Core Viewpoint - The colored optical base film industry in China is experiencing an upward trend in market size, driven by the growth of consumer electronics and supported by government policies promoting high-end functional films. However, the growth rate has slowed down from 2022 to 2023, with a gradual recovery expected in 2024, reaching a market size of 4.267 billion yuan, a year-on-year increase of 15% [1][7]. Industry Overview - Colored optical base film is a functional material used in consumer electronics manufacturing, serving roles such as release, protection, identification, and optoelectronic tracking. It is a type of biaxially oriented polyester film (BOPET) available in various colors and specifications, crucial for the production of smartphones, tablets, and laptops [3]. Industry Policies - The government has introduced several policies to support the development of the colored optical base film industry, including the "Guidance Catalog for Industrial Structure Adjustment (2024 Edition)" which encourages high-end functional films [4]. Other policies focus on enhancing the supply capacity of key products in various sectors, including electronic chemicals and high-performance membrane materials [4]. Industry Chain - The industry chain consists of upstream components like polyester chips and additives, midstream production of colored optical base films, and downstream applications in consumer electronics, renewable energy, and photovoltaics. The demand for colored optical base films is expected to rise with the growth of the consumer electronics sector [6][7]. Current Market Status - The market size of the colored optical base film industry has been increasing, primarily due to the rapid updates in consumer electronics and the proliferation of 5G, IoT, and smart wearable devices. However, the growth rate slowed from 2022 to 2023 due to insufficient effective demand, with a recovery anticipated in 2024 [1][7]. Competitive Landscape - The market is predominantly occupied by foreign manufacturers with advanced technology. However, domestic companies like Hangzhou Heshun Technology Co., Ltd. and Jiangsu Yuxing Film Technology Co., Ltd. are emerging as strong competitors, expected to increase R&D investments to enhance market competitiveness [7]. Key Companies - Hangzhou Heshun Technology Co., Ltd. is a leading domestic player in the colored optical base film sector, with a revenue of 135 million yuan in the first half of 2025, a year-on-year increase of 6.53% [9]. Jiangsu Yuxing Film Technology Co., Ltd. is a major manufacturer of functional polyester films, reporting a revenue of 713 million yuan in the first nine months of 2025, a year-on-year decrease of 16.35% [10]. Future Development Trends - The colored optical base film industry is expected to evolve towards lightweight, flexible, and customized products. Innovations in ultra-thin technology and molecular chain structure optimization will enhance the performance of films, meeting the demands of emerging products like foldable phones and wearable devices [10]. Customization will also become a key trend, allowing companies to develop specialized products for different segments of the consumer electronics market [10].

Core Viewpoint - Jiemai Technology reported that as of January 9, 2026, the number of shareholders (consolidated) is 13,597 [2] Company Summary - Jiemai Technology has engaged with investors through an interactive platform, providing updates on shareholder numbers [2] - The company is actively communicating with its investors, indicating a focus on transparency and shareholder engagement [2]

Group 1 - The core point of the news is that Jiemai Technology's stock has seen a significant increase, rising 5.27% to 31.16 CNY per share, with a total market capitalization of 13.428 billion CNY and a trading volume of 165 million CNY [1] - Jiemai Technology has experienced a continuous stock price increase for three consecutive days, with a cumulative increase of 3.68% during this period [1] - The company, Zhejiang Jiemai Electronic Technology Co., Ltd., 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] Group 2 - From the perspective of major fund holdings, Yongying Fund has a significant position in Jiemai Technology, with its fund "Yongying Hejia One-Year Holding Mixed A" holding 27,500 shares, accounting for 0.21% of the fund's net value, ranking as the ninth largest holding [2] - The fund has generated an estimated floating profit of approximately 42,900 CNY today, with a floating profit of 28,900 CNY during the three-day stock price increase [2] - The fund "Yongying Hejia One-Year Holding Mixed A" was established on December 29, 2022, with a current scale of 258 million CNY, and has reported a year-to-date return of 0.53% [2]

Core Viewpoint - Jiemai Technology's stock price has shown a positive trend with a year-to-date increase of 9.42%, despite a slight decline over the past 60 days, indicating potential resilience in the market [1]. Group 1: Stock Performance - As of January 12, Jiemai Technology's stock price rose by 2.03% to 30.20 CNY per share, with a trading volume of 70.63 million CNY and a turnover rate of 0.58%, resulting in a total market capitalization of 13.014 billion CNY [1]. - The stock has experienced a 3.35% increase over the last five trading days and a 4.43% increase over the last 20 days, while it has decreased by 2.58% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jiemai Technology reported a revenue of 1.526 billion CNY, reflecting a year-on-year growth of 13.74%, while the net profit attributable to shareholders was 176 million CNY, showing a slight decrease of 0.70% [2]. - The company has distributed a total of 673 million CNY in dividends since its A-share listing, with 274 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of December 31, the number of shareholders for Jiemai Technology was 13,900, a decrease of 5.72% from the previous period, with an average of 29,197 circulating shares per shareholder, which is an increase of 6.07% [2]. - Notable shareholders include the second-largest shareholder, Quan Guo Xu Yuan Mixed A, holding 16.7727 million shares, and Hong Kong Central Clearing Limited, which increased its holdings by 5.8763 million shares to 10.4845 million shares [3].

| 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2026-003 | | --- | --- | --- | | 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。 浙江洁美电子科技股份有限公司（以下简称"公司"）第二期员工持股计划（以下简称 "本持股计划"）存续期于2026年1月12日届满到期，截至2026年1月12日第二期员工持股 计划所持有的公司股份已全部出售完毕。根据《关于上市公司实施员工持股计划试点的指 导意见（2025年修订）》及《深圳证券交易所上市公司自律监管指引第1号——主板上市 公司规范运作（2025年修订）》及公司《第二期员工持股计划（草案修订稿）》等相关规 定，现将本员工持股计划的实施、出售及后续安排等相关情况公告如下： 一、第二期员工持股计划的基本情况 公司分别于2021年11月30日召开的第三届董事会第十九次会议与2021年12月17日召 开的2021年第二次临时股东大会上审议通过了《关于<浙江洁美电子科技股份有限公司第 二期员工持股计 ...

证券时报·数据宝统计，截至发稿，洁美科技收盘价为29.22元，上涨5.87%，本期筹码集中以来股价累 计上涨1.88%。具体到各交易日，4次上涨，5次下跌。 公司发布的三季报数据显示，前三季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%。（数据宝） 洁美科技1月5日披露，截至12月31日公司股东户数为13892户，较上期（12月20日）减少843户，环比降 幅为5.72%。 （文章来源：证券时报网） ...

（文章来源：证券日报） 证券日报网讯 1月5日，洁美科技在互动平台回答投资者提问时表示，截至2025年12月31日收市，持有 人数（已合并）为13892户。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问天津基地的MLCC设备是否已采购并安装？ 洁美科技（002859.SZ）1月5日在投资者互动平台表示，天津基地一期项目本季度内会进入试生产。 （文章来源：每日经济新闻） ...

Group 1 - The company has stable production capacity for release films, with a gradual trial production phase starting in Q1 2026 at the Tianjin production base, leading to increased capacity [2] - The company has already supplied release films to Ningde Technology, and other clients such as Samsung SDI have also received shipments [2] - Sales volume is expected to gradually increase in the future [2]

证券代码：002859 证券简称：洁美科技 公告编号：2026-002 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 三、股东股份累计质押情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次质押 | 本次质押 | | | 情况 | | 情况 | | | 股东 | 持股数量 | 持股 | 前质押股 | 及解除质 | 占其所 | 占公司 | 已质押 | | | | | | | | | 押后质押 | 持股份 | 总股本 | | 占已质 | 未质押股 | 占未质 | | 名称 | （股） | 比例 | 份数量 | | | | 股份限 | | | | | | | | | 股份数量 | 比例 | 比例 | | 押股份 | 份限售数 | 押股份 | | | | | （股） | | | | 售数量 | | | | | | | | | （股） | | | | ...