Jereh Group(SZ:002353) Zheng Quan Shi Bao Wang·2025-11-28 02:19Core Viewpoint - Jerry Holdings has made a significant breakthrough in the North American data center market by signing a sales contract for generator sets worth over $100 million, marking a key milestone in its strategic expansion in this sector [1][3]. Group 1: Business Development - The company has established a wholly-owned subsidiary, Jerry MinDian Energy Group, to deepen its engagement in the power sector and accelerate business breakthroughs [2]. - Jerry Holdings has developed a comprehensive energy solution based on years of technical accumulation in gas power generation, intelligent control, and complex system integration [2]. - The company has a complete management system covering R&D design, precision manufacturing, quality control, and global supply chain collaboration to ensure efficient project implementation [2]. Group 2: Product and Technology - Jerry Holdings offers a full range of self-developed power equipment, including gas turbine generator sets, reciprocating internal combustion engine generator sets, energy storage devices, and variable frequency devices, forming a highly integrated, modular, and intelligent gas power product system [2]. - The product system is designed to meet high standards of reliability, responsiveness, operational flexibility, and stability required in various applications, including data centers and oil and gas development [1][2]. Group 3: Strategic Partnerships - The company has strengthened its core component supply stability by signing a global strategic cooperation and large-scale order agreement with Baker Hughes, building on its long-term collaboration with Siemens [2]. - This partnership aims to provide robust support for project delivery on a global scale, ensuring timely and high-quality equipment delivery following the recent $100 million order [2]. Group 4: Market Recognition - The successful sale of equipment in the data center sector reflects the company's comprehensive strength and the high market recognition established through repeated validations of its power generation equipment in North America [3]. - The signing of this contract not only signifies a strategic upgrade in the North American market but also marks a critical step in the company's integrated capability development in the data center sector [3]. Group 5: Investor Engagement - The investor relations activity included participation from various well-known domestic and international investment institutions, including investment banks, public funds, private equity funds, and insurance companies [4].