Core Viewpoint - The report from Donghai Securities highlights that Jerry Holdings has secured a new order for generator sets exceeding 100 million USD, while also expanding into the small modular reactor sector, establishing a growth trajectory in its power energy business [1] Group 1: Business Expansion - The company is a leading player in the domestic oil and gas equipment sector, achieving breakthroughs in drilling, natural gas, and gas turbine generator set businesses in both domestic and international markets [1] - The global strategy of the company is gradually being implemented, with diversified business development showing synergy [1] Group 2: Order Acquisition - The natural gas segment has secured multiple large orders globally, providing strong support for the company's performance growth [1] - The gas turbine generator set business has achieved a breakthrough with orders from North American data centers [1] Group 3: Investment Rating - The report maintains a "Buy" rating for the company, indicating positive outlook based on recent developments [1]
研报掘金丨东海证券:维持杰瑞股份“买入”评级,再获发电机组超亿美元订单