证券代码：688162 证券简称：巨一科技 公告编号：2025-047 安徽巨一科技股份有限公司 关于归还临时补充流动资金的募集资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 特此公告。 2025年10月24日 一、募集资金临时补充流动资金情况 ■ 安徽巨一科技股份有限公司（以下简称"公司"）于2024年10月24日召开第二届董事会第十五次会议、第 二届监事会第十五次会议，分别审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议案》， 同意公司在确保不影响募集资金投资项目实施及募集资金正常使用的情况下，使用不超过人民币 20,000.00万元（含本数）闲置募集资金暂时补充流动资金，使用期限自公司董事会审议通过之日起不超 过12个月。具体内容详见公司于2024年10月26日在上海证券交易所网站（www.sse.com.cn）披露的《安 徽巨一科技股份有限公司关于使用部分闲置募集资金暂时补充流动资金的公告》（公告编号：2024- 050）。 二、归还募集资金的相关情况 ■ 2025年10月22日，公 ...

重要内容提示： 证券代码：688162 证券简称：巨一科技 公告编号：2025-047 安徽巨一科技股份有限公司 关于归还临时补充流动资金的募集资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 截至 2025 年 10 月 22 日，公司已累计归还临时补充流动资金的闲置 募集资金人民币 20,000.00 万元。 一、募集资金临时补充流动资金情况 2025 年 10 月 22 日，公司已将上述用于暂时补充流动资金的人民币 20,000.00 万元闲置募集资金全部归还至募集资金专用账户，并将上述募集资金 的归还情况通知了保荐机构和保荐代表人。 特此公告。 安徽巨一科技股份有限公司董事会 2025 年 10 月 24 日 | 发行名称 | 2021年首次公开发行股份 | | --- | --- | | 募集资金到账时间 | 2021年11月 | | 临时补流募集资金金额（万元） | 20,000.00 | | 补流期限 | 2024年10月24日至2025年10月23日 | 安徽巨一科技股份有限公司（以下简称"公司"）于 ...

Core Insights - On October 13, 2025, Ju Yi Technology (688162) recorded a financing net purchase of 3.685 million yuan, with a financing balance of 103 million yuan, indicating a positive market sentiment towards the stock [1][2][3] Financing Activity Summary - The financing net purchase on October 13 was 3.685 million yuan, with a financing balance of 103 million yuan, representing 2.20% of the circulating market value [2] - Over the past three trading days, the cumulative net purchase reached 7.0987 million yuan, with 11 out of the last 20 trading days showing net purchases [1] - The financing balance increased by 3.7% compared to the previous day, reflecting a strengthening bullish sentiment in the market [3] Trading Data Overview - The financing balance on October 10 was 99.6095 million yuan, with a net purchase of 1.8455 million yuan, and on October 9, it was 97.764 million yuan with a net purchase of 1.5682 million yuan [2][3] - The financing balance had previously decreased on September 30 and 29, indicating fluctuations in market sentiment [2][3]

Investment Rating - The industry investment rating is "Overweight" indicating that the industry is expected to outperform the overall market [11]. Core Insights - Recent communications with overseas investors reveal a difference in perception compared to domestic investors, with overseas investors focusing more on the long-term global competitiveness of Chinese automotive companies rather than short-term domestic market fluctuations. They view investments in companies like BYD as a hedge against their local automotive industry [4][5]. - There is a strong interest from overseas investors in new technological trends within the Chinese automotive industry, particularly in smart driving and robotics. Positive feedback has been noted regarding the advanced driving assistance features from brands like Xpeng and Li Auto, suggesting potential valuation growth for companies with core technologies and global capabilities [5]. - The report suggests a positive outlook for strong automotive manufacturers capable of successful international expansion and component manufacturers with product and cost advantages [5]. Summary by Sections Overseas Investors - Overseas investors are more concerned with the long-term competitiveness and globalization strategies of Chinese automotive companies, particularly BYD, which is expected to maintain a market cap above 750 billion RMB unless there are significant changes in its global strategy [4]. Technological Trends - The report highlights the growing interest in smart driving technologies among overseas investors, who have provided positive feedback on the driving assistance technologies of brands like Xpeng and Li Auto. This trend is expected to create new valuation opportunities for companies with strong technological capabilities [5]. Investment Recommendations - The report recommends focusing on two main themes: technology and state-owned enterprise reform. Specific recommendations include: 1. Strong domestic manufacturers like BYD, Geely, and Xpeng [5]. 2. Companies aligned with the trend of smart technology, such as Jianghuai Automobile and Seres, with a focus on Li Auto, Kobot, Desay SV, and Jingwei Hirun [5]. 3. State-owned enterprise consolidations, recommending attention to SAIC Motor, Dongfeng Motor, and Changan Automobile [5]. 4. Component manufacturers with strong performance growth and overseas expansion capabilities, recommending Fuyao Glass, New Spring, Fuda, Shuanghuan Transmission, and Yinlun [5].

Core Viewpoint - Ju Yi Technology announced a government subsidy of 2.9267 million RMB related to revenue [1] Company Summary - Ju Yi Technology's revenue composition for the year 2024 is 98.7% from the automotive industry and 1.3% from other businesses [1] - As of the report, Ju Yi Technology has a market capitalization of 5 billion RMB [1]

证券代码：688162 证券简称：巨一科技 公告编号：2025-046 根据《企业会计准则第16号一一政府补助》的相关规定，公司上述获得的政府补助为与收益相关的政府 补助。预计上述政府补助对公司2025年度的利润将产生一定的积极影响。 上述政府补助数据未经审计，具体的会计处理以及对公司2025年度损益的影响，须以审计机构年度审计 确认后的结果为准，敬请广大投资者注意投资风险。 安徽巨一科技股份有限公司 关于获得政府补助的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 一、获得补助的基本情况 安徽巨一科技股份有限公司（以下简称"公司"）近日收到与收益相关的政府补助292.67万元人民币。 二、补助的类型及其对上市公司的影响 特此公告。 安徽巨一科技股份有限公司 董事会 2025年9月27日 ...

Core Points - The company, Ju Yi Technology, announced on September 26 that it has received a government subsidy related to revenue amounting to 2.9267 million RMB [2] Group 1 - The government subsidy received by the company is specifically related to its revenue [2]

安徽巨一科技股份有限公司 关于获得政府补助的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 证券代码：688162 证券简称：巨一科技 公告编号：2025-046 二、补助的类型及其对上市公司的影响 根据《企业会计准则第 16 号——政府补助》的相关规定，公司上述获得的 政府补助为与收益相关的政府补助。预计上述政府补助对公司 2025 年度的利润 将产生一定的积极影响。 上述政府补助数据未经审计，具体的会计处理以及对公司 2025 年度损益的 影响，须以审计机构年度审计确认后的结果为准，敬请广大投资者注意投资风险。 特此公告。 安徽巨一科技股份有限公司 董事会 2025 年 9 月 27 日 一、获得补助的基本情况 安徽巨一科技股份有限公司（以下简称"公司"）近日收到与收益相关的政 府补助 292.67 万元人民币。 ...

Group 1 - The core viewpoint of the news is that Ju Yi Technology has seen a stock price increase of 5.1%, reaching 37.10 CNY per share, with a total market capitalization of 5.09 billion CNY [1] - Ju Yi Technology, established on January 18, 2005, is located in Hefei, Anhui Province, and was listed on November 10, 2021. The company specializes in the development, production, and sales of industrial robot integration and automotive parts equipment [1] - The main business revenue composition of Ju Yi Technology is 58.84% from intelligent equipment and 41.16% from new energy vehicle motor control components [1] Group 2 - From the perspective of fund holdings, Penghua Fund has one fund heavily invested in Ju Yi Technology, specifically the Penghua Smart Investment Digital Economy Mixed A fund, which held 5,222 shares, accounting for 0.6% of the fund's net value [2] - The Penghua Smart Investment Digital Economy Mixed A fund has achieved a year-to-date return of 46.16%, ranking 1496 out of 8171 in its category, and a one-year return of 94%, ranking 706 out of 8004 [2] - The fund manager, Su Junjie, has been in position for 7 years and 241 days, with a total asset scale of 19.779 billion CNY, and the best fund return during his tenure is 84.03% [2]

Group 1 - On September 25, 2023, Ju Yi Technology's stock rose by 6.97%, with a trading volume of 193 million yuan [1] - The financing data for Ju Yi Technology on that day showed a financing purchase amount of 32.09 million yuan and a net financing purchase of 8.40 million yuan [1] - As of September 25, the total balance of margin trading for Ju Yi Technology was 86.73 million yuan, accounting for 1.79% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of June 30, 2023, Ju Yi Technology had 6,707 shareholders, an increase of 11.25% from the previous period, with an average of 20,441 circulating shares per person, up by 97.12% [2] - For the first half of 2023, Ju Yi Technology achieved operating revenue of 1.899 billion yuan, a year-on-year increase of 25.99%, and a net profit attributable to shareholders of 39.79 million yuan, up by 69.48% [2] - Since its A-share listing, Ju Yi Technology has distributed a total of 116 million yuan in dividends, with 74.69 million yuan distributed over the past three years [2]