每经AI快讯，有投资者在投资者互动平台提问：请问公司MLCC业务下半年相比上半年如何？ 洁美科技（002859.SZ）11月17日在投资者互动平台表示，稳步提升。 （文章来源：每日经济新闻） ...

（记者 张海妮） 每经AI快讯，有投资者在投资者互动平台提问：你好，除PCB载体铜箔外，HVLP铜箔（高频超低轮廓 铜箔）产品进度如何？是否也在客户端进行测试了？ 洁美科技（002859.SZ）11月17日在投资者互动平台表示，目前处在样品试制送样阶段。 ...

Core Viewpoint - Jiemai Technology's stock price has shown significant growth this year, with a year-to-date increase of 57.16%, despite a slight decline in the last five trading days [1] Group 1: Stock Performance - As of November 13, Jiemai Technology's stock price reached 32.27 CNY per share, with a market capitalization of 13.906 billion CNY [1] - The stock has experienced a 0.09% decline over the last five trading days, a 4.10% increase over the last 20 days, and a 23.59% increase over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Jiemai Technology reported a revenue of 1.526 billion CNY, reflecting a year-on-year growth of 13.74%, while the net profit attributable to shareholders was 176 million CNY, a decrease of 0.70% year-on-year [2] Group 3: Shareholder Information - As of November 10, the number of shareholders for Jiemai Technology was 12,500, a decrease of 2.10% from the previous period, with an average of 32,521 circulating shares per shareholder, an increase of 2.15% [2] - The company has distributed a total of 673 million CNY in dividends since its A-share listing, with 274 million CNY distributed in the last three years [3] - Notable institutional shareholders include Xuan Guo Xu Yuan Mixed A, which is the second-largest shareholder with 16.7727 million shares, and Hong Kong Central Clearing Limited, which increased its holdings by 5.8763 million shares [3]

Group 1 - The company, Jiemai Technology, reported that as of November 10, 2025, the number of shareholders (consolidated) is 12,472 [2]

Group 1 - The core point of the article is that Jie Mei Technology (SZ 002859) announced that as of the announcement date, Zhejiang Yuanlong has pledged a total of 82.7 million shares, accounting for 41.05% of its holdings [1] - For the first half of 2025, Jie Mei Technology's revenue composition is as follows: 96.08% from the electronic information industry and 3.92% from other businesses [1] - As of the report, Jie Mei Technology has a market capitalization of 13.6 billion yuan [1]

截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质 押数量 （股） 占其所 持股份 比例 占公司 总股本 比例 是否 为限 售股 是否 为补 充质 押 质押起始日 质押到期日 质权人 质押 用途 浙江 元龙 是 6,650,000 3.30% 1.54% 否 否 2025-11-10 2026-11- 10 招商证券 股份有限 公司 融资 浙江 元龙 是 2,850,000 1.41% 0.66% 否 否 2025-11-10 2026-11- 10 招商证券 股份有限 公司 融资 一、本次股东股份质押基本情况 证券代码：002859 证券简称：洁美科技 公告编号：2025-072 债券代码：128137 债券简称：洁美转债 浙江洁美电子科技股份有限公司 关于公司控股股东部分股份质押及解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 浙江洁美电子科技股份有限公司（以下简称"洁美科技"或"公司"）于今日接到公司控 股股东浙江元龙股权投资管理集团有限公司（以下简称"浙江元 ...

Investment Rating - The investment rating for the company is "Outperform the Market" [5] Core Views - The company's carrier tape business maintains high utilization rates, with new product launches driving significant revenue growth. In the first three quarters of 2025, the company achieved revenue of 1.526 billion yuan (YoY +13.74%) and a net profit attributable to shareholders of 176 million yuan (YoY -0.70%) [1][2] - The demand for electronic components such as MLCC is recovering, benefiting from AI infrastructure investments, which has led to a stable high utilization rate in the carrier tape business [2] - The company is actively expanding its overseas production capacity, with ongoing upgrades and new production lines for release in the near future, particularly in the fields of release films and composite conductive materials [2][3] Summary by Sections Financial Performance - For the first three quarters of 2025, the company reported a revenue of 1.526 billion yuan, with a net profit of 176 million yuan and a gross margin of 33.69% [1] - The third quarter of 2025 saw revenue of 564 million yuan (YoY +12.19%, QoQ +2.77%) and a net profit of 77 million yuan (YoY +38.53%, QoQ +19.55%) [1] Business Development - The company is upgrading its paper carrier tape base and has successfully penetrated the semiconductor market with plastic carrier tapes. The production capacity is being expanded in various locations, including the Philippines and Malaysia [2] - The self-manufactured base film for release films has entered mass production, with significant revenue growth and stable supply to major clients [2] - The company has signed cooperation agreements with multiple clients in the composite conductive materials sector, with a 40% increase in orders year-on-year [3] Profit Forecast - The company is expected to achieve net profits of 260 million yuan, 345 million yuan, and 431 million yuan for the years 2025, 2026, and 2027, respectively, reflecting growth rates of 28.4%, 32.9%, and 25.0% [3][4]

Group 1 - The core viewpoint of the article is that Jiemai Technology (002859) is focusing on the development and production of composite copper foil and PCB carrier copper foil products following the earthquake in Jiangxi [1] Group 2 - Jiemai Technology responded to investor inquiries on November 10 regarding its future product focus [1]

Core Viewpoint - The successful completion of the factory inspection by ATL for Rouzhen Technology indicates that Rouzhen Technology is preparing for large-scale production of composite aluminum foil [1] Group 1: Company Collaboration - Rouzhen Technology is preparing for mass production of composite aluminum foil, following the inspection by ATL [1] - The collaboration with ATL is not limited to aluminum foil and copper foil, but also includes the development of other new materials [1] Group 2: Production Expansion - Rouzhen Technology will continue to expand production capacity in the near future [1]

Group 1 - The core focus of Jiangxi Hongmei (now Jiangxi Rouzhen) is on developing and producing 6G electronic information materials, specifically composite copper foil and PCB carrier copper foil products [1] - The company has confirmed that these products are in the development stage and has not yet achieved product shipment [1] - The interaction highlights investor interest in the company's advancements in 6G technology materials [1]