Group 1 - The company, Jiemai Technology, has a global market share of approximately 70% in paper carrier tape for MLCC (Multi-Layer Ceramic Capacitors) [1] - The company's current and planned production capacity is sufficient to meet the future demand growth of downstream customers, which is projected to be a compound annual growth rate (CAGR) of 30% over the next five years [1]

Core Viewpoint - Jiemai Technology's stock has experienced fluctuations, with a year-to-date increase of 36.17% but a recent decline over the past five trading days of 8.39% [1] Group 1: Stock Performance - As of December 25, Jiemai Technology's stock price was 27.96 CNY per share, with a market capitalization of 12.049 billion CNY [1] - The stock has seen a trading volume of 43.8585 million CNY and a turnover rate of 0.38% [1] - The stock has declined by 4.48% over the past 20 days and 13.92% over the past 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Jiemai Technology reported a revenue of 1.526 billion CNY, representing a year-on-year growth of 13.74% [2] - The net profit attributable to shareholders for the same period was 176 million CNY, showing a slight decrease of 0.70% year-on-year [2] Group 3: Shareholder Information - As of December 19, the number of shareholders for Jiemai Technology increased to 14,700, up by 5.88% from the previous period [2] - The average number of tradable shares per shareholder decreased by 5.55% to 27,527 shares [2] - The company has distributed a total of 673 million CNY in dividends since its A-share listing, with 274 million CNY distributed in the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is Quan Guo Xu Yuan Mixed A, holding 16.7727 million shares as a new shareholder [3] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, increasing its holdings by 5.8763 million shares to 10.4845 million shares [3] - Huaxia Industry Prosperity Mixed A and Huaxia Excellent Growth Mixed A are also new significant shareholders, holding 9.7127 million shares and 4.7557 million shares, respectively [3]

证券日报网讯12月24日，洁美科技（002859）在互动平台回答投资者提问时表示，天津基地规划年产能 4.8亿平方米，其中一期项目年产能2.4亿平方米。 ...

Group 1 - The core point of the article is that Jiemai Technology (002859) has sent samples of its HVLP copper foil to Doosan in South Korea, and the client is currently in the testing phase [1]

格隆汇12月24日丨洁美科技(002859.SZ)在投资者互动平台表示，公司HVLP铜箔已经给韩国斗山送样， 目前客户正在测试阶段。 ...

最新公告列表 《关于全资子公司完成工商变更登记的公告》 近日，洁美科技发布公告称，其全资子公司天津洁美电子信息材料有限公司已完成工商变更登记，注册 资本由贰亿元人民币增至叁亿元人民币，并取得天津经济技术开发区市场监督管理局换发的《营业执 照》。本次增资用于推进华北地区产研总部基地项目，资金来源为公司自有资金。除注册资本变更外， 其他工商登记信息保持不变。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2025年12月22日收盘，洁美科技（002859）报收于28.38元，较前一交易日下跌1.05%，最新总市值 为122.3亿元。该股当日开盘28.48元，最高29.08元，最低28.3元，成交额达1.31亿元，换手率为1.13%。 ...

| 证券代码：002859 | 证券简称：洁美科技 | 公告编号：2025-094 | | --- | --- | --- | | 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 关于全资子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。 浙江洁美电子科技股份有限公司近日接到全资子公司天津洁美电子信息材料有限公司 （以下简称"天津洁美"）的通知，天津洁美于近日完成了工商变更登记手续并取得了天津 经济技术开发区市场监督管理局换发的《营业执照》。本次增资是公司根据华北地区产研总 部基地项目实施进度及全资子公司天津洁美资金使用情况以自有资金对其进行增资。公司 已于 2022 年 7 月 8 日、2022 年 7 月 25 日分别召开第三届董事会第二十五次会议及 2022 年第二次临时股东大会，审议通过了《关于投资洁美科技华北地区产研总部基地项目的议 案》，本项目由公司全资子公司天津洁美具体实施。本次工商变更情况具体如下： 一、本次工商变更主要事项 二、新取得营业执照的基本信息 名称：天津洁美电子信息材料 ...

Group 1 - The report emphasizes the growth potential of the manufacturing sector driven by advancements in AI and a reversal of the anti-competitive cycle [1] - Key companies highlighted for investment include Yokogawa Electric, Zhejiang Rongtai, Shanghai Yanpu, and SANY Heavy Industry among others [2][3] - The report maintains a positive outlook on the machinery equipment industry, with a focus on companies that are positioned to benefit from emerging trends [6] Group 2 - The report details the performance of various sectors, with the best-performing indices including retail trade (+6.66%) and non-bank financials (+2.9%) for the week ending December 19, 2025 [4][19] - Within the manufacturing sector, the top indices were the China Aerospace and Military Industry Theme (+3.83%) and the Shanghai 50 (+0.32%) [20] - The report notes significant bidding activity in the controlled nuclear fusion sector, with over 5.6 billion yuan in bids since the beginning of 2025, indicating accelerated project development [7][8] Group 3 - The report discusses the strategic merger of Trump Media with TAE Technologies, valued at $6 billion, highlighting the increasing capital flow into the fusion energy sector [9] - TAE Technologies is noted for its innovative approach to fusion energy, utilizing hydrogen-boron fusion technology, which is seen as a cleaner alternative to traditional methods [9] - The report suggests focusing on core suppliers and flexible investment targets in the fusion energy supply chain, including companies like Lianchuang Optoelectronics and Xiguang Electronics [8][9] Group 4 - The report provides earnings forecasts for key companies, projecting revenue growth for companies like SANY Heavy Industry and Zhejiang Rongtai, with expected EPS growth from 0.63 to 1.20 for SANY from 2024 to 2026 [17] - The report highlights the competitive landscape in the carrier tape market, where the company has a 74% market share in paper carrier tape and is expanding into the plastic carrier tape segment [10][12] - The report also discusses the potential of composite current collectors in the lithium battery market, projecting significant growth from $1.2 billion in 2023 to $3.4 billion by 2032 [12]

Group 1 - The company Zhejiang Jiemei Electronic Technology Co., Ltd. has provided a guarantee for its wholly-owned subsidiary Zhejiang Jiemei Electronic Information Materials Co., Ltd. to secure a credit limit of RMB 54 million from Bank of China [3][5] - The total amount of guarantees provided by the company and its subsidiaries exceeds 50% of the latest audited net assets, which raises potential concerns for investors [2][14] - The company has approved a financing limit of RMB 3.5 billion for mutual guarantees among its subsidiaries to support their development [4][13] Group 2 - The company has invested RMB 27 million to acquire a 22.5% stake in Beijing Critical Field Technology Co., Ltd., focusing on high-temperature superconducting materials [18][22] - The investment aligns with the company's strategic development in the fields of new energy materials and advanced functional materials, aiming to enhance its position in the nuclear fusion industry [18][21] - The investment is expected to have a minimal impact on the company's financial status, representing only 0.92% of the latest audited net assets [24]

Core Viewpoint - The article discusses the insights shared at the 2025 Securities Times Analyst Annual Conference, highlighting the unexpected changes in the global economy and market dynamics, particularly the simultaneous rise in equity risk assets and safe-haven assets like gold [1][3]. Group 1: Economic and Market Insights - Wu Ge, Chief Economist of Changjiang Securities, emphasizes that the market in 2025 was influenced by three supply-side factors: changes in the US dollar credit system, technological expectations and narratives of new productive forces, and domestic capital market reforms [3]. - The dollar's long-term weakening is anticipated, but non-economic factors affecting its depreciation in 2025 may diminish in 2026, potentially leading to a return to a Federal Reserve interest rate framework [3]. - The US economy faces a dual challenge of stagnation and inflation, complicating the interest rate reduction process and impacting emerging market risk preferences [3]. Group 2: Technology and Investment Opportunities - Long-term narratives around technologies like artificial intelligence (AI) remain intact, supported by the global interest rate environment and fiscal investments, although short-term earnings expectations for US tech companies may stabilize or slow down [3]. - Domestic policy reforms and anti-involution measures have positively influenced price levels in the capital market, while China's unique advantages in intermediate and capital goods have provided resilience in the new wave of globalization [3]. Group 3: Company Development and Strategy - Jie Mei Technology aims to become a one-stop solution provider for electronic component packaging and process materials, focusing on high polymer materials, electronic chemicals, and high-precision coating technologies [4][6]. - The company has evolved through three stages: from passive component paper carriers to semiconductor plastic carriers and now to strategic extensions into electronic-grade films and AI computing materials [6]. - The trend towards miniaturization of AI devices presents new opportunities for Jie Mei Technology, which plans to develop high-end electronic materials and enhance production processes through smart technology and IoT [7].