Core Insights - Jiemai Technology reported that as of October 10, 2025, the number of shareholders (consolidated) is 12,795 [2] Company Summary - Jiemai Technology is actively engaging with investors through interactive platforms, indicating a focus on transparency and communication [2] - The reported number of shareholders suggests a growing interest in the company, which may reflect positively on its market position and investor confidence [2]

Group 1 - The core point of the news is that Jiemai Technology's stock has experienced a decline of 5.02% on October 14, with a cumulative drop of 6% over three consecutive days, indicating a bearish trend in the stock performance [1] - Jiemai Technology, established on April 9, 2001, is located in the Anji Economic Development Zone, Zhejiang Province, and specializes in the research, production, and sales of electronic component thin carrier tapes [1] - The company's main business revenue composition includes electronic packaging materials at 83.94%, electronic-grade film materials at 12.02%, and other materials at 4.04% [1] Group 2 - From the perspective of fund holdings, Guohai Franklin Fund has a significant position in Jiemai Technology, with its Guofu Tianyi Mixed A Fund reducing its holdings by 5,300 shares in the second quarter, now holding 3,700 shares, which accounts for 0.93% of the fund's net value [2] - The Guofu Tianyi Mixed A Fund, established on March 27, 2018, has a current scale of 6.0837 million, with a year-to-date return of 3.6% and a one-year return of 7.68% [2] - The fund managers, Wang Li and Gao Yanyun, have tenures of 9 years and 3 years respectively, with Wang Li managing assets totaling 27.662 billion and achieving a best return of 45.59% during her tenure [2]

Core Insights - Shanghai Jiao Cheng Ultrasonic Technology Co., Ltd. and Jiemi Technology have reached a consensus on establishing a long-term strategic partnership [1] - The two companies discussed key topics including technology research and development, market operations, and the construction of an industrial chain and ecosystem [1] - A strategic cooperation agreement was signed between the two parties [1]

Core Points - The announcement details the conversion of the company's convertible bonds and the changes in its share capital as of the third quarter of 2025 [1][13]. Group 1: Convertible Bond Issuance and Trading - The company issued 6 million convertible bonds with a total value of 600 million yuan, each with a face value of 100 yuan, approved by the China Securities Regulatory Commission [2]. - The convertible bonds began trading on December 1, 2020, under the name "洁美转债" and the code "128137" [3]. Group 2: Conversion Price Adjustments - The initial conversion price was set at 27.77 yuan per share, adjusted based on stock repurchases and profit distribution [5][7]. - The conversion price has undergone several adjustments, with the latest being 26.46 yuan per share as of September 30, 2025, due to the implementation of the 2025 semi-annual profit distribution [12]. Group 3: Conversion and Share Capital Changes - In the third quarter of 2025, the company saw a reduction of 1,000 yuan (10 bonds) in its convertible bonds due to conversions, leaving a balance of 598,552,500 yuan (5,985,525 bonds) [13]. - The company’s share capital structure as of September 30, 2025, is documented and available for investor reference [15].

证券代码：002859 证券简称：洁美科技 公告编号：2025-067 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 2025 年第三季度可转债转股情况的公告 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： 根据《深圳证券交易所股票上市规则》《深圳证券交易所可转换公司债券业务实施细 则》的有关规定，浙江洁美电子科技股份有限公司（以下简称"公司"）现将2025年第三季 度可转换公司债券（以下简称"可转债"）转股及公司股份变动情况公告如下： 一、可转债发行上市基本情况 （一）可转债发行情况 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 有限公司于2020年11月4日公开发行了600万张可转换公司债券，每张面值100元，发行总 额60,000.00万元。 （二）可转债上市情况 经深交所"深证上〔2020〕1167号"文同意，公司60,000.00万元可转换公司债券于2020 年12月1日起在深交所挂牌交易，债券简称"洁美转债"，债券代码"128137"。 （三）可转债转股期限 具 ...

Investment Rating - The report maintains a "Buy" rating for the non-metallic building materials sector and an "Overweight" rating for the construction and engineering sector [5]. Core Insights - The Ministry of Industry and Information Technology and five other departments issued the "Building Materials Industry Steady Growth Work Plan (2025-2026)", focusing on quality and efficiency while prohibiting new capacity [2][3]. - The new plan emphasizes the need for coordinated efforts on both supply and demand sides, aiming to enhance profitability levels effectively [3]. - The plan sets a specific target for 2026, aiming for green building material revenue to exceed 300 billion yuan [2]. Summary by Sections Policy Background - The new plan is introduced against a backdrop of weak market demand and prominent structural issues in the building materials industry, contrasting with the previous plan which was released during the early recovery phase post-pandemic [2]. Overall Requirements - The current plan focuses on quality and efficiency, integrating technological and industrial innovation, and emphasizes strict control over new capacity while promoting traditional material upgrades and advanced inorganic non-metallic materials [2][3]. Main Goals - Unlike the previous plan, which set specific growth targets for industrial added value, the current plan does not set total industry targets but emphasizes improving profitability and achieving specific revenue goals for green materials [2]. Key Measures - The new plan prioritizes strengthening industry management and promoting the survival of the fittest, with a focus on strict capacity control in cement and glass production [2][3]. - It outlines specific development directions for advanced materials, including advanced glass, artificial crystals, and high-performance fibers, while promoting pilot platform construction and application verification [3]. Investment Recommendations - The report suggests focusing on companies in the new materials sector such as China Jushi, Guoen Co., Puyang Huicheng, Keda Manufacturing, Hongrun Construction, and Jiemai Technology, as well as companies in the infrastructure and real estate chain like China State Construction, Oriental Yuhong, and Anhui Conch Cement [4].

Market Performance - The other electronic sector increased by 1.37% on September 29, with Xiangnon Chip leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Top Gainers - Xiangnon Chip (300475) closed at 84.26, up 8.23% with a trading volume of 418,800 shares and a transaction value of 349 million [1] - Yachuang Electronics (660106) closed at 42.84, up 8.05% with a trading volume of 184,400 shares and a transaction value of 802 million [1] - Tailong Co. (300650) closed at 21.53, up 4.82% with a trading volume of 342,400 shares and a transaction value of 730 million [1] Top Losers - Wolong Nuclear Materials (002130) closed at 30.96, down 4.71% with a trading volume of 2,167,600 shares and a transaction value of 6.791 billion [2] - Xuguang Electronics (600353) closed at 16.68, down 1.88% with a trading volume of 234,500 shares and a transaction value of 390 million [2] - Hanshuo Technology (301275) closed at 53.87, down 1.16% with a trading volume of 14,100 shares and a transaction value of 75.8 million [2] Capital Flow - The other electronic sector experienced a net outflow of 969 million from main funds, while retail investors saw a net inflow of 884 million [2] - The main funds' net inflow and outflow for specific stocks varied, with Zhongrong Electric (301031) seeing a net outflow of 58.59 million from main funds [3] Individual Stock Analysis - Yachuang Electronics (301099) had a net inflow of 54.64 million from main funds, while retail investors experienced a net outflow of 65.18 million [3] - Liyuan Information (300184) had a net inflow of 36.39 million from main funds, with a minimal net inflow from retail investors [3] - Guoli Electronics (688103) saw a net inflow of 25.20 million from main funds, while retail investors had a net outflow of 11.80 million [3]

Core Viewpoint - Jiemai Technology announced that the "Jiemai Convertible Bond" will resume conversion into shares starting from September 30, 2025, following the equity registration date for the semi-annual distribution of rights [2] Group 1 - The announcement was made on the evening of September 24 [2] - The resumption of conversion is in accordance with relevant regulations [2] - The specific date for the resumption of conversion is set for the first trading day after the equity registration date [2]

证券代码：002859 证券简称：洁美科技 公告编号：2025-066 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 特别提示： 1、债券代码：128137 债券简称：洁美转债 2、转股期限：2021 年 5 月 10 日至 2026 年 11 月 3 日 3、暂停转股时间：2025 年 9 月 18 日起至 2025 年 9 月 29 日 4、恢复转股时间：2025 年半年度权益分派股权登记日后的第一个交易日（2025 年 9 月 30 日） 浙江洁美电子科技股份有限公司（以下简称"公司"）因实施 2025 年半年度权益分 派，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》中的规 定，公司可转换公司债券（债券代码：128137；债券简称：洁美转债）自 2025 年 9 月 18 日至 2025 年半年度权益分派股权登记日（2025 年 9 月 29 日）止暂停转股。具体内容详 见公司于 2025 年 9 月 16 日在《证券时报》《证券日报》《中国证券报》《上海证券报》、 巨潮资讯网（www.cninfo.com.cn）披露的《关于实施权益分派期间"洁美转债 ...

Company Overview - Jiemai Technology Co., Ltd. is located in Anji Economic Development Zone, Zhejiang Province, and was established on April 9, 2001. The company went public 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 24, Jiemai Technology's stock price increased by 2.21% to 31.86 CNY per share, with a total market capitalization of 13.73 billion CNY. The trading volume reached 94.56 million CNY, with a turnover rate of 0.74% [1]. - Year-to-date, the stock price has risen by 54.43%. Over the past five trading days, it has decreased by 1.91%, while it has increased by 8.96% over the last 20 days and by 60.83% over the last 60 days [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 19, the number of shareholders for Jiemai Technology reached 14,300, an increase of 8.79% from the previous period. The average number of circulating shares per person decreased by 8.08% to 28,461 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].