遍 认可和高度信任，标志着公司在北美市场的客户基础进一步扩大，客户群体更加多元化，进一步巩固公 司在数据中心供电领域的竞争优势，推动公司在全球数据中心及供电领域的战略布局落地，提升公司全 球品牌影响力和市场竞争 ...