Jereh Group(SZ:002353) Xi Niu Cai Jing·2025-08-12 05:25Core Viewpoint - Jerry Holdings (002353.SZ) reported strong financial performance for the first half of 2025, with significant revenue and profit growth, driven by robust performance in traditional energy and natural gas-related businesses [2][3]. Financial Performance - The company achieved a revenue of 6.901 billion yuan, representing a year-on-year increase of 39.21% [3][4]. - Net profit attributable to shareholders reached 1.241 billion yuan, up 14.04% compared to the previous year [3][4]. - The net profit after deducting non-recurring gains and losses was 1.231 billion yuan, reflecting a growth of 33.90% [3]. - Operating cash flow surged by 196.36% to 3.144 billion yuan [6]. Business Segments - The high-end equipment manufacturing segment generated 4.224 billion yuan in revenue, accounting for 61.22% of total revenue, with a year-on-year growth of 22.42% [4][5]. - The oil and gas engineering and technical services segment reported revenue of 2.069 billion yuan, a significant increase of 88.14% [4][5]. - The natural gas-related business saw a remarkable revenue increase of 112.69%, with a gross margin improvement of 5.61 percentage points [2][4]. Geographic Performance - Revenue from overseas markets reached 3.295 billion yuan, up 38.38%, contributing to 47.75% of total revenue [4][6]. - The company made significant progress in emerging markets such as the Middle East and North Africa, with a 24.16% increase in new overseas orders [4]. Strategic Focus - Jerry Holdings is focusing on the dual strategy of "oil and gas industry" and "new energy industry," with a cautious approach to its new energy business due to industry competition [5][7]. - The company plans to deepen its global layout in high-end equipment manufacturing while leveraging the high demand in the natural gas market to strengthen its traditional business advantages [7].