杰瑞股份(002353) - 2025年6月3日投资者关系活动记录表

Group 1: Company Overview and Global Strategy - The company has significantly increased its overseas business, with overseas revenue accounting for 45.20% in 2024, covering over 70 countries and regions [3] - The Middle East is a key strategic market, with a complete business chain established, including high-end equipment manufacturing and oil and gas engineering services [3] - Recent major contracts include a $920 million digital transformation project in the UAE and a$316 million gas booster station project in Bahrain [3] Group 2: Localization and Capacity Building - The company is enhancing its local production and service capabilities in overseas markets, including a new production and office base in Dubai [4] - In North America, the company has expanded its existing facilities and is building local capabilities in production, research, and after-sales service [4] - The company has over 1,000 foreign employees, contributing to the localization of its operations and enhancing its international strategy [4] Group 3: Response to Trade Policies - The company has a minimal direct export revenue to the U.S. and has established a production base there, mitigating the impact of U.S. tariffs [5] - It has diversified its supply chain and pre-stocked raw materials to enhance resilience against trade environment changes [5] Group 4: Industry Focus and Innovation - The company focuses on oil and gas and renewable energy sectors, aiming to maintain its leadership in high-end equipment through technological innovation [6] - It has launched the AI·R FRAC intelligent fracturing system, which has been applied in major oil and gas production areas in China [6] - The company has completed a lithium battery recycling project, enhancing its capabilities in the renewable energy sector [6] Group 5: Financial Management and Shareholder Returns - The company emphasizes maintaining healthy cash flow and has implemented measures to improve inventory and receivables management [10] - The 2024 dividend plan includes a cash dividend of 6.9 yuan per 10 shares, with a commitment to increasing the dividend ratio and frequency [12] - The company has executed share buyback plans for three consecutive years, reflecting confidence in its future development [12]