免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 董秘回答(杰瑞股份SZ002353)： 您好！公司近期斩获两单超亿美元的燃气轮机发电机组成套设备销售订单，后续公司将合理规划产能， 保障订单交付，并密切关注市场情况，努力实现进一步突破。谢谢！ 查看更多董秘问答>> 来源：问董秘 投资者提问： 微软、亚马逊、甲骨文等Ai巨头由于债务压力，近期削减了存量和新增的AIDC项目，甚至部分项目出 现延期，请问董秘：据了解，近期两个超亿美元订单为项目一期的订单，整个项目需几年逐步完成，若 后续几期项目延期，预计有多少订单量的损失？ ...

12月18日，海南自由贸易港正式启动全岛封关。 据三亚日报，封关首日，三亚免税销售成绩亮眼，全市免税销售额达1.18亿元。其中，三亚国际免税城 进店客流超3.6万人次，同比增长逾60%；销售额同比增长85%。 销售业绩的背后，离不开免税商品的实惠。有消费者发现，免税价叠加消费券优惠后，苹果手机最高可 减2140元。 18日上午10时许，记者在海旅免税城一家售卖苹果产品的门店看到，消费者排起长队选购苹果产品。 该店工作人员告诉记者，目前免税苹果产品不能使用国家补贴，但可以叠加政府免税消费券。以iPhone 17 pro 256GB版本为例，可以领取满6000元减300元消费券，免税价叠加免税消费券，最终售价可以达 到7999元，比在电商平台旗舰店买节省1000元。 若是以售价最贵的iPhone 17 pro Max 2TB版本为例，其免税价格为16859元，叠加满15000元减1000元消 费券，最终售价为15859元，这比官网售价便宜了2140元。 另据央视新闻，随着元旦假期到来，海南机票预订量明显上涨。 数据显示，作为海南封关运作后的首个小长假，在即将到来的元旦假期，国内前往海南的机票预订量超 72万张，同 ...

Core Viewpoint - Nantong is positioned to play a strategic role in the Yangtze River Delta's innovation landscape through structural breakthroughs in innovation chains, technological advancements, talent optimization, and system platform development [1] Group 1: Strategic Positioning - Nantong has the potential to become a significant player in key sectors such as energy equipment, future materials, biomanufacturing, and third-generation semiconductors [1] - The organic combination of "strategic capital" and "top-tier ecosystems" will more effectively discover, cultivate, and empower potentially world-changing, disruptive technologies [1] Group 2: Technological Advancements - AI has significantly lowered the technical barriers for strategy implementation, leading many investors to apply their investment logic and frameworks to AI tools [1] - The future of the financial services industry is expected to become more "networked," enabling cross-institutional and cross-disciplinary collaboration through standardized MCP (Model Context Protocol), algorithm engines, or routing services [1]

Core Viewpoint - The company is actively advancing research and innovation in the energy equipment sector, focusing on the development of diaphragm compressors for various applications [2] Group 1: Product Development - The company has independently developed diaphragm compressors that cover multiple pressure levels including 15MPa, 20MPa, 35MPa, 45MPa, 70MPa, 90MPa, and 100MPa [2] - The diaphragm compressors produced by the company are applicable in commercial hydrogen stations, chemical industry gas compression, electronic materials industry, and aerospace liquid hydrogen equipment [2]

Group 1 - The company is actively advancing research and innovation in the energy equipment sector, specifically in diaphragm compressor technology [2] - The diaphragm compressors developed by the company cover multiple pressure levels including 15MPa, 20MPa, 35MPa, 45MPa, 70MPa, 90MPa, and 100MPa [2] - The compressors are applicable in various industries such as commercial hydrogen refueling stations, chemical industry, electronic materials, and aerospace for liquid hydrogen equipment [2]

证券日报网12月10日讯 杰瑞股份（002353）在12月9日回答调研者提问时表示，未来，公司将继续在数 据中心、工业能源和新型电力系统三大赛道持续深耕，通过不断的技术创新、产品迭代与工程交付能 力，推动清洁能源装备的智能化、规模化应用，与公司的客户在数据中心供配电系统领域开展全方位协 作。公司会依托在能源装备与智能服务领域的综合优势，提供相关电力设备供应、智能运行控制及全生 命周期运维支持的一体化解决方案，实现从能源生产到用电保障的高效协同，持续强化高可靠电力支撑 能力。 ...

证券日报网讯12月10日，青达环保在互动平台回答投资者提问时表示，公司联合华能集团清洁能源技术 研究院，研发出以常态金属系为核心载体的新型储能技术，金属产品已于今年试车成功。此次成功标志 着公司在能源装备赛道的布局迎来重要突破。 ...

Core Viewpoint - The company emphasizes its commitment to the power generation sector, highlighting the reliability, responsiveness, flexibility, and stability of its power generation equipment, which meets high standards in various fields such as data centers and oil and gas development [1] Group 1: Business Development - The company has established the Jerry MinDian Energy Group to integrate resources in the power sector and accelerate business breakthroughs [1] - The company has extensive experience in overseas markets, with successful sales and leasing of gas turbine generator sets in North America, which has built a strong brand reputation for entering the data center power generation field [1] Group 2: Technological Capabilities - The company leverages years of technical accumulation and engineering practice in gas power generation, intelligent control, and complex system integration to create comprehensive energy solutions [1] - The power generation equipment provided by the company features rapid transportation, on-site assembly, and flexible expansion capabilities, effectively addressing challenges such as tight project timelines and limited space [1] Group 3: Supply Chain Management - The company focuses on building a global supply chain system and has established stable partnerships with gas turbine manufacturers like Siemens and Baker Hughes, enhancing supply chain resilience [1] - These partnerships provide solid guarantees for the delivery of related products [1]

（编辑 丛可心 王雪儿） 证券日报网12月10日讯 杰瑞股份在12月9日回答调研者提问时表示，近年来，公司坚定执行国际化战 略，海外战略布局取得显著成效，业务遍布70多个国家和地区，海外业务收入占比不断提升，近期，公 司入局数据中心发电领域，推动公司在全球高端数据中心能源赛道的纵深发展与战略布局的同时，进一 步促进海外业务结构多元化。公司持续推动各业务板块在海外市场的协同配合、相互赋能，聚焦全球战 略客户并在各板块持续取得新的突破。工程类订单的获取可以识别并拉动海外客户对公司高端装备的需 求，公司高端装备的应用和工程类订单的高质量交付又进一步提升公司品牌知名度，公司产品市场占有 率和市场认可度不断提升。同时，公司也不断通过整合资源、加大投入、加速海外产能建设，强化海外 市场能力和品牌影响力，推动本土化建设和运营。 ...

高端装备半月谈-12 月份重要观点更新 20251207 摘要 杰瑞股份新增海外订单抵消俄罗斯业务影响，未来两年盈利预测保持稳 定。股价上涨主要由估值驱动，从 2026 年的 15 倍 PE 上升至 20 倍左 右。 杰瑞股份数据中心燃气轮机发电机组业务增长空间巨大，北美市场需求 量级在 10 至 20 吉瓦，市场规模达 1,000 至 2000 亿元人民币。产能扩 张至 2026 年底预计达 200 兆瓦，但增长受限于机头供应稳定性，正与 西门子、贝克休斯等洽谈合作。 美国可能重启国家级机器人战略，重点关注特斯拉及其 Figure AI 链、 电商仓储物流机器人，以及中国和日本作为硬件参与企业或系统集成端 的潜在受益。 特斯拉 Optimus 人形机器人采用视频提取数据策略，加速数据采集规 模化，降低成本，提高训练效率。硬件方面，灵巧手探索陶瓷球替代钢 丝球，电机散热优化考虑氮化镓材料。 AI PCB 推动电镀技术升级，用铜量显著提升，传统直流电镀逐步发展为 脉冲电镀，对铜粉的粒径分布和溶解效率提出更高要求，加工费用也随 之增加。 Q&A 如何看待杰瑞股份近期获得的北美数据中心燃气轮机发电机组订单及其对公司 ...