7月11日，山东省人民政府新闻办举办新闻发布会，介绍山东布局"天空之城"，打造低空产业新标杆的有关情况。 山东省工业和信息化厅副厅长王茂庆介绍，当前，山东低空产业呈现制造和服务一体化发展态势，经营服务规模大于生产制造。目前，山东拥有经营性无人 机企业达到1400余家，居全国第3位。从制造环节来看，主要以综合集成为主，涵盖了工业级无人机、通航飞机、电动垂直起降飞行器（eVTOL）及关键系 统等主要领域，培育通用飞机和无人机整机、发动机、零部件和航空材料研发制造企业400余家，展现出强劲的发展势头。 下一步，山东将牢牢把握低空经济发展的战略窗口期，从加强产业链建设、提升产品创新能力、深化场景应用推广、构建完善产业生态等方面发力，努力将 低空产业打造成山东高质量发展的强劲引擎和闪亮名片。 1，山东计划到2027年机器人制造产业规模突破500亿元 7月10日，山东省人民政府新闻办举行政策例行吹风会，解读《山东省机器人产业高质量发展行动计划（2025-2027年）》（下称《行动计划》）的有关情 况。 山东省工业和信息化厅副厅长王茂庆介绍，《行动计划》共包括18条措施，既包含技术创新、产业培育的政策，又包含财金支持、标准 ...

杰瑞股份全资子公司中标阿尔及利亚8.50亿美元天然气增压站项目，股价应声大涨，彰显中国能源企业在北非市场的强劲 竞争力。 2025年7月9日晚间，杰瑞股份（002353.SZ）发布公告，其全资子公司杰瑞油气工程有限公司收到阿尔及利亚国家石油公司 （Sonatrach SPA）发出的项目授标函，成功中标Rhourde Nouss天然气增压站总承包工程（EPC）项目，授标金额总计约 8.50亿美元（约合人民币61.26亿元），包括6.291亿美元及293.58亿阿尔及利亚第纳尔。 消息公布后，杰瑞股份股价当日大幅上涨，盘中一度涨停，收盘涨幅约8%，市值突破300亿元人民币，反映市场对公司在 国际能源领域布局的强烈信心。 本文是阿中产业研究院"阿尔及利亚生意经"系列第41篇，深度介绍中阿投资、贸易和工程建设领域的产业政策、法律法 规、产业趋势、市场需求、竞争格局和潜在交易机会。 该项目位于阿尔及利亚东南部Illizi省的Rhourde Nouss气田，气源主要来自Rhourde Nouss和Gassi Touil气田。 据公告介绍，为保障天然气以稳定压力进入处理设施，Sonatrach计划在Rhourde Nous ...

证券研究报告·公司点评报告·专用设备 杰瑞股份（002353） 中标非洲天然气 EPC 订单，海外天然气成长 逻辑逐步兑现 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 13,912 | 13,355 | 15,564 | 17,911 | 20,195 | | 同比（%） | 21.94 | (4.00) | 16.54 | 15.08 | 12.75 | | 归母净利润（百万元） | 2,454 | 2,627 | 3,027 | 3,492 | 3,990 | | 同比（%） | 9.33 | 7.03 | 15.23 | 15.37 | 14.25 | | EPS-最新摊薄（元/股） | 2.40 | 2.57 | 2.96 | 3.41 | 3.90 | | P/E（现价&最新摊薄） | 14.70 | 13.73 | 11.92 | 10.33 | 9.04 | [Table_Tag] [投资要点 ...

中标非洲 61 亿元天然气增压站项目，海 外拓张持续加速 杰瑞股份中标天然气增压站项目点评 | | | | [当前价格： Table_CurPrice] | 35.09 | | --- | --- | --- | --- | --- | | [table_Authors] 肖群稀(分析师) | 021-38676666 登记编号 S0880522120001 | 赵玥炜(分析师) 021-38676666 S0880525040040 | | | 本报告导读： 公司中标非洲阿尔及利亚国家石油公司 61 亿元天然气增压站总承包项目，有利于公 司在中东、非洲等重要海外区域加速拓展，对经营业绩有所提振。 投资要点： | [Table_Finance] 财务摘要(百万元) | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入 | 13,912 | 13,355 | 16,001 | 18,906 | 22,149 | | (+/-)% | 21.9% | -4.0% | 19.8% | 18.2% ...

Core Viewpoint - Jerry Holdings has won a significant project in Algeria worth approximately 6.126 billion yuan, marking an expansion of its oil and gas engineering services in North Africa, aligning with its strategic focus on the Middle East and North Africa [1][2][4]. Group 1: Project Details - The project awarded to Jerry Holdings involves the EPC realization of the Rhourde Nouss Boosting Project, located in the Illizi province of Algeria, with a total value of about 8.50 billion USD [2]. - The project aims to enhance the production efficiency and gas processing capacity of the Rhourde Nouss gas field by constructing a gas booster station and upgrading the gas collection pipeline network [2][3]. Group 2: Previous Contracts - Earlier in February, Jerry Holdings signed a contract with ADNOC Onshore for an estimated total amount of approximately 9.2 billion USD (about 65.55 billion yuan) for digital transformation projects in the Bab, Bu Hasa, and South East blocks [4][6]. - The ADNOC Onshore operates in a significant oil field area and has a strong financial standing, indicating a robust partnership for Jerry Holdings [6]. Group 3: Financial Performance - Jerry Holdings reported a substantial increase in revenue and net profit for Q1 2025, with revenues of 2.687 billion yuan and a net profit of 466 million yuan, reflecting year-on-year growth of 26.07% and 24.04% respectively [10]. - The company’s overseas business has shown significant results, with 45.20% of its revenue coming from international markets in 2024 [8]. Group 4: Strategic Expansion - To further its business in the Middle East and North Africa, Jerry Holdings has made preparations, including a recent decision to invest 12 million USD in its Middle Eastern subsidiary to establish a high-end oil and gas equipment manufacturing base in Dubai [7]. - The Middle East is identified as a key strategic market for Jerry Holdings, with a comprehensive business layout and significant revenue generation potential [7].

Group 1 - Jereh Corporation's wholly-owned subsidiary, Jereh Oil & Gas Engineering Corporation, has received a project award letter from Sonatrach SPA, amounting to approximately 850 million USD, equivalent to about 6.126 billion RMB [1][2] - The project, located in the Illizi Province of Algeria, aims to construct a gas boosting station to enhance production efficiency and processing capacity at the Rhourde Nouss gas field [2][3] - The project also includes upgrades and renovations of the gas collection pipeline network for both the Rhourde Nouss and Gassi Touil gas fields, indicating a comprehensive approach to improving gas handling [2] Group 2 - Sonatrach, established in 1963, is the largest oil company in Africa and Algeria's largest state-owned enterprise, with a strong financial position and credit rating [3] - The project win signifies Jereh Corporation's expansion in the North African oil and gas engineering services market, aligning with its strategic focus on the Middle East and North Africa [3][4] - In 2024, Jereh Corporation reported a significant increase in overseas market orders and revenues, with overseas revenue accounting for 45.2% of total revenue [4]