Market Performance - The main board led the gains with notable stocks such as Fangzheng Technology (+10.05%), China Film (+10.04%), and Fenghua Hi-Tech (+10.04) [1] - The ChiNext board saw significant increases with stocks like Boshi Jie (+20.00%) and Shenghong Technology (+20.00%) [1] - The Sci-Tech Innovation board also performed well, with Tianyue Advanced and Tengjing Technology both rising by 20.00% [1] - Active sub-industries included SW Printed Circuit Boards (+10.14%) and SW Communication Network Equipment and Devices (+8.17%) [1] Domestic News - A collaboration between Thunderbird Innovation and Bang & Olufsen was announced, with the first AR glasses set to launch in October [1] - Anfu Technology confirmed the successful tape-out verification of its new "Fuxi" architecture chip, which excels in graphics rendering and parallel computing [1] - Huawei's Kirin 9020 chip was publicly unveiled, featuring a CPU with a combination of large, medium, and small cores, showcasing significant enhancements over public versions [1] - Everbright Tongchuang reported significant progress in its carbon fiber materials business, now applied in laptop shells and foldable smartphones [1] Company Announcements - Hikvision announced a cash dividend plan for mid-2025, distributing 4.00 yuan per 10 shares [3] - Chipeng Micro reported receiving cash consideration of 13.5867 million yuan from the sale of equity in a subsidiary [3] - Shuguang Digital announced updates on its tender offer, stating that the plan remains unchanged despite delays in reporting [3] - Su Da Weige disclosed a reduction in shares by a major shareholder, with 1,990,000 shares sold between September 3 and September 5, 2025 [3] Overseas News - Sandisk reported strong demand for flash memory products driven by AI applications and increasing storage needs, leading to a price increase of over 10% [2] - Broadcom signed a $10 billion agreement to supply AI data center hardware tailored for a specific client's workloads [2] - Anthropic announced restrictions on services for companies controlled by Chinese entities, affecting both domestic and overseas subsidiaries [2] - Texas Instruments noted strong performance in early 2023 due to preemptive orders before tariff announcements, although demand has since cooled [2]

Core Insights - The PET copper foil sector has seen a significant increase of 5.88%, ranking third among concept sectors in terms of growth [2] - A total of 44 stocks within this sector experienced gains, with notable stocks like XianDao Intelligent and LiYuanHeng hitting the 20% limit up [2] - The sector attracted a net inflow of 3.277 billion yuan from major funds, with XianDao Intelligent leading the inflow at 1.968 billion yuan [2][3] Market Performance - The top-performing concept sectors for the day included: - Solid-state batteries: +6.90% - Sodium-ion batteries: +6.72% - PET copper foil: +5.88% - Perovskite batteries: +5.67% - Two-wheeled vehicles: +5.52% [2] Fund Flow Analysis - Major fund inflow ratios were led by: - GuangHua Technology: 41.16% - OuKe Technology: 29.90% - JieMei Technology: 19.52% [3] - The top stocks by fund inflow included: - XianDao Intelligent: 1.968 billion yuan - DaDongNan: 280.10 million yuan - GuangHua Technology: 218.74 million yuan [4]

Group 1 - The core point of the article is that Jiemai Technology announced the holding of its first extraordinary general meeting of shareholders in 2025 on September 4, 2025, to review and approve the proposal regarding the authorization of the board of directors to handle matters related to the company's 2025 employee stock ownership plan [1] Group 2 - The company is taking steps to implement an employee stock ownership plan, which may enhance employee engagement and align their interests with those of shareholders [1]

Group 1 - The core viewpoint of the news is that Jiemai Technology has seen a stock price increase of 5.05%, reaching 29.93 yuan per share, with a total market capitalization of 12.898 billion yuan [1] - Jiemai Technology, established on April 9, 2001, specializes in the research, production, and sales of electronic component thin carrier tapes, with its main business revenue composition being 83.94% from electronic packaging materials, 12.02% from electronic-grade film materials, and 4.04% from other sources [1] - The stock trading volume for Jiemai Technology was 49.9757 million yuan, with a turnover rate of 0.42% [1] Group 2 - The Guotou Ruijin Fund has a significant holding in Jiemai Technology, with the Guotou Ruijin New Silk Road Mixed Fund (LOF) holding 147,800 shares, accounting for 3.61% of the fund's net value, ranking as the tenth largest holding [2] - The Guotou Ruijin New Silk Road Mixed Fund (LOF) has achieved a year-to-date return of 25.85% and a one-year return of 54.02%, ranking 2171 out of 8178 and 1746 out of 7978 in its category, respectively [2] - The fund manager, Wang Peng, has been in position for 10 years and 149 days, with the fund's total asset size at 587 million yuan [3]

Group 1 - The core point of the news is that Jie Mei Technology (002859) has seen a net financing inflow of 168.87 million yuan on September 4, 2025, with a total financing balance of 370 million yuan, indicating a positive trend in investor sentiment towards the company [1][4]. - Over the past three trading days, the company has recorded a cumulative net financing inflow of 1,404.67 million yuan, and in the last 20 trading days, there have been net financing inflows on 14 occasions [1][4]. - The financing balance increased by 0.42% compared to the previous day, reflecting a growing interest from investors [4]. Group 2 - On September 4, 2025, the company experienced a net short selling of 4,300 shares, with a total short selling balance of 17,800 shares [3]. - In the last 20 trading days, there have been net short selling occurrences on 11 days, indicating a mixed sentiment among investors regarding the stock [3]. - The total short selling balance on September 4 was valued at 507,100 yuan, showing a decrease in short selling activity compared to previous days [3]. Group 3 - The financing and securities lending balance on September 4, 2025, was 370 million yuan, with a daily increase of 1.5578 million yuan [4]. - The financing balance has shown fluctuations over the past few days, with notable changes in the net inflow and outflow of funds [4]. - The company’s financing activities suggest that investors are generally optimistic about its stock performance, as indicated by the consistent net inflows [1][4].

Group 1 - The company, Jiemai Technology, announced that its wholly-owned subsidiary, Zhejiang Jiemai Polymer Materials Co., Ltd., has completed the business registration change procedures and obtained a new business license from the Market Supervision Administration of Anji County, Huzhou City [2]

Group 1 - The company Zhejiang Jiemai Electronic Technology Co., Ltd. has completed the industrial and commercial change registration for its wholly-owned subsidiary Zhejiang Jiemai Polymer Materials Co., Ltd. [1] - The registered capital of the subsidiary has increased from 30 million to 80 million yuan [1] - Other business registration information remains unchanged following the capital increase [1] Group 2 - The new business license allows the subsidiary to engage in resource processing, resource sales, and non-metal waste processing activities [1]

国浩律师（杭州）事务所 浙江洁美电子科技股份有限公司 关 于 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 电子邮箱/Mail：grandallhz@grandall.com.cn 网址/Website：http://www.grandall.com.cn 二〇二五年九月 法律意见书 地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师 楼 邮编：310008 洁美科技 2025 年第一次临时股东大会法律意见书 国浩律师（杭州）事务所 国浩律师（杭州）事务所 关于浙江洁美电子科技股份有限公司 法律意见书 致：浙江洁美电子科技股份有限公司 国浩律师（杭州）事务所（以下简称"本所"）接受浙江洁美电子科技股份有限 公司（以下简称"公司"）委托指派律师出席公司 2025 年第一次临时股东大会（以下 简称"本次股东大会"），并依据《中 ...

证券代码：002859 证券简称：洁美科技 公告编号：2025-061 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 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。 特别提示： 一、会议召开和出席情况 （一）召开情况 （1）现场会议召开时间：2025 年 9 月 4 日（星期四）14:30 （2）网络投票时间： 通过深圳证券交易所交易系统进行网络投票的时间为：2025 年 9 月 4 日的交易时 间，即 9:15～9:25，9:30～11:30 和 13:00～15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年 9 月 4 日 9:15 至 路 100 号绿地中央广场 10 幢 24 层） 行政法规、部门规章、规范性文件和《公司章程》的规定。 （二）会议出席情况 通过现场和网络投票的股东 73 人，代表股 247,817,786 股，占公司有表决权股份 总数的 58.1760％。 其中：通过现场投票的股东 3 人，代表股 225,672,456 股，占公司有表决权股份总 数的 52.9773％。 派的律师对 ...

一、本次工商变更主要事项 | 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2025-062 | | --- | --- | --- | | 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 关于全资子公司完成工商变更登记的公告 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近日接到全资子公司浙江洁美高分子材料有限公司 （以下简称"洁美高分子"）的通知，洁美高分子于近日完成了工商变更登记手续并取得了 湖州市安吉县市场监督管理局换发的《营业执照》，具体变更内容请参照变更后的《营业执 照》。 1、公司名称：浙江洁美高分子材料有限公司 2、公司类型：有限责任公司（自然人投资或控股的法人独资） 3、统一社会信用代码：91330523MACMQWPH6N 4、住所：浙江省湖州市安吉县梅溪镇临港工业园区 5、法定代表人：方隽云 6、注册资本：捌仟万元整 7、成立日期：2023 年 06 月 21 日 凭营业执照依法自主开展经营活动）。 特此公告。 浙江洁美电子科技股份有限公司 董事会 202 ...