杰瑞股份 20250915 摘要 全球天然气开发趋势驱动杰瑞股份天然气业务收入大幅增长，上半年增 速达 113%，受益于能源转型和能源安全需求，以及中东、北非地区天 然气开发加速。 杰瑞股份通过全产业链技术覆盖和全球市场布局，不断提升压缩机组等 产品的全球市占率，并中标巴林国家石油公司等多个重要 EPC 项目，提 升盈利能力，EPC 订单毛利率超 30%。 杰瑞股份采取"设备+工程+投资"模式深耕国际市场，中东地区贡献 约 60%的在手 EPC 订单，同时布局北美和亚太地区，提升海外市场主 导权。 杰瑞股份积极进行海外产能建设，包括中东装备产业园和烟台本地产能 扩张，以应对未来更多海外订单，上半年天然气业务收入同比增长 113%，新订单增长约 45%。 杰瑞股份通过技术积累和产能分布实施工业设备出海战略，自主研发的 7,000 型电驱压力设备打破国际垄断，并在北美工厂实现本土化组装与 备货。 杰瑞股份通过设备加工程加投资模式深入融入当地天然气开发过程，其中中东 为核心市场。除了伊拉克曼苏里亚气田，公司还斩获科威特、阿联酋等地多个 EPC 订单，中东地区贡献约 60%的在手 EPC 订单，其中大部分来自于天然气 ...

今年以来，全球贸易环境不确定性加剧，但我国外贸依然保持向上向好势头。据海关统计，今年前8个 月，我国货物贸易进出口总值29.57万亿元，同比增长3.5%。 记者在多地调研时发现，部分对美出口企业信心恢复，东盟、欧盟市场依旧保持稳定增长。海关数据显 示，前8个月，东盟为我国第一大贸易伙伴，我国与东盟贸易总值为4.93万亿元，增长9.7%;欧盟为我国 第二大贸易伙伴，我国与欧盟贸易总值为3.88万亿元，增长4.3%。 我国进出口贸易前8个月为何能保持向上向好势头? 贸易伙伴日益多元化 在深圳，中美24%关税再次暂停90天消息落地后，一家主营对美市场的跨境电商物流企业，客户下单更 为积极了，开始规划长期出货。 企业信心的回暖，在港口也得到了印证。盐田港是全球最大单体集装箱码头之一，承担了全国超四分之 一的对美出口货量。港口实时地图上，20个深水泊位几乎全部满负荷运转，预计当天操作量接近6万个 标准箱。 不仅美国航线在扩容，欧洲和亚洲航线也在同步增加。一家企业负责人告诉记者，公司整体货量比去年 同期增长近九成，其中欧洲订单增长最快，东南亚和南美市场也保持两位数增幅。 位于深圳龙华区的一家跨境电商公司，今年则主动出击， ...

Core Viewpoint - Despite increasing uncertainties in the global trade environment, China's foreign trade has shown a positive trend, with a total import and export value of 29.57 trillion yuan in the first eight months of the year, reflecting a year-on-year growth of 3.5% [1]. Group 1: Trade Partners and Market Dynamics - ASEAN has become China's largest trading partner, with a trade value of 4.93 trillion yuan, growing by 9.7% [1]. - The EU ranks as the second-largest trading partner, with a trade value of 3.88 trillion yuan, increasing by 4.3% [1]. - The diversification of trade partners has contributed to the resilience of China's foreign trade, with exports to emerging markets such as ASEAN, Africa, South Asia, and Central Asia growing by 15.8%, 25.9%, 10.8%, and 13.9% respectively [3]. Group 2: Business Adaptation and Growth - Companies are increasingly adapting their product offerings and market strategies to capture new growth opportunities, such as shifting from low-value 3C accessories to higher-value products like energy storage and outdoor vehicle categories [3]. - A cross-border e-commerce company in Shenzhen reported a historical sales peak in July, with a year-on-year increase of 70% [3]. - A petroleum and natural gas engineering company in Shandong has seen its sales to Central Asia grow nearly fourfold by innovating its products to meet regional environmental conditions [3]. Group 3: New Growth Points in Foreign Trade - The export of pet economy products has emerged as a new growth point, with exports exceeding 1 billion yuan in the first eight months, reaching over 180 countries and regions [7]. - A food company in Qingdao has developed a range of pet food products that cater to international market demands, achieving a 30% year-on-year growth in exports [7]. - Shandong province has leveraged its agricultural advantages to export pet food to over 80 countries, accounting for more than 46% of the national total [9].