Group 1 - The stock price of Jiachi Technology (688708) closed at 78.25 yuan, up 1.31%, with a turnover rate of 5.31% and a trading volume of 20,400 lots, amounting to 160 million yuan [1] - The latest financial report for Jiachi Technology shows total revenue of 65.41 million yuan for Q1 2025, a year-on-year decrease of 52.70%, and a net profit attributable to shareholders of 24.63 million yuan, down 67.52% [1] - The company has a current ratio of 6.901, a quick ratio of 6.361, and a debt-to-asset ratio of 9.84% [1] Group 2 - Jiachi Technology has made investments in 4 companies and participated in 52 bidding projects [2] - The company holds 13 trademark registrations and 149 patents, along with 69 administrative licenses [2]

金融界消息 截至2025年8月5日收盘，佳驰科技（688708）报收于78.06元，下跌4.46%，换手率7.31%， 成交量2.81万手，成交金额2.22亿元。 资金流向方面，今日主力资金净流出1881.50万元，占比成交额8.48%。其中，超大单净流出687.03万 元、占成交额3.1%，大单净流出1194.47万元、占成交额5.39%，中单净流出流入1062.46万元、占成交 额4.79%，小单净流入819.04万元、占成交额3.69%。 天眼查商业履历信息显示，成都佳驰电子科技股份有限公司，成立于2008年，位于成都市，是一家以从 事其他制造业为主的企业。企业注册资本40001万人民币，实缴资本36000万人民币。公司法定代表人为 姚瑶。 通过天眼查大数据分析，成都佳驰电子科技股份有限公司共对外投资了4家企业，参与招投标项目52 次，知识产权方面有商标信息13条，专利信息149条，此外企业还拥有行政许可69个。 来源：金融界 佳驰科技最新一期业绩显示，截至2025一季报，公司营业总收入6541.28万元、同比减少52.70%，归属 净利润2463.22万元，同比减少67.52%，扣非净利润1735.1 ...

Market Overview - The aviation equipment sector experienced a decline of 0.22% on August 5, with Huayin Technology leading the drop [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Stock Performance - Ailida (300696) saw a significant increase of 6.81%, closing at 32.17, with a trading volume of 726,000 shares and a transaction value of 2.334 billion [1] - Hengyu Xintong (300965) rose by 5.19% to 80.04, with a trading volume of 95,600 shares and a transaction value of 780 million [1] - Zhongjian Technology (300777) increased by 4.96% to 37.66, with a trading volume of 209,000 shares and a transaction value of 781 million [1] - Huayin Technology (688281) declined by 4.71% to 73.62, with a trading volume of 36,900 shares and a transaction value of 280 million [2] - Other notable declines included Jiachi Technology (688708) down 4.46% and Jianghang Equipment (688586) down 2.77% [2] Capital Flow - The aviation equipment sector saw a net outflow of 1.678 billion from institutional investors, while retail investors contributed a net inflow of 1.188 billion [2][3] - The capital flow data indicates that institutional investors were net sellers, while retail investors were net buyers, suggesting differing market sentiments [2][3] Individual Stock Capital Flow - Hongdu Aviation (600316) had a net inflow of 24.3153 million from institutional investors, while retail investors had a net outflow of 80.3541 million [3] - Zhongjian Technology (300777) experienced a net inflow of 19.1756 million from institutional investors, but a net outflow of 28.5424 million from retail investors [3] - New Star Equipment (002933) saw a net inflow of 10.7080 million from institutional investors and a net inflow of 20.4644 million from retail investors [3]

Group 1 - The A-share military industry stocks collectively declined, with notable drops including North Long Dragon down nearly 10% and Wanli Horse down 7% [1] - Other companies such as Great Wall Military Industry, North Navigation, Inner Mongolia First Machinery, and Guorui Technology fell over 6%, while several others dropped more than 5% [1] Group 2 - Specific stock performance data shows ST Emergency down 19.98%, North Long Dragon down 9.66%, and Wanli Horse down 7.04% [2] - The total market capitalization for North Long Dragon is 88.54 billion, while Great Wall Military Industry has a market cap of 235 billion and North Navigation at 253 billion [2] - Year-to-date performance indicates North Long Dragon has increased by 179.78%, while Wanli Horse has risen by 170.07% [2]

Group 1: 德福科技 (DeFu Technology) - DeFu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil production. Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual capacity of 16,800 tons. Its core products include HVLP and DTH [1] - The projected revenue for Luxembourg Copper Foil in 2024 is €134 million, with a net profit of -€370,000. In Q1 2025, the expected revenue is €45 million, with a net profit of €1.67 million, indicating a quarterly turnaround [1] - DeFu Technology's total production capacity for electrolytic copper foil has increased to 191,000 tons per year, making it the largest globally. The company plans to enhance its profitability through technology resource integration and has allocated ¥183 million for R&D in 2024, resulting in 17 new invention patents [1] Group 2: 佳驰科技 (Jiachi Technology) - Jiachi Technology is focusing on YS functional structural components in the structural parts sector, with clients including the Aviation Industry Corporation of China. The fundraising projects are aimed at supporting capacity expansion [1] - The company has established the largest YS functional coating material production base in China, meeting current and future demand. It emphasizes technology and customer focus, increasing R&D investment to maintain technological leadership [1] - Jiachi Technology has won multiple significant awards for its research projects and has secured several contracts in the EMMS field, enhancing its testing service capabilities [1] Group 3: 日月股份 (Riyue Co., Ltd.) - Riyue Co., Ltd. employs a pricing framework based on "material cost + processing fee + profit," adjusting prices according to market dynamics. The company is actively expanding into deep-sea wind power and exploring new technologies like floating platforms [2] - The company is also working on the industrialization of nuclear fuel transfer and storage tanks and developing new materials such as high-temperature alloys to optimize its product line and enhance risk resilience [2] - Riyue Co., Ltd. plans to accelerate its overseas market expansion to increase its global market share. The establishment of a joint venture with Zhejiang Ningbo Zhuhai Wind Port Equipment Development Co., Ltd. will enhance its influence and competitiveness in the wind power and casting industries [2] - The company anticipates a positive trend in the wind power industry, projecting that by June 2025, the cumulative installed capacity of wind power in the country will reach 573 million kilowatts [2] Group 4: 长城基金 (Great Wall Fund) - Great Wall Fund, established in 2001, has an asset management scale of ¥347.694 billion across all public funds, ranking 29th out of 210. For non-monetary public funds, the scale is ¥139.427 billion, ranking 37th [3] - The fund manages 235 public funds, ranking 27th, with 37 fund managers, ranking 32nd. The best-performing public fund in the past year is the Great Wall Health Mixed A, with a net value of 1.21 and a growth of 97.6% [3] - The latest public fund product launched is the Great Wall National Index Free Cash Flow A, which is an index-type equity fund, with a subscription period from July 14, 2025, to August 1, 2025 [3]

Group 1 - Allianz Fund recently conducted research on a listed company, Jiachitech, focusing on its layout in the structural components sector, particularly YS functional structural components, with clients including the Aviation Industry Corporation of China [1] - Jiachitech's civil product business is centered around the EMMS field, with plans for a new generation of electromagnetic dark rooms and electromagnetic measurement and control, having won multiple project bids and demonstrating testing service capabilities [1] - The company has established the largest YS functional coating material production base in China, with production capacity meeting current and future demands [1] Group 2 - Jiachitech emphasizes technology and customer focus, increasing R&D investment to ensure technological leadership and has undertaken multiple scientific research projects, receiving several major achievement awards [1] - Allianz Fund was established in 2023, with a total asset management scale of 685 million yuan, ranking 183rd out of 210 in public funds and 162nd out of 210 in non-monetary public funds [1] - The best-performing public fund product under Allianz Fund in the past year is Allianz Anyu Bond A, with a latest unit net value of 1.01, showing a growth of - in the past year [1]

Group 1: Company Insights - Aileda's main business includes CNC precision machining, special process treatment, component assembly, and finished product R&D, with a gradual extension into finished product R&D projects [1] - Aileda has four production sites, with the Kangqiang plant being the primary expansion area [1] - Aileda's gross margin is expected to decline significantly in 2024 due to various factors, but it has recovered to 22% in Q1 2025 through customer expansion and cost reduction measures [1] - Aileda has introduced strategic shareholders in new material technology R&D to support its strategic layout in new materials and technologies [1] Group 2: Industry Developments - Jiachitech focuses on YS functional structural components, serving clients including the Aviation Industry Corporation, with fundraising projects supporting capacity expansion [2] - Jiachitech's civilian product business is centered around the EMMS field, with developments in next-generation electromagnetic anechoic chambers and electromagnetic measurement and control, having won multiple project bids [2] - Jiachitech has established the largest YS functional coating material production base in China, with capacity meeting current and future demands [2] - Jiachitech emphasizes technology and customer focus, increasing R&D investment to ensure technological leadership and has undertaken multiple scientific research projects, receiving several major achievement awards [2]

Group 1 - The stock price of Jiachi Technology (688708) closed at 79.6 yuan on July 29, 2025, down 0.25% with a turnover rate of 8.6% and a trading volume of 33,000 lots, amounting to 258 million yuan [1] - The latest financial report for Jiachi Technology shows total operating revenue of 65.41 million yuan for Q1 2025, a year-on-year decrease of 52.70%, and a net profit attributable to shareholders of 24.63 million yuan, down 67.52% year-on-year [1] - The company has a current ratio of 6.901, a quick ratio of 6.361, and a debt-to-asset ratio of 9.84% [1] Group 2 - Jiachi Technology has made investments in 4 companies and participated in 52 bidding projects [2] - The company holds 13 trademark registrations and 148 patent registrations, along with 69 administrative licenses [2]

格隆汇7月29日丨佳驰科技(688708.SH)在互动平台表示，公司目前没有与数据中心相关服务商进行合 作，公司积极关注AIDC的产业发展进程与相关机会。 ...

Group 1 - The company currently has no partnerships with data center service providers [1] - The company is actively monitoring the development process and related opportunities in the AIDC industry [1]