Jereh Group(SZ:002353)2025-12-17 12:32Group 1: Company Overview and Activities - The investor relations activity included three sessions held on December 16-17, 2025, at the company headquarters, focusing on site visits and discussions with various investment institutions [2][3][4]. - Participants included representatives from multiple investment firms such as Huatai PineBridge Fund, Point72, and CICC Asset Management [2][3]. Group 2: Supply Chain and Production Capacity - The company has established a global supply chain system to ensure the delivery of North American gas turbine power generation equipment, collaborating with Siemens and Baker Hughes [3][4]. - Capacity expansion has been implemented at the existing facility in the U.S. to meet production demands for electric drive/turbine fracturing equipment and gas turbine power generation equipment [3][4]. Group 3: Business Performance and Market Strategy - The company has successfully secured large orders for gas turbine power generation equipment due to its product reliability and performance, meeting high standards in various sectors [4][5]. - Future business strategies focus on three main areas: data centers, industrial energy, and new power systems, emphasizing technological innovation and integrated solutions [5][6]. Group 4: Natural Gas Business Development - To support the rapid growth of the natural gas equipment business, the company has established the Jerry Natural Gas Industrial Park and is expanding capacity through leasing and resource coordination [6][7]. - Recruitment and training of specialized personnel in the natural gas sector are prioritized to enhance R&D and manufacturing capabilities [6][7]. Group 5: Oil and Gas Engineering Services (EPC) - The company adopts a selective approach to project acquisition, focusing on profitable projects with strong cash flow and strategic significance [7][8]. - Recent successful projects include contracts with Kuwait Oil Company and various significant projects in Southeast Asia, showcasing the company's project management and delivery capabilities [7][8].