证券代码：002353 证券简称：杰瑞股份 烟台杰瑞石油服务集团股份有限公司投资者关系活动记录表 答：公司注重构建全球化供应链体系，采取多种措施提升公司供应链韧性，与西门子、 贝克休斯、川崎重工等燃气轮机厂商建立了战略合作关系，合作范围涉及多个型号的 燃气轮机，为相关产品交付提供坚实保障。在产能方面，公司通过在美国杰瑞原有厂 房的基础上进行产能扩建，目前已具备电驱/涡轮压裂成套设备、燃气轮机发电设备等 多种类设备总装配的生产能力，可满足北美地区相关产品的生产需求；同时公司海内 外产能可以相互调节，公司会根据实际订单情况合理规划利用海内外产能，强化交付 能力。 编号：20251226 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | 现场参观 | | | □其他 | | | 序号 代表机构 姓 名 | | | 1 工银瑞信 黄 璨 | | | 2 工银瑞信 李文明 | | | 3 熵盈基金 刘 翔 | | | 4 立心基金 孙 毅 | | | 5 立心基金 张海涛 | | 活动参与人员 ...

编号：20251224 | | 特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 类别 | □新闻发布会 □路演活动 | | | | 现场参观 | | | | □其他 | | | | 序号 代表机构 | 姓 名 | | | 1 华夏基金 | 吕佳玮 | | | 2 华夏基金 | 王嘉伟 | | | 3 华夏基金 | 吴 昊 | | 活动参与人员 | 4 光大证券 | 陈佳宁 | | | 5 光大证券 | 王礼沫 | | | 6 光大证券 梅 玲 | | | | 按照要求，以上人员已签署了承诺书。 | | | | 杰瑞股份参会人员： | | | | 毛彩霞、王鹤扬 | | | 时间 | 2025 年 12 月 24 日 09:00-12:00 | | | 地点、形式 | 公司总部大楼会议室、现场调研参观 | | | | 一、公司基本情况介绍 | | | | 二、互动交流摘要 | | | | 1.请问公司海外业务整体发展情况如何？ | | | | 答：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 ...

证券代码：002353 证券简称：杰瑞股份 烟台杰瑞石油服务集团股份有限公司投资者关系活动记录表 编号：20251217 | | 特定对象调研 □媒体采访 | □分析师会议 □业绩说明会 | | | | --- | --- | --- | --- | --- | | 投资者关系活动 类别 | □新闻发布会 | □路演活动 | | | | | 现场参观 | | | | | □其他 | | | | | | | | 场次一 | | | | | 序号 | 代表机构 | 姓 名 | | | | 1 | 汇添富基金 | 蔡志文 | | | | 2 | 汇添富基金 | 马 磊 | | | | 3 | 汇添富基金 | 袁天洋 | | | | 4 | 汇添富基金 | 江 健 | | | | | 场次二 | | | | | 序号 | 代表机构 | 姓 名 | | | | 1 | Point 72 | Rex Feng | | | | 2 | Point 72 | Christina | He | | | 3 | 高毅资产 | 邢天成 | | | 活动参与人员 | | 场次三 | | | | | 序号 | 代表机构 | 姓 名 ...

烟台杰瑞石油服务集团股份有限公司投资者关系活动记录表 编号：20251210 | | 特定对象调研 □媒体采访 | □分析师会议 □业绩说明会 | | | --- | --- | --- | --- | | 投资者关系活动 | □新闻发布会 | □路演活动 | | | 类别 | | | | | | 现场参观 □其他 | | | | | | 场次一 | | | | 序号 | 代表机构 | 姓 名 | | | 1 | 国金基金 | 范 亮 | | | 2 | 博裕资本 | 朱星宇 | | | 3 | 国君资管 | 李 煜 | | | 4 | 东吴自营 | 陈岚静 | | | 5 | 兴泉基金 | 李 泉 | | | 6 | 博睿乾远 | 姜书岳 | | | 7 | 君茂资本 | 高新宇 | | | 8 | 兴证全球基金 | 李 君 | | | 9 | 迈科投资 | 熊晓武 | | 活动参与人员 | 10 | 天风证券 | 任 康 | | | 11 | 光大证券 | 陈佳宁 | | | 12 | 光大证券 | 夏天宇 | | | | 场次二 | | | | 序号 | 代表机构 | 姓 名 | | | 1 | 海 ...

Group 1: Company Overview and Culture - The core values of the company are "customer-centric, based on strivers, self-criticism, and striving for first place" [3] - The company emphasizes the importance of a healthy corporate culture as a key driver of competitive advantage [3] - Leadership at all levels exemplifies the company's culture, which is crucial for its effective implementation [3] Group 2: International Business Development - The company has successfully expanded its international strategy, with operations in over 70 countries and regions [4] - The revenue from overseas business is continuously increasing, reflecting the effectiveness of the company's global strategy [4] - The company focuses on high-end equipment demand through engineering orders, enhancing brand recognition and market share [4] Group 3: Natural Gas Industry Outlook - The restructuring of the global natural gas supply landscape presents significant market opportunities [5][6] - Natural gas is increasingly recognized as a strategic bridge in the global energy transition, with rising demand for its development [5][6] Group 4: Order Fulfillment and Capacity Expansion - The company has seen rapid growth in natural gas-related orders and is proactively managing production and delivery schedules [7] - Key components are being pre-stocked to ensure timely order fulfillment, with an increase in prepaid accounts and inventory compared to the beginning of the year [7] - The company is expanding capacity through various means, including leasing facilities and enhancing talent recruitment [7] Group 5: Natural Gas Equipment Business Advantages - The company has established a comprehensive solution capability across the entire natural gas industry chain [8] - It maintains a strong focus on innovation and product quality, supported by various quality management certifications [8] - A robust service network ensures quick responses to customer needs, enhancing after-sales support [8] Group 6: Power Generation Business Development - The company has formed a new subsidiary to advance its power generation business, offering various gas turbine solutions [10] - It has successfully implemented equipment sales and power generation services in both domestic and international markets [10] - New orders for gas turbine services have been secured, with ongoing discussions to expand applications and secure additional contracts [10]

Group 1: Company Overview and Market Position - The company is committed to an international strategy, with the Middle East being a key strategic market, recognized for its comprehensive business layout and largest overseas revenue scale [2][3] - The market share of high-end equipment in the Middle East has shown continuous improvement, positively impacting the company's performance [3] - The company has established a complete localized business chain in the Middle East, covering high-end equipment manufacturing, environmental services, oil and gas engineering services, and technology services [3] Group 2: Capacity and Project Developments - The company is actively advancing the construction of a new production and office base in Dubai, UAE, to better meet overseas market demands [4] - The ADNOC digital well site transformation project has signed a formal contract, with the first batch of well site transformation successfully delivered [5] - The Algeria national oil company's gas booster station project has received a letter of award, with contract discussions ongoing [5] Group 3: Natural Gas Business and Innovations - The natural gas business has become a significant growth point, with a comprehensive solution covering the entire industry chain from exploration to end-use [6][7] - The company has built a natural gas industrial park, tripling its production capacity, and is implementing measures to address capacity issues [7] - The company maintains a strong focus on innovation and quality, supported by various management system certifications [7] Group 4: Power Generation Business - The company has established Shandong Jereh Min Electric Energy Co., Ltd., focusing on gas internal combustion generator sets and related services [8] - In North America, the company has successfully launched a 35MW mobile gas turbine generator set and a 6MW version, providing reliable power solutions [8] - The company has secured new orders in the North American market for gas turbine power generation services this year [8] Group 5: On-Site Visit and Facility Overview - The on-site visit included an introduction to the geographical location, layout, and functional planning of the industrial park [9] - Key equipment such as fracturing equipment, cementing equipment, and natural gas equipment were showcased during the visit [9]