研报掘金丨国元证券:维持杰瑞股份“买入”评级,看好公司中长期发展
Ge Long Hui A P P·2025-08-12 06:42

Core Viewpoint - Jerry Holdings has shown continuous growth in performance in the first half of 2025, with improvements in the product structure of its overseas market [1] Group 1: Financial Performance - In the first half of 2025, overseas revenue reached 3.295 billion yuan, representing a year-on-year increase of 38.38%, accounting for 47.75% of total revenue [1] - The gross profit margin improved by 0.58% year-on-year, and new orders increased by 24.16% [1] Group 2: Market Opportunities - The oil and gas industry experienced overall fluctuations, but the rapid growth of natural gas as a strategic transitional demand presents opportunities [1] - The company successfully won the bid for the total contracting project of the Hodeidah Natural Gas Booster Station for the Algerian National Oil Company, with a total amount of approximately 6.126 billion yuan, enhancing its influence in the global oil and gas industry [1] Group 3: Innovation and Technology - The company places a strong emphasis on technological innovation, protecting its innovative achievements through patents, with a total of 209 patent applications during the reporting period, including 90 invention patents and 119 utility model patents [1] - The company is positioned as a leader in the oil and gas technology engineering service sector, indicating a positive outlook for its medium to long-term development [1]

GUOYUAN SECURITIES-研报掘金丨国元证券:维持杰瑞股份“买入”评级,看好公司中长期发展 - Reportify