傑瑞股份(002353.SZ):北美市場是公司“海外戰略”中的重點戰略市場
格隆匯5月15日丨傑瑞股份(002353.SZ)近日在接待機構投資者調研時表示,北美市場是公司“海外戰略”中的重點戰略市場。現階段,受益於原油價格保持相對高位,北美油氣市場景氣度較高;同時,隨着北美油氣市場的環保要求日益提高,以及舊設備更新週期臨近,油服公司對在成本、維保、效率、環保、碳排放等方面更具優勢的渦輪壓裂設備、電驅壓裂設備、燃氣輪機發電機組等清潔能源設備的需求增加,且北美市場現階段清潔能源設備的保有量較低,更新換代需求空間大,因此公司相關高端裝備的市場前景良好。
2023年,公司在北美市場成功簽署首套電驅壓裂成套車組訂單,並實現第二套燃氣輪機發電機組的銷售和交付。2024年第一季度,公司完成了去年年底簽署的北美首套電驅壓裂成套車組訂單中壓裂主設備的交付,預計在今年二季度完成全部設備的交付。此外,公司通過優化北美的資源投入,在研、產、供、銷、服全產業鏈職能佈局初具規模,本地化團隊建設健康發展,在產品規劃、技術方案設計、市場開拓特別是高端客户開拓等方面發揮了重要作用。
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