2026年 2月 25日，LMRPartnersLLP、UBS、Point72AssetManagement、StoneyLakeAsset、HillhouseInvestment等14家对杰瑞股份进行了专项调研。杰瑞股份专注于油气装备、油田服务及新能源智能装备的研发、生产与销售，核心产品涵盖压裂装备、油田专用设备、固控系统、油气田工程技术服务等，广泛应用于石油天然气勘探开发、页岩油气开发及非常规能源领域。公司深耕油气装备行业多年，在高端油气装备制造、智能化技术研发与全球服务能力方面形成核心竞争力，是国内油气装备领域的优质龙头企业。此次调研体现出资本市场对其在能源结构转型、油气装备升级及海外市场拓展背景下的业绩韧性与成长潜力的关注。
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In the wake of a major U.S. and Israeli military campaign against Iran that resulted in the death of Supreme Leader Ayatollah Ali Khamenei, global oil markets experienced an immediate jolt. Brent crude oil prices surged 8% over the weekend to approximately $78 a barrel, reflecting acute anxiety over Middle Eastern energy supplies. However, according to Goldman Sachs’ Head of Oil Research, Daan Struyven, this specific price point reveals exactly what traders are betting on: a disruption lasting about four weeks.
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