Jereh Group(002353) 全景网·2025-04-25 11:59Core Viewpoint - The company, Jerry Co., is focusing on global development strategies and technological innovation to maintain its leading position in the oil and gas market, achieving significant revenue and profit growth in 2024 [1][2]. Group 1: Financial Performance - In 2024, the company achieved an operating income of 13.355 billion yuan, marking three consecutive years of revenue exceeding 10 billion yuan, and a net profit attributable to shareholders of 2.627 billion yuan, representing a year-on-year growth of 7.03% [1]. - In the first quarter of 2025, the company reported an operating income of 2.687 billion yuan, a year-on-year increase of 26.07%, and a net profit of 466 million yuan, up 24.04% year-on-year [3]. Group 2: Market Opportunities - The global oil and gas exploration and development activities remain robust, driving growth in the oil and gas service market, with increasing domestic oil and gas production due to strategic energy security initiatives [1]. - The demand for unconventional oil and gas resources, such as shale oil and gas, is expected to rise, providing more business opportunities for related oil and gas extraction equipment and services [1]. Group 3: Business Development - The company’s high-end equipment manufacturing business saw growth in revenue, gross margin, and new orders, with new orders reaching 18.232 billion yuan, a year-on-year increase of 30.64% [2]. - The company has made significant progress in expanding its overseas market presence, despite a 7.39% decline in overseas revenue due to the absence of comparable project deliveries from the previous year [2]. - The company is actively integrating resources to enhance its overseas market capabilities and brand influence, achieving a 65.37% year-on-year growth in new orders [2]. Group 4: Strategic Response to Trade Environment - In response to ongoing global trade tensions, the company has established diversified procurement channels and has proactively stocked raw materials and major components to mitigate potential impacts [3].