百亿大单！002353，又拿下国际知名云厂商大合同！今年股价已上涨75%，总市值超1200亿元

每日经济新闻07-22

7月22日盘后，杰瑞股份（002353.SZ）公告称，公司控股子公司J&FPowerSystemsLLC与某国际知名云服务提供商签署燃气轮机发电机组供应合同，订单金额为14.65亿美元（约合99.5亿元人民币），约占公司2025年度经审计营收的61.33%。合同约定于2027年11月前分批次交付，并设有价格调整机制。该合作将夯实公司在数据中心供电领域的竞争优势，但存在部件采购、履约及交付验收等风险...

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The share price has risen by 75% this year, with a total market value exceeding 120 billion yuan","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"002353":1.5},"content_text":"7月22日盘后，杰瑞股份（002353.SZ）公告称，公司控股子公司J&FPowerSystemsLLC与某国际知名云服务提供商签署燃气轮机发电机组供应合同，订单金额为14.65亿美元（约合99.5亿元人民币），约占公司2025年度经审计营收的61.33%。合同约定于2027年11月前分批次交付，并设有价格调整机制。该合作将夯实公司在数据中心供电领域的竞争优势，但存在部件采购、履约及交付验收等风险。\n\n\n\n　　公告中还提到，最近十二个月内，公司及公司子公司与该客户及其子公司多次签署燃气轮机发电机组及配套设备供应合同，累计总金额为171982.21万美元（约合1168051.61万元人民币，含本订单）。\n　　值得一提的是，这是该公司自2025年11月以来拿下的第7份燃气轮机大单，2026年年内累计订单金额超160亿元。\n　　当下AI热潮持续升温，大型数据中心加速建设。然而，当地电网的供电速度可能跟不上需求，越来越多企业开始自建燃气发电站，燃气轮机成为核心设备。\n　　这种设备的工作原理并不复杂：天然气在机组内燃烧产生动力，推动叶片高速旋转，再通过发电机将机械能转化为电能，持续为大型数据中心供电。\n\n　　据央视财经此前报道，美国能源公司GE Vernova首席商务和运营官巴勃罗·科齐纳介绍，目前燃气发电业务的订单中，约20%来自数据中心和人工智能相关项目，现在公司订单已经排到了2030年，甚至2031年。据美国投资研究机构Melius Research的估算，过去三年，燃气轮机的价格累计上涨了约300%。\n　　今年以来，杰瑞股份股价累计涨幅超75%。一季报显示，公司2026年一季度实现营业收入32.91亿元，同比增长22.48%；归母净利润5.88亿元，同比增长26.32%。\n　　截至发稿，杰瑞股份报122.83元/股，市值约为1258亿元。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：孙同怀","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2653501677","isCrawlerRequest":true}