The global gas engine market is expected to usher in a strong boom cycle. According to the “2026 Gas Turbine Industry Development White Paper” recently released by industry organizations, the imbalance between supply and demand in the global gas engine market will continue until at least 2030. The domestic industrial chain also represents huge opportunities. Orient Securities said that previously, the market generally believed that overseas gas engine orders were fully scheduled and that there was limited room for growth in the industry, but it ignored that domestic suppliers were in the early stages of going overseas, and the growth brought about by share expansion would far exceed the industry's growth rate. Recently, Baker Hughes visited Yingliu Group to carry out new product certification. Aerospace Technology revealed that it has signed a long-term supply agreement with an international commercial engine customer to supply additional low-voltage rotor components. There are significant signs that some industrial chain companies are going overseas at an accelerated pace. On the evening of July 22, Jerry Co., Ltd. announced that its holding subsidiary J&F Power Systems LLC signed a gas turbine generator supply contract with an internationally renowned cloud service provider and accepted a purchase order of up to 1,465 billion US dollars. The order amount accounts for 61.33% of Jerry's 2025 audited operating income, which is a major operating contract. Under the influence of this news, Jerry shares went up and down in early trading today. Everbright Securities sorted out the domestic gas turbine industry chain, and a total of 14 A-shares were selected. Judging from the stock price performance, Jerry shares surged more than 74% to the top, while individual stocks such as Wanze shares, Dongfang Electric, and Yingliu shares rose against the market. Individual stocks such as Aerospace Technology, Fu'an shares, and Changbao shares plummeted by more than 20%.

The global gas engine market is expected to usher in a strong boom cycle. According to the “2026 Gas Turbine Industry Development White Paper” recently released by industry organizations, the imbalance between supply and demand in the global gas engine market will continue until at least 2030. The domestic industrial chain also represents huge opportunities. Orient Securities said that previously, the market generally believed that overseas gas engine orders were full and that the industry had limited room for growth, but it ignored that domestic suppliers were in the early stages of going overseas, and the growth brought about by share expansion would far exceed the growth rate of the industry. Recently, Baker Hughes visited Yingliu Group to carry out new product certification. Aerospace Technology revealed that it has signed a long-term supply agreement with an international commercial engine customer to supply additional low-voltage rotor components. There are significant signs that some industrial chain companies are going overseas at an accelerated pace. On the evening of July 22, Jerry Co., Ltd. announced that its holding subsidiary J&F Power Systems LLC signed a gas turbine generator supply contract with an internationally renowned cloud service provider and accepted a purchase order of up to 1,465 billion US dollars. The order amount accounts for 61.33% of Jerry's 2025 audited operating income, which is a major operating contract. Under the influence of this news, Jerry shares went up and down in early trading today. Everbright Securities sorted out the domestic gas turbine industry chain, and a total of 14 A-shares were selected. Judging from the stock price performance, Jerry shares surged more than 74% to the top, while individual stocks such as Wanze shares, Dongfang Electric, and Yingliu shares rose against the market. Individual stocks such as Aerospace Technology, Fu'an shares, and Changbao shares plummeted by more than 20%.