Company Overview - Jiemai Technology, established on April 9, 2001, is located in the Sunshine Industrial Park of Anji Economic Development Zone, Zhejiang Province. The company was listed on April 7, 2017. Its main business involves the research, production, and sales of electronic component thin carrier tapes [1]. - The revenue composition of Jiemai Technology includes 83.94% from electronic packaging materials, 12.02% from electronic-grade film materials, and 4.04% from other sources [1]. Stock Performance - As of September 22, Jiemai Technology's stock price was 31.35 CNY per share, with a market capitalization of 13.51 billion CNY. The stock has increased by 51.96% year-to-date, but has seen a decline of 2.67% over the last five trading days [1]. - The trading volume on September 22 was 42.83 million CNY, with a turnover rate of 0.33%. The net outflow of main funds was 308,400 CNY, while large orders saw a buy of 7.62 million CNY and a sell of 8.36 million CNY [1]. Financial Performance - For the first half of 2025, Jiemai Technology reported a revenue of 962 million CNY, representing a year-on-year growth of 14.67%. However, the net profit attributable to shareholders decreased by 18.78% to 98.49 million CNY [2]. - Since its A-share listing, Jiemai Technology has distributed a total of 673 million CNY in dividends, with 274 million CNY distributed over the past three years [3]. Shareholder Information - As of September 10, the number of shareholders for Jiemai Technology was 13,100, a decrease of 2.58% from the previous period. The average number of circulating shares per person increased by 2.65% to 30,962 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 4.6083 million shares, an increase of 226,400 shares from the previous period [3].

Core Viewpoint - Zhejiang Jiemai Electronic Technology Co., Ltd. has announced its 2025 semi-annual cash dividend distribution plan, which includes a cash dividend of RMB 1.00 per 10 shares, totaling approximately RMB 42.6 million, based on the adjusted total share capital after accounting for repurchased shares [2][4][17]. Summary by Sections Dividend Distribution Plan - The company will distribute a cash dividend of RMB 1.00 per 10 shares (including tax) to all shareholders, with a total distribution amount of RMB 42,597,975.60 (including tax) based on a total share capital of 425,979,756 shares after excluding repurchased shares [2][4][18]. - The dividend distribution will occur on September 30, 2025, with the record date set for September 29, 2025 [8][9]. Adjustments Due to Share Changes - The total share capital may change due to the conversion of the "Jiemai Convertible Bonds" during the dividend distribution period, but the distribution ratio will remain unchanged at RMB 1.00 per 10 shares [3][17]. - The adjusted total share capital for the dividend distribution is 425,979,756 shares after excluding 4,957,500 repurchased shares [4][18]. Convertible Bond Price Adjustment - The conversion price of the "Jiemai Convertible Bonds" will be adjusted from RMB 26.56 to RMB 26.46 per share, effective from September 30, 2025, due to the cash dividend distribution [16][21]. - The adjustment is calculated by deducting the cash dividend per share from the original conversion price [21].

浙江洁美电子科技股份有限公司 关于根据 2025 年半年度利润分配实施方案 调整"洁美转债"转股价格的公告 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。 特别提示： 一、关于"洁美转债"转股价格调整的相关规定及调整依据 证券代码：002859 证券简称：洁美科技 公告编号：2025-065 债券代码：128137 债券简称：洁美转债 自公司分配方案披露至实施期间，因可转债转股公司总股本发生变化，现有总股本 为 430,937,256 股。因公司已回购股份不享有利润分配、公积金转增股本的权利，公司 将以现有总股本 430,937,256 股，剔除已回购股份 4,957,500 股后的 425,979,756 股为基 数，向全体股东每 10 股派发现金红利 1.00 元（含税），合计分红总金额 42,597,975.60 元（含税） 经中国证券监督管理委员会"证监许可[2020]2323 号"文核准，浙江洁美电子科技 股份有限公司（以下简称"公司"）于 2020 年 11 月 4 日发行了总额为人民币 60,000.00 万元可转债，每张面值为人民币 100 元 ...

| 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2025-064 | | --- | --- | --- | | 债券代码：128137 | 债券简称：洁美转债 | | 公司发行的可转换公司债券"洁美转债"的转股起止时间为 2021 年 5 月 10 日至 2026 年 11 月 3 日，鉴于公司将实施 2025 年半年度分红派息，为保证本 1 次分红派息实施期间总股本不发生变化，"洁美转债"在 2025 年 9 月 18 日至 2025 年半年度权益分派股权登记日暂停转股，具体内容详见公司于 2025 年 9 月 16 日在巨潮资讯网上披露的《关于实施权益分派期间"洁美转债"暂停转股的 提示性公告》（公告编号：2025-063）。 自公司分配方案披露至实施期间，因可转债转股公司总股本发生变化，现 有总股本为 430,937,256 股。因公司已回购股份不享有利润分配、公积金转增股 本的权利，公司将以现有总股本 430,937,256 股，剔除已回购股份 4,957,500 股 后的 425,979,756 股为基数，向全体股东每 10 股派发现金红利 1.00 元（含税）， 合计分红总金额 ...

Group 1 - The company, Jiemai Technology, announced a cash dividend of 1 yuan per 10 shares, totaling approximately 42.6 million yuan, based on a total share count of about 426 million shares after excluding repurchased shares [1][1][1] - As of the announcement, Jiemai Technology's market capitalization is 13.8 billion yuan [1][1][1] - For the first half of 2025, the company's revenue composition shows that the electronic information industry accounts for 96.08%, while other businesses make up 3.92% [1][1][1] Group 2 - The ex-dividend date is set for September 30, 2025, with the record date for shareholders being September 29, 2025 [1][1][1]

Core Viewpoint - Jiemai Technology (002859.SZ) highlights the advantages of Ningbo Rouchuang's nanofiber membrane over polyolefin separators, emphasizing its larger pore size, higher porosity, better wettability, and thermal stability, making it suitable as a skeleton membrane for solid-state batteries [1] Group 1: Company Collaboration - Rouchuang Nako has received support from the Ministry of Industry and Information Technology for high-quality manufacturing development and from Ningbo's key R&D program [1] - Rouchuang collaborates with several well-known domestic solid-state battery manufacturers across polymer, oxide, and sulfide systems [1] - Rouchuang and Jiemai Technology produce different components for batteries, indicating a complementary rather than competitive relationship [1] Group 2: Product Applications - Rouchuang focuses on nanofiber membranes, which are essential for solid-state battery applications [1] - Jiemai Technology specializes in new energy battery anode and cathode materials, including composite aluminum foil, composite copper foil, and carbon-coated composite aluminum foil, which are also applicable in solid-state batteries [1] - The products from both companies serve different roles within the battery structure, reinforcing their non-competitive nature [1]

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 ...

（编辑 王雪儿） 证券日报网讯 洁美科技9月16日在互动平台回答投资者提问时表示，公司离型膜产品主要包括陶瓷电容 （MLCC）生产用离型膜、光学材料偏光片用离型膜、OCA离型膜等，主要竞争对手以日韩企业为主。 ...

洁美科技（002859.SZ）9月16日在投资者互动平台表示，公司离型膜产品主要包括陶瓷电容（MLCC） 生产用离型膜、光学材料偏光片用离型膜、OCA离型膜等，主要竞争对手以日韩企业为主。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司的膜产品和双星新材的产品一样吗？目前在 市场的竞争对手都有哪些？ ...

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 ...