每经AI快讯，洁美科技（SZ 002859，收盘价：28.85元）11月21日晚间发布公告称，公司第四届第三十 次董事会会议于2025年11月21日以现场及通讯表决相结合的方式召开。会议审议了《关于修订 <公司章 程> 的议案》等文件。 每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 王晓波） 2025年1至6月份，洁美科技的营业收入构成为：电子信息产业占比96.08%，其他业务占比3.92%。 截至发稿，洁美科技市值为124亿元。 ...

| 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2025-074 | | --- | --- | --- | | 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 2025 年员工持股计划第一次持有人会议决议公告 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"公司"）2025 年员工持股计划 第一次持有人会议于 2025 年 11 月 19 日（星期三）上午 10:00 以现场及通讯表 决相结合的方式在浙江洁美电子科技股份有限公司会议室召开。本次会议由公司 董事长方隽云先生主持，本次会议应出席持有人 79 人，实际出席持有人和委托 代理人 79 人，代表公司员工持股计划份额 4,670.15 万份，占公司 2025 年员工持 股计划总份额的 100%。本次会议的召集、召开和表决程序符合公司 2025 年员工 持股计划的有关规定。会议以记名投票表决方式，审议通过了以下议案： 一、审议并通过了《关于浙江洁美电子科技股份有限公司 2025 年员工持股 计划管理办法的议案》 ...

Economic News - The People's Bank of China and 12 departments issued a plan to enhance financial support for consumption in Beijing, focusing on the automotive sector, especially new energy vehicles, with measures including reasonable loan ratios, terms, and interest rates [1] - The Ministry of Industry and Information Technology released guidelines for building high-standard digital parks, aiming to establish around 200 parks by 2027 and promote digital transformation for industrial enterprises [1] - The State Post Bureau reported that the postal industry generated a revenue of 156.42 billion yuan in October, a year-on-year increase of 7.9%, with express delivery revenue reaching 131.67 billion yuan, up 4.7% [1][4] Company Insights - Xiaomi Group reported an adjusted net profit of 11.311 billion yuan for the third quarter, representing a year-on-year increase of 80.9% [4] - O-film Technology plans to issue shares to acquire a 28.2461% stake in O-film Microelectronics [4] - Tianyi Ma intends to purchase a 98.56% stake in Xingyun Kaiwu for a transaction amount of 1.189 billion yuan [4] Industry Analysis: Agriculture and Animal Husbandry - In October, pig prices showed a slight rebound but lacked sustained support, with average prices for piglets, live pigs, and pork at 25.80 yuan/kg, 12.57 yuan/kg, and 23.41 yuan/kg respectively, reflecting month-on-month declines of 14.19%, 8.95%, and 4.47% [7] - The supply side saw a decrease in the breeding sow inventory, with a reported 40.35 million heads, down 0.70% from the previous month, indicating potential for accelerated capacity reduction due to low prices and policy adjustments [8] - The industry anticipates a gradual acceleration in capacity reduction, with leading companies like Muyuan Foods reducing their breeding sow inventory significantly [9] Industry Analysis: Transportation - The airline industry experienced an overall improvement in supply-demand dynamics, with an increase in passenger load factors in October, reflecting a year-on-year increase of approximately 1.8 percentage points [12][13] - Domestic airlines increased capacity by about 3.6% year-on-year in October, driven by the National Day holiday, which boosted travel demand [13] - International route capacity saw a significant year-on-year increase of approximately 14.3%, although there are concerns about potential oversupply as passenger load factors remained stable [14] Investment Recommendations - The report suggests focusing on leading companies in the pig farming sector, such as Muyuan Foods, which have strong cost advantages and high performance visibility [9] - In the airline sector, the report highlights the importance of maintaining supply control and improving load factors to enhance profitability, recommending attention to major airlines benefiting from these trends [17]

Core Viewpoint - Jiemai Technology (002859.SZ) announced a collaboration with CATL for the joint development of lithium battery composite current collectors, indicating a strategic partnership in the growing battery technology sector [1] Group 1: Partnership Details - Jiemai's subsidiary, Ruzhen Technology, signed a framework agreement with CATL to develop lithium battery composite current collectors [1] - Ruzhen Technology will customize and mass-produce according to CATL's requirements [1] Group 2: Production Capacity - The agreement outlines production capacity guarantees of 1 million, 5 million, and 30 million square meters for the years 2025, 2026, and 2027 respectively [1]

Industry News - The Ministry of Industry and Information Technology issued the "Guidelines for the Construction of High-Standard Digital Parks," aiming to establish around 200 high-standard digital parks by 2027, with a target of achieving 100% coverage of dual-gigabit networks and effective deployment of computing power infrastructure [4] Company News - Chinese Media announced plans to use idle funds of 9.5 billion yuan to purchase financial products [7] - Xiaomi Group reported third-quarter revenue of 113.12 billion yuan, a year-on-year increase of 22.3%, with adjusted net profit reaching a record high of 11.3 billion yuan, up 80.9% year-on-year. The company aims to meet its annual delivery target of 350,000 units for Xiaomi cars this week [7] - Pinduoduo reported third-quarter revenue of 108.28 billion yuan, with adjusted earnings per ADS of 21.08 yuan [9] - Baidu's third-quarter financial report showed total revenue of 31.2 billion yuan, with core revenue of 24.7 billion yuan. The company disclosed AI business revenue for the first time, showing a year-on-year growth of over 50% [9] - Jingmei Technology announced a cooperation framework agreement with CATL for the joint design and development of "lithium battery composite busbars" [9] - Ever Creative, the second-largest shareholder of Yaxiang Integration, reduced its holdings by 130,000 shares as of November 18 [10]

Core Points - Two companies, Huiyuan Communication and Hualan Group, are undergoing changes in control and will resume trading on November 19, 2025 [2][3] - Aik Shares is planning to issue shares to acquire assets and will be suspended from trading starting November 19, 2025 [5] - ST Zhengping's stock has seen a significant increase of 221.93% from September 1 to November 18, 2025, leading to a suspension for verification [6] - Tianyima plans to acquire 98.5632% of Xingyun Kaiwu for 1.1885 billion yuan and will issue shares to raise up to 155 million yuan [9] Group 1: Control Changes - Huiyuan Communication plans to issue up to 53.65 million shares at 11.37 yuan per share, raising a total of up to 610 million yuan, with the proceeds used for working capital [2] - Hualan Group's actual controllers will transfer a total of 851.13 million shares (5.79% of total shares) to Xutong Investment at a price of 20.41 yuan per share, totaling 174 million yuan [3] Group 2: Suspensions and Resumptions - Aik Shares will be suspended from trading as it plans to issue shares and cash to acquire Dongguan Silicon Xiang Insulation Materials Co., Ltd. [5] - ST Zhengping's stock will be suspended for verification due to its stock price significantly deviating from fundamentals [6] - ST Dongyi has completed its verification work and will resume trading on November 19, 2025 [11] Group 3: Major Asset Restructuring - Tianyima is planning a major asset restructuring by acquiring a majority stake in Xingyun Kaiwu for 1.1885 billion yuan [9] - Meng Tian Home has terminated its asset restructuring and control change plans, leading to its resumption of trading [9] Group 4: Fundraising Activities - Jin An Guo Ji plans to raise up to 1.29995 billion yuan through a private placement for a high-grade copper-clad laminate project [9] - Wan Tong Technology is also planning a private placement to raise up to 920 million yuan for working capital [9]

Core Viewpoint - Jiemai Technology (002859) has signed a cooperation development framework agreement with ATL (Ningde New Energy Technology Co., Ltd.) to jointly develop lithium battery composite current collectors, enhancing both companies' competitive edge in the lithium battery market [2][5][7]. Group 1: Agreement Details - The agreement focuses on the joint design, development, and subsequent production capacity assurance of lithium battery composite current collectors [5]. - Jiemai Technology will prioritize supplying ATL with a minimum production capacity of 1 million m² in 2025, 5 million m² in 2026, and 30 million m² in 2027 [5]. Group 2: Company Profiles - ATL has a registered capital of $159.2 million and is a leading player in lithium battery R&D, production, and sales, with applications in consumer electronics, new energy vehicles, and energy storage [6]. - Jiemai Technology, a leader in the composite current collector industry, has established a robust R&D partnership with Huazhong University of Science and Technology and holds over 130 authorized patents [6]. Group 3: Strategic Implications - The collaboration is expected to significantly enhance the product competitiveness of both companies and establish a sustainable strategic partnership [7]. - This partnership aligns with Jiemai Technology's strategy of focusing on the synergistic development of electronic-grade films and new energy materials, thereby improving overall competitiveness and shareholder value [7]. Group 4: Production Capacity and Market Impact - Prior to the agreement, ATL conducted a factory inspection at Jiemai Technology to confirm production readiness for large-scale manufacturing [8]. - Jiemai Technology plans to expand production lines for composite aluminum and copper foils, with significant increases in production capacity expected by 2025 [8].

Summary of Key Points Core Viewpoint - The article discusses recent corporate actions and developments in the convertible bond market, highlighting shareholding changes, partnerships, and upcoming bond listings and trading dates. Group 1: Corporate Actions - Jia Mei Packaging's shareholders plan to reduce their holdings by no more than 1.16% of the company's shares [1] - Hailianxun's request for acquisition rights has ended, with trading resuming on November 19 [1] - Jiemai Technology's subsidiary, Rouzhen Technology, signed a cooperation development framework agreement with Ningde New Energy [1] Group 2: Convertible Bonds - The article lists various convertible bonds with their current prices, redemption prices, last trading dates, conversion values, remaining scales, and their proportion to the underlying stocks [1][4][6] - Notable upcoming bond listings include: - Qizhong Convertible Bond on November 21 - Maolai Convertible Bond on November 21 for subscription - Zhuomei Convertible Bond on November 24 - Other bonds with specific trading and conversion dates detailed [1][4][6] Group 3: Market Data - The article provides detailed tables of convertible bonds, including their current prices, conversion values, and market capitalization ratios, indicating the financial health and market positioning of these bonds [1][4][6]

Core Viewpoint - Jiemai Technology's subsidiary, Zhejiang Rouzhen Technology, has signed a cooperation framework agreement with CATL to jointly develop lithium battery composite current collectors, enhancing both companies' competitive edge in the market [1][2] Group 1: Cooperation Agreement Details - The agreement outlines the basic terms for the joint design and development of products related to lithium battery composite current collectors [1] - CATL will provide design and development ideas, processes, and specifications for the project products, while Rouzhen Technology will collaborate on the design and development as per CATL's requirements [2] Group 2: Production Capacity Commitments - Rouzhen Technology commits to ensuring CATL's production capacity of no less than 1 million meters in 2025, 5 million meters in 2026, and 30 million meters in 2027 [2] Group 3: Technological and Market Position - Rouzhen Technology has established a strong position in the composite current collector industry, with over 130 authorized patents and collaborations with Huazhong University of Science and Technology [2] - The cooperation is expected to enhance the commercialization capabilities and market share of Rouzhen Technology's composite current collector products in mainstream lithium battery applications [2]

Core Viewpoint - Zhejiang Jiemai Electronic Technology Co., Ltd. (referred to as "Jiemai Technology") announced a cooperation framework agreement with Contemporary Amperex Technology Co., Limited (referred to as "ATL") to jointly develop "lithium battery composite current collectors" [1][2] Group 1: Cooperation Details - Jiemai Technology's subsidiary, Zhejiang Rouzhen Technology Co., Ltd. (referred to as "Rouzhen Technology"), will customize development, sample delivery, and mass production supply based on ATL's requirements [1] - The collaboration aims to promote the industrial application of composite current collectors in the lithium battery sector, leveraging both parties' technological and resource advantages [2] Group 2: Company Background and Position - ATL is a leading player in the lithium battery industry, focusing on research, production, and sales, with a strong presence in soft-pack and digital lithium batteries [1][2] - Rouzhen Technology has established a solid intellectual property barrier with over 130 authorized patents and has been recognized as a national technology-based small and medium-sized enterprise [2] Group 3: Strategic Implications - The partnership is expected to enhance the competitiveness of both companies' products and establish a sustainable strategic partnership [2] - This collaboration aligns with Jiemai Technology's strategic focus on the synergistic development of electronic-grade films and new energy materials, thereby improving overall competitiveness and safeguarding shareholder interests [2]