Core Viewpoint - Zhejiang Jiemai Electronic Technology Co., Ltd. has acquired a 40% stake in Wuxi Huanuo Lingxin Intelligent Robot Technology Co., Ltd., which has been renamed to Anji Jiemai Intelligent Robot Co., Ltd. This strategic move aims to enhance the company's production capabilities and accelerate the upgrade of its smart manufacturing processes [1][2]. Group 1 - The acquisition of Wuxi Huanuo's 40% stake was completed through negotiations with the original shareholders, with Jiemai Technology and Zhejiang Huanuo Robot Industry Development Co., Ltd. each holding 40%, and Lingxin Qiaoshou (Beijing) Technology Co., Ltd. holding 20% [1]. - The completion of the business registration and the issuance of the business license by the Anji County Market Supervision Administration marks a significant milestone for the newly named Jiemai Robot [1]. - Lingxin Qiaoshou, one of the shareholders, focuses on a smart platform and has developed the Linker Hand series, achieving a monthly sales volume exceeding 1,000 units and capturing 80% of the global market share in highly flexible robotic hands [1]. Group 2 - Lingxin Qiaoshou completed over 100 million yuan in seed round financing in April, led by Sequoia Seed Fund and Wankai New Materials Co., Ltd., followed by a successful angel round financing in June, led by CICC Capital and participated by Ant Group [2]. - Jiemai Technology's existing precision machining center is equipped with multiple high-standard CNC machining equipment, which is currently used for producing core components for its electronic packaging materials and self-use production equipment [2]. - The investment in Jiemai Robot is aimed at leveraging the potential of the precision machining center and expanding beyond self-use molds and components, with expectations to provide core components to downstream industries through Jiemai Robot's industry resources [2].

二、新取得营业执照的基本信息 证券代码：002859 证券简称：洁美科技 公告编号：2025-057 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 关于参股公司完成工商变更登记的公告 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。 鉴于浙江洁美电子科技股份有限公司（以下简称"公司"）整体战略布局和加速升级未 来生产车间的智能化水平需要，2025 年 6 月，公司与无锡华诺灵心智能机器人科技有限公 司（以下简称"无锡华诺"）原实际控制人及部分老股东经过友好协商达成一致协议，公司 以受让无锡华诺原股东股权的方式取得了无锡华诺 40%的股权。受让完成后，无锡华诺三 名股东出资比例如下：浙江洁美电子科技股份有限公司出资比例 40%、浙江华诺机器人产 业发展有限公司出资比例 40%、灵心巧手（北京）科技有限公司出资比例 20%。8 月 25 日， 无锡华诺完成了工商变更登记手续并取得了安吉县市场监督管理局颁发的《营业执照》，工 商变更登记完成后，无锡华诺更名为安吉洁美智能机器人有限公司，现将有关变更登记情 况公告如下： | 变更项目 | 原登 ...

Group 1 - The company, Jiemai Technology, announced that neither it nor its wholly-owned subsidiary has experienced overdue guarantees or any litigation related to guarantees, nor has it incurred losses due to being ruled against in such cases [2]

| 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2025-056 | | --- | --- | --- | | 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 关于为全资子公司提供担保的进展公告 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。 一、担保情况概述 （一）本次担保基本情况 为满足公司经营发展需要，公司于2025年8月25日分别与杭州银行股份有限公司官巷口支 行和中国银行股份有限公司安吉县支行签署了如下合同： 1、鉴于原《最高额保证合同》（合同编号：20240718752000000001）履行期限已届满， 公司与杭州银行股份有限公司官巷口支行重新签署了《最高额保证合同》（合同编号： 20250814752000000002），为全资子公司浙江洁美电子信息材料有限公司向杭州银行股份有 限公司官巷口支行的人民币8,000万元的授信额度提供连带责任保证； 2、公司与中国银行股份有限公司安吉县支行重新签署了《保证合同》（合同编号：安吉 2025人保125号），为全资子公司浙江洁美电子信息材料有限公司 ...

洁美科技发布公告称，2025年8月21日上午10:00至11:00，洁美科技接受中泰资管等投资者调研，公司 张君刚投资者、李彦霖参与接待，并回答了投资者提出的问题。 （文章来源：每日经济新闻） ...

Financial Performance - The company achieved total revenue of 962.44 million CNY in the first half of 2025, representing a year-on-year growth of 14.67% [4] - The net profit attributable to shareholders decreased by 18.78% to 98.49 million CNY [4] - In Q2 2025, revenue reached 548 million CNY, with a quarter-on-quarter growth of 32.41% and a net profit increase of 92.03% [4] Business Segments - The electronic components segment generated 808 million CNY in revenue, a year-on-year increase of 9.97% [4] - The electronic-grade film materials segment saw significant growth, achieving a revenue increase of 61.29% [4] Industry Outlook - The electronic components industry is experiencing high demand due to the acceleration of digitalization and policies promoting "new infrastructure" [4] - The company's core products are operating at full capacity, with increasing utilization rates for electronic-grade film materials [4] Product Development and Client Acquisition - The company has successfully transitioned to self-manufactured base films for MLCC (Multi-Layer Ceramic Capacitor) applications, with stable supply to major clients [5] - The company plans to expand production lines for composite aluminum and copper foils, with significant client engagement and a 40% increase in orders year-on-year [5][6] Strategic Acquisitions - The acquisition of Jiangxi Hongmei for 26.28 million CNY aims to enhance production capacity and resource integration [6] - This acquisition is expected to improve operational efficiency and profitability across the company's subsidiaries [7] Employee Incentives - The company plans to grant stock options to up to 81 employees, totaling 3.66 million shares, which is 0.85% of the total share capital [8] - Performance metrics for the stock options include market share growth and product volume increases [8] Investment in Robotics - The investment in Huanuo Lingxin Intelligent Robotics aims to leverage existing precision machining capabilities to enhance production efficiency [9] - This collaboration is expected to facilitate the provision of core components to downstream partners and improve the company's production capabilities [9]

Core Viewpoint - Jiemai Technology (002859.SZ) announced on the investor interaction platform that Ruozhen Technology will acquire Jiangxi Hongmei, focusing on the development of carrier copper foil for PCBs, PET copper foil, and ultra-thin copper foil products [1] Group 1 - Jiemai Technology is involved in the acquisition process of Jiangxi Hongmei by Ruozhen Technology [1] - The strategic focus post-acquisition includes the production of various types of copper foil products [1]

Core Viewpoint - The A-share market continues to show strong performance in the robotics sector, with several stocks hitting their daily price limits and significant year-to-date gains [1] Stock Performance Summary - Jinbai Ze (金百泽) reached a 20% limit up, with a total market value of 3.63 billion and a year-to-date increase of 42.36% [1] - Kesen Technology (科森科技) saw a 10.03% increase, with a market cap of 6.997 billion and a year-to-date rise of 61.67% [1] - Beikang Technology (北矿科技) increased by 10.01%, with a market value of 5.303 billion and an impressive year-to-date gain of 84.46% [1] - Southern Precision (南方精工) also hit a 10% limit up, with a market cap of 11.5 billion and a year-to-date increase of 157.82% [1] - Tongda Power (通达动力) rose by 9.98%, with a market value of 3.474 billion and a year-to-date increase of 23.35% [1] - Taihao Technology (泰豪科技) increased by 9.98%, with a market cap of 11 billion and a year-to-date rise of 137.82% [1] - Huachangda (华昌达) rose by 8.03%, with a market value of 9.183 billion and a year-to-date increase of 10.43% [1] - Huamin Co. (华民股份) increased by 7.66%, with a market cap of 5.115 billion and a year-to-date rise of 56.91% [1] - Jiemai Technology (洁美科技) rose by 6.77%, with a market value of 12.6 billion and a year-to-date increase of 41.51% [1] - Xinyi Chang (新益昌) increased by 6.68%, with a market cap of 8.232 billion and a year-to-date rise of 80.34% [1] - Shanghai Mechanical and Electrical (上海机电) rose by 6.08%, with a market value of 32.8 billion and a year-to-date increase of 81.19% [1] - Other notable performers include Zhuozhao Point Glue (卓兆点胶) with a 5.61% increase, Wolong Electric Drive (卧龙电驱) with a 5.41% increase, and Lingyi Intelligent Manufacturing (领益智造) with a 5.31% increase [1]

Core Viewpoint - Huaxi Securities report indicates that Jiemai Technology's subsidiary, Rouzhen, is acquiring Jiangxi Hongmei to accelerate the layout of composite flow materials [1] Group 1: Company Overview - Jiangxi Hongmei focuses on the research and production of flexible composite materials and thermal management materials, with main products including tin-plated copper foil, PI copper-tin plating, PET copper plating, PET titanium plating, and aluminum copper plating [1] - The products are primarily used in industries such as photovoltaics, new energy, and 6G electronic information [1] Group 2: Strategic Implications - Upon completion of the transaction, Jiangxi Hongmei's existing production lines will be appropriately modified for immediate use, facilitating the integration of composite flow-related business, assets, and personnel [1] - This acquisition is expected to positively impact the capacity expansion, industrial base layout, overall profitability, and operational performance of the controlling subsidiary, Rouzhen Technology [1] - The report maintains a "buy" rating for the stock [1]

Key Points - The article highlights significant announcements from various companies, including stock trading issues, project investments, contract wins, operational data, equity acquisitions, share buybacks, and financial performance [1][2]. Group 1: Company Highlights - Chunzhong Technology may apply for a trading suspension if further stock trading anomalies occur [1] - North New Building Materials plans to invest in a project to produce 80 million square meters of paper-faced gypsum board and 20,000 tons of light steel keel annually [1] - Jindun Co., Ltd. recently won contracts totaling 90.8256 million yuan [1] - Xinhua Insurance reported a cumulative original insurance premium income of 137.806 billion yuan from January to July, a year-on-year increase of 23% [1] - Jiemai Technology's subsidiary plans to acquire 100% equity of Jiangxi Hongmei [1] - Shanying International has repurchased 2.65% of its shares [1] - Unisoc achieved a revenue of 3.047 billion yuan in the first half of the year, a year-on-year increase of 6.07% [1] - Aihome's net profit for the first half of the year was 789 million yuan, with a proposed dividend of 12 yuan per share [1][2] Group 2: Financial Data - Blue Lithium Chip reported a net profit of 333 million yuan in the first half of the year, a year-on-year increase of 99.09% [2] - China Construction signed new contracts totaling 2.6798 trillion yuan from January to July, a year-on-year increase of 1.4% [1] - China Chemical's total contract amount from January to July was 224.845 billion yuan [1] Group 3: Shareholder Actions - Yahui Long's actual controller and chairman plans to reduce holdings by no more than 3% [2] - Hai Kan Co., Ltd. shareholders plan to reduce holdings by a total of no more than 5.36% [2] - Shareholders of Haichuan Intelligent plan to reduce holdings by a total of no more than 6% [2] Group 4: Other Financial Activities - Shengquan Group plans to issue convertible bonds to raise no more than 2.5 billion yuan [1][2] - Jin Sanjiang plans to issue convertible bonds to raise no more than 290 million yuan for the construction of a silica production base in Malaysia [1][2]