证券代码：002353 证券简称：杰瑞股份 公告编号：2025-075 烟台杰瑞石油服务集团股份有限公司 第六届监事会第二十五次会议决议公告 本公司及监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。 2025 年 10 月 23 日，烟台杰瑞石油服务集团股份有限公司（以下简称"公 司"）第六届监事会第二十五次会议在公司五楼会议室以现场方式召开。会议通 知已于 2025 年 10 月 13 日通过专人送达、邮件方式送达给监事，会议应到监事 3 人，实到监事 3 人。会议召开符合《公司法》及《公司章程》的规定。会议由 监事会主席史海宁先生召集并主持，全体监事经过审议，以记名投票方式审议通 过了： 一、审议并通过《2025 年第三季度报告》 表决情况：3 票同意，0 票反对，0 票弃权。 经审核，监事会认为：董事会编制和审核公司 2025 年第三季度报告的程序 符合法律、行政法规和中国证监会的规定，报告内容真实、准确、完整地反映了 公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 第三季度报告详见巨潮资讯网（http://www.cninfo.com.cn/ ）。 ...

2025 年 10 月 23 日，烟台杰瑞石油服务集团股份有限公司（以下简称"公 司"）第六届董事会第二十八次会议在公司五楼会议室以现场方式召开。会议通 知已于 2025 年 10 月 13 日通过专人送达、邮件方式送达给董事、监事和高级管 理人员，会议应到董事 9 人，实到董事 9 人，监事和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。会议由董事长李慧涛先生召集并 主持，全体董事经过审议，以记名投票方式审议通过了： 证券代码：002353 证券简称：杰瑞股份 公告编号：2025-074 烟台杰瑞石油服务集团股份有限公司 第六届董事会第二十八次会议决议公告 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。 一、审议并通过《2025 年第三季度报告》 表决情况：9 票同意，0 票反对，0 票弃权。 公司的董事、监事、高级管理人员保证公司 2025 年第三季度报告内容真实、 准确、完整，不存在任何虚假记载、误导性陈述或重大遗漏，并签署了书面确认 意见。 公司审计委员会已于董事会审议本事项前召开审计委员会 2025 年第六次会 议，审议并通过 ...

Financial Performance - The company's operating revenue for Q3 2025 reached ¥3,519,219,802.27, representing a year-on-year increase of 13.90%[5] - Net profit attributable to shareholders was ¥566,809,062.98, up 11.11% compared to the same period last year[5] - The basic earnings per share for the reporting period was ¥0.56, an increase of 11.55% year-on-year[5] - The company reported a 29.49% increase in operating income year-to-date, attributed to business scale expansion[11] - Total operating revenue for the current period reached ¥10,419,812,013.74, an increase of 29.4% compared to ¥8,046,761,536.60 in the previous period[22] - Operating profit for the current period was ¥2,204,868,730.06, representing a growth of 15.4% from ¥1,909,713,593.16 in the previous period[23] - Net profit attributable to shareholders of the parent company was ¥1,807,957,034.34, an increase of 13.1% compared to ¥1,598,437,346.41 in the last period[23] - The total comprehensive income amounted to ¥1,871,269,383.77, compared to ¥1,559,728,463.41 in the prior period, reflecting a growth of approximately 19.9%[24] - Basic and diluted earnings per share increased to ¥1.78 from ¥1.57, marking a rise of 13.4%[24] Cash Flow and Liquidity - The net cash flow from operating activities for the year-to-date period was ¥2,927,423,407.04, showing a significant increase of 99.45%[5] - Cash inflow from operating activities increased by 33.31% year-on-year, driven by effective cash collection measures[12] - The net cash flow from operating activities was ¥2,927,423,407.04, compared to ¥1,467,767,368.55 in the previous period, indicating an increase of about 99.5%[27] - The cash and cash equivalents increased to approximately 8.25 billion RMB from 5.92 billion RMB at the beginning of the period[19] - The cash and cash equivalents at the end of the period reached ¥7,392,887,480.87, up from ¥4,854,951,002.61, showing an increase of approximately 52.5%[28] - The total cash inflow from financing activities was ¥3,364,426,193.09, down from ¥4,933,192,714.03, indicating a decrease of about 31.8%[27] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥38,079,447,366.41, reflecting a growth of 6.68% from the end of the previous year[5] - Total assets increased to ¥38,079,447,366.41, up from ¥35,695,116,715.45, reflecting a growth of 6.7%[21] - Total liabilities rose to ¥15,043,930,979.67, compared to ¥13,692,984,573.67, marking an increase of 9.9%[21] - Current assets totaled ¥28,194,825,280.15, an increase of 10.3% from ¥25,616,017,190.13 in the previous period[21] - Inventory increased to ¥6,712,968,749.42, up from ¥5,351,204,758.39, reflecting a growth of 24.4%[21] - Long-term receivables decreased to ¥1,741,567,271.34 from ¥2,082,823,399.80, a decline of 16.4%[21] Shareholder Information - The company's total equity attributable to shareholders increased by 4.69% to ¥22,148,001,895.49 compared to the end of the previous year[5] - The total number of common shareholders at the end of the reporting period is 22,945[15] - Major shareholder Sun Weijie holds 19.04% of shares, amounting to 194,930,534 shares[15] - The company plans to repurchase shares worth between 50 million and 70 million RMB within six months starting from April 9, 2025[16] - The company distributed a cash dividend of 1.5 RMB per 10 shares, totaling 153,114,326.55 RMB[17] Investment and Expenses - Operating costs increased by 36.30% year-on-year, correlating with the rise in revenue[11] - The company experienced a 70.27% decrease in investment income compared to the previous year, primarily due to lower gains from equity transfers[11] - Research and development expenses for the current period were ¥362,385,469.00, an increase of 13.8% compared to ¥318,546,819.86 in the previous period[23] - The net cash flow from investing activities was -¥96,713,239.22, an improvement from -¥1,401,520,951.73 in the previous period[27] Project and Contract Information - The total contract value for the Rhourde Nouss Boosting Project awarded to the subsidiary is approximately 850 million USD or 6.126 billion RMB[17]

Core Insights - The specialized equipment sector experienced a slight increase of 0.02% on October 23, with Sai Xiang Technology leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Sector Performance - Notable gainers in the specialized equipment sector included: - Yunjia Technology (002337) with a closing price of 7.02, up 10.03% and a trading volume of 864,300 shares, totaling 596 million yuan [1] - Shihua Machinery (000852) at 9.34, up 10.01% with a trading volume of 2,720,200 shares, totaling 2.531 billion yuan [1] - Shandong Molong (002490) at 9.36, up 9.99% with a trading volume of 1,097,100 shares, totaling 1 billion yuan [1] Capital Flow - The specialized equipment sector saw a net outflow of 2.135 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.673 billion yuan [2] - The capital flow for specific stocks indicated: - He Dung Intelligent (603011) had a net inflow of 1.011 billion yuan from institutional investors, but a net outflow from retail investors [3] - Lingyun Optics (688400) experienced a net inflow of 82.8594 million yuan from institutional investors [3]

Market Overview - The specialized equipment sector increased by 0.7% on October 22, with DeShi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Top Performers - DeShi Co., Ltd. (301158) closed at 29.97, up 16.80% with a trading volume of 506,700 shares and a transaction value of 1.498 billion [1] - KaiTeng Precision (920553) closed at 12.39, up 11.42% with a trading volume of 121,400 shares [1] - ZhongYa Co., Ltd. (300512) closed at 11.25, up 10.29% with a trading volume of 461,800 shares [1] - Other notable gainers include BeiFang Co. (600262), SaiXiang Technology (002337), and ZhongXin CheGong (601608), all showing significant increases [1] Underperformers - MaHe Co., Ltd. (301056) closed at 12.90, down 5.77% with a trading volume of 89,600 shares [2] - LiHeXing (301013) closed at 29.22, down 3.60% with a trading volume of 349,900 shares [2] - Other notable decliners include ZhongJian Technology (002779) and HongMing Co. (301105), both experiencing declines [2] Capital Flow - The specialized equipment sector saw a net outflow of 480 million from institutional investors, while retail investors contributed a net inflow of 199 million [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors remain active [2] Individual Stock Capital Flow - SaiXiang Technology (002337) had a net inflow of 11.34 million from institutional investors but saw significant outflows from retail investors [3] - Other stocks like XinQi Microelectronics (688630) and HuiCheng Vacuum (301392) also experienced varied capital flows, with institutional inflows and retail outflows [3] - The data suggests a trend where institutional investors are more cautious, while retail investors are more engaged in the market [3]

Core Insights - The article discusses the unprecedented popularity of the "Sichuan Super League" (苏超) and its impact on local football events across various provinces in China, highlighting its role as a social symbol that transcends sports, culture, tourism, and public services [4][5]. Group 1: Event Popularity and Marketing - Since its launch in mid-May, the Sichuan Super League has seen record attendance and significant online engagement, leading to a surge in local football events like "Jiangxi Super League" and "Hunan Super League" [4]. - The emergence of these local leagues has sparked a marketing frenzy, attracting numerous brands and sponsors, thereby creating a vast flow of engagement and commercial opportunities [5][12]. Group 2: Sponsorship and Commercial Potential - The "Hunan Super League" has attracted 15 sponsors, including major partners like China Construction Bank and Wuliangye, while the "Sichuan Super League" has reached 19 sponsors, showcasing the high commercial appeal of these events [7][8]. - The "Guangdong Super League" has garnered 24 sponsors, with top-tier sponsorships from brands like Yili and Dongfeng Nissan, indicating a strong trend of investment in local football leagues [8][12]. Group 3: Market Dynamics and Future Outlook - The regional nature of these leagues allows local businesses to engage effectively, with sponsorship opportunities structured to maximize exposure and engagement [12][17]. - The increasing number of sponsors and the commercial viability of these leagues suggest a promising future for sports marketing in China, with expectations for more refined partnerships and marketing strategies as events evolve [17][18].

Core Insights - The National Petroleum and Natural Gas Index (399439) has seen a strong increase of 1.78%, with significant gains in constituent stocks such as Dazhong Public Utilities (600635) up by 9.94% and Diweier (688377) up by 9.51% [1] - Rystad Energy's report highlights increasing threats to five critical maritime chokepoints due to regional disputes, piracy, and environmental hazards, which could lead to soaring energy prices and increased transportation costs if operations are disrupted [1] Group 1 - The oil and gas ETF (159697) rose by 2.17%, with the latest price reported at 1.08 yuan [1] - The report indicates that the conditions for a "double La Niña" are strengthening, potentially leading to extremely cold weather in winter 2025, which may boost natural gas demand [2] - Natural gas apparent consumption from January to August 2025 showed a slight year-on-year decline of 0.1%, an improvement from a 3.4% decline in the first two months of the year [2] Group 2 - The top ten weighted stocks in the National Petroleum and Natural Gas Index as of September 30, 2025, include major companies like China National Petroleum (601857) and Sinopec (600028), accounting for 64.68% of the index [2] - The oil and gas ETF closely tracks the National Petroleum and Natural Gas Index, reflecting the price changes of publicly listed companies in the oil and gas sector [2]

再看看9月20日揭幕的"川超"——四川省城市联赛。该赛事进一步就赞助层级进行细分。根据公众号"川超足球联赛"消息，除去赛事直转播运营商及平 台、网络媒体合作平台，"川超"的赞助商数量已经达到19家。最高赞助层级身份"全球独家冠名赞助商"为四川银行；其次，首席至尊合作伙伴青花郎，官 方合作伙伴中国移动，官方赞助商百威，这3个赞助层级都分别只有1家品牌或企业参与。而官方支持企业以及官方供应商类别则共计有15家，其中包括有 可口可乐、长虹、卡尔美体育、京东电器等长期参与体育营销的品牌。 自5月中旬开赛，苏超掀起了一股前所未有的足球狂热——线下上座人数持续创造纪录，线上自发诞生的热梗与讨论把这项城市足球联赛带进了更多人的 视野，另外在营销层面也展现强劲的商业吸引力。总之，2025年的苏超已然远超出足球赛事本身，成为了一种跨越体育、文旅、消费及公共服务的社会符 号。 "苏超"的火，也点燃了其他省级行政单位的区域性本土足球赛事的热情。"赣超""湘超""川超"等10余个省和直辖市落地举行城市联赛，"齐鲁超赛""广东省 超"也陆续开展俱乐部业余联赛。当然，还包括原有的"村超"类草根足球赛事以及各地社会足球邀请赛，这一系列足球 ...

Group 1: Excavator Sales - In September, a total of 19,858 excavators were sold, representing a year-on-year increase of 25%, with domestic sales of 9,249 units (+22%) and export sales of 10,609 units (+29%), significantly exceeding market expectations [1][3][4] - The domestic excavator market has shown a clear upward trend from June to September, supported by factors such as labor substitution and water conservancy funding, despite weak fundamentals in real estate and infrastructure [1][3] - The structure of excavators in China is expected to shift towards a higher proportion of small excavators, which will continue to provide a stabilizing effect on the domestic market [1][3] Group 2: Oilfield Equipment - On October 10, international oil prices fell by approximately 2%, with Brent crude priced at $64 per barrel, primarily due to renewed tariffs announced by Trump and concerns over international trade [2][4] - The decline in oil prices is not expected to significantly impact the demand for oilfield equipment in the medium term, as the cost of oil production in the Middle East remains low and above the breakeven point [2][4] - The demand for LNG as a transitional energy source is expected to sustain, with continued capital expenditure growth in the Middle East, driving up equipment demand [2][4] Group 3: Investment Recommendations - Companies recommended for investment in the excavator sector include SANY Heavy Industry, Zoomlion, LiuGong, Shantui, and Hengli Hydraulic [1][3] - In the oilfield equipment sector, companies such as Jereh and Neway are highlighted as strong players due to high barriers to entry and increasing domestic market share [2][4]

上海证券近日发布机械行业周报：BEST项目重要部件相继交付，行业迎密集招投标 期。产业端，根据可控核聚变公众号，由中国科学院等离子体物理研究所主导设计，聚变新 能承建的紧凑型聚变能实验装置（BEST）迎来重要部件集中交付。10月1日，BEST项目主 机系统中杜瓦底座研制成功并顺利完成交付，精准落位安装在BEST装置主机大厅内。 以下为研究报告摘要： 主要观点 过去一周2个交易日（2025.10.9-2025.10.10），中信机械行业下跌0.62%，表现处于中下 游，在所有一级行业中涨跌幅排名第21。可控核聚变：BEST项目重要部件相继交付，行业 迎密集招投标期。产业端，根据可控核聚变公众号，由中国科学院等离子体物理研究所主导 设计，聚变新能承建的紧凑型聚变能实验装置（BEST）迎来重要部件集中交付。10月1日， BEST项目主机系统中杜瓦底座研制成功并顺利完成交付，精准落位安装在BEST装置主机大 厅内。杜瓦底座是BEST装置主机的首个真空大部件，设计工况复杂，接口数达百余个，是 主机系统中的最重部件、也是国内聚变领域最大的真空部件，该部件落位安装标志着BEST 项目主体工程建设步入新阶段，部件研制和工程安 ...