Mei Ri Jing Ji Xin Wen·2026-02-02 02:50Core Viewpoint - The company, Jerry Holdings (002353.SZ), is accelerating its "second growth curve" amid the global energy transition and computing power explosion, highlighted by a recent $181.5 million gas turbine generator sales contract in North America [1][5]. Group 1: Contract Achievements - Jerry Holdings signed its fourth gas turbine generator sales contract in North America since November 2025, marking a significant expansion in its high-end power market presence [1][5]. - The recent contract, valued at $181.5 million (approximately 1.265 billion RMB), is part of a series of successful orders driven by the urgent demand for power supply in global data centers [5][6]. - The company previously announced a $106 million (approximately 742 million RMB) contract with another U.S. client, indicating a strong order acquisition rhythm [5][6]. Group 2: Product and Market Fit - The company's gas turbine generator products are designed with modularity, allowing for quick assembly and flexible deployment, which addresses the specific power supply needs of data centers [1][5]. - The gas turbine generators are tailored for high-load, high-reliability, and low-emission power scenarios, making them suitable for the growing AI computing power demands [5][6]. Group 3: Supply Chain and Production Capacity - Jerry Holdings has established long-term partnerships with major gas turbine manufacturers like Siemens and Baker Hughes, enhancing its supply chain resilience [6]. - The company is expanding its production capacity in the U.S. and increasing local hiring to meet the rising demand for gas turbine generators [7][8]. Group 4: Future Outlook - The company plans to continue focusing on three key areas: data centers, industrial energy, and new power systems, aiming to enhance technological innovation and product delivery capabilities [8].