B · Normal
[Jerry Co., Ltd.: The first advance payment for a US$1.465 billion gas turbine generator set order has been received and is scheduled to be delivered in batches in 2027] On September 7, Jerry Co., Ltd. (002353.SZ) released an investor relations activity record announcement. In July 2026, the company's holding subsidiary J&F Power Systems LLC signed a gas turbine generator set supply contract with a customer. The order amount is US$1.465 billion and is scheduled to be delivered in batches in 2027. So far, the company has received the first advance payment agreed upon for this order. The company and this customer have cooperated many times in fields related to data center power generation, and the order is progressing normally. In terms of production capacity construction, the company has improved the production capacity of related equipment by expanding original factories and leasing factories in China and North America, and has deployed localized assembly and production capabilities for various types of equipment, including gas turbine power generation equipment, in multiple regions at home and abroad to meet the production needs of related products in North America. In addition, the company is actively promoting the construction of a production and office base in Dubai, United Arab Emirates. The domestic factory also has the production capacity of gas turbine generator sets and supporting equipment, and domestic and overseas production capacities can be adjusted mutually. In terms of supply chain system, in terms of gas turbine supply, the company has established long-term and stable cooperative relationships with gas turbine main engine suppliers such as Siemens, Baker Hughes, Kawasaki Heavy Industries, and FTAI. The scope of cooperation covers multiple models of gas turbine main engines. In terms of internal combustion engine supply, the company also has a mature internal combustion engine supply system at home and abroad. Regarding U.S. Administrative Order No. 14420, the power equipment sold by the company is currently mainly used in off-grid power supply scenarios in data centers, and related products are not directly connected to the large-capacity power grid. At the same time, the company has a local chemical factory in the United States with the R&D, design, production and delivery capabilities of gas turbine power generation equipment. At present, the company's communication with customers and acquisition of new orders in the United States are progressing normally.
Institutional research trends 🕐 2026-09-07 19:59

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