Core Viewpoint - The company has obtained a supplier code from Google and is making progress in its liquid cooling module business, having received a temporary supplier code from a major North American client for product sampling qualifications [1] Group 1 - The company possesses a supplier code from Google, indicating a significant partnership opportunity [1] - In the liquid cooling module sector, the company has secured a temporary supplier code from a major North American client, which is a crucial step for product introduction [1] - The company is actively working on the product introduction process for its liquid cooling module products [1]

Group 1 - The company, Jiebang Technology (301326.SZ), has obtained a supplier code from Google [1] - In the liquid cooling module business, the company has received a temporary supplier code from a major North American client, allowing it to qualify for product sampling [1] - The company is actively working on the introduction of related products in the liquid cooling module sector [1]

Market Performance - The consumer electronics sector increased by 1.38% on December 25, with Xunwei Communication leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Top Gainers in Consumer Electronics - Xunwei Communication (300136) closed at 50.70, up 13.35% with a trading volume of 1.74 million shares [1] - Changying Precision (300115) closed at 40.25, up 8.52% with a trading volume of 1.36 million shares [1] - Hengmingda (002947) closed at 56.28, up 8.27% with a trading volume of 277,400 shares [1] - Yidong Electronics (301123) closed at 79.16, up 6.97% with a trading volume of 348,800 shares [1] - Other notable gainers include Guangda Tongchuang (301387) and Chaoping San (300647) with increases of 6.13% and 5.97% respectively [1] Top Losers in Consumer Electronics - Yitian Co., Ltd. (300812) closed at 29.53, down 2.86% with a trading volume of 115,300 shares [2] - Kecuan Technology (603052) closed at 33.04, down 2.74% with a trading volume of 84,500 shares [2] - Anker Innovation (300866) closed at 115.02, down 2.54% with a trading volume of 39,800 shares [2] - Other notable losers include Transsion Holdings (688036) and Zhishang Technology (301486) with declines of 2.13% and 1.79% respectively [2] Capital Flow Analysis - The consumer electronics sector experienced a net outflow of 843 million yuan from institutional investors, while retail investors saw a net inflow of 1.316 billion yuan [2] - Notable stocks with significant capital flow include Changying Precision and Yidong Electronics, which had varying levels of net inflow and outflow from different investor types [3]

Core Viewpoint - The company has secured a temporary supplier code from a major North American client for its liquid cooling module products and is actively working on product integration, although specific client details cannot be disclosed due to confidentiality agreements [2]. Group 1 - The company has obtained a temporary supplier code from a significant North American client for its liquid cooling module business [2]. - The company has achieved qualification for product sampling of its liquid cooling module products [2]. - The company is continuing to carry out related product integration work with the client [2]. Group 2 - Specific client names and project details are not disclosed due to a confidentiality agreement [2]. - Stakeholders are encouraged to monitor the company's announcements on the Giant Tide Information Network for further business updates [2].

Group 1 - The core viewpoint of the article is that Jiebang Technology (301326.SZ) has made progress in its liquid cooling module business by obtaining a temporary supplier code from a major North American client, allowing the company to qualify for product sampling [1] - The company is actively working on the introduction of related products for this client [1] - Due to a confidentiality agreement with the client, specific details regarding the client's identity and project specifics cannot be disclosed [1]

Group 1 - The core viewpoint of the article is that Jiebang Technology (301326.SZ) has made progress in its liquid cooling module business by obtaining a temporary supplier code from a major North American client, allowing the company to qualify for product sampling [1] - The company is actively working on the introduction of related products for this client, indicating a potential growth opportunity in the liquid cooling segment [1] - Specific details regarding the client and project are not disclosed due to a confidentiality agreement [1]

Core Insights - As of December 22, a total of 86 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for 5 consecutive days or more [1] - The stocks with the longest streak of net buying are Sichuan Shuangma, Chongqing Water, and *ST Taihe, each with 13 consecutive trading days of net inflow [1] - Other notable stocks with significant net buying days include Weiteng Electric, Wujin Stainless Steel, Hangzhou High-tech, Innotek, Jiebang Technology, Meike Home, Huaxing Yuanchuang, and Ping An Bank [1]

Core Viewpoint - The company, Jieban Technology, has shown a significant increase in stock price and trading volume, indicating positive market sentiment and potential growth opportunities in its business segments, particularly in liquid cooling servers and lithium battery applications [1][2]. Group 1: Business Performance - Jieban Technology's stock rose by 4.83% with a trading volume of 330 million yuan and a market capitalization of 7.792 billion yuan [1]. - The company reported a revenue of 962 million yuan for the first nine months of 2025, representing a year-on-year growth of 62.04% [7]. - The net profit attributable to the parent company was -12.5763 million yuan, a significant decrease of 1762.51% year-on-year [7]. Group 2: Client and Revenue Dependency - The company's liquid cooling server business is progressing as planned, but specific project details are confidential due to non-disclosure agreements with clients [2]. - Major clients include Foxconn, Quanta Computer, Compal Electronics, and BYD, with sales to Foxconn accounting for 35.58%, 36.85%, and 39.52% of total revenue in recent periods [2]. - A high percentage of the company's products are used in Apple's laptops and tablets, with sales to Apple products constituting 85.22%, 77.95%, and 81.27% of total revenue [2]. Group 3: Market and Financial Insights - The company's overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the Chinese yuan [3]. - The average trading cost of the stock is 110.90 yuan, with the stock currently near a support level of 105.33 yuan, indicating potential for price fluctuations [6]. - The company has distributed a total of 43.2365 million yuan in dividends since its A-share listing [8]. Group 4: Shareholder Composition - As of September 30, 2025, the top ten circulating shareholders include several new institutional investors, indicating growing interest in the company [9].

Core Viewpoint - The company, Jieban Technology, is experiencing growth in its liquid cooling server business and has significant reliance on major clients like Foxconn and Apple, while also benefiting from the depreciation of the Chinese yuan. Group 1: Company Performance - Jieban Technology's stock increased by 1.44% with a trading volume of 1.30 billion yuan and a market capitalization of 74.32 billion yuan [1] - The company reported a revenue of 962 million yuan for the first nine months of 2025, representing a year-on-year growth of 62.04%, but incurred a net loss of 12.58 million yuan, a decrease of 1762.51% compared to the previous year [7] - The company has distributed a total of 43.24 million yuan in dividends since its A-share listing [8] Group 2: Client and Revenue Dependency - The company's liquid cooling server business is progressing as planned, but specific project details are confidential due to non-disclosure agreements with clients [2] - Major clients include 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 laptops and tablets, with sales to Apple products making up 85.22%, 77.95%, and 81.27% of revenue [2] Group 3: Market and Financial Analysis - The company's overseas revenue accounted for 67.79% in the 2024 annual report, benefiting from the depreciation of the yuan [3] - The average trading cost of the stock is 111.67 yuan, with the stock price nearing a support level of 101.00 yuan [6] - The main capital inflow today was 6.79 million yuan, with a net inflow of 10.36 million yuan over the last three days [5]

南方财经12月16日电，捷邦科技（301326.SZ）发布公告称，预计2026年度与关联方河南国碳纳米科技 有限公司发生日常关联交易总额不超过1700万元，其中采购原材料1500万元，接受加工服务200万元。 公司控股子公司持有国碳纳米34.78%股权。 ...