杰瑞股份于近期接受了易方达基金、摩根基金等17家机构的调研，机构围绕公司天然气业务、海外业 务、核心产品及现金流等方面展开深入交流。 此外，调研活动还安排了现场参观，介绍园区规划，展示公司企业文化、业务布局及关键设备与部件。 本次调研全面展现了杰瑞股份在业务发展、产品创新及投资者回报等方面的情况。 调研活动详情 本次调研活动类别为特定对象调研与现场参观，分两场进行。场次一于2025年9月10日09:00 - 12:00，场 次二在2025年9月11日15:00 - 17:30，地点均为公司总部大楼会议室。参与调研的机构包括易方达基金、 景顺长城基金、国投瑞银基金等多家知名金融机构。杰瑞股份参会人员有曲宁、毛彩霞、宋翔、王鹤 扬。 业务亮点与优势剖析天然气业务：已成为公司业绩重要支撑与增长点。公司凭借贯穿"气体开发—净化 处理—液化储运—终端利用"全业务链条的技术布局，构建起天然气全产业链一体化解决方案能力。 其"工艺设计 + 装备制造 + 工程实施"产业协同模式，能为客户提供项目全生命周期价值服务。公司坚 持创新驱动，提升设备自制率与质量，拥有多项管理体系资质。为满足业务发展，建成并扩建天然气工 业园，产能提 ...

Group 1: Company Overview and Business Strategy - The company has established a comprehensive natural gas business chain, covering exploration, storage, processing, liquefaction, and terminal utilization, which has become a significant growth driver for its performance [3] - The company has built a natural gas industrial park, increasing production capacity by over three times to meet the growing demand for natural gas equipment [3] - The company operates in over 70 countries, with overseas business revenue accounting for a growing proportion of total income [4] Group 2: Financial Performance - In the first half of 2025, the company achieved overseas market revenue of CNY 3.295 billion, a year-on-year increase of 38.38%, with new overseas orders growing by 24.16% [4] - The net cash flow from operating activities reached CNY 3.144 billion, an increase of CNY 2.083 billion year-on-year [7] - The company distributed a cash dividend of CNY 6.9 per 10 shares (tax included), totaling CNY 706 million (tax included) for the 2024 fiscal year [7] Group 3: Product Development and Innovation - The company has developed the "Pangu" series of plunger pumps, which feature a high commonality rate of 85% in core structures and components, reducing maintenance costs by 50% [5] - The company emphasizes product innovation to maintain a technological edge, with recent advancements in plunger pump technology enhancing market competitiveness [5] - The company has established Shandong Jerry Min Electric Energy Co., Ltd. to promote its generator set business, offering various reliable power solutions [6] Group 4: Market Position and Brand Recognition - The company has improved its brand recognition and market share through high-quality delivery of engineering orders and high-end equipment applications [4] - The company is focused on enhancing its overseas market capabilities and brand influence through resource integration and increased investment [4]