杰瑞股份：全球天然气需求扩张，公司业务订单增长有望突破

Core Insights - From 2024 to 2028, global natural gas engineering investment is expected to have a compound annual growth rate (CAGR) of over 10% [1] - The demand for natural gas equipment is anticipated to continue expanding, especially with the termination of existing long-term contracts for Russian natural gas in the EU by January 1, 2028, leading to increased imports from the US, Qatar, the Middle East, and North Africa [1] Company Developments - The company has established a comprehensive technical layout across the entire value chain of natural gas, including gas development, purification, liquefaction, storage, transportation, and end-use [1] - Recent increases in natural gas development demand have resulted in a rapid growth of orders in the company's natural gas-related business [1] - The company has successfully undertaken or won bids for several significant projects, including: - Kuwait KOC JPF-5 project - Bahrain BAPCO natural gas compressor station project - Iraq Mansuriya gas field development project - Algeria National Oil Company booster station project - Malaysia National Oil Company booster station project [1] - The company aims to further optimize its product structure, expand business regions, enhance product delivery efficiency, and improve market competitiveness in the natural gas sector to achieve greater performance breakthroughs [1]