Core Viewpoint - Zhejiang Jiemai Electronic Technology Co., Ltd. maintains a stable long-term credit rating of AA- for both the company and its convertible bonds, reflecting its solid market position and ongoing investments in new energy materials [1][4]. Company Overview - The company was established in April 2001 and transitioned to a joint-stock company in December 2013, listed on the Shenzhen Stock Exchange in April 2017 with a total share capital of 431 million shares as of March 2025 [10][11]. - As of March 2025, the largest shareholder is Zhejiang Yuanlong Investment Management Group Co., Ltd., holding 46.74% of the shares [10]. Financial Performance - In 2024, the company achieved a total operating revenue of 1.817 billion yuan, a year-on-year increase of 15.57%, but experienced a decline in profit due to increased R&D expenses [4][11]. - The total debt as of the end of 2024 was 2.822 billion yuan, a significant increase of 68.86% from the previous year, but the overall debt burden remains manageable [7][11]. Business Segments - The company focuses on electronic packaging materials and electronic-grade film materials, with recent expansions into new energy battery materials [4][11]. - The electronic packaging materials segment accounted for 86.49% of total revenue in 2024, while electronic-grade film materials contributed 9.66% [21]. Market Position and Competitive Advantage - The company holds a strong market position in the electronic packaging materials sector, benefiting from technological advantages and established customer relationships [5][18]. - It is recognized as a leader in setting industry standards and has received accolades for its innovation and sustainability efforts [18]. Industry Environment - The electronic components industry is experiencing growth driven by the recovery in the consumer electronics sector, with a reported 11.8% increase in the production value of China's electronic information manufacturing industry in 2024 [14][15]. - The demand for electronic components is supported by trends in digitalization, new infrastructure projects, and the growth of sectors such as 5G, AI, and electric vehicles [14][15]. Future Outlook - The company is expected to benefit from the completion of ongoing projects and the release of new production capacities, particularly in electronic-grade film materials, which are anticipated to become a new growth driver [4][5]. - The stable credit outlook reflects confidence in the company's ability to manage capital expenditures and leverage its technological capabilities for future growth [4][5].

浙江洁美电子科技股份有限公司 公开发行可转换公司债券 2025 年跟踪评级报告 . 跟踪评级报告 | 0 www.lhratings.com 联合〔2025〕4297 号 联合资信评估股份有限公司通过对浙江洁美电子科技股份有限 公司主体及其相关债券的信用状况进行跟踪分析和评估，确定维持 浙江洁美电子科技股份有限公司主体长期信用等级为 AA- ，维持"洁 美转债"信用等级为 AA- ，评级展望为稳定。 特此公告 联合资信评估股份有限公司 评级总监： 二〇二五年六月十三日 跟踪评级报告 | 0 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日 的独立意见陈述，未受任何机构或个人影响。评级结论及相关分析为联合 资信基于相关信息和资料对评级对象所发表的前瞻性观点，而非对评级对 象的事实陈述或鉴证意见。联合资信有充分理由保证所出具的评级报告遵 循了真实、客观、公正的原则。鉴于信用评级工作特性及受客观条件影响， 本报告在资料信息获取、评级方法与模型、未来事项预测评估等方面存在 局限性。 二、本报告系联合资信接受浙江洁美电子科技股份有限公司（以下简 称"该公司"）委托所出具，除因本次评级事项联合资信与该 ...

| 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2025-038 | | --- | --- | --- | | 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 关于可转换公司债券 2025 年跟踪评级结果的公告 公司前次主体信用评级结果为 AA-；"洁美转债"前次评级结果为 AA-；评级机构为 联合资信评估股份有限公司，评级时间为 2024 年 6 月 14 日。 联合资信在对公司经营状况、行业发展情况等进行综合分析与评估的基础上，于 2025 年 6 月 13 日出具了《浙江洁美电子科技股份有限公司公开发行可转换公司债券 2025 年跟踪评级报告》，跟踪评级结果：公司主体长期信用等级为 AA-，评级展望为"稳 定"；公司发行的"洁美转债"的债券信用等级为 AA-。 联合资信评级出具的《浙江洁美电子科技股份有限公司公开发行可转换公司债券 2025 年跟踪评级报告》具体内容详见 2025 年 6 月 14 日巨潮资讯网（www.cninfo.com.cn）。 特此公告。 浙江洁美电子科技股份有限公司 董事会 2025 年 6 月 14 日 本公司及董事会 ...

Core Viewpoint - The demand for transfer tape is rapidly increasing due to the growth of industries such as electronics, optics, and automotive, indicating significant market potential. The market size of China's transfer tape industry is projected to grow from 24.583 billion yuan in 2017 to 38.257 billion yuan in 2024, with a compound annual growth rate (CAGR) of 6.52% [1][10]. Industry Overview - Transfer tape is a specialized adhesive tape used to transfer materials or patterns from one surface to another, featuring properties such as adhesion, durability, and ease of use. It is composed of a substrate and adhesive material, making it suitable for various applications in both daily life and industrial production [2]. - The production process of transfer tape includes raw material procurement, coating, drying and curing, slitting, inspection, and packaging [2]. Industry Chain - The upstream raw materials for the transfer tape industry include substrates like polyester film and polyethylene film, and adhesives such as acrylic and rubber, which determine the tape's key performance characteristics [4]. - The downstream applications of transfer tape span across electronics, automotive, optics, and medical sectors, where it is used for tasks such as component fixation, protection, and ensuring product quality [4]. Market Size and Growth - The market size of the polyester film industry, a key component in transfer tape, is expected to grow from 32.15 billion yuan in 2021 to 50.17 billion yuan in 2024, with a CAGR of 7.7%, supporting the growth of the transfer tape industry [6]. - The electronic information manufacturing sector in China is projected to see a significant increase, with a year-on-year growth of 11.80% in 2024, further driving the demand for transfer tape [8]. Competitive Landscape - The transfer tape industry in China exhibits a concentrated market structure, with leading companies like Jiemai Technology and Leike Co., Ltd. dominating the market through innovation and product development [12]. Development Trends - The industry is moving towards environmentally friendly products, focusing on recyclable materials and reducing harmful emissions to meet regulatory requirements and consumer demand for green products [17]. - High performance is becoming a critical trend, with increasing demands for stronger adhesion, better insulation, and durability in various applications [18]. - Globalization is influencing the industry, with production shifting towards emerging markets like Southeast Asia and India, while companies adapt their strategies to meet local market needs [20].

Group 1 - The core point of the news is that Jiemai Technology (洁美科技) has approved a capital increase of 30 million yuan to its subsidiary, Zhejiang Rouzhen Technology Co., Ltd. (柔震科技), valuing the company at 600 million yuan before the increase [1] - After the capital increase, Jiemai Technology will hold 60.41% of Rouzhen Technology, increasing its investment from 58.43% [1] - Rouzhen Technology, established in December 2020, focuses on technology services, new material technology promotion, plastic product manufacturing, vacuum coating processing, and high-performance fiber and composite material manufacturing [1] Group 2 - Despite being in a loss position, Rouzhen Technology has notable shareholders, including Jiemai Technology and ATL (宁德新能源科技有限公司), which is involved in electrical machinery and equipment manufacturing [2] - The agreement stipulates that ATL must consent to any transfer of shares that could change the company's control before an IPO, ensuring stability in ownership [2] - The agreement also includes a buyback clause for ATL if Rouzhen Technology fails to complete an IPO or qualified merger within five years, or if there are significant obstacles to achieving these goals [3] Group 3 - Jiemai Technology's capital increase aims to meet the operational development needs of Rouzhen Technology, optimize its capital structure, enhance competitiveness, and accelerate production capacity expansion in the composite fluid product sector [3]

浙江洁美电子科技股份有限公司 对外捐赠管理制度 第一章 总则 第一条 为规范浙江洁美电子科技股份有限公司（以下简称"公司"）对外 捐赠行为，加强公司对外捐赠事项的管理，在充分维护股东、债权人及职工权益 的基础上，更好地履行公司社会责任，根据《中华人民共和国公司法》《中华人 民共和国公益事业捐赠法》等法律法规，结合公司实际情况，特制定本制度。 第二条 本制度所称对外捐赠，是指公司自愿无偿将其有权处分的合法财产 赠与合法的受赠对象，用于与生产经营活动没有直接关系的公益事业的行为，帮 助社会抵抗自然灾害、构建和谐生态环境、救助危困群体、增加社会福利等公益 性社会活动。 第三条 本制度适用于公司及下属的全资子公司、控股子公司（以下简称"子 公司"）。 第二章 对外捐赠的原则 第四条 对外捐赠需遵循以下原则： （一）合法合规。捐赠应当遵守法律、法规，不得违背社会公德，不得损害 公共利益和其他公民的合法权益。 （二）自愿无偿。公司对外捐赠后不得要求受赠方在融资、市场准入、行政 许可、谋取交易机会或者竞争优势、占有其他资源等方面创造便利条件，不得以 对外捐赠为名从事营利活动。 （三）权责清晰。公司经营者以及董事、高级管理人 ...

浙江洁美电子科技股份有限公司 重大信息内部报告制度 第一章 总 则 第一条 为加强浙江洁美电子科技股份有限公司（以下简称"公司"）的信息 披露工作，规范公司重大信息的范围和内容以及未公开重大信息内部报告、流转 程序，确保公司及时、真实、准确、完整地披露所有对公司股票及其衍生品种交 易价格可能产生较大影响的信息，根据《中华人民共和国公司法》、《中华人民 共和国证券法》、《上市公司信息披露管理办法》、《深圳证券交易所股票上市 规则》（以下简称"《上市规则》"）、《深圳证券交易所上市公司自律监管指引 第 1 号——主板上市公司规范运作》及《浙江洁美电子科技股份有限公司章程》 （以下简称"《公司章程》"）的有关规定，特制定本制度。 第二条 公司重大信息内部报告制度是指当出现、发生或即将发生可能对公 司股票及其衍生品种交易价格产生较大影响的情形或事件时，信息报告义务人应 当在当日及时将有关信息向公司董事长、董事会秘书报告；当董事会秘书需要了 解重大事项的情况和进展时，相关部门（包括子公司）及人员应予以积极配合和 协助，及时、准确、完整地进行回复，并根据要求提供相关资料的制度。 提供的相关文件资料应当真实、准确、完整，不 ...

| 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2025-037 | | --- | --- | --- | | 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 关于向控股子公司柔震科技增资暨对外投资的公告 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。 一、交易概况 浙江洁美电子科技股份有限公司（以下简称"公司"）于 2025 年 6 月 5 日召开了第四 届董事会第二十五次会议，审议通过了《关于公司向控股子公司增资的议案》，同意公司按 照浙江柔震科技有限公司（以下简称"柔震科技"或"标的公司"）本次增资前 6 亿元估值以 自有资金 3,000 万元对柔震科技进行定向增资。公司认购柔震科技全部新增注册资本 75 万 元，对应本次交易后柔震科技全部股权的 4.7619%（以下简称"本次增资"）。柔震科技其 他股东放弃本次增资的优先认购权，本次增资完成后，柔震科技注册资本将由 1,500 万元 人民币增加至 1,575 万元人民币，公司持有柔震科技的股权比例将由 58.4333%变更为 60.4127%，柔 ...

| 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2025-036 | | --- | --- | --- | | 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 第四届董事会第二十五次会议决议公告 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"公司"）第四届董事会第二十五次会议 通知于 2025 年 6 月 2 日（星期一）以短信、微信、电子邮件等方式发出，会议于 2025 年 6 月 5 日 15:00 在公司会议室以现场结合通讯表决的方式召开，以通讯表决方式出席 会议的董事为张永辉先生。 本次会议应出席董事 7 人，实际出席董事 7 人。会议由董事长方隽云先生主持。本 次会议召开程序符合《公司法》和《公司章程》的有关规定。 本次会议以现场结合通讯表决的方式，审议并通过了以下议案： 一、审议并通过了《关于公司向控股子公司增资的议案》 公司为促进控股子公司浙江柔震科技有限公司（以下简称"柔震科技"）业务发展， 拟按照柔震科技本次增资前6亿元估值以自有资金3,000 ...

洁美科技（002859）公告，公司于2025年6月5日召开第四届董事会第二十五次会议，审议通过了《关于 公司向控股子公司增资的议案》。根据议案，公司将以自有资金3000万元对控股子公司浙江柔震科技有 限公司进行定向增资。认购柔震科技全部新增注册资本75万元，对应本次交易后柔震科技全部股权的 4.7619%。增资完成后，柔震科技注册资本将由1500万元增加至1575万元，公司持有柔震科技的股权比 例将由58.4333%变更为60.4127%。本次增资不构成重大资产重组，属于董事会决策权限，无需提交股 东会审议。 ...