证券代码：301326 证券简称：捷邦科技 捷邦精密科技股份有限公司 5、在技术研发上的投入情况如何？近期有哪些创新成果？ 答:尊敬的投资者，您好。2024年度，公司研发投入金额为 57,943,216.82元，占公司营业收入的7.31%；公司研发人员为182人， 占员工总数的11.10%。公司长期以来保持着较高的研发投入，并形成 了完善的研发体系，建立了一支专业结构合理、研发经验丰富、梯队 建设完善的技术研发队伍，密切跟踪市场需求及行业技术发展趋势， 不断加强技术的积累和创新，持续提升公司的研发能力。 2024年度，公司及子公司取得发明及实用新型专利共计53项（包 括但不限于一种用于电子线路板的导电胶双面胶组件及其生产工艺、 笔记本电脑用面板屏蔽组件及其生产工艺、多层异形导电胶带及导电 铜箔复合组件的生产工艺及生产设备等发明专利）。截至2024年12月 31日，公司及子公司目前拥有有效发明专利62项、实用新型专利246 项，外观设计3项，对产品的关键技术形成了多项自主知识产权。 感谢您的关注。 投资者关系活动记录表 编号：2025-002 | | □分析师会议 特定对象调研 | | --- | --- | ...

Core Viewpoint - The company has successfully integrated Sino Gaode into its consolidated financial statements and is optimistic about future performance due to ongoing projects with major clients [2][3]. Company Overview - As of March 2025, the company holds 49.90% of Sino Gaode's shares and has completed the necessary registration procedures [2]. - The integration of Sino Gaode is progressing normally, with expected performance releases in Q3 2025 [2]. Technology and Market Position - Sino Gaode is recognized for its etching technology, which has significant barriers to entry due to the need for chemical processing capabilities and environmental compliance [3]. - The company is confident in its business layout and future growth prospects in the etching sector as client demand increases [3]. New Materials Strategy - The lithium battery new materials sector is experiencing intense price competition, prompting the company to focus on high-tech applications [4]. - The company has developed carbon nanotube products for solid-state batteries and is increasing investment in high-surface-area carbon black, which has higher conductivity and profit margins [4]. CCS Business Layout - The integrated bus CCS is a critical component in new energy batteries, with the company leveraging its relationships with major lithium battery clients [5]. - The transition from FPC to FCC signal acquisition components presents an opportunity for product iteration and margin improvement [5]. Thermal Management Strategy - The acquisition of Sino Gaode is a strategic move to enhance the company's thermal management capabilities, particularly in consumer electronics [6]. - The company is also exploring liquid cooling module business opportunities in response to rising cooling demands from advanced technologies [6]. Financial Performance - In Q1 2025, the company reported a main revenue of 166 million yuan, a year-on-year increase of 1.66%, but a net loss of 11.24 million yuan, a decline of 121.43% [8]. - The company's debt ratio stands at 29.48%, with a gross margin of 24.28% [8]. Analyst Ratings and Predictions - Recently, one institution has issued a buy rating for the stock, with profit forecasts indicating a net profit of 113 million yuan for 2025 [9]. - The stock has seen a net outflow of 27.78 million yuan in financing over the past three months [9].

证券代码：301326 证券简称：捷邦科技 捷邦精密科技股份有限公司 投资者关系活动记录表 编号：2025-001 | | 特定对象调研 ☑分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | □新闻发布会 路演活动 | | | □现场参观 ☑其他 电话会议 | | 参与单位名称 | 中信证券；中信建投证券；中庚基金；信达澳银；尚诚资产；猎投 | | | 资本；亘泰投资；泾溪投资；浦银安盛；南华基金；华鑫证券；华 | | | 美国际；国泰海通证券；国寿安保基金；国海证券；工银瑞信基 | | | 金；东吴基金；东方证券；东北证券；诚朴资产；禹田资本；泓澄 | | | 投资。 | | | （以上排名不分先后） | | 时间 | 2025年4月28日 | | 地点 | 电话会议 | | 上市公司 | 董事会秘书、副总经理 李统龙 | | 接待人员姓名 | 财务总监 潘昕 一、介绍公司基本情况 捷邦科技是一家以苹果产业链精密功能件及结构件起家的高新技 | | | 术企业，公司围绕"成为客户信任的精密智造与新材料应用综合解决 方案提供商"的发展定位，以先进精 ...

1Q25 业绩略高于市场预期 公司公布1Q25 业绩：收入7.07 亿元，同增80.3%、环降5.6%；归母净利润0.72 亿元，同增44.8%、环降 10.1%，扣非净利润0.72 亿元，同增48.2%、环增0.3%。受益新产品逐步放量以及储能国内外抢装，公 司1Q25 业绩略高于市场预期。 发展趋势 1Q25 集成母排业务收入同比增长强劲，毛利率环比改善。1Q25 受益于1）国内"以旧换新"政策下、新 能源车需求强劲，同时公司FFC+薄膜热压+直焊新产品逐步放量，2）欧洲需求回暖、大众等客户订单 加速释放，3）储能国内外抢装，我们估计集成母排业务实现营收5.5-6.0 亿元，同比增长90%+。盈利方 面，因高毛利客户（比如大众）、盈利较好的新产品占比提升，我们估计1Q25 集成母排毛利率环比改 善、提升至14%+。 1Q25 电控母排保持较高增速，工业母排加速回暖。电控母排方面，受益于下游大客户比亚迪1Q 销量强 劲，新能源乘用车累计销量为98.61 万辆、同比增长57.93%，我们估计公司电动母排延续了较好的增 长；工业母排方面，国内1Q 制造业景气度有所回温，我们估计带动公司工业母排业务订单加速回暖、 ...