杰瑞股份(002353) - 2026年1月30日投资者关系活动记录表
Jereh GroupJereh Group(SZ:002353)2026-01-31 08:38

Group 1: Company Overview - Yantai Jereh Petroleum Service Group Co., Ltd. is actively engaging with investors through various activities, including site visits and specific object research [2] - The company has established a strong reputation in the North American power industry, supported by successful sales and leasing cases of gas turbine generator sets [3] Group 2: Product Performance and Customer Recognition - The company's gas turbine generator sets meet high standards for reliability, response speed, operational flexibility, and stability, particularly in data center applications [3] - The North American high-end customer repurchase reflects the company's product performance, business experience, delivery capability, and comprehensive service strength [3] Group 3: Future Business Outlook - The company plans to focus on three key areas: data centers, industrial energy, and new power systems, emphasizing technological innovation and product iteration [4] - An integrated solution covering power generation, energy storage, distribution, and thermal management will be developed to enhance the safety, reliability, and operational efficiency of energy systems [4] Group 4: Supply Chain Development - The company has established long-term stable partnerships with major gas turbine manufacturers such as Siemens, Baker Hughes, and Kawasaki Heavy Industries [5] - A diversified gas turbine supply system is being built to enhance supply chain resilience and provide integrated power solutions [5] Group 5: On-Site Visit Insights - The site visit included an introduction to the geographical location, layout, and functional planning of the company’s facilities, showcasing high-end equipment manufacturing and natural gas industry parks [6] - Key equipment such as fracturing equipment, cementing equipment, and gas turbine generator sets were presented, along with explanations of their components and operational principles [6]