（文章来源：每日经济新闻） 每经AI快讯，8月26日，消费电子板块震荡上行，精研科技、东尼电子均涨成8%，领益智造、捷邦科技 均涨超5%，*ST波导、可川科技等跟涨。 ...

（编辑 任世碧） 证券日报网讯 8月22日晚间，捷邦科技发布公告称，截至本公告披露日，公司经股东大会审议通过的 2025年度对外担保总额度为人民币72，070.00万元（或等值外币），占公司最近一期经审计归属于上市 公司股东的净资产的比例为56.42%；本次新增担保后，公司实际提供担保总余额为人民币11，557.43万 元，占公司最近一期经审计归属于上市公司股东的净资产的比例为9.05%。公司及子公司未对合并报表 外单位提供担保，公司及子公司未发生逾期担保，不存在涉及诉讼的担保及因担保被判决败诉而应承担 损失的情况。 ...

证券代码：301326 证券简称：捷邦科技 公告编号：2025-058 捷邦精密科技股份有限公司 关于对外担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 捷邦精密科技股份有限公司（以下简称"公司"）于2025年4月23日召开第 二届董事会第十八次会议和第二届监事会第十五次会议，于2025年5月16日召开 2024年年度股东大会，审议通过《关于2025年度对外担保额度预计的议案》，同 意公司为合并报表范围内下属公司提供担保，2025年度担保额度总计不超过人民 币72,070.00万元（或等值外币）。其中，公司为最近一期资产负债率70%以上的 下属公司提供担保的额度预计不超过人民币19,070万元；公司为最近一期资产负 债率70%以下的下属公司提供担保的额度预计不超过人民币53,000万元，额度在 授权期限内可循环使用。 上述担保额度可在被担保方之间按照实际情况调剂使用。担保额度的期限自 公司2024年年度股东大会审议通过之日起至2025年年度股东大会召开之日止，该 额度在授权期限内可循环使用。 具体内容详见公司于 2025 年 ...

Core Viewpoint - The demand for cooling solutions is increasing due to the rising power density of AI chips and servers, with liquid cooling expected to replace air cooling as the mainstream solution by 2026, reaching a market size of $8.6 billion globally [2][3]. Group 1: Liquid Cooling Market Dynamics - The global AI liquid cooling market is projected to grow rapidly, with a forecasted market size of $8.6 billion by 2026, driven by the increasing power density of AI chips and servers [2][3]. - The power density of AI servers is expected to exceed 1MW per cabinet by 2029, highlighting the need for efficient cooling solutions [2][3]. - The liquid cooling market in China is anticipated to grow by 67% year-on-year in 2024, reaching $2.37 billion, with a CAGR of 46.8% from 2024 to 2029 [3][42]. Group 2: Advantages of Liquid Cooling - Liquid cooling systems offer higher cooling efficiency and reduced system power consumption compared to traditional air cooling, making them a preferred choice as power density increases [2][22]. - The cooling efficiency of liquid cooling is significantly higher than that of air cooling, with water's thermal conductivity being over 23 times greater than that of air [22]. - Liquid cooling allows for higher density deployment of computing units, reducing the physical space required and improving overall system performance [22][25]. Group 3: Industry Trends and Developments - Major cloud service providers are significantly increasing their capital expenditures, with the top four North American cloud companies expected to reach $366.1 billion in total capital expenditures by 2025, reflecting strong demand for AI infrastructure [7]. - Companies like Alibaba and ByteDance are ramping up investments in AI and cloud computing infrastructure, with Alibaba planning to invest over $50 billion in these areas over the next three years [8]. - The liquid cooling technology is being rapidly adopted by leading server manufacturers, with companies like Supermicro and HPE launching liquid-cooled server solutions [41][43]. Group 4: Liquid Cooling Technology Types - Liquid cooling can be categorized into indirect contact (cold plate cooling) and direct contact (immersion and spray cooling), with cold plate cooling being the most mature and widely adopted technology [3][30]. - Cold plate cooling systems are expected to lead the market due to their minimal impact on existing infrastructure and superior cooling performance compared to air cooling [3][30]. - Immersion cooling, while offering the best cooling performance, presents higher technical challenges and is still in the exploratory phase [3][30]. Group 5: Energy Efficiency and Cost Savings - Liquid cooling systems can significantly reduce energy costs in data centers, with potential savings in operational costs due to lower energy consumption compared to air cooling systems [25][29]. - The total cost of ownership (TCO) for liquid cooling solutions is expected to be lower than that of air cooling, as they can reduce the need for additional cooling equipment [25][29]. - As data center energy efficiency becomes a regulatory focus, liquid cooling solutions are positioned to meet stringent PUE requirements, enhancing overall energy utilization [17][20].

Core Insights - The report highlights the significant role of company secretaries (董秘) in connecting investors and listed companies, with a total salary of 4.086 billion yuan for A-share listed company secretaries in 2024, averaging 754,300 yuan per year [1] Salary Overview - The average salary for company secretaries in the machinery and equipment-specialized equipment industry is approximately 635,000 yuan, with the highest salary being 1.8638 million yuan for Jack Co.'s secretary, and the lowest at 115,600 yuan for Huaxi Technology's secretary [1] - In 2024, the average salary increased by 25,200 yuan compared to 2023, representing a 9% rise [3] Age and Education Distribution - The average age of company secretaries is approximately 44.29 years, with the majority (38%) aged between 40-49 years [3] - The educational background of company secretaries includes 5 PhDs, 60 Master's degrees, 77 Bachelor's degrees, and 10 with associate degrees, with average salaries of 748,800 yuan, 713,400 yuan, 579,900 yuan, and 565,200 yuan respectively [5] Compliance and Violations - A total of 12 company secretaries received warnings or public notifications for violations between 2024 and 2025 [7] - Specific cases include: - Wu Ruirui from Lanshi Heavy Industry received 3 warnings, with a salary of 454,600 yuan, due to failure in timely disclosure of project delays [8] - Wang Liming from *ST Xingnong also received 3 warnings, with a salary of 300,400 yuan, for not properly identifying related parties [9] - Gu Baoxing from Lingyun Light received 2 warnings, with a salary of 1.6553 million yuan, for failing to disclose related party transactions [9]

Market Performance - The main board led the gains with notable increases in stocks such as Jishi Media (+10.20%), Desheng Technology (+10.02%), and Rihai Intelligent (+10.00%) [1] - The ChiNext board saw significant rises with Aerospace Intelligent Equipment (+10.64%) and Jiebang Technology (+9.61%) [1] - The Sci-Tech Innovation board was led by China Shipbuilding Gas (+7.31%) and Gaohua Technology (+7.08%) [1] - Active sub-industries included SW Communication Cables and Accessories (+2.25%) and SW Brand Consumer Electronics (+1.70%) [1] Domestic News - Aibang ARAI launched agricultural smart AR glasses with various functions including pest identification and remote guidance, already piloted in over 300 regions [1] - TSMC reported July revenue of NT$323.166 billion, a month-on-month increase of 22.5% and a year-on-year increase of 25.8%, with cumulative revenue from January to July reaching NT$2.096 trillion, up 37.6% year-on-year [1] - Sanan Optoelectronics announced that its SiC MOSFET products have been supplied in bulk to major data center and AI server power clients [1] - CINNO reported a 10% year-on-year decline in TV sales in Q2, attributed to the suspension of national subsidies in several provinces, but anticipates a mild recovery in demand as subsidy funds are fully allocated [1] Company Announcements - Wifang Optoelectronics reported H1 2025 total revenue of CNY 612 million, a year-on-year increase of 7.32%, but a net profit decrease of 32.33% to CNY 28 million [3] - Changguang Huaxin announced government subsidies totaling CNY 10.3768 million received from May 6, 2025, to the announcement date [3] - Furi Electronics reported H1 2025 total revenue of CNY 5.333 billion, a year-on-year increase of 0.42%, with net profit increasing by 123.62% to CNY 22 million [3] - Longli Technology received a patent for an injection mold that enhances OLED module strength and reliability [3] Overseas News - Skywater Technology completed a significant acquisition of a semiconductor factory in Texas for $93 million to boost domestic semiconductor manufacturing capacity [4] - AMD's CEO Lisa Su noted positive signals across all products and progress in obtaining U.S. government approval for market exports [4] - OpenAI released its most powerful AI model, GPT-5, which reportedly has a 45% lower chance of factual errors compared to GPT-4 [4] - A UK startup is focusing on developing next-generation wide bandgap semiconductor materials and devices, aiming to launch prototypes in the next 2-3 years [4]

Company Performance - Jebang Technology's stock price reached a historical high, increasing by 8.02% to 93.65 yuan, with a trading volume of 3.0544 million shares and a transaction value of 273 million yuan, resulting in a turnover rate of 11.29% [2] - The latest total market capitalization of Jebang Technology in A-shares is 6.786 billion yuan, with a circulating market value of 2.534 billion yuan [2] Industry Overview - The electronic industry, to which Jebang Technology belongs, experienced an overall decline of 0.32%, with 89 stocks rising, including Jebang Technology, which ranked among the top gainers with an increase of 8.02% [2] - Other notable gainers in the industry include Woge Optoelectronics and Huahua Technology, with increases of 10.00% and 9.45% respectively [2] - Conversely, 392 stocks in the industry saw declines, with the largest drops from Tonglian Precision, C Hansa, and Canxin Co., with decreases of 7.31%, 7.29%, and 7.21% respectively [2] Financial Data - According to the company's Q1 report, Jebang Technology achieved a revenue of 166 million yuan, reflecting a year-on-year growth of 1.66%, while the net profit was -11.2445 million yuan, representing a year-on-year decline of 121.43% [2] - The basic earnings per share were reported at -0.1558 yuan [2] Margin Trading - As of August 7, the latest margin trading balance for Jebang Technology was 17.7 million yuan, with a financing balance of 17.7 million yuan, showing an increase of 39.9654 million yuan over the past 10 days, which is a 29.25% increase [2]

证券代码：301326 证券简称：捷邦科技 公告编号：2025-057 捷邦精密科技股份有限公司 关于对外担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 捷邦精密科技股份有限公司（以下简称"公司"）于2025年4月23日召开第 二届董事会第十八次会议和第二届监事会第十五次会议，于2025年5月16日召开 2024年年度股东大会，审议通过《关于2025年度对外担保额度预计的议案》，同 意公司为合并报表范围内下属公司提供担保，2025年度担保额度总计不超过人民 币72,070.00万元（或等值外币）。其中，公司为最近一期资产负债率70%以上的 下属公司提供担保的额度预计不超过人民币19,070万元；公司为最近一期资产负 债率70%以下的下属公司提供担保的额度预计不超过人民币53,000万元，额度在 授权期限内可循环使用。 上述担保额度可在被担保方之间按照实际情况调剂使用。担保额度的期限自 公司2024年年度股东大会审议通过之日起至2025年年度股东大会召开之日止，该 额度在授权期限内可循环使用。 具体内容详见公司于 2025 年 ...

Core Viewpoint - The company, Jieban Technology, has shown significant stock performance with an 8.23% increase on August 5, 2023, and a market capitalization of 6.241 billion yuan [1] Group 1: Company Overview - Jieban Technology specializes in customized precision functional and structural components, providing services including product design, material selection, mold design, trial production, testing, and mass production [8] - The company's revenue composition includes 91.65% from precision functional and structural components, 7.03% from carbon nanotubes, and 1.31% from other sources [8] - As of March 31, 2025, Jieban Technology reported a revenue of 166 million yuan, a year-on-year increase of 1.66%, but a net profit loss of 11.2445 million yuan, a decrease of 121.43% year-on-year [8] Group 2: Client and Market Dependency - The company relies heavily on major clients such as Foxconn, Quanta Computer, Compal Electronics, and BYD, with sales to Foxconn accounting for 35.58%, 36.85%, and 39.52% of revenue in recent periods [2] - A significant portion of the company's products is used in Apple's laptops and tablets, with sales to Apple products representing 85.22%, 77.95%, and 81.27% of revenue [2] Group 3: Product Applications - Jieban Technology's carbon nanotube products are primarily used in power lithium batteries and consumer and energy storage lithium batteries, with supply agreements with major new energy manufacturers including CATL and BYD [3] - The company also produces precision components for fixed-wing drones [3] Group 4: Financial Performance and Shareholder Information - The company has a total market capitalization of 6.241 billion yuan and a trading volume of 386 million yuan on August 5, 2023 [1] - As of March 31, 2025, the company has distributed a total of 43.2365 million yuan in dividends since its A-share listing [9] - The top ten circulating shareholders include various mutual funds, with notable changes in holdings among them [10]

Core Viewpoint - The A-share market is experiencing a slight decline, with the Shanghai Composite Index down by 0.90% and trading below the five-day moving average, indicating a potential short-term bearish sentiment in the market [1]. Group 1: Market Performance - As of 10:29 AM, the Shanghai Composite Index stands at 3583.25 points, reflecting a decrease of 0.90% [1]. - The total trading volume in the A-share market is reported at 842.95 billion yuan [1]. - A total of 299 A-shares have surpassed the five-day moving average today [1]. Group 2: Stocks with Significant Deviations - Notable stocks with high deviation rates from the five-day moving average include: - Digital Certification (300579) with a deviation rate of 13.64% and a daily increase of 20.00% [1]. - Easy Point Technology (301171) showing a deviation rate of 11.37% and a daily increase of 15.78% [1]. - Jiebang Technology (301326) with a deviation rate of 10.70% and a daily increase of 15.03% [1]. - Other stocks with significant increases include: - Changying Precision (300115) with a 13.27% increase and a deviation rate of 8.84% [1]. - XGIMI Technology (688696) with a 10.88% increase and a deviation rate of 8.00% [1]. Group 3: Stocks with Minor Deviations - Stocks that have just crossed the five-day moving average with smaller deviation rates include: - Dinglong Technology, Wanma Co., and Huaxi Securities, which have recently shown minor deviations [1].