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捷邦科技(301326) - 301326捷邦科技投资者关系管理信息20250429
2025-04-29 13:18
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 | | --- | --- | ...
捷邦科技:4月28日召开分析师会议,中信证券、南华基金等多家机构参与
Sou Hu Cai Jing· 2025-04-29 09:18
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].
捷邦科技(301326) - 301326捷邦科技投资者关系管理信息20250429
2025-04-29 01:18
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 ...