（文章来源：每日经济新闻） 杰瑞股份（002353.SZ）11月14日在投资者互动平台表示，自2019年以来，公司与贝克休斯已在发电应 用领域累计实现600MW以上的装机合作。公司会根据市场情况，合理安排生产、采购计划。 每经AI快讯，有投资者在投资者互动平台提问：公司宣布和贝克休斯战略合作，请问下贝克休斯一年 大概可以给杰瑞提供多大的燃气轮机产能？ ...

Core Insights - Jerry Holdings experienced a significant decline of 7.46% in stock price, with a trading volume of 1.425 billion yuan and a turnover rate of 3.96% [2] - Institutional investors net sold 139 million yuan, while the Shenzhen Stock Connect saw a net purchase of approximately 29.37 million yuan [2] - The stock was flagged by the Shenzhen Stock Exchange due to a price deviation of -7.86% [2] Trading Activity - The top five trading departments had a combined transaction volume of 676 million yuan, with buying totaling 294 million yuan and selling at 383 million yuan, resulting in a net sell of approximately 89.16 million yuan [2] - Seven institutional special seats were involved in trading, with total buying amounting to 80.16 million yuan and selling at 219 million yuan, leading to a net sell of 139 million yuan [2] - The Shenzhen Stock Connect was the largest buying and selling department, with buying at 187 million yuan and selling at 157 million yuan, resulting in a net purchase of 29.37 million yuan [2] Capital Flow - The stock saw a net inflow of 3.95 million yuan from major funds, with large orders experiencing a net outflow of 35.38 million yuan and large fund inflows of 39.33 million yuan [2] - Over the past five days, the net inflow of major funds was approximately 1.07 million yuan [2] Margin Trading Data - As of November 7, the margin trading balance for the stock was 316 million yuan, with a financing balance of 296 million yuan and a securities lending balance of approximately 2.04 million yuan [3] - Over the past five days, the financing balance decreased by 1.13 million yuan, a decline of 3.68%, while the securities lending balance increased by 653.32 thousand yuan, an increase of 47.24% [3]

Group 1 - The core point of the news is that Jerry Holdings experienced a decline of 5.02% in its stock price, reaching 52.57 CNY per share, with a trading volume of 270 million CNY and a turnover rate of 0.71%, resulting in a total market capitalization of 53.824 billion CNY [1] - Jerry Holdings, established on December 10, 1999, and listed on February 5, 2010, is primarily engaged in oil and gas field equipment and technical engineering services. The revenue composition is as follows: high-end equipment manufacturing 61.22%, oil and gas engineering and technical services 29.99%, renewable energy and recycling 4.76%, oil and gas field development 3.31%, and others 0.73% [1] Group 2 - From the perspective of fund holdings, one fund under Huisheng Fund has a significant position in Jerry Holdings. The Huisheng Leading Preferred Mixed A Fund (015110) held 48,100 shares in the third quarter, accounting for 6.07% of the fund's net value, making it the sixth-largest holding. The estimated floating loss today is approximately 133,700 CNY [2] - The Huisheng Leading Preferred Mixed A Fund (015110) was established on March 9, 2022, with a latest scale of 17.4907 million CNY. Year-to-date returns are 20.58%, ranking 4389 out of 8219 in its category; the one-year return is 15.37%, ranking 4346 out of 8125; and since inception, the return is 47.42% [2]

Core Viewpoint - The company has a long-standing presence in the Russian market, which is one of its earliest overseas expansions, and its oil and gas exploration and development equipment is well-regarded locally [1] Group 1 - The company has faced challenges in conducting business in Russia due to the impact of international financial settlements [1] - The company remains vigilant regarding local business opportunities and non-commercial factors, ensuring the safety of its assets while adapting its trade activities with Russia [1]

Group 1 - The China Securities Hong Kong Stock Connect Central State-Owned Enterprises Dividend Index (931233) increased by 0.19%, with notable gains in China Nonferrous Mining (01258) up 3.48%, First Tractor Company (00038) up 2.85%, and Bank of China Hong Kong (02388) up 2.21% [1] - The energy sector holds significant weight in the China Securities Hong Kong Stock Connect Central State-Owned Enterprises Dividend Index, with oil and gas equipment and services, along with oil and gas producers, accounting for over 10% combined, and the coal industry exceeding 4% [1] - The National Securities Free Cash Flow Index (980092) decreased by 0.03%, with stocks showing mixed performance; Dayang Electric (002249) led with an 8.57% increase, followed by Hengdian East Magnetic (002056) up 5.46% and Taiji Industry (600667) up 5.42% [1] Group 2 - International crude oil prices surged significantly, with WTI crude oil for December delivery rising by $3.29 per barrel, or 5.62%, to $61.79 per barrel, and Brent crude oil for December delivery increasing by $3.40 per barrel, or 5.43%, to $65.99 per barrel [2] - Geopolitical risks are expected to have a diminishing marginal impact in the medium to long term, with market dynamics returning to fundamentals; however, international production pressure remains a key factor influencing oil price trends [2] - Recent sanctions on Russian oil companies and geopolitical rumors regarding Venezuela have driven oil prices higher, with Brent crude returning to $65, reflecting a cumulative increase of over $5 [2]

Core Insights - Jerry Holdings (002353.SZ) reported its Q3 2025 results, revealing that as of October 23, 2025, six institutional investors held a total of 117 million shares, representing 11.47% of the company's total equity [1] - The institutional holding percentage decreased by 0.22 percentage points compared to the previous quarter [1] - Among public funds, one fund, the Fortune Tianhui Growth Mixed (LOF) A/B, increased its holdings by 0.34%, while another fund, the Southern CSI 500 ETF, saw a slight decrease in holdings [1] Institutional Investors - The institutional investors include Hong Kong Central Clearing Limited, Industrial and Commercial Bank of China - Fortune Tianhui Selected Growth Mixed Securities Investment Fund (LOF), Agricultural Bank of China - CSI 500 ETF, China Life Insurance Company - Traditional - Ordinary Insurance Product - 005L-CT001, National Social Security Fund 403 Portfolio, and National Social Security Fund 101 Portfolio [1] - The total institutional holding percentage stands at 11.47% [1] Public Funds - One public fund increased its holdings, while one public fund decreased its holdings, with 564 public funds not disclosing their holdings this quarter [1] - Notable funds that did not disclose include Harvest Emerging Industry Stock, Bosera Thematic Industry Mixed, Harvest Taihe Mixed, and others [1] Social Security Funds - One social security fund, the National Social Security Fund 101 Portfolio, reduced its holdings, while the National Social Security Fund 403 Portfolio was newly disclosed as a holder [2] Insurance Capital - One insurance capital entity, China Life Insurance Company - Traditional - Ordinary Insurance Product - 005L-CT001, increased its holdings slightly [2] Foreign Investment - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 1.11% [2]

Core Insights - The company reported a third-quarter revenue of 3.519 billion yuan, representing a year-on-year growth of 13.9% [1] - The net profit for the third quarter was 567 million yuan, showing a year-on-year increase of 11.11% [1] - For the first three quarters, the total revenue reached 10.42 billion yuan, with a year-on-year growth of 29.49% [1] - The net profit for the first three quarters was 1.808 billion yuan, reflecting a year-on-year increase of 13.11% [1] - The basic earnings per share stood at 1.78 yuan [1]

Core Viewpoint - Jerry Holdings (002353.SZ) reported a year-on-year increase in revenue and net profit for the third quarter of 2025, indicating positive financial performance and growth potential [1] Financial Performance - The company's operating revenue reached 351.9 million yuan, representing a year-on-year increase of 13.90% [1] - The net profit attributable to shareholders of the listed company was 567 million yuan, reflecting a year-on-year increase of 11.11% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 551 million yuan, showing a year-on-year increase of 15.51% [1]

Market Overview - The Hong Kong stock market indices collectively declined, with the Hang Seng Tech Index dropping by 1.41% to close below 6000 points, while the Hang Seng Index fell by 0.94% below 26000 points, and the National Enterprises Index decreased by 0.85% to 9223 points [1][2]. Sector Performance - Major technology stocks experienced a broad decline, with notable drops in companies such as NetEase and BYD Electronics, both falling over 4%, and other tech firms like Kingsoft and JD Health dropping more than 3% [4][5]. - Gold and precious metals stocks faced significant losses, with Long Resources plunging over 12% and China Silver Group dropping more than 8% [6]. - The biopharmaceutical sector also saw substantial declines, with Youzhiyou Biotech falling over 10% and Maibo Pharmaceutical down more than 6% [7][8]. - The banking sector showed resilience, with Agricultural Bank rising over 1% to reach a historical high, supported by positive outlooks from Morgan Stanley regarding the banking sector's performance in the upcoming quarters [10]. Notable Stock Movements - In the home furnishings sector, Carson International surged over 12%, while other companies like Royal Court Smart Home and Different Group also saw gains [11][12]. - Oil and gas equipment and services stocks led the gains, with Sinopec Oilfield Services and Shandong Molong both rising over 4% [13]. - Southbound capital saw a net inflow of 10.018 billion HKD, indicating strong investor interest in Hong Kong stocks [14]. Future Outlook - Huatai Securities suggests a shift in focus from broad market rallies to fundamental performance, recommending attention to technology hardware, pharmaceuticals, internet leaders, and stable consumer goods companies with improved earnings expectations [15].

Core Viewpoint - Jerry Holdings has shown a stable performance in terms of stock trading and financial metrics, with significant growth in revenue and net profit year-on-year, indicating a positive outlook for the company [1][2]. Financing Summary - On October 16, Jerry Holdings had a financing buy-in amount of 20.96 million yuan, with a net buy of 588,700 yuan, while the total financing balance reached 300 million yuan [1]. - The current financing balance of 290 million yuan accounts for 0.53% of the circulating market value, which is below the 50th percentile level over the past year, indicating a low financing level [1]. - In terms of securities lending, 900 shares were repaid, and 2,800 shares were sold on October 16, with a selling amount of 149,300 yuan, while the securities lending balance was 10.55 million yuan, exceeding the 90th percentile level over the past year, indicating a high level [1]. Financial Performance - For the first half of 2025, Jerry Holdings achieved an operating income of 6.901 billion yuan, representing a year-on-year growth of 39.21%, and a net profit attributable to shareholders of 1.241 billion yuan, with a year-on-year increase of 14.04% [2]. Shareholder Information - As of October 10, the number of shareholders of Jerry Holdings increased to 22,800, with an average of 30,366 circulating shares per person, which is a decrease of 0.53% from the previous period [2]. - Cumulatively, Jerry Holdings has distributed 3.299 billion yuan in dividends since its A-share listing, with 1.819 billion yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 57.1137 million shares, an increase of 5.5976 million shares from the previous period [3]. - The fifth largest circulating shareholder is the Fu Guo Tian Hui Growth Mixed Fund, holding 15 million shares, unchanged from the previous period, while the sixth largest is the Southern CSI 500 ETF, holding 9.1212 million shares, an increase of 1.2286 million shares [3].