Core Viewpoint - Single-walled carbon nanotubes (SWCNTs) are experiencing a significant growth phase due to their superior properties compared to multi-walled carbon nanotubes (MWCNTs), particularly in applications such as lithium batteries and solid-state batteries, with the global market for SWCNT slurry expected to reach approximately 1.6 billion yuan in 2024 and 17.8 billion yuan by 2030 [1][13]. Group 1: Overview of Single-Walled Carbon Nanotubes - Carbon nanotubes are tubular nanostructures made of graphite crystals, categorized into single-walled and multi-walled types, with distinct physical properties due to structural differences [2][4]. - SWCNTs have a higher specific surface area, finer diameter, longer length, and better graphitization, leading to superior performance, including conductivity that exceeds MWCNTs by over ten times [4][5]. Group 2: Market Status of Single-Walled Carbon Nanotubes - The production methods for SWCNTs include arc discharge, laser ablation, and chemical vapor deposition (CVD), with CVD being the most common due to its cost-effectiveness and scalability [7][8]. - The SWCNT market is expected to grow significantly, driven by the increasing demand for conductive agents in lithium batteries, with a projected total shipment of conductive agents in China reaching 52,000 tons in 2024, a 13% year-on-year increase [17]. Group 3: Industry Chain of Single-Walled Carbon Nanotubes - The industry chain includes upstream equipment and raw material suppliers, with key materials affecting production costs and quality, and downstream applications primarily in lithium batteries and composite materials [15]. Group 4: Corporate Landscape of Single-Walled Carbon Nanotubes - Major players in the SWCNT market include OCSiAl, Tianai Technology, and Dao's Technology, with OCSiAl being the largest global supplier, while Tianai Technology is noted for its early industrialization efforts in China [22][24]. Group 5: Development Trends of Single-Walled Carbon Nanotubes - The SWCNT industry is expected to see continuous optimization of production processes, expansion of market size driven by the growth of the electric vehicle market, and high industry concentration due to significant technological barriers [25].

证券代码：301326 证券简称：捷邦科技 公告编号：2025-039 捷邦精密科技股份有限公司 （http://www.cninfo.com.cn）等指定信息披露媒体披露了相关文件。相关议案已 经第二届董事会薪酬与考核委员会第一次会议审议通过。公司监事会对本激励计 划的相关事项进行核实并发表了核查意见。 （二）2024 年 3 月 29 日至 2024 年 4 月 9 日，公司将本激励计划首次授予 激励对象的姓名和职务在公司内部予以公示。截至公示期满，公司监事会未收到 任何对本激励计划首次授予激励对象提出的异议。2024 年 4 月 10 日，公司披露 了《捷邦精密科技股份有限公司监事会关于 2024 年限制性股票与股票期权激励 计划首次授予激励对象名单的核查意见》。 （三）2024 年 4 月 15 日，公司召开 2024 年第一次临时股东大会，审议通 过了《关于公司<2024 年限制性股票与股票期权激励计划（草案）>及其摘要的 议案》《关于公司<2024 年限制性股票与股票期权激励计划考核管理办法>的议 案》《关于提请股东大会授权董事会办理公司 2024 年限制性股票与股票期权激 励计划相关事宜的议案》 ...

证券代码：301326 证券简称：捷邦科技 公告编号：2025-039 捷邦精密科技股份有限公司 关于 2024 年限制性股票与股票期权激励计划之股票 期权预留授予登记完成的公告 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。 重要内容提示： （三）2024 年 4 月 15 日，公司召开 2024 年第一次临时股东大会，审议通 过了《关于公司<2024 年限制性股票与股票期权激励计划（草案）>及其摘要的 议案》《关于公司<2024 年限制性股票与股票期权激励计划考核管理办法>的议 案》《关于提请股东大会授权董事会办理公司 2024 年限制性股票与股票期权激 励计划相关事宜的议案》。 同日，公司于巨潮资讯网（http://www.cninfo.com.cn）披露了《捷邦精密科 技股份有限公司关于 2024 年限制性股票与股票期权激励计划内幕信息知情人及 激励对象买卖公司股票情况的自查报告》。 （四）2024 年 5 月 31 日，公司召开第二届董事会第十次会议与第二届监事 会第八次会议，审议通过《关于调整 2024 年限制性股票与股票期权激励计划相 关事项的议 ...

深交所上市公司定期现场检查报告 | 保荐人名称：中信建投证券股份有限公司 上市公司简称：捷邦科技 | | | | | --- | --- | --- | --- | | 保荐代表人姓名：方纯江 联系电话：020-38381077 | | | | | 保荐代表人姓名：张子晗 联系电话：020-38381091 | | | | | 现场检查人员姓名：张子晗 | | | | | 现场检查对应期间：2024 年度 | | | | | 现场检查时间：2025 年 4 月 22 日-2025 年 4 月 24 日 | | | | | 一、现场检查事项 | | 现场检查意见 | | | （一）公司治理 | 是 | 否 | 不适用 | | 现场检查手段：查阅公司章程、公司治理的相关规章制度，并查阅公司相关的三 | | | | | 会会议资料及信息披露文件等 | | | | | 1.公司章程和公司治理制度是否完备、合规 | √ | | | | 2.公司章程和股东会、董事会规则是否得到有效执行 | √ | | | | 3.股东会、董事会会议记录是否完整，时间、地点、出席 | √ | | | | 人员及会议内容等要件是否齐备，会议 ...

Group 1: Business Overview - The company aims to be a trusted provider of precision manufacturing and new material application solutions, focusing on advanced precision manufacturing and new material R&D [2] - In the consumer electronics sector, the company produces precision functional and structural components primarily for laptops, all-in-one computers, tablets, and smart home devices [2] - In the new energy battery sector, the main product is carbon nanotube conductive paste, used as a conductive agent in lithium battery electrode preparation to enhance energy density and cycle life [2][3] Group 2: Financial Performance - In 2024, the company achieved total revenue of CNY 792.81 million, a year-on-year increase of 16.90% [3][6] - The net profit attributable to shareholders was CNY -19.35 million, with a significant reduction in losses compared to the previous year [6][7] - The company’s cash flow from operating activities was positive, indicating good operational efficiency [6][8] Group 3: Market Trends - The global consumer electronics industry showed moderate recovery in 2024, with smartphone shipments reaching 1.22 billion units (up 7%), personal computer shipments at approximately 255 million units (up 3.8%), and tablet shipments at about 147.6 million units (up 9.2%) [3] - The company’s carbon nanotube product revenue for 2024 was CNY 55.76 million, a year-on-year increase of 140.13% [3] Group 4: R&D and Innovation - The company invested CNY 57.94 million in R&D in 2024, accounting for 7.31% of total revenue, with 182 R&D personnel making up 11.10% of total employees [4][5] - The company obtained 53 patents in 2024, including inventions related to electronic circuit boards and laptop components, bringing the total to 62 effective invention patents and 246 utility model patents [5] Group 5: Risk Management and Future Outlook - Accounts receivable increased by 30.02% compared to the beginning of the year, but the company maintains a low risk of bad debts due to strong financial conditions of major clients [5] - The company plans to expand into thermal management products, high specific surface area carbon black, and integrated bus CCS, while continuing to strengthen its core business [6][7] - The company aims to achieve profitability in 2025, focusing on market expansion and product diversification [7]

Core Viewpoint - The company has successfully integrated Sino Gaode into its consolidated financial statements and is optimistic about future performance due to ongoing projects with major clients [2][3]. Company Overview - As of March 2025, the company holds 49.90% of Sino Gaode's shares and has completed the necessary registration procedures [2]. - The integration of Sino Gaode is progressing normally, with expected performance releases in Q3 2025 [2]. Technology and Market Position - Sino Gaode is recognized for its etching technology, which has significant barriers to entry due to the need for chemical processing capabilities and environmental compliance [3]. - The company is confident in its business layout and future growth prospects in the etching sector as client demand increases [3]. New Materials Strategy - The lithium battery new materials sector is experiencing intense price competition, prompting the company to focus on high-tech applications [4]. - The company has developed carbon nanotube products for solid-state batteries and is increasing investment in high-surface-area carbon black, which has higher conductivity and profit margins [4]. CCS Business Layout - The integrated bus CCS is a critical component in new energy batteries, with the company leveraging its relationships with major lithium battery clients [5]. - The transition from FPC to FCC signal acquisition components presents an opportunity for product iteration and margin improvement [5]. Thermal Management Strategy - The acquisition of Sino Gaode is a strategic move to enhance the company's thermal management capabilities, particularly in consumer electronics [6]. - The company is also exploring liquid cooling module business opportunities in response to rising cooling demands from advanced technologies [6]. Financial Performance - In Q1 2025, the company reported a main revenue of 166 million yuan, a year-on-year increase of 1.66%, but a net loss of 11.24 million yuan, a decline of 121.43% [8]. - The company's debt ratio stands at 29.48%, with a gross margin of 24.28% [8]. Analyst Ratings and Predictions - Recently, one institution has issued a buy rating for the stock, with profit forecasts indicating a net profit of 113 million yuan for 2025 [9]. - The stock has seen a net outflow of 27.78 million yuan in financing over the past three months [9].

Company Overview - Jebon Technology is a high-tech enterprise focused on precision components and structural parts in the Apple supply chain, aiming to become a trusted provider of precision manufacturing and new material applications [2][3] - The company operates primarily in the consumer electronics and new energy battery sectors, supplying products to major clients like Apple, Amazon, and BYD [2][3] Financial Performance - In 2024, the company achieved total revenue of CNY 792.81 million, a year-on-year increase of 16.90% [3] - The net profit attributable to shareholders was -CNY 19.35 million, with a significant reduction in losses compared to the previous year [3] - The gross margin improved from 21.57% in 2023 to 26.74% in 2024, indicating a healthier profit level [3] New Material Business Growth - Revenue from carbon nanotube conductive paste increased by 140.13% in 2024 compared to 2023, with expectations for continued growth in 2025 [3] - The company is actively developing new materials for solid-state batteries and has introduced a high specific surface area carbon black product line to meet diverse customer needs [3][6] Business Expansion and Client Acquisition - The company has added new clients such as Meta and Joby in the traditional components sector and is entering the next-generation product development phase [3] - In the cooling business, Jebon Technology has acquired a 49.90% stake in Sainogao, enhancing its capabilities in thermal management products [4][5] Q1 2025 Performance - In Q1 2025, the company's revenue remained stable year-on-year, but net losses increased to -CNY 11.24 million, primarily due to share-based payment expenses and increased R&D costs [4] - Despite the losses, the gross margin improved from 23.47% to 24.28% [4] Strategic Initiatives - The company is focusing on the CCS (Integrated Busbar) business, leveraging its existing client relationships in the new energy lithium battery sector [6] - Jebon Technology is also expanding its cooling product line, particularly in liquid cooling modules, to meet the rising demand from high-tech industries [8] Market Challenges and Responses - The lithium battery new materials sector is experiencing intense price competition, prompting the company to enhance its technological capabilities and product offerings [6] - The company is cautiously optimistic about the impact of tariff policies on its operations, as it operates in the mid-to-upstream segments of the supply chain [8]

Core Insights - Jebon Technology (301326.SZ) reported a strong performance for the fiscal year 2024, driven by the recovery in consumer electronics demand and the continuous growth in new energy battery demand [1] - The company achieved a revenue of 793 million yuan, representing a year-on-year increase of 16.90%, with a gross margin of 26.47%, up by 5.44 percentage points [1] - Although the net profit was a loss of 19.35 million yuan, it marked a significant reduction in losses by 65.33% year-on-year, indicating a recovery in core business profitability [1] Business Segments - Jebon Technology's two core business segments, precision functional parts and carbon nanotube products, showed rapid growth in 2024 [2] - The precision functional parts and structural components segment generated revenue of 727 million yuan, a year-on-year increase of 13.3%, with a gross margin improvement of 5.26 percentage points to 27.54% [2] - The carbon nanotube product segment experienced explosive growth, with revenue reaching 55.76 million yuan, a staggering increase of 140.13% year-on-year, driven by the rising demand for conductive materials in lithium batteries [2] Strategic Developments - The company is proactively developing carbon nanotube products for solid-state batteries to address conductivity and stability issues, having already provided samples for testing to some clients [3] - Jebon Technology is expanding its thermal product solutions through strategic acquisitions, including the acquisition of a 49.9% stake in Dongguan Sainuo Gaode Etching Technology Co., Ltd., which is expected to enhance performance growth [3] Future Outlook - For 2025, Jebon Technology plans to deepen collaborations with major clients, maintain high R&D investments, and optimize its product system, including the introduction of a new high-specific surface area carbon black product line [4] - The company aims to advance the implementation of mobile and tablet VC heat dissipation projects and expand liquid cooling module business development [4] - Market institution CITIC Securities has given a "buy" rating for Jebon Technology, anticipating continued improvement in profitability for 2025 [4]

Core Viewpoint - The company reported a narrowing of net losses and a significant increase in revenue, driven by growth in its core business segments and strategic investments in R&D and new markets [1][2][4]. Financial Performance - In 2024, the company achieved operating revenue of 793 million yuan, a year-on-year increase of 16.9% [1]. - The net loss attributable to shareholders was reduced to 19.35 million yuan, a decrease in loss of 65.33% year-on-year [1]. - The gross margin for the manufacturing sector reached 26.47%, an increase of 5.44 percentage points compared to the previous year [1]. - The company’s cash flow from operating activities was 20.8 million yuan, indicating good operational efficiency [4]. Business Segments - The precision functional and structural components segment generated revenue of 727 million yuan, a year-on-year growth of 13.3%, accounting for 91.65% of total revenue [2]. - The carbon nanotube product segment saw revenue soar to 55.76 million yuan, a year-on-year increase of 140.13%, contributing 7.03% to total revenue [3]. Market Trends - The global consumer electronics industry showed moderate recovery, with smartphone shipments increasing by 7% and tablet and PC shipments growing by 9.2% and 3.8%, respectively [2]. - The global power battery shipment reached 1,051.2 GWh, a year-on-year growth of 21.5% [3]. R&D and Innovation - The company increased R&D expenditure to 57.94 million yuan, a growth of 4.51%, with an R&D expense ratio of 7.31% [5]. - The company is actively developing new products for solid-state batteries and heat dissipation solutions, addressing emerging market demands [6][7]. Strategic Acquisitions - The company acquired a 49.9% stake in Dongguan Sainuo Gaode Etching Technology Co., a leading player in the mobile VC heat dissipation market, expected to drive significant revenue growth [7]. Future Outlook - The company plans to continue high-intensity R&D investments and optimize its product system, focusing on new materials and advanced battery connection systems [7]. - Market analysts predict gradual improvement in the company's performance, reflecting confidence in its future growth [8].

证券代码：301326 证券简称：捷邦科技 公告编号：2025-033 捷邦精密科技股份有限公司 关于召开 2024 年年度股东大会的通知 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。 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审议通过《关于提请召开 2024 年年度股东大会的议 案》，决定于 2025 年 5 月 16 日（星期五）召开公司 2024 年年度股东大会，现 将本次股东大会的有关事项通知如下： 一、召开会议的基本情况 （一）股东大会届次：2024 年年度股东大会 （二）股东大会的召集人：公司第二届董事会 （三）会议召开的合法、合规性：本次股东大会的召集和召开符合《中华人 民共和国公司法》（以下简称"《公司法》"）、《上市公司股东大会规则》等 法律、行政法规、部门规章、规范性文件及《捷邦精密科技股份有限公司章程》 （以下简称"《公司章程》"）、《捷邦精密科技股份有限公司股东大会议事规 则》的有关规定。 （四）会议召开的日期、时间： 2、网络投票时间：2025 年 5 月 16 日（ ...