来源：新浪证券-红岸工作室 11月20日，捷邦科技跌0.52%，成交额7862.59万元，换手率2.73%，总市值76.80亿元。 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。 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，请投资者根据不同行情独立判断) 资金分析 今日主力净流入157.52万，占比0.02%，行业排名22/98，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-6.23亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入157.52万366.14万420.67万-4602.07万-1.03亿 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2842.57万，占总成交额的4.44%。 技术面：筹码平均交易成本为122.28元 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 ...

Core Viewpoint - The company, Jieban Technology, experienced a decline in stock price by 5.86% on November 10, with a trading volume of 219 million yuan and a market capitalization of 7.947 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 revenue composition includes 92.70% from precision manufacturing products, 5.79% from new materials, and 1.51% from other sources [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’s laptops and tablets, with sales to Apple products representing 85.22%, 77.95%, and 81.27% of total revenue [2] Product Applications - The company’s carbon nanotube products, primarily conductive pastes, are used in power lithium batteries and consumer and energy storage lithium batteries, with supply agreements in place with several new energy manufacturers, including CATL and BYD [2] Financial Performance - For the period from January to September 2025, Jieban Technology achieved a revenue of 962 million yuan, reflecting a year-on-year growth of 62.04%, while the net profit attributable to the parent company was a loss of 12.5763 million yuan, a decrease of 1762.51% year-on-year [7] - As of September 30, 2024, the company’s overseas revenue accounted for 67.79%, 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]

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]

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]

Core Viewpoint - The company, Jieban Technology, is experiencing a decline in stock price and has significant reliance on major clients, particularly Foxconn and Apple, while also benefiting from the depreciation of the Chinese yuan. Group 1: Company Performance - Jieban Technology's stock price fell by 2.15% on October 23, with a trading volume of 1.25 billion yuan and a market capitalization of 9.058 billion yuan [1] - For the first half of 2025, the company reported a revenue of 438 million yuan, representing a year-on-year growth of 27.51%, but the net profit attributable to shareholders was a loss of 38.02 million yuan, a decrease of 572.70% year-on-year [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 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 making up 85.22%, 77.95%, and 81.27% of revenue [2] Group 3: Product and Market Segments - The company's carbon nanotube products are primarily conductive pastes used in power lithium batteries and consumer energy storage batteries, with supply to major new energy manufacturers like CATL and BYD [2] - Jieban Technology's main business revenue composition includes 92.70% from precision manufacturing products, 5.79% from new materials, and 1.51% from other sources [7] Group 4: Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders decreased by 4.32% to 6,616, while the average circulating shares per person increased by 4.52% to 4,062 shares [7] - The top ten circulating shareholders include institutions such as Bosera and Yinhua, with notable changes in holdings among these institutions [9]

Core Viewpoint - The stock of Jieban Technology has seen a significant increase of 6.46% with a trading volume of 398 million yuan and a market capitalization of 9.365 billion yuan, indicating positive market sentiment towards the company [1]. Business Overview - Jieban Technology specializes in customized precision functional and structural components, providing a range of services including product design, material selection, mold design, prototyping, testing, and mass production [7]. - The company's revenue composition is primarily from precision manufacturing products (92.70%), followed by new materials (5.79%) and other sources (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’s laptops and tablets, with sales to Apple-related products representing 85.22%, 77.95%, and 81.27% of total revenue, indicating a high dependency on Apple [2]. Financial Performance - For the first half of 2025, Jieban Technology reported a revenue of 438 million yuan, reflecting a year-on-year growth of 27.51%, while the net profit attributable to the parent company was a loss of 38.02 million yuan, a decrease of 572.70% compared to the previous year [7]. - The company’s overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the Chinese yuan [3]. Market Activity - The stock has experienced a net outflow of 29.87 million yuan from major investors, with a slight decrease in holdings over the past two days [4][5]. - The average trading cost of the stock is 125.30 yuan, with the current price approaching a resistance level of 130.39 yuan, suggesting potential for upward movement if this level is surpassed [6]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 4.32% to 6,616, while the average number of shares held per shareholder increased by 4.52% to 4,062 shares [7]. - The company has distributed a total of 43.24 million yuan in dividends since its A-share listing [8]. Institutional Holdings - As of June 30, 2025, notable institutional shareholders include Bosera Huixing and Yinhua Digital Economy, with changes in their holdings reflecting varying investment strategies [9].

Core Viewpoint - The company, Jieban Technology, is experiencing a decline in stock price and has a significant reliance on major clients, particularly Foxconn and Apple, while also benefiting from the depreciation of the RMB. Group 1: Company Performance - On October 16, Jieban Technology's stock fell by 3.28%, with a trading volume of 251 million yuan and a turnover rate of 7.33%, resulting in a total market capitalization of 8.951 billion yuan [1] - For the first half of 2025, Jieban Technology reported 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 a loss of 38.02 million yuan, a decrease of 572.70% year-on-year [7] - The company has distributed a total of 43.2365 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, 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 constituting 85.22%, 77.95%, and 81.27% of revenue, indicating a high dependency on Apple [2] Group 3: Market and Financial Analysis - As of the 2024 annual report, overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the RMB [3] - The average trading cost of the stock is 125.29 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak [6] - The stock is approaching a resistance level of 128.22 yuan, with potential for a breakout leading to an upward trend [6] Group 4: Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include institutions such as Bosera Huixing and Yinhua Digital Economy, with changes in their holdings noted [9]

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]

Core Viewpoint - The stock of Jieban Technology has shown a significant increase of 3.98% with a trading volume of 4.35 billion yuan and a market capitalization of 9.743 billion yuan, indicating positive market sentiment towards the company [1] Group 1: Business Overview - Jieban 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 [7] - The company's revenue composition is primarily from precision manufacturing products (92.70%), followed by new materials (5.79%) and other services (1.51%) [7] - As of June 30, 2025, Jieban Technology reported a revenue of 438 million yuan, reflecting a year-on-year growth of 27.51%, while the net profit attributable to shareholders was a loss of 38.02 million yuan, a decrease of 572.70% compared to the previous year [7] Group 2: Client and Market Dependency - The company’s liquid cooling server business is progressing as planned, although 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’s laptops and tablets, with sales revenue from products ultimately applied in Apple devices constituting 85.22%, 77.95%, and 81.27% of total revenue [2] Group 3: International Revenue and Currency Impact - In 2024, the company reported that overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the Chinese yuan [3] Group 4: Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 4.32% to 6,616, while the average number of circulating shares per person increased by 4.52% [7] - The top ten circulating shareholders include notable funds, with the largest increase in holdings seen in the Bosera Huixing Return Mixed Fund [9]

Core Viewpoint - The company, Jieban Technology, has shown a significant increase in stock price and trading volume, indicating positive market sentiment and potential growth opportunities in its business segments related to liquid cooling servers and lithium battery materials [1][2]. Group 1: Business Overview - Jieban Technology specializes in customized precision components and structural parts, providing a range of services including product design, material selection, mold design, prototyping, testing, and mass production [7]. - The company's revenue composition is primarily from precision manufacturing products (92.70%), followed by new materials (5.79%) and other services (1.51%) [7]. - As of June 30, 2025, Jieban Technology reported a revenue of 438 million yuan, representing a year-on-year growth of 27.51%, although it faced a net loss of 38.02 million yuan, a decrease of 572.70% compared to the previous year [7]. Group 2: Client and Market Dependency - The company’s liquid cooling server business is progressing as planned, although 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% to 39.52% of total revenue over recent periods [2]. - A significant portion of the company's products is used in Apple’s laptops and tablets, with sales to Apple-related products making up 77.95% to 85.22% of total revenue [2]. Group 3: Financial Performance and Market Position - The company has a total market capitalization of 8.843 billion yuan, with a trading volume of 428 million yuan and a turnover rate of 13.01% on September 23 [1]. - The average trading cost of the stock is 112.14 yuan, with a recent price pressure point at 128.22 yuan, indicating potential for upward movement if this resistance is broken [6]. - As of June 30, 2025, overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the Chinese yuan [3].