来源：新浪证券-红岸工作室 12月17日，捷邦科技涨4.83%，成交额3.30亿元，换手率11.52%，总市值77.92亿元。 异动分析 液冷服务器+富士康概念+苹果概念+锂电池概念+人民币贬值受益 1、根据2025年7月17日互动易：目前公司服务器液冷散热业务按计划正常推进中。但由于公司与客户签 署了保密协议，目前暂时无法提供具体的项目细节。 2、公司直接客户主要为富士康、广达集团、仁宝电脑、可成科技、比亚迪等苹果组件生产商和制造服 务商，其中对第一大客户富士康的销售金额占营业收入的比例分别为 35.58%、 36.85%和 39.52%。 3、公司大部分产品应用于苹果的笔记本电脑和平板电脑，产品中最终应用于苹果终端产品的销售收入 占营业收入的比例分别为85.22%、 77.95%和 81.27%，比例较高，公司对苹果存在依赖。 4、公司的碳纳米管产品主要为碳纳米管导电浆料，主要应用于动力锂电池和消费及储能锂电池领域。 公司目前已供货多家新能源厂商,包适宁德时代,比亚迪、亿纬锂能等。 5、根据2024年年报，公司海外营收占比为67.79%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议 ...

资料显示，捷邦精密科技股份有限公司位于广东省东莞市常平镇常东路636号1栋，成立日期2007年6月 28日，上市日期2022年9月21日，公司主营业务涉及为定制化的精密功能件和结构件生产服务商,能够为 客户提供包括产品设计研发、材料选型验证、模具设计、试制、测试、量产等一系列服务。主营业务收 入构成为：精密制造产品92.70%，新材料产品5.79%，其他(补充)1.51%。 截至9月30日，捷邦科技股东户数7464.00，较上期增加12.82%；人均流通股3646股，较上期减少 10.24%。2025年1月-9月，捷邦科技实现营业收入9.62亿元，同比增长62.04%；归母净利润-1257.63万 元，同比减少1762.51%。 分红方面，捷邦科技A股上市后累计派现4323.65万元。 机构持仓方面，截止2025年9月30日，捷邦科技十大流通股东中，富国优化增强债券A/B（100035）位 居第四大流通股东，持股60.06万股，为新进股东。富国新活力灵活配置混合A（004604）位居第五大流 通股东，持股45.06万股，为新进股东。富国创新科技混合A（002692）位居第六大流通股东，持股 40.00万股，为 ...

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 Chinese yuan. Group 1: Company Performance - Jieban Technology's stock price decreased by 0.69% on October 28, with a trading volume of 386 million yuan and a turnover rate of 10.00%, resulting in a total market capitalization of 10.397 billion yuan [1] - For the first half of 2025, Jieban Technology achieved a revenue of 438 million yuan, representing a year-on-year growth of 27.51%, while the net profit attributable to the parent company was -38.02 million yuan, a decrease of 572.70% [7] - The company's overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the yuan [3] Group 2: Client 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, 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's laptops and tablets, with sales to Apple products representing 85.22%, 77.95%, and 81.27% of total revenue [2] Group 3: Product and Market Focus - Jieban Technology's carbon nanotube products are primarily conductive pastes used in power lithium batteries and consumer and storage lithium batteries, with supply to major new energy manufacturers like CATL and BYD [2] - The company specializes in customized precision components and structural parts, providing a range of services from product design to mass production, with precision manufacturing products making up 92.70% of revenue [7] Group 4: Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders in Jieban Technology was 6,616, a decrease of 4.32%, with an average of 4,062 circulating shares per person, an increase of 4.52% [7] - The top ten circulating shareholders include institutions like Bosera and Yinhua, with changes in their holdings noted [9]

Group 1 - The core viewpoint of the news is that Jiebang Technology's stock has seen a significant increase of 5.42%, reaching a price of 135.86 CNY per share, with a trading volume of 359 million CNY and a turnover rate of 10.37%, resulting in a total market capitalization of 9.878 billion CNY [1] - Jiebang Technology, established on June 28, 2007, and listed on September 21, 2022, specializes in customized precision functional and structural components, offering a range of services including product design, material selection, mold design, trial production, testing, and mass production [1] - The company's main business revenue composition includes precision manufacturing products at 92.70%, new materials at 5.79%, and other supplementary products at 1.51% [1] Group 2 - Among Jiebang Technology's top ten circulating shareholders, a fund under Yinhua Fund holds a position, specifically the Yinhua Digital Economy Stock Initiation A (015641), which reduced its holdings by 32,700 shares in the second quarter, now holding 273,700 shares, representing 1.02% of circulating shares [2] - The Yinhua Digital Economy Stock Initiation A fund has achieved a year-to-date return of 34.34%, ranking 1507 out of 4220 in its category, and a one-year return of 97.61%, ranking 4 out of 3855 [2] - The fund manager, Wang Xiaochuan, has been in position for 3 years and 148 days, with the fund's total asset size at 1.975 billion CNY, achieving a best return of 75.32% and a worst return of 9.02% during his tenure [3]

Group 1 - The core viewpoint of the news is that Jiebang Technology's stock has increased by 5.05%, reaching a price of 141.29 CNY per share, with a trading volume of 200 million CNY and a turnover rate of 5.37%, resulting in a total market capitalization of 10.273 billion CNY [1] - Jiebang Technology, established on June 28, 2007, and listed on September 21, 2022, specializes in customized precision functional and structural components, offering services including product design, material selection, mold design, trial production, testing, and mass production [1] - The main revenue composition of Jiebang Technology includes precision manufacturing products at 92.70%, new materials at 5.79%, and other supplementary products at 1.51% [1] Group 2 - From the perspective of Jiebang Technology's top ten circulating shareholders, Bosera Fund holds a position, with its fund "Bosera Huixing Return One-Year Holding Period Mixed" (011056) increasing its holdings by 219,200 shares in the second quarter, totaling 746,300 shares, which accounts for 2.78% of the circulating shares [2] - The fund has achieved a return of 43.75% year-to-date, ranking 1683 out of 8171 in its category, and a return of 76.98% over the past year, ranking 1278 out of 8004 [2]

Group 1 - The core viewpoint of the news is that Jiebang Technology has seen a stock price increase of 5.36%, reaching 108.04 CNY per share, with a total market capitalization of 7.856 billion CNY [1] - Jiebang Technology specializes in customized precision functional and structural components, providing a range of services including product design, material selection, mold design, trial production, testing, and mass production [1] - The revenue composition of Jiebang Technology is primarily from precision manufacturing products (92.70%), followed by new materials (5.79%) and other supplementary products (1.51%) [1] Group 2 - In terms of fund holdings, the Invesco Great Wall Fund has a significant position in Jiebang Technology, with its fund holding 109,700 shares, accounting for 3.17% of the fund's net value, making it the seventh largest holding [2] - The Invesco Great Wall Small and Medium Cap Select Stock A fund has achieved a year-to-date return of 21.32% and a one-year return of 43.19%, ranking 2404 out of 4222 and 2586 out of 3804 respectively [2] - The fund manager Zhang Jing has a tenure of 14 years and has achieved a best fund return of 338.58% during his management period [3]

Group 1 - The core viewpoint of the news is that Jiebang Technology's stock has seen a significant increase of 5.34%, reaching a price of 111.38 CNY per share, with a trading volume of 155 million CNY and a turnover rate of 5.33%, resulting in a total market capitalization of 8.071 billion CNY [1] - Jiebang Technology, established on June 28, 2007, and listed on September 21, 2022, specializes in customized precision functional and structural components, offering a range of services including product design, material selection, mold design, trial production, testing, and mass production [1] - The company's revenue composition is primarily from precision manufacturing products at 92.70%, new materials at 5.79%, and other supplementary products at 1.51% [1] Group 2 - Among Jiebang Technology's top ten circulating shareholders, a fund under Yinhua Fund holds a position. The Yinhua Digital Economy Stock Initiation A (015641) reduced its holdings by 32,700 shares in the second quarter, now holding 273,700 shares, which accounts for 1.02% of the circulating shares [2] - The Yinhua Digital Economy Stock Initiation A (015641) was established on May 20, 2022, with a current scale of 485 million CNY. Year-to-date returns are at 18.58%, ranking 2435 out of 4222 in its category; over the past year, returns are 116.89%, ranking 95 out of 3798; and since inception, returns are 54.75% [2] Group 3 - The fund manager of Yinhua Digital Economy Stock Initiation A (015641) is Wang Xiaochuan, who has been in the position for 3 years and 116 days. The total asset scale of the fund is 1.975 billion CNY, with the best fund return during his tenure being 51.19% and the worst being 10.78% [3]

Group 1 - The core point of the news is that Jiebang Technology's stock price has decreased by 5.35%, currently trading at 117.31 yuan per share, with a total market capitalization of 8.5 billion yuan [1] - Jiebang Technology, established on June 28, 2007, is located in Dongguan, Guangdong Province, and specializes in customized precision functional and structural components, providing a range of services including product design, material selection, mold design, trial production, testing, and mass production [1] - The revenue composition of Jiebang Technology is primarily from precision manufacturing products (92.70%), followed by new materials (5.79%) and other supplementary products (1.51%) [1] Group 2 - In terms of fund holdings, Invesco Great Wall Fund has a significant position in Jiebang Technology, with its fund holding 109,700 shares, representing 3.17% of the fund's net value, making it the seventh-largest holding [2] - The Invesco Great Wall Small and Medium Cap Select Stock A fund has a total size of 274 million yuan and has achieved a year-to-date return of 20.44%, ranking 2414 out of 4222 in its category [2] - The fund has a one-year return of 36.29%, ranking 2555 out of 3781, and a cumulative return since inception of 227.54% [2] Group 3 - The fund managers of Invesco Great Wall Small and Medium Cap Select Stock A are Zhang Jing and Liu Lisi, with Zhang having a tenure of 14 years and 113 days and a best fund return of 223.26% during his tenure [3] - Liu Lisi has a tenure of 292 days with a best fund return of 18.88% [3]

Core Viewpoint - The company, Jieban Technology, has shown significant stock performance with a 10.46% increase on August 15, 2023, and a market capitalization of 7.378 billion yuan [1] Group 1: Company 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 functional and structural components (91.65%), carbon nanotubes (7.03%), and other services (1.31%) [7] - As of March 31, 2023, Jieban Technology had 6,915 shareholders, a decrease of 7.86% from the previous period, with an average of 3,886 circulating shares per shareholder, an increase of 8.53% [7] Group 2: Financial Performance - In the first quarter of 2025, Jieban Technology achieved a revenue of 166 million yuan, a year-on-year increase of 1.66%, while the net profit attributable to the parent company was -11.2445 million yuan, a decrease of 121.43% year-on-year [7] - The company has distributed a total of 43.2365 million yuan in dividends since its A-share listing [8] Group 3: Client and Market Dependency - The company's primary 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] - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 67.79% of total revenue as of the 2024 annual report [3] Group 4: Product Applications - Jieban Technology's precision components are utilized in the 3D printing sector, primarily for desktop 3D printer manufacturers like Formlabs [2] - The company's carbon nanotube products are mainly used in power lithium batteries and consumer energy storage batteries, with clients including CATL, BYD, and Yiwei Lithium Energy [2]

Core Viewpoint - The company, Jieban Technology, has shown significant stock performance with an 8.23% increase on August 5, 2023, and a market capitalization of 6.241 billion yuan [1] Group 1: Company 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 [8] - The company's revenue composition includes 91.65% from precision functional and structural components, 7.03% from carbon nanotubes, and 1.31% from other sources [8] - As of March 31, 2025, Jieban Technology reported a revenue of 166 million yuan, a year-on-year increase of 1.66%, but a net profit loss of 11.2445 million yuan, a decrease of 121.43% year-on-year [8] Group 2: Client and Market Dependency - The company relies heavily on major clients such as 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 representing 85.22%, 77.95%, and 81.27% of revenue [2] Group 3: Product Applications - Jieban Technology's carbon nanotube products are primarily used in power lithium batteries and consumer and energy storage lithium batteries, with supply agreements with major new energy manufacturers including CATL and BYD [3] - The company also produces precision components for fixed-wing drones [3] Group 4: Financial Performance and Shareholder Information - The company has a total market capitalization of 6.241 billion yuan and a trading volume of 386 million yuan on August 5, 2023 [1] - As of March 31, 2025, the company has distributed a total of 43.2365 million yuan in dividends since its A-share listing [9] - The top ten circulating shareholders include various mutual funds, with notable changes in holdings among them [10]