捷邦科技跌3.66%,成交额5.72亿元,近3日主力净流入6028.03万

Core Viewpoint - The company, Jieban Technology, experienced a decline in stock price by 3.66% on October 14, with a trading volume of 572 million yuan and a market capitalization of 9.387 billion yuan [1] Business Overview - Jieban Technology specializes in customized precision functional and structural components, providing services including product design, material selection, mold design, prototyping, testing, and mass production [7] - The company's main revenue sources are precision manufacturing products (92.70%), new materials (5.79%), and other services (1.51%) [7] 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, Catcher Technology, 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] Financial Performance - For the first half of 2025, Jieban Technology reported revenue of 438 million yuan, a year-on-year increase of 27.51%, while net profit attributable to shareholders was -38.0236 million yuan, a decrease of 572.70% [7] - As of June 30, 2024, overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the yuan [3] Shareholder and Market Activity - The company has distributed a total of 43.2365 million yuan in dividends since its A-share listing [8] - As of June 30, 2025, the top ten circulating shareholders include notable funds, with changes in holdings reflecting market dynamics [9] Technical Analysis - The average trading cost of the stock is 125.09 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak [6] - The stock price is approaching a resistance level of 130.39 yuan, indicating potential for a pullback unless this level is breached [6]