资料显示，烟台杰瑞石油服务集团股份有限公司位于山东省烟台市莱山区杰瑞路5号，成立日期1999年 12月10日，上市日期2010年2月5日，公司主营业务涉及油气田设备及技术工程服务。主营业务收入构成 为：高端装备制造61.22%，油气工程及技术服务29.99%，新能源及再生循环4.76%，油气田开发 3.31%，其他(补充)0.73%。 从基金十大重仓股角度 数据显示，浦银安盛基金旗下1只基金重仓杰瑞股份。浦银安盛价值精选混合A（009368）三季度持有 股数7.48万股，占基金净值比例为2.43%，位居第八大重仓股。根据测算，今日浮盈赚取约29.47万元。 1月9日，杰瑞股份涨5.38%，截至发稿，报77.15元/股，成交10.15亿元，换手率1.95%，总市值789.90亿 元。 浦银安盛价值精选混合A（009368）基金经理为陈晨。 截至发稿，陈晨累计任职时间1年93天，现任基金资产总规模3.24亿元，任职期间最佳基金回报18.9%， 任职期间最差基金回报7.14%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形 ...

Market Overview - The Hong Kong stock market opened slightly higher, with the Hang Seng Index at 26,361.44 points, up 22.97 points, a gain of 0.09% [1] - The Hang Seng Tech Index reached 5,755.28 points, increasing by 18.84 points, a rise of 0.33% [3] Company Focus - Kuaishou Technology (HK01024) saw its stock price rise over 10% in early trading [4] - Kuaishou has conducted a share buyback from December 15 to 30, 2025, repurchasing a total of 9.9627 million shares for a total amount of HKD 643 million, despite a cumulative drop of 4.37% during this period [6] Sector Performance - Technology stocks showed mixed performance, with Alibaba up over 2% and Bilibili up over 3% [6] - Oil and gas equipment stocks opened higher, with Shandong Molong rising over 13% [6] - Gold stocks were active, with Zijin Mining International up over 1% [6] - Power equipment stocks opened lower, with Goldwind Technology down over 6% [6] - Chinese brokerage stocks generally fell, with China Merchants Securities down over 1% [6] - China Aluminum Corporation rose over 6%, while new consumption stocks rebounded, with Pop Mart up over 2% and Chow Tai Fook up over 5% [6] - Newly listed company Woan Robotics (HK06600) continued to attract investment, rising over 20% in early trading and up over 50% from its issue price [6] Market Outlook - Huatai Securities believes that the current market sentiment and liquidity environment are better than in November, increasing the likelihood of successful investments in Hong Kong stocks [8] - Recommendations include continuing to invest in technology chains with performance expectations, as well as balancing cash flow assets [8] - The report highlights three key areas for investment: upstream resources in the power chain, travel-related sectors benefiting from domestic demand policies, and domestic AI leaders in the technology sector [8] - GF Securities' Liu Chenming team is optimistic about the Hong Kong market's rebound, noting a shift from traditional economic cycles to hard technology sectors like AI applications and new energy [9] - The team indicates that previous liquidity and sentiment issues that suppressed the Hong Kong market may have adjusted, suggesting potential for rebounds in the Hang Seng Tech Index [9]

1月5日，港股市场小幅高开。 截至发稿，恒生指数报26361.44点，上涨22.97点，涨幅0.09%。 恒生科技指数报5755.28点，上涨18.84点，涨幅0.33%。 焦点公司方面，快手-W（HK01024）早盘一度涨超10%。 华泰证券认为，当前市场情绪、资金面环境比11月更优，布局港股胜率提升。建议一方面继续配置有业 绩兑现预期的科技链，在流动性环境催化下一季度或有高斜率空间，同时考虑到驱动因素和资金属性变 化，做现金流资产的均衡配置。 消息面，2025年12月15日至30日，快手已连续10日进行回购，合计回购996.27万股，累计回购金额6.43 亿港元。 其间该股累计下跌4.37%。 盘面上，科网股涨多跌少，阿里巴巴涨超2%，哔哩哔哩涨超3%；油气设备与服务股高开，山东墨龙涨 超13%；黄金股活跃，紫金黄金国际涨超1%；电力设备股低开，金风科技跌超6%；中资券商股普跌， 招商证券跌超1%。此外，中国铝业涨超6%；新消费反弹，泡泡玛特涨超2%，周大福涨超5%。 新股方面，去年12月30日上市的卧安机器人（HK06600）持续受到资金追捧，今日早盘涨超20%，较发 行价累计涨超50%。 | 分列 5 ...

港股恒生指数开盘涨0.09%，报26361.44点，恒生科技指数涨0.33%，报5755.28点，国企指数跌0.03%， 报9166.25点，红筹指数跌0.22%，报4074.78点。 大型科技股中，阿里巴巴-W涨1.41%，腾讯控股涨0.16%，京东集团-SW跌0.26%，小米集团-W涨 0.79%，网易-S跌0.26%，美团-W跌0.38%，快手-W涨5.89%，哔哩哔哩-W涨0.85%。 油气设备与服务股高开，山东墨龙涨超13%；黄金股活跃，紫金黄金国际涨超1%；电力设备股低开， 金风科技跌超4%；中资券商股普跌，招商证券跌超1%。 港股三大指数上周五迎来2026年"开门红"。截至收盘，恒生指数涨2.76%，报26338.47点；科技指数涨 4%，报5736.44点；国企指数涨2.86%，报9168.99点。从行业表现看，半导体、互联网科技、家电、汽 车及商业航天相关个股成为当日领涨主力。热门中概股集体走强。纳斯达克中国金龙指数单日大涨 4.38%，创去年5月12日以来的最大单日涨幅。 中金公司分析，大涨的原因：1）应不是资金大举涌入（沪港通关闭，港股成交没有大幅放大，港币走 弱）；2）应不是政策大幅变 ...

杰瑞股份今日涨停，全天换手率8.26%，成交额35.24亿元，振幅4.67%。龙虎榜数据显示，机构净卖出 1.28亿元，深股通净卖出1.76亿元，营业部席位合计净买入7751.59万元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.98%上榜，机构专用席位净卖出1.28亿元，深股通 净卖出1.76亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交14.46亿元，其中，买入成交额为6.09亿 元，卖出成交额为8.36亿元，合计净卖出2.27亿元。 （文章来源：证券时报网） 机构评级来看，近5日共有5家机构评级买入。预计目标价最高的是华泰证券，12月1日华泰证券发布的 研报给予公司目标价位73.20元。 杰瑞股份12月1日交易公开信息 | 买/ | | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | --- | | 卖 | | | 元） | 元） | | 买一 | 深股通专用 | | 23680.52 | 41289.90 | | 买二 | 机构专用 | | 16320.58 | 642.32 | | 买三 | | 国泰海通证券股份有限 ...

Core Viewpoint - The company has established a strategic partnership with Baker Hughes, focusing on gas turbine capacity in the power generation sector, with a cumulative installed capacity of over 600 MW since 2019 [2]. Group 1 - The company has collaborated with Baker Hughes in the power generation application field, achieving over 600 MW of installed capacity since 2019 [2]. - The company will adjust its production and procurement plans based on market conditions [2].

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]