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杰瑞股份分析师会议-20250618
Dong Jian Yan Bao·2025-06-18 13:10

Group 1: Research Basic Information - The research object is Jereh Group, belonging to the special equipment industry, with a reception time of June 18, 2025. The listed company's reception staff includes the board secretary Qu Ning and the securities affairs specialist Wang Heyang [17] Group 2: Detailed Research Institutions - The reception objects include Tianhong Fund (a fund management company) with relevant personnel Li Jiaming, Xing Shaoxiong, Huang Zihan, Chi Dongyang, and Du Tianye, and Zhongtai Securities (a securities company) with relevant personnel Wang Fengdi, Fu Yuxuan, and Zhang Naihui [18] Group 3: Company's Overseas Business Strategy - The company firmly promotes the global development strategy to enhance industry competitiveness and achieve high - quality development. Its overseas business is spread across more than 70 countries and regions, and the overseas business revenue accounted for 45.20% in 2024. The Middle East is a key strategic market, with a relatively complete business chain covering high - end equipment manufacturing, recycling business, oil and gas engineering services, oil and gas technical services, and oil and gas field development. The company's market share in the high - end equipment field in the Middle East has been increasing year by year, and its engineering business has achieved continuous breakthroughs [21] Group 4: Engineering Business in the Middle East - The company drives the overall coordinated development of each business segment in the Middle East through advantageous products or services. In 2024, it won several state - owned oil company engineering projects, such as the $920 million UAE ADNOC well - site digital transformation project and the $316 million Bahrain National Oil and Gas Booster Station project. The company will comprehensively consider multiple aspects such as strategic significance, industrial synergy, project return, and project cash flow to select high - quality projects for sustainable development [22][23] Group 5: Advantages of Overseas Natural Gas Equipment - The company has achieved full - industry - chain development of natural gas, covering natural gas equipment manufacturing, gas - fired power generation equipment, natural gas processing engineering, and terminal utilization. It can provide an integrated natural gas industry solution. The company adheres to innovation - driven development, increases R & D investment, and has built the Jereh Natural Gas Industrial Park, which has tripled the production capacity of natural gas equipment [23]