证券代码：002859 证券简称：洁美科技 公告编号：2026-004 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 关于公司控股股东部分股份质押的公告 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（以下简称"洁美科技"或"公司"）于今日接到公司控 股股东浙江元龙股权投资管理集团有限公司（以下简称"浙江元龙"）通知，获悉浙江元龙 对其所持有的公司部分股份进行了质押，具体事项如下： | | 是否为控 | | | | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股股东或 | 本次质 | 占其所 | 占公司 | 是否 | 为补 | | | | 质押 | | 名称 | 第一大股 | 押数量 | 持股份 | 总股本 | 为限 | 充质 | 质押起始日 | 质押到期日 | 质权人 | 用途 | | | 东及其一 | （股） | 比例 | 比例 | 售股 | 押 | | | | | ...

1月27日，洁美科技涨0.64%，截至发稿，报39.05元/股，成交3.42亿元，换手率2.17%，总市值168.28亿 元。洁美科技股价已经连续9天上涨，区间累计涨幅31.44%。 资料显示，浙江洁美电子科技股份有限公司位于浙江省安吉经济开发区阳光工业园区浙江洁美电子科技 股份有限公司,浙江省杭州市拱墅区大关路100号绿地中央广场10幢24层，成立日期2001年4月9日，上市 日期2017年4月7日，公司主营业务涉及电子元器件薄型载带的研发、生产和销售。主营业务收入构成 为：电子封装材料83.94%，电子级薄膜材料12.02%，其他4.04%。 从基金十大重仓股角度 数据显示，国投瑞银基金旗下1只基金重仓洁美科技。国投瑞银新兴产业混合(LOF)A（161219）四季度 减持15.48万股，持有股数67.06万股，占基金净值比例为4.22%，位居第七大重仓股。根据测算，今日 浮盈赚取约16.77万元。连续9天上涨期间浮盈赚取626.34万元。 国投瑞银新兴产业混合(LOF)A（161219）成立日期2011年12月13日，最新规模4.38亿。今年以来收益 6.53%，同类排名3651/8861；近一年收益40 ...

Core Viewpoint - Jiemai Technology aims to become a leading provider of one-stop services and overall solutions for electronic component packaging materials and processes, focusing on electronic-grade film materials, electronic chemicals, and materials related to new energy [3]. Group 1: Company Developments - Jiemai Technology has been actively engaging with numerous institutions for research since January 16, including Shanxi Securities, Huatai Securities, and Tianhong Fund [1]. - The company has achieved a leading global market share in paper carrier tape, breaking the near monopoly held by foreign companies [3]. - Jiemai Technology is expanding its product offerings from electronic packaging materials to include electronic-grade film materials, achieving mass production of products such as release films and composite current collectors [3]. Group 2: Market Conditions - The electronic packaging materials sector is currently experiencing high demand, with core products operating at full production capacity [4]. - The acceleration of global digitalization, coupled with policies like "new infrastructure" and "old-for-new" electronic product exchanges, is driving demand in markets such as 5G, cloud computing, and new energy vehicles [4]. - The industry is in a period of explosive growth, with effective supply-demand matching being crucial for market capture [4]. Group 3: Pricing and Supply Chain - Recent price increases from downstream clients like Yageo and Walsin indicate a potential for Jiemai Technology to adjust its product prices in response to rising demand in sectors such as AI servers and new energy vehicles [5]. - Jiemai Technology has successfully transitioned to stable mass supply of MLCC release films to major clients, completing product validation with Korean and Japanese customers [5][6]. - The company has signed strategic supply agreements with major polarizer manufacturers for release films and is continuously developing high-end release films to replace foreign products [6]. Group 4: Acquisition and New Products - Jiemai Technology completed the acquisition of Jiangxi Rouzhen Technology, which specializes in polymer-metal composite film materials, enhancing its product portfolio for lithium-ion batteries [6][7]. - The new products from Rouzhen Technology, including composite aluminum and copper foils, are aimed at various battery applications, with a planned annual production capacity of 5 million square meters [7].

Group 1: Industry Research Highlights - The most focused industries for institutional research from January 19 to January 23, 2026, are machinery equipment, electronics, automotive, and basic chemicals, with machinery and electrical equipment receiving the highest attention in the past five days [9][12]. - Over the past 30 days, the industries with the most institutional research are machinery equipment, electronics, basic chemicals, electrical equipment, and automotive, with machinery and computers having the most research institutions [12]. Group 2: Popular Companies in Institutional Research - The companies with the highest number of institutional research in the past five days, with more than 10 ratings, include Jiemai Technology, Honglu Steel Structure, and Naipu Mining Machinery [16]. - In the past 30 days, the companies with the most institutional research and more than 10 ratings include Ice Wheel Environment, Huichuan Technology, and Jiemai Technology [20][21]. Group 3: Key Company Research Insights 1. **Dajin Heavy Industry** - The core focus of the research is on the expected high growth in 2025, with a projected net profit of 1.05 to 1.20 billion yuan, representing a year-on-year increase of 121.58% to 153.23% [23]. - The growth is driven by strong overseas business, with export revenue accounting for nearly 79% in the first half of 2025, and holding over 10 billion yuan in orders [24]. - The company is transitioning from a single product supplier to a comprehensive service provider, enhancing profitability [24]. 2. **Naipu Mining Machinery** - The research highlights the global launch of a new high-alloy forged composite liner, which is expected to significantly improve efficiency and lifespan [25]. - The company is advancing its overseas production capacity, with a factory in Chile set to start production soon and a project in Peru funded by convertible bonds [26]. - The issuance of 450 million yuan in convertible bonds will support capacity expansion and liquidity [27]. 3. **Jiemai Technology** - The research indicates that the industry is currently experiencing high demand, with core products achieving full production and sales [28]. - The Tianjin production base is expected to begin trial production in the first quarter of 2026, enhancing service capabilities for strategic customers [28]. - The company is also entering the new energy materials sector, with significant production capacity planned [28].

洁美科技股价创出历史新高，截至9:31，该股上涨4.58%，股价报37.65元，成交量97.31万股，成交金额 3612.39万元，换手率0.24%，该股最新A股总市值达162.25亿元，该股A股流通市值152.71亿元。 证券时报·数据宝统计显示，洁美科技所属的电子行业，目前整体跌幅为0.59%，行业内，目前股价上涨 的有175只，涨幅居前的有江化微、金安国纪、必易微等，涨幅分别为10.00%、9.18%、6.70%。股价下 跌的有305只，跌幅居前的有明微电子、龙芯中科、大为股份等，跌幅分别为5.80%、4.91%、4.69%。 两融数据显示，该股最新（1月22日）两融余额为3.47亿元，其中，融资余额为3.46亿元，近10日增加 2408.37万元，环比增长7.47%。 公司1月21日在交易所互动平台披露，截至最新（1月20日）股东户数为12721户，较上期（1月10日）减 少876户，环比下降6.44%。 公司发布的三季报数据显示，前三季度公司共实现营业收入15.26亿元，同比增长13.74%，实现净利润 1.76亿元，同比下降0.70%，基本每股收益为0.4100元，加权平均净资产收益率5.83%。 ...

证券日报网讯1月21日，洁美科技（002859）在互动平台回答投资者提问时表示，截至2026年1月20日收 市，公司持有人数(已合并)：12721户。 ...

Core Viewpoint - The company, Jiemai Technology, is experiencing high industry prosperity, with its core product, electronic packaging materials, operating at full production and sales capacity [1] Industry Summary - The utilization rate of electronic-grade film materials is gradually increasing, supported by the acceleration of global digitalization and policies such as "new infrastructure" and "old-for-new" in electronic products [1] - The demand from markets such as 5G networks, cloud computing, data center construction, new energy vehicles, AR/VR, industrial internet, AI terminals, and consumer electronics is continuously expanding, providing a solid foundation for the development of the electronic components industry [1] - This broad downstream demand offers a favorable industry environment for the sustained, healthy, and stable development of the company's business [1]

Core Viewpoint - Jie Mei Technology (002859) is leveraging its expertise in low roughness MLCC release films to meet the performance requirements of HVLP copper foil and PCB carrier copper foil, while collaborating with Youzhen Technology, which has advanced thin film material preparation technology [1] Group 1: Company Insights - Jie Mei Technology has a strong technical foundation in low roughness MLCC release films, aligning well with the performance needs of HVLP copper foil and PCB carrier copper foil [1] - Youzhen Technology possesses extensive experience in copper deposition techniques such as evaporation, magnetron sputtering, and electroplating, which enhances its product offerings [1] Group 2: Product Development and Capacity - Youzhen Technology's HVLP copper foil has been sent for sampling to South Korea's Doosan, with the testing cycle dependent on customer evaluation results [1] - The designed annual production capacity for Youzhen Technology's copper foil products is 5 million square meters, and the delivery cycle for related production equipment is short, indicating a potential for rapid expansion [1]

证券日报网1月20日讯，洁美科技（002859）在接受调研者提问时表示，天津基地目前正处于设备调试 阶段，预计一季度内开始试生产。项目投产后，公司将具备对华北地区战略客户三星的就近供货能力， 并有望大幅提升在韩系客户的出货量和市场份额。 ...

Core Viewpoint - Jie Mei Technology (002859) emphasizes the development and production of polymer metal composite membrane materials by Rouzhen Technology, which can replace traditional aluminum and copper foils in lithium-ion batteries, enhancing energy density and safety performance [1] Group 1: Product Overview - Rouzhen Technology specializes in composite metal membranes with a "sandwich" structure (metal coating/polymer layer/metal coating) [1] - The product line includes composite aluminum foil (PET aluminum foil), composite copper foil (PET copper foil, PP copper foil, PI copper foil), high-end ultra-thin copper foil, and PCB carrier copper foil [1] Group 2: Market Applications - The primary downstream applications are in consumer lithium batteries, power batteries (covering various power applications such as new energy vehicles, drones, two-wheeled small power vehicles, and cargo ships), energy storage batteries, and copper-clad board manufacturers [1]