证券代码：002859 证券简称：洁美科技 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投资者关系活动记录表 编号：20210714 | --- | --- | --- | |---------------------|---------------------------------------------------|-------------------------------| | | | | | | □ √特定对象调研 | □ 分析师会议 | | | □ 媒体采访 | □ 业绩说明会 | | 投资者关系 活动类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 □ √其他（电话会议） | | | | 1 、天风证券：潘暕 | | | 参与单位名称 | 2 、长江证券资管：施展 | | | 及人员姓名 | 3 、中信保诚基金：吴振华 | | | | 4 、中信资本：陈卓苗 | | | 时 间 | 2021 年 7 月 12 日 14 ： 00 至 15 | ： 00 | | 地 点 | 浙江省杭州市西湖区文二路 207 | 号耀江文欣大厦 3 楼会议室 | ...

1 证券代码：002859 证券简称：洁美科技 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投资者关系活动记录表 编号：20210820 | --- | --- | --- | |-----------------------------|--------------------------------------------------------------------------|----------------------------------------------------------------| | 投资者关系 活动类别 | □ √特定对象调研 \n□ 媒体采访 \n□ 新闻发布会 □ 现场参观 □ 其他 | □ 分析师会议 \n□ 业绩说明会 \n□ 路演活动 | | 参与单位名称 及人员姓名 | 1 、 信达澳银 童昌希 2 、 中金资管 朱剑胜 3 、 平安资管 曹欣 | | | 时 间 | 2021 年 8 月 19 日 11 ： 00 至 | 12 ： 00 | | 地 点 | 浙江省杭州市西湖区文二路 | 207 号耀江文欣大厦 3 楼会议室 | | ...

1 证券代码：002859 证券简称：洁美科技 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投资者关系活动记录表 编号：20210827 | --- | --- | |------------------------|-------------------------------------------------------------| | 投资者关系 \n活动类别 | □ 分析师会议 \n□ 业绩说明会 \n□ 路演活动 | | | 杨海燕、黄婷 | | 参与单位名称 | | | 及人员姓名 | 王书婷、雷瑞宁 | | | 栾钊、梁慰庭、陈祥辉 | | | | | 时 间 | 至 12 ： 00 | | | | | | | | 地 点 上市公司接待 | 浙江省湖州市安吉县阳光工业园区二区 董事、董事会秘书：张君刚 | | 人员姓名 | 投资者关系管理专员：刘世超 | | | 梁晓明、侯文生 | | | | | | | | | | | | | | 参与单位名称 | | | 及人员姓名 | | | | 张世杰、叶晨灿、雷涛 | | | 光大保德信基金管理有限公司 詹佳 | | | ...

1 证券代码：002859 证券简称：洁美科技 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投资者关系活动记录表 编号：20210910 | --- | --- | |-----------------------|----------------------------------------------------| | 投资者关系 \n活动类别 | □ 分析师会议 \n□ 业绩说明会 \n□ 路演活动 | | | 姚康、王佩麟、王恬恬 | | | Octo Rivers Asset Management (HK) Limited 胡金戈 | | | 、万联证券股份有限公司 黄超 | | | 、中信建投证券股份有限公司 徐博 | | | | | | 刘金辉、金旭炜 | | | 、中英益利资产管理股份有限公司 张娜 | | | | | | | | 参与单位名称 | 、华安财保资产管理有限责任公司 李阳 | | 及人员姓名 | 、华泰保兴基金管理有限公司 符昌铨 | | | 、天弘基金管理有限公司 张磊 | | | | | | | | | 、惠升基金管理有限责任公司 王矗 | | ...

证券代码：002859 证券简称：洁美科技 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投资者关系活动记录表 编号：20211215 | --- | --- | --- | |-----------------------|--------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系 \n活动类别 | □√ 特定对象调研 \n□ 媒体采访 \n□ 新闻发布会 \n□ 现场参观 \n□√ 其他（电话会议） | □ 分析师会议 \n□ 业绩说明会 ...

Group 1: Company Overview and Recent Developments - Zhejiang Jiemai Electronic Technology Co., Ltd. maintains a leading position in the paper carrier tape industry, with a growing market share despite industry fluctuations [8] - The company has expanded its tape production capacity from 2.2 million rolls per year to 4.2 million rolls per year, nearly doubling its output [8] - The company is planning to enhance its production capacity for plastic carrier tape, with existing lines increasing from 53 to 60 [11] Group 2: Product Lines and Growth Potential - The company has seen a significant increase in demand for its tape products, with a growth target of approximately 40% for the plastic carrier tape segment [11] - The production capacity for release films is set to increase, with five domestic lines and three imported lines planned for production [11] - The CPP (Cast Polypropylene) film project is expected to yield an annual capacity of 3,000 tons, with a market focus on aluminum-plastic film applications [9] Group 3: Strategic Initiatives and Future Plans - The company aims to become a leading enterprise in the electronic consumables sector, focusing on innovation and high product value [11] - Future plans include the establishment of a production base in Zhaoqing, Guangdong, to supply nearby clients, including Fenghua High-Tech [11] - The company is also preparing to set up a production base in Tianjin to better serve Samsung Electric and surrounding customers [11] Group 4: Financial Performance and Incentives - The company has implemented an employee stock ownership plan and restricted stock incentives to motivate its core teams and enhance overall performance [9] - The performance targets for the incentive plans are based on net profit growth rates of 98%, 157%, and 234% for the years 2022-2024 [9] Group 5: Investor Relations and Communication - The company conducted investor relations activities, including remote conference calls and on-site visits, to communicate its business outlook and engage with stakeholders [12] - The management team, including the board secretary, actively participated in discussions with investors to address inquiries and provide insights into the company's strategies [12]

Company Overview - Zhejiang Jiemai Electronic Technology Co., Ltd. is listed under stock code 002859 and bond code 128137 [1] Investor Relations Activities - The investor relations activities included analyst meetings, performance briefings, and site visits, with participation from various investment firms [2][3] - The meetings took place at the Green Central Plaza, Hangzhou, from December 27 to December 29, 2021 [3][7] Business Performance and Market Position - The company aims to maintain a global market share of 60% to 70% in the paper carrier tape business, which is its core business [4] - The production capacity for adhesive tape is expected to increase from 220 million rolls to 420 million rolls, with a projected 30% increase in production next year [4] - The company has established a strategic partnership with Samsung, with over 50% market share in their products at Samsung's Tianjin facility [6][7] Industry Insights - The paper carrier tape industry has high entry barriers due to its long supply chain and high-value products, with significant technological advancements made by the company [4] - The demand for electronic information products is expected to grow, driven by the rise of consumer electronics, new energy vehicles, and 5G technology [4] Product Development and Future Plans - The company is focusing on developing high-end electronic consumables, including paper and plastic carrier tapes, release films, and CPP films [6] - The release film production capacity is currently 300 million square meters, with plans to increase to 600 million square meters by the end of next year [6][7] - The CPP film line is expected to be operational by the end of next year, targeting applications in consumer electronics and new energy vehicles [7] Strategic Goals - The company aims to become a leading enterprise in the electronic consumables sector, focusing on innovation and high product value [6] - Continuous R&D investment is planned to enhance product offerings and support the domestic substitution process in the electronic consumables market [6]

证券代码：002859 证券简称：洁美科技 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投资者关系活动记录表 编号：20220217 | --- | --- | --- | |-----------------------|----------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview - The company is Zhejiang Jiemai Electronic Technology Co., Ltd., with stock code 002859 and bond code 128137 [1] - The investor relations activities took place on February 24 and 25, 2022, in Hangzhou [2][5] Group 2: Production Capacity and Expansion Plans - The company plans to enhance its paper carrier production line from 20,000 tons/year to 28,800 tons/year, aiming for a total production capacity of 91,200 tons/year [2] - New production lines are expected to be operational by August 2022, adding 28,800 tons/year to the capacity [2] - The plastic carrier production is set to grow by 40% in 2022, with 15 new lines planned [3] - The company aims to produce over 10 million IC trays in 2022, targeting a market space comparable to plastic carriers [3] Group 3: Competitive Advantages - The company has a leading global market share in paper carriers, having completed the domestic substitution process [3] - Established strong customer relationships that overlap with new product lines, facilitating sample testing and bulk supply [3] - The company has invested in high-end production lines for release films, enhancing its competitive edge [4] Group 4: Strategic Partnerships - The company has been a strategic supplier to Samsung for 8 years, with over 50% market share in certain products at Samsung's Tianjin facility [4] - A strategic cooperation agreement was signed with Samsung in December 2021, prioritizing the use of the company's full product range [4] Group 5: Future Development Strategy - The company aims to become a leading enterprise in the electronic consumables sector, focusing on innovation and high product value [4] - Plans to develop a comprehensive range of products including paper carriers, plastic carriers, release films, and CPP films [4] - The company is committed to advancing its technology platforms to support the domestic substitution process in electronic consumables [4]

1 证券代码：002859 证券简称：洁美科技 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投资者关系活动记录表 编号：20220228 | --- | --- | |-------------------------|------------------------------------------------| | 投资者关系 活动类别 | □ 分析师会议 \n□ 业绩说明会 \n□ 路演活动 | | | | | | | | | | | | | | | | | | | | 参与单位名称及 人员姓名 | 朱璘、钟明、孙瑶月、杨维舟 | | | | | 时 间 | 至 15:30 | | 地 点 | 浙江省湖州市安吉县阳光工业园区二区洁美科技公司 | | 上市公司接待 人员姓名 | | | --- | --- | |----------------|--------------------------------------------------------------------------------------------------------------------- ...