格隆汇12月17日丨巨一科技(688162.SH)在投资者互动平台表示，目前，公司在30X冷轧不锈钢焊接技术 方面具备相应的技术储备，并已成功为相关汽车领域客户提供解决方案，但目前尚未涉及火箭或商业航 天领域的相关业务。 ...

Core Viewpoint - The component sector experienced a short-term decline, with Junya Technology falling over 7%, and other companies such as Benkawa Intelligent, Greer, Shengyi Technology, and Jingwang Electronics also witnessing declines [1] Company Summary - Junya Technology saw a significant drop of over 7% in its stock price [1] - Other companies in the sector, including Benkawa Intelligent, Greer, Shengyi Technology, and Jingwang Electronics, followed suit with declines [1]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 财经频道更多独家策划、专家专栏，免费查阅>> 国家知识产权局信息显示，安徽巨一科技股份有限公司取得一项名为"一种新能源汽车变速箱差速器专 用吊具"的专利，授权公告号CN114538271B，申请日期为2022年1月。 天眼查资料显示，安徽巨一科技股份有限公司，成立于2005年，位于合肥市，是一家以从事通用设备制 造业为主的企业。企业注册资本13719.8775万人民币。通过天眼查大数据分析，安徽巨一科技股份有限 公司共对外投资了10家企业，参与招投标项目596次，财产线索方面有商标信息127条，专利信息1133 条，此外企业还拥有行政许可12个。 ...

每日经济新闻 截至2025年12月4日13:43，上证科创板半导体材料设备主题指数强势上涨2.44%，成分股京仪装备 上涨5.77%，拓荆科技上涨5.68%，芯源微上涨4.8%，中科飞测、中微公司等个股跟涨。科创半导体 ETF（588170）上涨2.43%，一举突破5日、10日均线并且形成反包。流动性方面，科创半导体ETF盘中 换手14.39%，成交4.76亿元，市场交投活跃。拉长时间看，截至12月3日，科创半导体ETF近1月日均成 交4.09亿元，领先同类。 消息面上，亚马逊AWS在Re:Invent大会上正式推出了其新一代自研AI芯片Trainium3。这是亚马逊 首款采用3纳米制程的芯片产品。 相关ETF：公开信息显示， 科创半导体ETF（588170）及其联接基金（A类：024417；C类： 024418）跟踪上证科创板半导体材料设备主题指数，囊括科创板中 半导体设备（61%）和半导体材料 （23%）细分领域的硬科技公司。 半导体设备和材料行业是重要的国产替代领域，具备国产化率较 低、国产替代天花板较高属性，受益于人工智能革命下的半导体需求，扩张、科技重组并购浪潮、光刻 机技术进展。 半导体材料ETF ...

Group 1 - The semiconductor equipment sector experienced a notable surge on November 28, with companies such as Jingyi Equipment and Tuojing Technology rising over 5% [1] - Other companies in the sector, including Zhongke Feicai, Jingsheng Shares, and Huahai Qingke, also saw increases in their stock prices [1]

Key Insights - The report highlights the strong growth potential of companies in the automotive sector, particularly those with established brands and innovative technologies [3][4][5] - The focus on electric vehicles and smart technologies is driving significant changes in the industry, with companies like BYD, Geely, and XPeng being recommended for investment [3][4][5] Company Updates - **Uxin**: The profitability of new stores is increasing faster than expected due to brand establishment, which enhances profit elasticity in a favorable market [3][4] - **SAIC Motor**: Future prospects hinge on Huawei's involvement, with adjustments in new car launches expected to create opportunities [3][4] - **Tuhu**: Anticipated stable earnings in Q4 2025, with potential for growth in the aftermarket sector [4] - **Hengbo Co., Ltd.**: Strong positioning in the robotics sector with high technical added value and a comprehensive supply chain [5] - **Double Ring Transmission**: Direct collaboration with Tesla on reducers, with significant growth expected in traditional and new energy sectors [5] - **Great Wall Motors**: Plans to launch multiple new models and power versions in 2026, with expected sales growth [8] - **XPeng Motors**: Anticipated improvement in sales structure and gross margins, with new technologies aiding in profitability [8][9] - **Leap Motor**: Expected to exceed 1 million units in sales by 2026, with stable gross margins despite industry challenges [9] Industry Trends - The automotive industry is witnessing a shift towards electric and smart vehicles, with companies focusing on innovation and brand strength to capture market share [3][4][5] - The integration of advanced technologies and partnerships with tech firms like Huawei is becoming crucial for automotive companies to enhance their product offerings and market positioning [3][4][5]

Core Points - As of September 30, 2025, the number of shareholders for the company is projected to be 8,157 [2] - The company aims to ensure equal access to information for all investors by disclosing the number of shareholders in its periodic reports [2] - Future disclosures will be available on the Shanghai Stock Exchange website [2]

Core Insights - Anhui Juyi Technology Co., Ltd. has been recognized by the China Listed Companies Association as a "2025 Excellent Practice Case for Sustainable Development," highlighting its ESG practices and long-term value [1] - The evaluation aims to discover and promote advanced experiences and innovative achievements of Chinese listed companies in environmental, social, and governance (ESG) aspects, providing references for sustainable development in the capital market [1] Company Overview - Juyi Technology focuses on intelligent equipment overall solutions and components for electric motors and controls in the new energy vehicle sector [1] - The company currently holds an "A" rating in the WindESG assessment, ranking 66th among 561 companies in the machinery industry, indicating a continuous improvement in its ESG capabilities [1] Industry Context - The recognition as a "2025 Excellent Practice Case for Sustainable Development" marks a significant milestone in Juyi Technology's development journey [1] - The company's model, which integrates technological innovation with business success, social value, and environmental benefits, is becoming a new benchmark for outstanding listed companies [1] - In the context of the "dual carbon" goals, Juyi Technology's practical approach offers valuable experiences for other enterprises to learn from [1]

证券代码：688162 证券简称：巨一科技 公告编号：2025-052 安徽巨一科技股份有限公司 关于举办2025年第三季度业绩说明会的公告 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： 一、说明会类型 安徽巨一科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日 在上海证券交易所网站（www.sse.com.cn）披露了《2025 年第三季度报告》。 为便于广大投资者更加全面深入地了解公司经营业绩、发展战略等情况，公司定 于 2025 年 11 月 25 日（星期二）15:00-16:00 在"价值在线"（www.ir-online.cn） 会议召开时间：2025 年 11 月 25 日（星期二）15:00-16:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络文字互动方式 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 11 月 25 日 前 访 问 网 址 https://eseb.cn/1tbMJnvCQta 或使用微信扫描下方小 ...

Core Viewpoint - The company reported a decline in revenue from its joint venture, leading to goodwill impairment and asset impairment due to underutilization of equipment, but overall asset impairment and credit loss decreased year-on-year, indicating improved asset quality and risk management capabilities [1] Group 1 - The main reason for the increase in asset impairment in Q3 is the decline in revenue from the joint venture, resulting in goodwill impairment [1] - The company has also recognized asset impairment due to some equipment not meeting expected utilization rates, following a prudent approach based on equipment usage [1] - Overall, the total asset impairment and credit loss for the first three quarters decreased year-on-year, reflecting enhanced asset quality and risk management capabilities [1]