Group 1 - The company, Jerry Co., announced on January 5 that it has repurchased approximately 3.13 million shares, accounting for 0.31% of its total share capital, through a centralized bidding method [1] - The highest transaction price for the repurchased shares was 75.2 yuan per share, while the lowest was 33.67 yuan per share, with a total transaction amount of approximately 109 million yuan [1] Group 2 - The iMoutai App saw a surge in popularity, reaching the top of the Apple shopping chart, with 100,000 users placing orders for the limited edition Moutai priced at 1499 yuan, which sold out quickly [1] - Distributors are offering the same price as a promotional gesture, with 1,000 boxes selling out rapidly [1]

证券代码：002353 证券简称：杰瑞股份 公告编号：2026-004 烟台杰瑞石油服务集团股份有限公司（以下简称"公司"或"杰瑞股份"）于 2026 年 1 月 5 日召开了第七届董事会第一次会议，审议通过了《关于与关联方共同投资设立控股子 公司暨关联交易的议案》，同意公司全资子公司 Jereh Oilfield Services Middle East FZE（以 下简称"杰瑞中东公司"）与关联方共同投资设立控股子公司，现将有关事项公告如下： 一、对外投资暨关联交易概述 1、对外投资基本情况 根据公司战略发展规划，为积极拓展与优化公司产业布局，加快推动公司小型模块化反 应堆（Small Modular Reactors，以下简称"SMR"）领域的业务发展，公司拟通过全资子公 司 Jereh Oilfield Services Middle East FZE（以下简称"杰瑞中东公司"）与杰瑞股份副总裁 李伟斌先生共同投资，于阿联酋迪拜成立控股子公司，开展 SMR 相关业务的经营活动。 该控股子公司注册资本拟为 1,000 万阿联酋迪拉姆（约合 1,907.10 万元人民币），其 中杰瑞中东公司以货币方式出资 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2026-003 烟台杰瑞石油服务集团股份有限公司 关于董事会完成换届选举及 聘任高级管理人员、内部审计负责人、证券事务代表的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 烟台杰瑞石油服务集团股份有限公司（以下简称"公司"）于 2025 年 12 月 29 日召开 2025 年第二次临时股东会，审议通过董事会换届选举的相关议案，选举产生第七届董事会 非职工代表董事；同日，公司召开职工代表大会,选举产生第七届董事会职工代表董事。公 司于 2026 年 1 月 5 日召开第七届董事会第一次会议，选举产生第七届董事会董事长、副董 事长、董事会专门委员会人员，并聘任公司高级管理人员、内部审计负责人、证券事务代表。 现将相关情况公告如下： 一、公司第七届董事会组成情况 （一）董事会成员 董事简历详见公司披露于巨潮资讯网（http://www.cninfo.com.cn）的 2025-084、 2026-002 号公告。 （二）董事会专门委员会人员 1、董事会战略委员会：孙伟杰、于建青（独立董事）、解传宁（独立 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2026-002 烟台杰瑞石油服务集团股份有限公司 第七届董事会第一次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 2026 年 1 月 5 日，烟台杰瑞石油服务集团股份有限公司（以下简称"公司"）第七届 董事会第一次会议在公司五楼会议室以现场方式召开。会议通知已于 2026 年 1 月 1 日通过 专人送达、邮件方式送达给董事和高级管理人员，会议应到董事 9 人，实到董事 9 人，高级 管理人员列席会议。会议召开符合《公司法》及《公司章程》的规定。经全体董事举手表决， 推举王继丽女士为本次会议主持人。全体董事经过审议，以记名投票方式审议通过了： 一、审议并通过《关于选举董事长、副董事长的议案》 表决情况：9 票同意，0 票反对，0 票弃权。 1、同意选举李志勇先生为公司董事长，任期自公司董事会审议通过之日起至第七届董 事会任期届满之日止。 2、同意选举王继丽女士为公司副董事长，任期自公司董事会审议通过之日起至第七届 董事会任期届满之日止。 上述候选人任职资格已经公司提名委员会审核。 李志勇 ...

Group 1 - The company plans to repurchase shares between 150 million to 250 million yuan for employee stock incentive plans, with a maximum repurchase price adjusted to 90 yuan per share [1] - As of December 31, 2025, the company has repurchased a total of 3.1257 million shares, accounting for 0.31% of the total share capital, with a highest transaction price of 75.20 yuan per share and a lowest transaction price of 33.67 yuan per share [1] - The total transaction amount for the repurchased shares is 109 million yuan, excluding transaction fees [1] Group 2 - The company will continue to implement the share repurchase within the designated period and will disclose updates in a timely manner [1]

Core Insights - The report emphasizes a positive outlook for the mechanical industry in 2026, driven by structural transformation and a rebound in external demand [3][4] - The report introduces a "risk排雷" manual to proactively identify potential market misjudgments and challenges within various sectors [3][4] Industry Overview - The mechanical industry is expected to experience a cyclical reversal, with growth in engineering machinery, industrial gases, shipbuilding, photovoltaic equipment, and lithium battery equipment [6][8] - Key assumptions include continued government support for emerging technology industries and a stable macroeconomic recovery [11][16] Engineering Machinery - The engineering machinery sector is witnessing a cyclical upturn, with increased overseas market share and a gradual domestic renewal cycle [17] - Key growth drivers include global market expansion, improved domestic demand due to favorable macro policies, and a stabilizing domestic infrastructure and real estate market [17] Shipbuilding - The shipbuilding industry is on an upward trend, with demand supported by a variety of vessel types and improving profitability for shipyards [19] - The sector is expected to benefit from supply constraints driving up ship prices and a focus on high-end, large-scale, dual-fuel vessels [20] Export Chain - The export chain is optimistic about demand recovery, particularly in the U.S. market, with a focus on strategic exports and emerging markets [22] - Key assumptions include a favorable trade environment and ongoing industrial shifts towards resource-rich countries [22] Industrial Gases - The industrial gases sector is viewed positively, with expectations of volume and price increases leading to improved valuations [27] - The report highlights the importance of leading companies in the sector and recommends focusing on those with operational highlights in niche markets [30] Lithium Battery Equipment - The lithium battery equipment sector is expected to emerge from a downturn, with solid-state battery technology creating significant market opportunities [51] - The report anticipates a substantial increase in market size, projecting a growth from 2.06 billion in 2025 to 33.62 billion by 2030 [51] Wind Power Equipment - The wind power industry is projected to maintain high growth, particularly in offshore wind projects, with significant investments expected [63] - The report recommends focusing on leading manufacturers and components that support the offshore wind market [64] Testing and Inspection - The testing and inspection sector is expected to see upward momentum, driven by increasing demand and a trend towards consolidation among leading firms [71] - The report emphasizes the importance of focusing on emerging fields and the long-term growth potential of comprehensive testing companies [71] Rail Transit Equipment - The rail transit equipment sector is expected to benefit from steady investment in fixed assets and high demand for passenger and freight transport [75] - The report highlights the potential for continued growth in the high-speed train sector and recommends key players in the industry [76] Oil Service Equipment - The oil service equipment sector is anticipated to thrive due to sustained demand driven by oil prices and energy security concerns [79] - The report suggests focusing on companies with strong technical barriers and those benefiting from domestic and international market opportunities [80]

Group 1: Tesla and Robotics - Tesla's Gen3 is entering a new product release phase, with domestic manufacturers accelerating new product launches and capital operations, suggesting a focus on quality segments to capture certainty and core changes [1] - The domestic robotics industry is experiencing positive changes driven by policy, product, and capital, with significant events such as the launch of the world's first full-body force-controlled humanoid robot by Weiqi Qiyuan and the IPO plans of Yujian [1] Group 2: Construction Machinery - It is expected that excavator sales, both domestic and international, will achieve double-digit growth in December, with November domestic sales up 9% year-on-year and export sales up 18% [2] - Non-excavator machinery has shown strong performance since Q3, with notable increases in sales for automotive cranes and crawler cranes, indicating a positive trend in the construction machinery sector [2] Group 3: Semiconductor Equipment - Changxin Technology's IPO application has been accepted, signaling the start of a storage cycle, with equipment orders expected to maintain high growth rates [3] - The capital expenditure for fab plants is projected to continue rising through 2026, particularly in the storage sector, which shows the strongest certainty [3] Group 4: Lithium Battery Equipment - Xinjie Energy has crossed the GWh production threshold, marking a significant step for solid-state lithium metal batteries towards commercialization [4] - The mid-term acceptance of solid-state batteries is proceeding as planned, with technology solutions converging and upcoming tenders from major manufacturers [4] Group 5: PCB Equipment - The PCB industry is returning to an upward trend, characterized by product high-endization and factory establishment in Southeast Asia, which is expected to drive demand for PCB equipment upgrades [5] - Specific segments of PCB equipment, such as drilling and plating, hold significant value and barriers, influencing circuit board performance [5] Group 6: Forklifts and Mobile Robots - Forklift sales have maintained growth, with November showing a 4% increase in domestic sales and an 11% increase in exports, indicating a positive outlook for the logistics sector [7] - Major companies are actively developing smart logistics and unmanned forklift products, which are expected to see rapid market adoption [7] Group 7: Recommended Companies in Machinery Sector - Key companies recommended include Hengli Hydraulic, Obit Optical, LiuGong, XCMG, and others, indicating a strong outlook for the machinery sector [8]

Group 1 - The oil and gas sector continues to attract investment, with the oil and gas ETF (159697) seeing a net subscription of 19 million units during trading [1] - The situation in Venezuela is expected to lead to higher oil prices, with short-term uncertainties impacting the oil transportation market positively [1] - In the short term, Venezuela's oil exports may be limited despite normal operations, potentially shifting oil trade demand to compliant regions, equivalent to a demand for 19 VLCCs [1] - In the medium term, if the US lifts sanctions on Venezuelan oil, maritime transport could fully transition to compliant markets, representing a demand for 46 VLCCs [1] - In the long term, if Venezuelan oil becomes compliant and international capital continues to invest, exports could reach a historical peak of 2.4 million barrels per day, equivalent to a demand for 141 VLCCs [1] Group 2 - As of January 5, 2026, the National Petroleum and Natural Gas Index (399439) shows mixed performance among its constituent stocks, with Zhongtai Co. (300435) leading with a 6.39% increase [1] - The top ten weighted stocks in the National Petroleum and Natural Gas Index (399439) as of December 31, 2025, include major companies such as China National Petroleum (601857) and Sinopec (600028), accounting for 67.11% of the index [2] - The oil and gas ETF (159697) closely tracks the National Petroleum and Natural Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector [1]

证券代码：002353 证券简称：杰瑞股份 公告编号：2025-098 烟台杰瑞石油服务集团股份有限公司 | 股东名称 | 是否为控股股东或第一 | | 本次解除质押数量 | | 占其所持 | 占公司总 | | 质押起始日 | | 质押解除日 | | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其一致行动人 | | | （股） | 股份比例 | 股本比例 | | | | | | | | | 刘贞峰 | | 是 | | 9,000,000 | 8.20% | 0.88% | 2025 | 年 1 月 2 | 日 | 2025 年 12 | 月 | 30 日 | 中信证券股 份有限公司 | 3、股东股份累计质押情况 关于控股股东部分股份质押和解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 烟台杰瑞石油服务集团股份有限公司（以下简称"公司"）近日接到公司控股股东之一、 董事刘贞峰先生的通知，获 ...

Core Viewpoint - The A-share market in 2025 is expected to show a structurally strong trend, with public funds significantly increasing their research efforts on listed companies, totaling 2,434 companies and over 75,000 research instances [1][2]. Group 1: Research Overview - In 2025, 165 public fund institutions conducted research on A-share listed companies, covering all 31 primary industries and involving 2,434 individual stocks, with a total of 76,285 research instances [2]. - A total of 169 stocks received high-frequency attention from public funds, with each stock being researched at least 100 times; 30 stocks exceeded 200 research instances, highlighting them as core market targets [2]. - The most researched stock was Huichuan Technology in the machinery sector, with 497 instances, followed by Zhongkong Technology and Jereh with 314 and 286 instances, respectively [2]. Group 2: Sector Focus - The electronics sector emerged as the most researched industry in 2025, with 14,009 research instances covering 286 stocks, indicating its core position in the technology growth area [4]. - The pharmaceutical and machinery sectors followed, with 9,927 and 9,469 research instances, respectively, reflecting ongoing institutional interest in high-quality companies supported by rigid demand in healthcare [4]. - Other sectors such as power equipment, computers, and automobiles also attracted significant attention, each with over 4,000 research instances, aligning with the current economic transformation and upgrade direction [5]. Group 3: Future Market Outlook - For 2026, the recovery of profits and the technology sector are identified as the two core themes for public funds, with the AI industry expected to remain a key growth driver [6][7]. - The market is anticipated to become more rational, with investors focusing on the commercial viability of technology and the authenticity of performance delivery [7]. - The recovery in profitability is expected to be driven by spontaneous clearing in the industry, with policy playing a supportive role, leading to differentiated investment opportunities across sectors [7].