Financial Performance - In Q3 2025, the company achieved revenue of 524 million CNY, a year-on-year increase of 109.33%, and a net profit of 25.45 million CNY, up 297.06% [2] - For the first three quarters of 2025, total revenue reached 962 million CNY, a 62.04% increase year-on-year, with a net profit of -12.58 million CNY, which, after excluding share-based payment impacts, resulted in a net profit of 0.0634 million CNY [2] Accounts Receivable and Financial Health - The increase in accounts receivable provisions was due to higher revenue in Q3, leading to a corresponding increase in accounts receivable [3] - The company primarily serves leading firms in the consumer electronics and new energy battery sectors, ensuring a strong recovery of accounts receivable [3] Business Development and Client Engagement - The company has obtained a temporary supplier code from a North American client for liquid cooling products and is actively working on product integration [3] - The demand for liquid cooling products is increasing due to the rise of AI servers and the transition from air cooling to liquid cooling technologies [3] Production Capacity and Future Planning - The company has established production bases in mainland China and Vietnam, focusing on the development and expansion of cooling product lines [4] - Large-scale production is not expected within the current year, with capacity planning to be adjusted based on project progress [4] Technological Advancements - The company is exploring microchannel liquid cooling technology (MLCP) and has significant technical reserves in etching processes [5] - The adoption of MLCP is still in the early stages, with further development and technical maturity expected to take time [5] Client Projects and Future Outlook - The company is committed to developing and servicing overseas clients, with Meta being a new addition to its client roster [5] - Future efforts will focus on enhancing overseas production capacity and service capabilities while expanding innovative products for domestic clients like CATL [5]
捷邦科技(301326) - 301326捷邦科技投资者关系管理信息20251103