9月30日，佳驰科技涨5.17%，截至发稿，报71.41元/股，成交4325.49万元，换手率1.62%，总市值 285.65亿元。 国泰金福三个月定期开放混合（010446）成立日期2021年1月7日，最新规模1.18亿。今年以来收益 13.64%，同类排名846/8247；近一年收益25.46%，同类排名760/7907；成立以来亏损18.1%。 国泰金福三个月定期开放混合（010446）基金经理为。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，成都佳驰电子科技股份有限公司位于四川省成都市郫都区成都现代工业港南片区新经济产业 园文明街西段288号，成立日期2008年7月18日，上市日期2024年12月5日，公司主营业务涉及公司围绕 EMMS产业发展的产品主流和技术前沿,坚持自主创新,打破国外技术封锁,实现自主可控,全面覆盖隐身功 能涂层材料、隐身功能结构件,以及电子信息领域电磁兼容材料等在内的产品设计、制造、测试、销售 和服务。主营业 ...

融券方面，佳驰科技9月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 9月26日，佳驰科技涨0.24%，成交额6173.30万元。两融数据显示，当日佳驰科技获融资买入额1144.98 万元，融资偿还860.33万元，融资净买入284.65万元。截至9月26日，佳驰科技融资融券余额合计1.29亿 元。 融资方面，佳驰科技当日融资买入1144.98万元。当前融资余额1.29亿元，占流通市值的4.81%。 机构持仓方面，截止2025年6月30日，佳驰科技十大流通股东中，富国均衡优选混合（010662）位居第 一大流通股东，持股106.79万股，为新进股东。嘉实竞争力优选混合A（010437）位居第二大流通股 东，持股105.74万股，为新进股东。富国成长领航混合（010966）位居第三大流通股东，持股104.36万 股，为新进股东。嘉实智能汽车股票（002168）位居第八大流通股东，持股46.15万股，为新进股东。 富国低碳新经济混合A（001985）位居第十大流通股东，持股42.70万股，为新进股东。富国中小盘精选 混合A/B（000 ...

Group 1 - President Xi Jinping announced China's new round of Nationally Determined Contributions at the UN Climate Change Summit, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035, with non-fossil energy consumption exceeding 30% of total energy consumption [3] - The total installed capacity of wind and solar power is targeted to reach over 360 million kilowatts, six times that of 2020, and forest stock is expected to exceed 24 billion cubic meters [3] - The national carbon emissions trading market will cover major high-emission industries, and a climate-adaptive society is to be fundamentally established [3] Group 2 - Premier Li Qiang emphasized China's commitment to maintaining an open trade and investment market during a meeting with the President of the European Commission, urging fair competition and adherence to WTO rules [5] - The Chinese government will not seek new special and differential treatment in current and future WTO negotiations, reinforcing its role as a responsible developing country [5] - The People's Bank of China announced a 600 billion yuan MLF operation on September 25, marking a net injection of 300 billion yuan for the month, continuing a trend of high liquidity [5][6] Group 3 - Alibaba announced a collaboration with NVIDIA on Physical AI, with plans to invest 380 billion yuan in AI infrastructure and the launch of seven large model products, including Qwen3-Max, the largest and most capable model to date [4] - The Chinese Ministry of Commerce introduced 14 measures to promote digital consumption, including trials for smart connected vehicles and drone delivery services [6] Group 4 - The A-share market saw significant gains, with the Shanghai Composite Index rising 0.83% to 3853.64 points, and the ChiNext Index increasing by 2.28% [8] - The Hong Kong Hang Seng Index rose 1.37%, with notable gains in tech stocks like Alibaba and SMIC, while medical stocks faced declines [8] - Chery Automobile announced its H-share final offering price at 30.75 HKD per share, set to officially list on September 25 [8] Group 5 - The State Administration for Market Regulation is seeking public opinion on new standards for food delivery platforms, addressing issues like competition and delivery personnel rights [11] - The National Press and Publication Administration approved 145 domestic games and 11 imported games in September, indicating a positive trend in the gaming industry [12] Group 6 - The global crude steel production in August was 145.3 million tons, a year-on-year increase of 0.3%, while the cumulative production from January to August saw a decline of 1.7% [23] - The UK government faced challenges in issuing new bonds, with the latest five-year bond auction seeing the lowest oversubscription rate in nearly two years [20]

Group 1 - The stock price of Jiachi Technology (688708) closed at 70.21 yuan, down 5.8% from last week's 74.53 yuan, with a market cap of 28.085 billion yuan [1] - The highest intraday price this week was 74.92 yuan on September 15, and the lowest was 68.8 yuan on September 18 [1] - Jiachi Technology ranks 11th out of 46 in the aerospace equipment sector and 664th out of 5153 in the A-share market [1] Group 2 - In the first half of 2025, Jiachi Technology reported a revenue of 278.643 million yuan, a year-on-year decrease of 24.33% [2][3] - The net profit attributable to shareholders was 113.202 million yuan, down 46.47% year-on-year [2][3] - Research and development investment increased by 88.78% year-on-year, accounting for 25.47% of total revenue [2][3] Group 3 - CITIC Securities, as the sponsor for Jiachi Technology's IPO, issued a report confirming no major issues or violations were found during the ongoing supervision [2][3] - The company has no significant changes in core competitiveness, and the use of raised funds is compliant [2]

Company Overview - Full name: Chengdu Jiach Technology Co., Ltd [1] - Abbreviation: Jiach Technology [1] - Stock code: 688708.SH [1] - IPO application date: June 17, 2022 [1] - Listing date: December 5, 2024 [1] - Listing board: Shanghai Stock Exchange Sci-Tech Innovation Board [1] - Industry: Other manufacturing [1] - IPO sponsor: CITIC Securities [1] - IPO underwriters: CITIC Securities [1] - IPO legal advisor: Beijing Tianyuan Law Firm [1] - IPO auditing firm: Zhonghui Certified Public Accountants [1] Disclosure and Evaluation - Disclosure situation: Required to clarify industry position, technical strength, and product comparison with peers; needed to disclose impacts of customer loss and order decline on operations [1] - Regulatory penalties: No deductions [2] - Public opinion supervision: No deductions [2] - Listing cycle: 902 days, exceeding the average of 629.45 days for 2024 A-share listings [1] Financial Metrics - Underwriting and sponsorship fees: 49.7313 million yuan, with a commission rate of 4.59%, lower than the average of 7.71% [2] - First-day performance: Stock price increased by 151.11% compared to the issue price [3] - Three-month performance: Stock price increased by 107.61% compared to the issue price [4] - Issuance P/E ratio: 20.72 times, significantly lower than the industry average of 53.33 times [5] - Actual fundraising: Expected to raise 1.325 billion yuan, but actual amount raised was 1.083 billion yuan, a decrease of 18.24% [6] Post-Listing Performance - Short-term performance: In 2024, revenue decreased by 2.45% year-on-year, net profit attributable to shareholders decreased by 8.23%, and non-recurring net profit decreased by 4.79% [7] - Abandonment rate: 0.11% [8] Overall Evaluation - Total score for IPO project: 85.5 points, classified as B-level [8] - Negative factors affecting score: Disclosure quality needs improvement, listing cycle over two years, actual fundraising decrease, and decline in revenue and net profit in the first accounting year [8]

一、持续督导工作概述 中信证券股份有限公司 关于成都佳驰电子科技股份有限公司 2025 年半年度持续督导跟踪报告 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为成都佳 驰电子科技股份有限公司（以下简称"佳驰科技"或"公司"或"上市公司"） 首次公开发行股票并在科创板上市的保荐人。根据《证券发行上市保荐业务管理 办法》、《上海证券交易所科创板股票上市规则》等相关规定，中信证券履行持 续督导职责，并出具本持续督导半年度跟踪报告。 1、保荐人制定了持续督导工作制度，制定了相应的工作计划，明确了现场 检查的工作要求。 2、保荐人已与公司签订保荐协议，该协议已明确了双方在持续督导期间的 权利义务，并报上海证券交易所备案。 3、本持续督导期间，保荐人通过与公司的日常沟通、现场回访等方式开展 持续督导工作，并于 2025 年 8 月 27 日对公司进行了现场检查。 4、本持续督导期间，保荐人根据相关法规和规范性文件的要求履行持续督 导职责，具体内容包括： （1）查阅公司章程、三会议事规则等公司治理制度、三会会议材料； （2）查阅公司财务管理、会计核算和内部审计等内部控制制度文件； （3）查阅公司与控股股东、实 ...

证券之星消息，9月15日航空装备板块较上一交易日下跌0.76%，佳驰科技领跌。当日上证指数报收于 3860.5，下跌0.26%。深证成指报收于13005.77，上涨0.63%。航空装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000697 | ST炼石 | 8.95 | 5.05% | 12.23万 | | 1.08亿 | | 688237 | 超卓航科 | 51.64 | 1.06% | 2.16万 | | 1.12亿 | | 688685 | 迈信林 | 59.55 | 0.81% | 3.39万 | | 2.01亿 | | 688563 | 航材股份 | 53.31 | 0.40% | 1.72万 | | 9136.70万 | | 600760 | 中航沈飞 | 58.39 | 0.24% | 16.29万 | | 9.52 6 | | 300775 | 三角防务 | 24.65 | -0.16% | 9.48万 | | 2.33亿 | | 30 ...

Group 1 - The core viewpoint of the news is that Jiach Technology has experienced a decline in stock performance and financial metrics, indicating potential challenges ahead for the company [1][2]. - On September 10, Jiach Technology's stock fell by 1.19%, with a trading volume of 51.67 million yuan. The net financing buy was -5.49 million yuan, with a total financing and securities balance of 119 million yuan [1]. - As of June 30, the number of shareholders decreased by 29.96% to 9,193, while the average circulating shares per person increased by 53.56% to 4,178 shares [2]. Group 2 - For the first half of 2025, Jiach Technology reported a revenue of 279 million yuan, a year-on-year decrease of 24.33%, and a net profit attributable to shareholders of 113 million yuan, down 46.47% year-on-year [2]. - The company has distributed a total of 160 million yuan in dividends since its A-share listing [3]. - The top ten circulating shareholders as of June 30, 2025, include several new institutional investors, with the largest being the Fu Guo Balanced Preferred Mixed Fund, holding 1.0679 million shares [3].

Core Viewpoint - Jiach Technology's stock performance shows a slight increase, but financing data indicates a net outflow, suggesting potential investor caution [1][2]. Financing Summary - On September 4, Jiach Technology's stock rose by 1.03% with a trading volume of 195 million yuan - The financing buy-in amount was 11.40 million yuan, while the financing repayment was 15.72 million yuan, resulting in a net financing outflow of 4.32 million yuan - As of September 4, the total financing and securities lending balance was 130 million yuan, with the current financing balance accounting for 4.53% of the circulating market value [1]. Business Performance Summary - As of June 30, the number of shareholders for Jiach Technology was 9,193, a decrease of 29.96% from the previous period - The average circulating shares per person increased by 53.56% to 4,178 shares - For the first half of 2025, Jiach Technology reported revenue of 279 million yuan, a year-on-year decrease of 24.33%, and a net profit attributable to shareholders of 113 million yuan, down 46.47% year-on-year [2]. Dividend and Shareholding Summary - Jiach Technology has distributed a total of 160 million yuan in dividends since its A-share listing - As of June 30, 2025, the top ten circulating shareholders included several new entrants, with the largest being the Fortune Balanced Preferred Mixed Fund, holding 1.0679 million shares - Other notable new shareholders include the Harvest Competitive Advantage Preferred Mixed Fund and the Fortune Growth Navigation Mixed Fund, holding 1.0574 million and 1.0436 million shares respectively [3].

Core Points - Chengdu Jiachi Electronic Technology Co., Ltd. will participate in the "2025 Investor Online Collective Reception Day and Semi-Annual Report Performance Briefing" organized by the Sichuan Provincial Association of Listed Companies and Shenzhen Panorama Network Co., Ltd. [1] - The event will be held online on September 12, 2025, from 14:00 to 17:00, allowing investors to engage with the company [1] - Key company representatives, including the Chairman, Vice General Manager and CFO, General Manager, and Independent Director, will be present to discuss the company's semi-annual performance, governance, development strategy, operational status, equity incentives, and sustainable development [1] Event Details - The event will utilize a remote online format, and investors can participate via the "Panorama Roadshow" platform [1] - The company encourages active participation from investors during the event [1]