Group 1 - The core point of the article is that Jiemai Technology announced the approval of a proposal regarding the acquisition of equity in a subsidiary and related transactions during its 15th meeting of the 4th Supervisory Board [2] Group 2 - The announcement was made on the evening of August 18 [2] - The proposal was reviewed and passed by the Supervisory Board [2] - The transaction involves the acquisition of equity in a controlling subsidiary [2]

Core Viewpoint - Jiemai Technology (002859.SZ) announced a strategic acquisition to consolidate resources, expand production capacity, and enhance the rapid development of its subsidiary, while avoiding potential competition in the same industry [1] Group 1: Acquisition Details - The subsidiary, Zhejiang Rouzhen Technology Co., Ltd., plans to acquire a 72% stake in Jiangxi Hongmei New Energy Technology Co., Ltd. from Zhejiang Yuanlong Equity Investment Management Group Co., Ltd. and a 28% stake from Anji Hongmei Venture Capital Partnership (Limited Partnership) [1] - Upon completion of the transaction, Rouzhen Technology will hold 100% of Jiangxi Hongmei [1] - The total transaction price is set at RMB 26.282353 million [1]

关于控股子公司收购股权暨关联交易的公告 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。 重要内容提示： 为进一步整合优质资源，扩大生产，加快产能释放，促进控股子公司业务的 快速发展和壮大，同时避免未来潜在的同业竞争，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"）控股子公司浙江柔震科技有限公司（以 下简称"柔震科技"或"控股子公司"）拟收购浙江元龙股权投资管理集团有限 公司（以下简称"浙江元龙"）持有的江西鸿美新能源科技有限公司（以下简称 "江西鸿美"）72%股权以及安吉鸿美创业投资合伙企业（有限合伙）（以下简称 "安吉鸿美"）持有的江西鸿美 28%股权。本次交易完成后，柔震科技持有江西 鸿美 100%股权，本次交易对价为人民币 2,628.2353 万元。 | 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2025-055 | | --- | --- | --- | | 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 交易对方为公司关联方，本次交易构成关联交易，但不构成《上市公司重大 资产 ...

| 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2025-054 | | --- | --- | --- | | 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 第四届监事会第十五次会议决议公告 本次交易以审计、评估结果为参考依据，交易双方在遵循自愿、公平合理的 基础上进行协商确认，以江西鸿美全体股东全部权益账面价值为最终定价：江西 鸿美股东浙江元龙和安吉鸿美转让 100%股权给柔震科技对应的转让价格为 2,628.2353 万元。 本次交易是公司在完成对柔震科技的收购整合后，结合柔震科技专注于研发 与生产聚合物基金属复合膜材料的现状，为助力柔震科技加速扩建新产能并进行 贴近新能源电池客户就近配套而进行的产业基地新布局。本次交易能够进一步整 合优质资源，加速柔震科技的产能扩张，加快公司在复合集流体产品即复合铜箔 （PET 铜箔、PP 铜箔、PI 铜箔）、复合铝箔（PET 铝箔）领域的产能释放，促进 控股子公司柔震科技的快速发展和壮大。交易完成后，江西鸿美现有生产线经过 适当改造后能够直接投入使用，实现复合集流体相关业务、资产及人员一体化整 合，对控股子公 ...

本次交易以审计、评估结果为参考依据，交易双方在遵循自愿、公平合理的 基础上进行协商确认，以江西鸿美全体股东全部权益账面价值为最终定价：江西 鸿美股东浙江元龙和安吉鸿美转让 100%股权给柔震科技对应的转让价格为 2,628.2353 万元。 | 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2025-053 | | --- | --- | --- | | 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 第四届董事会第二十八次会议决议公告 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"）第四届董事会第二十八 次会议通知于 2025 年 8 月 14 日（星期四）以短信、微信、邮件等方式发出，会 议于 2025 年 8 月 18 日（星期一）上午 10:30 以现场及通讯表决相结合的方式召 开，以通讯表决方式出席会议的董事为方骥柠女士。会议应出席董事 7 名，实际 出席会议董事 7 名，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 ...

Core Viewpoint - The continuous decline in the number of shareholders in several companies indicates a trend of increasing concentration of shares, with some companies experiencing significant reductions over multiple periods [1][2]. Shareholder Trends - A total of 693 companies reported their latest shareholder numbers as of August 10, with 105 companies showing a decline for more than three consecutive periods, and some, like Kangxin New Materials, experiencing a drop for 16 consecutive periods, with a cumulative decrease of 34.63% [1]. - Other notable companies with significant declines include *ST Lanhua, which has seen a 41.59% drop over 14 periods, and companies like Ziguang Guowei and ZTE Corporation also showing a downward trend [1]. Market Performance - Among the companies with declining shareholder numbers, 70 have seen their stock prices rise, while 35 have experienced declines. Notable gainers include Jiemai Technology, which rose by 47.49%, and Hailin Pharmaceutical, which increased by 39.58% [2]. - In comparison to the Shanghai Composite Index, 46 companies (43.81%) outperformed the index, with Jiemai Technology, Hailin Pharmaceutical, and *ST Huike showing relative returns of 36.13%, 29.44%, and 29.04%, respectively [2]. Industry Distribution - The industries with the highest concentration of companies experiencing declining shareholder numbers include basic chemicals, electronics, and electrical equipment, with 13, 12, and 10 companies respectively [2]. - The distribution of these companies shows that 71 are listed on the main board, while 34 are on the ChiNext board [2]. Institutional Activity - In the past month, 8 companies with declining shareholder numbers have been investigated by institutions, with Jiemai Technology and Shuanghui Development receiving the most attention, having been surveyed 4 and 2 times respectively [2]. - The companies with the highest number of institutional participants include Dongfang Yuhong, Jiemai Technology, and Shuanghui Development, with 72, 43, and 16 institutions involved in their research [2]. Financial Performance - Among the companies that have released their semi-annual reports, Shengnong Development reported the highest year-on-year net profit growth of 791.93% [3]. - Companies like Donghua Technology and Shaanxi Guotou A also reported significant net profit increases of 14.64% and 5.74%, respectively [3]. - A total of 32 companies have issued performance forecasts, with 5 expecting profit increases and another 5 anticipating profit [3].

Core Viewpoint - Jiemai Technology (002859) has announced an employee stock ownership plan (ESOP) for 2025, allowing up to 81 employees to participate at a price of 13.1 yuan per share, with a total of up to 3.66 million shares available, representing 0.85% of the company's total equity [1][2]. Group 1: Employee Stock Ownership Plan - The ESOP will be funded by shares repurchased by the company, and the plan requires approval from the shareholders' meeting [1]. - The plan has a duration of 36 months, and the total shares held under all effective employee stock ownership plans cannot exceed 10% of the company's total equity [1]. - Individual employees can hold a maximum of 1% of the company's total equity through this plan [1]. Group 2: Performance Assessment - The ESOP includes performance assessments at both the company and individual levels, with company performance targets set for 2025 and 2026 [2]. - For 2025, the revenue growth target is set at no less than 8% compared to 2024, while the net profit growth target is set at no less than 20% [2]. Group 3: Company Overview and Market Context - Jiemai Technology specializes in the research, production, and sales of electronic packaging materials and electronic-grade film materials, with products widely used in integrated circuits, semiconductor, and new energy sectors [2]. - The company is benefiting from the accelerated global digitalization process and policies such as "new infrastructure" and "old-for-new" electronic product exchanges, which are driving demand in various markets including 5G, cloud computing, and electric vehicles [2]. Group 4: Financial Performance - In the first half of 2025, Jiemai Technology reported total revenue of 962 million yuan, a year-on-year increase of 14.67%, while net profit attributable to shareholders decreased by 18.78% to 98.49 million yuan [3]. - The revenue from electronic-grade film materials reached 116 million yuan, marking a significant year-on-year growth of 61.29% [3].

Group 1 - The company, Jiemai Technology, reported that as of August 8, 2025, the number of shareholders (consolidated) is 14,736 [1]

证券之星消息，8月15日其他电子板块较上一交易日上涨2.94%，可立克领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。其他电子板块个股涨跌见下表： 从资金流向上来看，当日其他电子板块主力资金净流入3.68亿元，游资资金净流出2.84亿元，散户资金 净流出8400.18万元。其他电子板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002782 | 可立克 | 18.00 | 10.02% | 40.11万 | | 7.12亿 | | 688800 | 瑞可达 | 77.80 | 9.89% | 23.52万 | | 17.61亿 | | 600353 | 旭光电子 | 16.28 | 7.32% | 95.52万 | | 14.92 乙 | | 002885 | 京泉华 | 16 ...

Group 1 - The company announced an employee stock ownership plan for 2025, granting up to 3.66 million shares to no more than 81 employees, representing 0.85% of the total share capital, with a purchase price of 13.10 yuan per share [1] - The performance assessment for the employee stock plan includes company-level targets of at least 8% revenue growth and 20% net profit growth for 2025, and 16% revenue growth and 50% net profit growth for 2026, based on 2024 figures [1] - Individual performance assessments are strict, focusing on enhancing competitiveness in traditional products and specific metrics for different business segments, ensuring alignment with high-end talent in the high-end film materials sector [1] Group 2 - In the first half of 2025, the company achieved revenue of 962 million yuan, a year-on-year increase of 14.67%, with a net profit attributable to shareholders of 98.49 million yuan [2] - The second quarter showed significant growth, with revenue of 548 million yuan, a quarter-on-quarter increase of 32.41%, and a net profit of 65 million yuan, a quarter-on-quarter increase of 92.03% [2] - The company benefited from new demand in the electronic components industry driven by sectors like new energy, smart manufacturing, and 5G technology, leading to a steady recovery in order volume [2] Group 3 - The electronic components segment generated 808 million yuan in revenue, a year-on-year increase of 9.97%, while the electronic-grade film materials segment saw revenue of 116 million yuan, a year-on-year increase of 61.29% [2] - The company is advancing its optical-grade BOPET film project, with the second production line starting trial production in the second quarter of 2025, and expects small batch supply in the second half of the year [2] - The company completed the acquisition and integration of Zhejiang Rouzhen Technology Co., increasing its stake from 58.43% to 60.41% [3] Group 4 - The company plans to distribute a cash dividend of 1 yuan per 10 shares to all shareholders, totaling 42.598 million yuan [3]