The Donghai Securities Research Report pointed out that Jerry's order reserves continue to grow, and the data center power business is poised to go forward. In the first half of 2026, the company achieved net profit of 1,196 billion yuan, a year-on-year decrease of 3.65%. The company actively promotes the expansion of the global data center market and is deeply tied to global strategic partners. The company's domestic factories already have gas turbine generator set production capacity, and North America has deployed localized assembly capabilities for various types of equipment, including combustion engine power generation equipment. Currently, it is expanding the original domestic and North American plants, leasing plants, and promoting the construction of production and office bases in Dubai to further increase the production capacity of related equipment, and can coordinate production capacity at home and abroad according to the order situation. The company is a leading domestic oil and gas equipment enterprise. The drilling and completion business, natural gas business, and gas turbine generator business are all developing. Considering the company's gas turbine generator order delivery pace and adjusting the company's forecast, the current stock price corresponding to PE is 43.45/19.35/14.37 times, respectively, maintaining a “buy” rating.

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