Core Viewpoint - The company, Jieban Technology, experienced a decline of 4.60% in stock price on November 4, with a trading volume of 195 million yuan and a market capitalization of 8.738 billion yuan [1] Business 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 [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 total 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 representing 85.22%, 77.95%, and 81.27% of total revenue [2] Financial Performance - For the period from January to September 2025, Jieban Technology reported revenue of 962 million yuan, a year-on-year increase of 62.04%, while the net profit attributable to shareholders was -12.5763 million yuan, a decrease of 1762.51% [7] - As of the end of September 2024, overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the yuan [3] Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders increased by 12.82% to 7464, while the average circulating shares per person decreased by 10.24% [7] - New institutional shareholders include several funds, with notable positions held by various 富国 (Fuguo) funds [9]
捷邦科技跌4.60%，成交额1.95亿元，近5日主力净流入-4046.64万