Core Viewpoint - The company, Jieban Technology, is experiencing a decline in stock price and has a significant reliance on major clients like Foxconn and Apple, while also benefiting from the depreciation of the RMB. Group 1: Company Performance - Jieban Technology's stock price fell by 2.23% on October 31, with a trading volume of 267 million yuan and a market capitalization of 9.546 billion yuan [1] - For the period from January to September 2025, the company achieved a revenue of 962 million yuan, representing a year-on-year growth of 62.04%, while the net profit attributable to shareholders was -12.5763 million yuan, a decrease of 1762.51% year-on-year [7] - The company's average trading cost is 131.41 yuan, and the stock is approaching a resistance level of 134.50 yuan, indicating potential for a price correction if it fails to break through this level [6] 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 constituting 85.22%, 77.95%, and 81.27% of total revenue [2] Group 3: Market and Financial Analysis - The company's overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the RMB [3] - The stock has seen a net outflow of 22.13 million yuan from major investors today, with no clear trend in major holdings [4][5] - The company has distributed a total of 43.2365 million yuan in dividends since its A-share listing [8] Group 4: Institutional Holdings - As of September 30, 2025, several new institutional investors have entered the top ten shareholders, including multiple funds from the Fortune group [9]
捷邦科技跌2.23%，成交额2.67亿元，近3日主力净流入-1304.69万