灵心巧手创始人兼CEO周永拥有逾十年的C端互联网产品及机器人复合背景。团队主要人才均毕业于知 名学府，具备扎实研发积累和丰富产品落地经验。目前，灵心巧手的产品已广泛应用于清华大学、北京 大学、剑桥大学等顶尖高校的机器人研究，并落地华为、富士康等工业场景。 在此前接受投资者调研时，洁美科技相关负责人就曾提到，洁美机器人在机器人产业领域有丰富的资 源。而洁美科技现有精密加工中心具备CNC五轴加工中心、三轴加工中心等多套高标准、高精度精密 加工设备及众多技术人员，该加工中心目前主要为公司电子封装材料生产设备模具及各类自用生产设备 的核心零部件。 资料显示，洁美机器人的股东之一灵心巧手成立于2023年7月，公司聚焦以"灵巧手+云端智能"为核心的 具身智能平台，自主研发了LinkerHand系列产品，该系列产品月销量超千台，市占率达全球高度自由灵 巧手市场的80%，居行业首位。 本报讯(记者冯思婕)9月15日，浙江洁美电子科技股份有限公司(以下简称"洁美科技（002859）")在深交 所互动易平台回复投资者称，近日公司和浙江华诺机器人产业发展有限公司、灵心巧手(北京)科技有限 公司(以下简称"灵心巧手")三方合资公司完 ...

Core Insights - The company, Jie Mei Technology, has responded to investor inquiries regarding its release film products, which include release films for ceramic capacitors (MLCC), optical material polarizers, and OCA release films [1] Group 1 - The main products of Jie Mei Technology include release films for MLCC, optical materials, and OCA [1] - The primary competitors in the release film market are mainly Japanese and South Korean companies [1]

Group 1 - The core viewpoint of the article is that Jie Mei Technology (002859.SZ) has clarified its product offerings and competitive landscape in response to investor inquiries [2][3] - Jie Mei Technology's release film products include those used for ceramic capacitors (MLCC), optical materials polarizer release film, and OCA release film [2] - The main competitors in the market for Jie Mei Technology's products are primarily Japanese and South Korean companies [2]

证券代码：002859 证券简称：洁美科技 公告编号：2025-063 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 关于实施权益分派期间"洁美转债"暂停转股的提示性公告 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。 董事会 2025 年 9 月 16 日 1 1、债券代码：128137 2、债券简称：洁美转债 3、转股时间：2021 年 5 月 10 日至 2026 年 11 月 3 日 4、暂停转股时间：2025 年 9 月 18 日起至 2025 年半年度权益分派股权登记日 5、恢复转股时间：公司 2025 年半年度权益分派股权登记日后的第一个交易日 附件：《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募集说明书》 中："暂停转股"的约定 特别提示： 鉴于浙江洁美电子科技股份有限公司（以下简称"公司"）将于近日发布 2025 年 半年度权益分派实施公告，根据《浙江洁美电子科技股份有限公司公开发行可转换 公司债券募集说明书》中"转股价格的调整方式及计算公式"（详见附件）条款的 约定，自 2025 年 9 月 18 日至 ...

Group 1 - The other electronic sector increased by 0.26% compared to the previous trading day, with Igor leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] - The table provided lists various stocks in the other electronic sector, showing their closing prices, percentage changes, trading volumes, and transaction amounts [1] Group 2 - The net inflow of main funds in the other electronic sector was 64.59 million yuan, while retail funds saw a net inflow of 31.52 million yuan [1] - Conversely, speculative funds experienced a net outflow of 96.11 million yuan [1] - Detailed fund flow data for individual stocks in the other electronic sector is available in the provided table [1]

Group 1 - The company has received inquiries regarding potential capital increase plans for its invested company, Martin, which has recently attracted angel investment and expanded production [2] - The company confirmed that if there are any capital increase plans, it will fulfill its information disclosure obligations in a timely manner [2] - The subsidiary, Rouzhen Technology, is steadily advancing its capacity expansion, collaborating with leading 3C battery manufacturers to develop the next generation of composite conductive materials [2] Group 2 - As of the third quarter, the company's release film production and sales have shown a steady increase, with some mid-to-high-end products entering the ramp-up phase [2] - The company is also assessing its performance in the Japanese and Korean markets, indicating a potential increase in client demand [2]

Group 1 - The core point of the article is that the company has a low equity stake in Martin Currie, and thus, the earnings from this investment are not reflected in its profit statement [2][3] - The company confirmed that Martin Currie is currently profitable [2]

Group 1 - The company stated that it will fulfill its information disclosure obligations in case of any future capital increase plans [1] - The expansion of R&D at Rouzhen Technology is progressing steadily, collaborating with leading 3C battery manufacturers to develop the next generation of composite electrolytes [1] - In the third quarter, the production and sales of release films are steadily increasing, with some mid-to-high-end products entering a phase of volume production [1]

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]