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 0.49% with a trading volume of 297 million yuan and a market capitalization of 8.24 billion yuan [1] - The company reported a revenue of 962 million yuan for the period from January to September 2025, representing a year-on-year growth of 62.04%, while the net profit attributable to shareholders was a loss of 12.58 million yuan, a decrease of 1762.51% [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 cannot be disclosed due to confidentiality agreements [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's 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% of total revenue, benefiting from the depreciation of the yuan [3] - The average trading cost of the company's shares is 112.83 yuan, with the stock price nearing a support level of 110.45 yuan [6] - The main capital inflow for the stock today was 2.14 million yuan, with a net inflow of 14.67 billion yuan in the industry, indicating no clear trend in capital movement [4][5] Group 4: Shareholder Composition - As of September 30, 2025, the top ten circulating shareholders include several new institutional investors, with notable holdings from various funds [9]
捷邦科技涨0.49%,成交额2.97亿元,近3日主力净流入-1963.99万