Group 1 - Trump announced that Mexico will stop supplying oil to Cuba as part of increased pressure on the country, although he did not provide specific details on this decision [1] - As of January, WTI crude oil prices increased by 14% month-on-month but decreased by 11% year-on-year. OPEC+ is adjusting its production strategy between market share and price stability, with an increase in production expected starting in 2025, but facing challenges from weak demand and oversupply [1] - By early 2026, geopolitical risks affecting oil prices are expected to rise, leading to potential supply constraints [1] Group 2 - As of January 30, 2026, the National Petroleum and Natural Gas Index (399439) had its top ten weighted stocks, including China National Petroleum, China National Offshore Oil, and Sinopec, which collectively account for 66.76% of the index [2] - The Petroleum ETF Penghua closely tracks the National Petroleum and Natural Gas Index, reflecting the price changes of listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [2]

Core Viewpoint - Jerry Holdings continues to expand its presence in the North American market, recently signing a significant gas turbine generator sales contract worth $181.5 million, marking a total of four contracts in the region since November 2025, with a cumulative value of approximately $4.875 billion [1][8]. Group 1: Contract Details - The recent contract with GenSystems Power Solutions LLC involves the sale of gas turbine generator sets, with a total contract value of $181.5 million (approximately 1.82 billion yuan) [4][5]. - The contract stipulates a delivery period of 30 months, with the customer required to pay a certain percentage of the total amount as a prepayment, and the remaining balance according to the contract terms [4]. - The gas turbine generator sets are designed for data center power supply, emphasizing rapid deployment, flexibility, and low emissions [4][5]. Group 2: Market Performance - Since achieving a breakthrough in the North American market in November 2025, Jerry Holdings has signed four contracts totaling approximately 34 billion yuan, indicating a diversified customer base with no reliance on a single client [6][8]. - The company has maintained a stable revenue distribution between domestic and international markets, with a revenue split of 52.25% and 47.75% respectively in the first half of 2025 [12]. - The company reported a net profit of 1.808 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of over 13% [2][11]. Group 3: Financial Performance - Jerry Holdings has seen a significant increase in its stock price, more than doubling since April 2025, with a market capitalization approaching 100 billion yuan [3][13]. - The company has consistently achieved growth in net profit over the past few years, with figures of 2.245 billion yuan, 2.454 billion yuan, and 2.627 billion yuan for the years 2022 to 2024 respectively [11]. - In the first half of 2025, the company secured new orders worth 9.881 billion yuan, a year-on-year increase of 37.65% [11].

Core Viewpoint - Jerry Holdings has secured a significant contract in North America, reflecting the growing demand for power solutions in data centers driven by AI advancements [1][4]. Group 1: Contract Details - Jerry Holdings' subsidiary, GenSystems Power Solutions LLC, signed a gas turbine generator sales contract worth $181.5 million (approximately 1.265 billion RMB) with a U.S. client [1][2]. - This contract marks the fourth gas turbine generator sales agreement with U.S. clients since November 2025, indicating a strong market presence [3]. - The total value of the four contracts signed by Jerry Holdings with U.S. clients is close to $500 million [3]. Group 2: Market Dynamics - The surge in AI computing power has led to unprecedented electricity demand in U.S. data centers, creating new opportunities for domestic companies to expand internationally [1][4]. - Gas turbines are expected to increase their share in the power supply structure of U.S. data centers from 40% in 2024 to over 50% by 2035, driven by their stability and short construction cycles [4]. Group 3: Financial Performance - Jerry Holdings reported revenues of 11.409 billion RMB, 13.912 billion RMB, and 13.355 billion RMB for the years 2022-2024, with net profits of 2.245 billion RMB, 2.454 billion RMB, and 2.627 billion RMB respectively [5]. - In the first three quarters of 2025, the company achieved revenues of 10.42 billion RMB, a year-on-year increase of 29.49%, and a net profit of 1.808 billion RMB, up 13.11% [5]. Group 4: Stock Market Performance - Jerry Holdings' stock price has increased over 25% since the beginning of 2026 and has surged more than 220% since the low point in April 2025 [1][4]. - The company's market capitalization has surpassed 90 billion RMB, reaching 90.74 billion RMB [4]. Group 5: Institutional Interest - As of the end of the third quarter of 2025, 147 funds held a total of 84.1 million shares of Jerry Holdings, accounting for 8.21% of the company's total shares [7]. - Notable institutional investors include the Fortune Fund and the Jiashi Fund, which have significantly increased their holdings in Jerry Holdings [7][8].

证券日报网讯2月2日，杰瑞股份（002353）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东总户数35217户，机构5541户。 ...

Macroeconomic Group - In 2025, the national general public fiscal revenue decreased by 1.7% year-on-year, a decline of 2.5 percentage points compared to the previous month, with central revenue dropping by 6.5% and local revenue increasing by 2.4% [4] - The government fund income also showed poor performance, with a year-on-year decrease of 7% and land use rights income falling by 14.7% [4] - The January PMI for China's manufacturing sector was 49.3, indicating a contraction, with new orders at 49.2 and new export orders at 47.8, reflecting weak demand [7][9] Industry Comprehensive Group - SpaceX is applying to launch a satellite constellation of up to 1 million satellites, which is expected to boost the commercial application market in the aerospace industry [12] - Jerry Holdings announced a contract worth $182 million (approximately 1.26 billion RMB) for gas turbine generator sets, indicating strong demand in the data center power supply sector [13] Advanced Manufacturing Group - Nanfang Energy expects a net profit of 1.67 to 1.73 billion RMB in 2025, a year-on-year increase of 48% to 53%, driven by improved hydropower generation [15] - SANY Heavy Energy forecasts a significant decrease in net profit for 2025, attributed to intensified competition in the onshore wind turbine market [16] Consumer Group - Denghai Seed Industry anticipates a net profit of 92 to 102 million RMB for 2025, a substantial increase of 62% to 80%, due to reduced seed production costs [20] - Sanfu Outdoor expects to turn a profit in 2025, with a projected net profit of 45 to 67.5 million RMB, driven by the success of its proprietary and exclusive brands [21] - Lichen Industrial forecasts a net profit of 153 to 173 million RMB for 2025, a year-on-year growth of 40% to 59%, supported by effective cost management and market expansion [22] Bond Research Group - The bond market showed mixed performance, with short-term bonds under pressure while long-term bonds experienced a decline due to profit-taking and supply concerns [25]

格隆汇2月2日丨杰瑞股份(002353.SZ)公布，截至2026年1月31日，公司通过股份回购专用证券账户以集 中竞价方式累计回购公司股份3,374,500股，占公司总股本的0.33%，购买股份的最高成交价为88.88元/ 股，最低成交价为33.67元/股，成交金额130,327,391.54元（不含交易费用）。 ...

（记者 曾健辉） 每经AI快讯，杰瑞股份2月2日晚间发布公告称，截至2026年1月31日，公司通过股份回购专用证券账户 以集中竞价方式累计回购公司股份约337万股，占公司总股本的0.33%，购买股份的最高成交价为88.88 元/股，最低成交价为33.67元/股，成交金额约1.3亿元。 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 ...

证券代码：002353 证券简称：杰瑞股份 公告编号：2026-009 烟台杰瑞石油服务集团股份有限公司 关于回购股份情况进展的公告 公司本次回购股份的时间、回购股份价格及集中竞价交易的委托时段符合《深圳证券交 易所上市公司自律监管指引第 9 号——回购股份》第十七条、第十八条的相关规定。 1、公司未在下列期间回购公司股份： （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项发生之日或 者在决策过程中，至依法披露之日内； 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 重要提示： 烟台杰瑞石油服务集团股份有限公司（以下简称"公司"或"杰瑞股份"）于 2025 年 4 月 23 日召开第六届董事会第二十三次会议审议通过了《关于 2025 年度回购股份方案的议 案》。公司拟使用公司自筹资金及股票回购专项贷款，以集中竞价交易方式回购公司发行的 人民币普通股（A 股），用于股权激励或者员工持股计划，资金总额不低于人民币 15,000 万元（含）且不超过人民币 25,000 万元，回购价格不超过 49.00 元/股，实施期限为自公司 董事会审议通过回购方 ...

格隆汇2月2日丨杰瑞股份(002353.SZ)公布，截至2026年1月31日，公司通过股份回购专用证券账户以集 中竞价方式累计回购公司股份3,374,500股，占公司总股本的0.33%，购买股份的最高成交价为88.88元/ 股，最低成交价为33.67元/股，成交金额130,327,391.54元（不含交易费用）。 ...

智通财经APP讯，杰瑞股份(002353.SZ)公告，公司截至2026年1月31日以集中竞价方式累计回购公司股 份337.45万股，占公司总股本的0.33%，成交金额1.3亿元(不含交易费用)。 ...