Investment Rating - The report maintains an investment rating of "Buy-A" for the company [4][7]. Core Views - The company achieved a revenue of 839.27 million yuan in the first half of 2024, representing a year-on-year growth of 17.75%. The net profit attributable to shareholders reached 121.27 million yuan, up 20.88% year-on-year [2][4]. - The demand from downstream sectors is recovering, with an increase in the share of high-end products. The company is benefiting from new demand growth points in the electronic components industry driven by sectors such as new energy, smart manufacturing, and 5G technology [2][6]. - The company is actively upgrading its production capacity to meet high-end demand, with new production lines and projects underway, including the expansion of its electronic special paper and adhesive tape production [3][6]. Financial Performance - For the first half of 2024, the company reported total revenue of 839.27 million yuan, a 17.75% increase year-on-year, and a net profit of 121.27 million yuan, reflecting a 20.88% growth [2][4]. - The company forecasts revenues of 1.918 billion yuan, 2.532 billion yuan, and 3.494 billion yuan for 2024, 2025, and 2026 respectively, with net profits expected to be 294.4 million yuan, 419.3 million yuan, and 654.8 million yuan for the same years [7][9]. Production Capacity and R&D - The company has successfully trialed its fifth electronic special paper production line and is expanding its adhesive tape production capacity, with a project aiming for an annual output of 4.2 million rolls [3][6]. - The company is continuously developing various models and applications of release films, improving production processes and product performance, which is expected to lead to rapid revenue growth in this segment [6][4]. Market Position - The company has established a strong customer base, including major clients in the MLCC sector, and is making strides in the high-end MLCC application field, particularly in the Japanese and Korean markets [6][4]. - The report indicates that the company is well-positioned to benefit from the recovery in the industry and the increasing demand for high-value products [2][6].

Investment Rating - The investment rating for the company is "Buy (Maintain)" [2] Core Views - The company's H1 2024 performance met expectations, with revenue of 839 million yuan, a year-on-year increase of 17.75%, and a net profit attributable to shareholders of 121 million yuan, up 20.88% year-on-year [4] - The company is experiencing a recovery in demand, leading to an increase in market share for carrier tapes and adhesive tapes, while the release of new products in the release film segment is progressing smoothly [5] - The company has successfully developed low roughness release films for MLCC and mid-to-high-end polarizer release films, with stable supply to major customers [5] Financial Performance Summary - In H1 2024, the company achieved a gross profit margin of 36.52%, an increase of 3.32 percentage points year-on-year, and a net profit margin of 14.45%, up 0.38 percentage points year-on-year [4] - The company’s revenue for H1 2024 was 839 million yuan, with a net profit of 121 million yuan, and a net profit after deducting non-recurring gains and losses of 118 million yuan [4] - The company expects revenues of 2.112 billion yuan, 2.874 billion yuan, and 3.789 billion yuan for 2024, 2025, and 2026 respectively, with net profits of 364 million yuan, 515 million yuan, and 696 million yuan for the same years [5][6] Business Segment Performance - In H1 2024, revenue from carrier tapes was 599 million yuan (up 14.50% YoY), adhesive tapes revenue was 126 million yuan (up 29.61% YoY), and film materials revenue was 71.74 million yuan (up 18.41% YoY) [5] - The company has maintained a high market share in the paper carrier tape sector and is actively expanding capacity in the adhesive tape sector [5] - The company has developed its own production capabilities for precision molds and raw materials in the plastic carrier tape sector, further enhancing its production capacity [5]

Investment Rating - The report maintains a "Recommended" rating for the company [4]. Core Views - The company achieved a revenue of 839 million yuan in the first half of 2024, representing a year-on-year growth of 17.75%, and a net profit attributable to shareholders of 121 million yuan, up 20.88% year-on-year [2]. - The second quarter saw a revenue of 476 million yuan, a year-on-year increase of 17.66% and a quarter-on-quarter increase of 31.04%, driven by growth in downstream industries such as new energy and smart manufacturing [2]. - The company's electronic packaging thin carrier tape business generated revenue of 599 million yuan in the first half of 2024, a year-on-year increase of 14.5%, with a market share exceeding 60% in the paper carrier tape sector [2]. - The revenue from electronic-grade film materials reached 72 million yuan in the first half of 2024, up 18.41% year-on-year, with significant growth in the release film segment [2]. - The company is expected to achieve revenues of 1.90 billion, 2.55 billion, and 3.05 billion yuan in 2024, 2025, and 2026 respectively, with net profits of 304 million, 434 million, and 571 million yuan for the same years [3][5]. Financial Summary - The company reported a gross margin of 36.52% in the first half of 2024, an increase of 3.32 percentage points year-on-year [2]. - The projected earnings per share for 2024, 2025, and 2026 are 0.71, 1.01, and 1.33 yuan respectively, with corresponding P/E ratios of 25, 17, and 13 [3][5]. - The total revenue is expected to grow at rates of 20.8%, 20.9%, and 34.0% for 2024, 2025, and 2026 respectively [3].

公司近一年市场表现 高宇洋 每股净资产(元)： 6.72 离型膜韩日系大客户进入小批量供货阶段。2024H1 年，公司电子级薄 膜材料实现收入 7174 万元，同比+18.41%。离型膜业务增长来源：（1）公司 净资产收益率(%)： 4.17 MLCC 离型膜实现向国巨、华新科、风华高科、三环集团等主要客户稳定批 资料来源：最闻 量供货；（2）在韩日系大客户进入小批量供货阶段，标志着公司在中高端 MLCC 应用领域逐步开始实现国产替代；（3）用于偏光片制程等其他用途的 进口替代类中高端离型膜产品出货量稳定增加。 执业登记编码：S0760523050002 邮箱：gaoyuyang@sxzq.com 傅盛盛 投资建议：我们预计公司 2024-2026 年归母净利润为 2.96/4.30/6.12 亿元；EPS 分别为 0.69/1.00/1.42 元；对应公司 2024 年 8 月 15 日收盘价 18.09 元， 2024-2026 年 PE 分别为 26.4/18.1/12.7，给予"买入-A"评级。 执业登记编码：S0760523110003 邮箱：fushengsheng@sxzq.com 风险提示：行 ...

F原证券 电子/其他电子Ⅱ 业绩符合预期，离型膜日韩客户放量可期 洁美科技（002859.SZ） 2024 年 08 月 16 日 投资评级：买入（维持） | --- | --- | |-------------------------|-------------| | 日期 | 2024/8/15 | | 当前股价 ( 元 ) | 18.09 | | 一年最高最低 ( 元 ) | 28.77/16.60 | | 总市值 ( 亿元 ) | 77.95 | | 流通市值 ( 亿元 ) | 73.37 | | 总股本 ( 亿股 ) | 4.31 | | 流通股本 ( 亿股 ) | 4.06 | | 近 3 个月换手率 (%) | 69.85 | 股价走势图 -40% -30% -20% -10% 0% 10% 2023-08 2023-12 2024-04 洁美科技 沪深300 数据来源：聚源 相关研究报告 《业绩符合预期，日韩系大客户离型 膜放量可期—公司信息更新报告》 -2024.4.16 《Q3 业绩符合预期，盈利能力持续修 复 —公司信息更新报告》-2023.10.25 《2023Q2 归母净利润环比+1 ...

| 编制卓付 新工等类电子科技股份有限公司 | | | | | 单位:人民可无 | | --- | --- | --- | --- | --- | --- | | | | 上年年末数 | 负债和所有者权益 | 期末数 | 上年年末数 | | 流动资产: | | | 流动负债: | | | | 货币资金 | 664, 415, 361. 28 | 569, 711, 688. 35 | 短期借款 | 562, 073, 175. 22 | 461, 970, 540. 89 | | 结算备付金 | | | 向中央银行借款 | | | | 拆出资金 | | | 拆入资金 | | | | 交易性金融资产 | | | 交易性金融负债 | | | | 衍生金融资产 | | | 衍生金融负债 | | | | 应收票据 | | | 应付票据 | 2, 254. 59 | | | 应收账款 | 533, 259, 628. 33 | 507, 121, 028. 84 | 应付账款 | 221, 135, 341. 07 | 294, 748, 754. 58 | | 应收款项融资 | 20, 165, 606. 68 | ...

浙江洁美电子科技股份有限公司 舆情管理制度 第一章 总则 第一条 为了提高浙江洁美电子科技股份有限公司（以下简称"公司"）应对各类 舆情的能力，建立快速反应和应急处置机制，及时、妥善处理各类舆情对公司股价、 公司商业信誉及正常生产经营活动造成的影响，切实保护投资者合法权益，根据《深 圳证券交易所股票上市规则》、国务院办公厅《关于进一步加强资本市场中小投资者 合法权益保护工作的意见》（国办发[2013]110 号）等相关法律法规的规定和《浙江 洁美电子科技股份有限公司章程》（以下简称"《公司章程》"），特制订本制度。 第二条 本制度所称舆情包括： （一）报刊、电视、网络等媒体对公司进行的负面报道； （二）社会上存在的已经或将给公司造成不良影响的传言或信息； 第三条 公司应对各类舆情（尤其是媒体质疑危机时）实行统一领导、统一组织、 快速反应、协同应对。 第四条 公司成立应对舆情管理工作领导小组（以下简称"舆情工作组"），由公 司董事长任组长，董事会秘书担任副组长，成员由公司其他高级管理人员及相关职能 部门、各单位负责人组成。 第五条 舆情工作组是公司应对各类舆情（尤其是媒体质疑信息）处理工作的领 导机构，统一领导 ...

Group 1: General Principles of Investor Relations Management - The investor relations management aims to protect investors' rights and establish effective communication between the company and investors [1] - The management should adhere to compliance, equality, proactivity, and honesty principles [3][4] - The goal is to enhance the relationship with investors, increase transparency, and maximize overall corporate benefits [2][3] Group 2: Communication Content with Investors - Key communication topics include the company's development strategy, financial status, and significant events [5][6] - The company must not make predictions about stock price movements [6] - Information should be disclosed in a timely, accurate, and complete manner [7][8] Group 3: Responsibilities and Structure of Investor Relations - The board secretary is responsible for coordinating investor relations activities [5][6] - The daily management department must ensure accurate information disclosure and handle investor inquiries [6][7] - A complete record of investor relations activities must be maintained for at least three years [20] Group 4: Investor Engagement Activities - The company should actively hold investor meetings, including annual reports and performance briefings [9][10] - Communication channels such as websites, forums, and dedicated hotlines must be established for investor inquiries [11][12] - The company should ensure equal treatment of all investors, especially small and medium-sized investors [10][11] Group 5: Compliance and Ethical Standards - The company must avoid disclosing non-public significant information during investor relations activities [14][15] - All communications should be based on factual information, avoiding misleading or exaggerated statements [16][17] - The company should maintain a clear distinction between promotional materials and independent media reports [19][20]

法定代表人: 主管会计工作的负责人: 2024年6月30日 | 编制单位:浙江语表电子科技股份有限公司 | -1 8 | | | | | | | | | 单位:人民币/万元 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1经营性资金联想 020354 [1] 1 | 资金 用方名称 | 占用方与上市公 司的关联关系 | 上市公司核算的 会计科目 | 2024年期初 占用资金余额 | | 2024半年度占用 2024半年度占 2024半年度偿 累计发生金额 用资金的利息 还累计发生金 | | 2024半年度末 占用资金余额 | 占用形成原因 | 占用性质 | | | | | | | (不含利息) | (如有) | 额 | | | | | 控股股东、实际控制人及其附属 | | | | | | | | | | | | 企业 | | | | | | | | | | | | 小 计 | | | | | | | | | | | | 前控股股东、实际控制人及其附 属企业 | | | | | | | | | | | | 小 计 ...

监事会认真审议了公司根据《证券法》第 82 条规定及《深圳证券交易所股票上市 规则》、《公司章程》等法规文件要求编制的 2024 年半年度报告及摘要，认为：1、公 司 2024 年半年度报告的编制和审议程序符合法律、法规、公司章程的各项规定；2、公 司 2024 年半年度报告已经公司内审部审计，报告能真实地反映公司的财务状况和经营 成果；3、在公司监事会出具此意见前，我们没有发现参与公司 2024 年半年度报告编制 和审议人员有违反保密规定的行为。因此，我们保证公司 2024 年半年度报告所披露的 信息不存在虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整 性承担个别及连带责任。 监事会对报告期内公司财务制度、财务状况及财务管理进行了认真的监督、检查和 审核，并且认真审阅了公司每月的财务报表、定期报告及相关文件，监事会认为公司财 务管理规范，制度完善，没有发生公司资产被非法侵占和资金流失等情况。公司发生的 关联交易符合公司生产经营的实际需要，其决策程序合法，交易价格合理，不存在损害 公司和股东利益的情形。 浙江洁美电子科技股份有限公司监事会对公司 2024年半年度报告及检查公司财务等事项的意 ...