证券代码：300819 证券简称：聚杰微纤 公告编号：2025-041 江苏聚杰微纤科技集团股份有限公司 关于控股股东减持股份的预披露公告 控股股东苏州市聚杰投资有限公司保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持 有 江 苏聚 杰 微纤 科 技集 团 股份 有 限公 司 （以 下 简称 "公 司 "） 股份78,665,950股（占本公司总股本比例52.72%）的控股股东苏州市聚杰 投资有限公司（以下简称"聚杰投资"）计划自本公告披露之日起15个交易 日后的3个月内以大宗交易方式减持本公司股份不超过2,984,100股（即减 持比例不超过公司当前总股本的2%）。 公司近日收到了公司控股股东聚杰投资出具的《股份减持计划告知函》， 现将相关情况公告如下： 一、减持股东的基本情况 （一）股东名称：苏州市聚杰投资有限公司。 （二）股东持股情况：截至本公告披露日，聚杰投资持有公司股份的 总数量为78,665,950股，占公司总股本比例52.72%。 二、本次减持计划的主要内容 （一）本次减持具体情 ...

证券日报网讯聚杰微纤（300819）11月12日在互动平台回答投资者提问时表示，截至2025年11月10日， 公司股东人数为11384户。 ...

（文章来源：证券日报） 证券日报网讯聚杰微纤11月10日在互动平台回答投资者提问时表示，公司子公司肌动科技针对仿生驱动 纤维产品所开展的应用研发工作，处于有序推进的进程中。与此同时，相关产品的量产工作同样在稳步 推进。 ...

聚杰微纤10日在互动平台上回答投资者提问时表示，公司子公司肌动科技针对仿生驱动纤维产品所开展 的应用研发工作，处于有序推进的进程中。与此同时，相关产品的量产工作同样在稳步推进。 ...

Core Insights - A total of 612 stocks reported their latest shareholder numbers as of October 31, with 264 stocks showing a decline compared to the previous period [1][3] - The most significant decrease in shareholder numbers was observed in Shouhua Gas, which saw a drop of 22.18% to 21,736 shareholders [3] - The average increase in concentrated stocks since October 21 was 3.63%, with notable performers including Haima Automobile, Zhongzhi Technology, and Luoniushan, which rose by 31.59%, 29.95%, and 28.15% respectively [3][4] Shareholder Changes - Among the 264 stocks with decreased shareholder numbers, 23 stocks experienced a decline of over 10% [3] - Xianying Technology had the second-largest decline at 20.80%, with its latest shareholder count at 9,985 [3] - Other notable declines included Shangtai Technology (-19.19%), Baoding Technology (-18.82%), and Yunnan Zhiye (-16.58%) [3] Market Performance - 42% of concentrated stocks outperformed the Shanghai Composite Index, which rose by 1.85% during the same period [2] - The average increase for concentrated stocks since October 11 was 0.77%, indicating a weaker performance compared to the broader market [2] - The highest gainers among stocks with declining shareholder numbers included Xingwang Yuda, which increased by 16.51% since October 11 [2] Industry Insights - The concentrated stocks were primarily found in the machinery, basic chemicals, and automotive sectors, with 27, 27, and 22 stocks respectively [3] - The public utility sector saw significant changes, with Shouhua Gas and Meinen Energy both experiencing notable declines in shareholder numbers [3][5] - The electronics sector also had significant movements, with Xianying Technology and Shengjing Micro experiencing contrasting trends in shareholder numbers and stock performance [3][6]

Core Insights - The textile manufacturing sector experienced a rise of 2.73% on October 31, with 聚杰微纤 leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Sector Performance - The textile manufacturing sector saw significant individual stock movements, with 景杰做纤 closing at 27.51, up 10.39% on a trading volume of 137,200 shares and a transaction value of 371 million [1] - Other notable performers included 欣龙控股, which rose 9.93% to 6.20, and 健盛集团, which increased by 6.42% to 12.10 [1] Capital Flow - The textile manufacturing sector had a net inflow of 37.70 million from institutional investors, while retail investors contributed a net inflow of 41.21 million [2] - Conversely, speculative funds saw a net outflow of 78.91 million [2] Individual Stock Capital Flow - 欣龙控股 had a net inflow of 61.85 million from institutional investors, while it experienced a net outflow of 28.75 million from speculative funds [3] - 百隆东方 saw a net inflow of 19.59 million from institutional investors but a net outflow of 31.31 million from retail investors [3]

Core Viewpoint - 聚杰微纤 is a leading company in the ultra-fine composite fiber fabric sector in China, with a full industry chain production capability and a focus on R&D, production, and sales of ultra-fine composite fiber fabrics and products [1] Financial Performance - In Q3 2025, 聚杰微纤 reported revenue of 448 million yuan, ranking 11th out of 15 in the industry, significantly lower than the top competitor 台华新材 at 4.703 billion yuan and second competitor 新澳股份 at 3.894 billion yuan, as well as below the industry average of 1.405 billion yuan and median of 763 million yuan [2] - The main business revenue from ultra-fine fiber products was 188 million yuan, accounting for 61.98% of total revenue [2] - The net profit for the same period was 53.54 million yuan, ranking 9th in the industry, with the top competitor 台华新材 reporting 428 million yuan and second competitor 新澳股份 at 406 million yuan, while the industry average was 108 million yuan and median was 59.38 million yuan [2] Financial Ratios - As of Q3 2025, 聚杰微纤's debt-to-asset ratio was 13.26%, an increase from 12.68% year-on-year, which is lower than the industry average of 29.42% [3] - The gross profit margin for Q3 2025 was 29.25%, up from 27.94% year-on-year, exceeding the industry average of 20.26% [3] Executive Compensation - The chairman and CEO, 仲鸿天, received a salary of 637,600 yuan in 2024, an increase of 403,400 yuan from 234,200 yuan in 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 3.63% to 11,600, while the average number of circulating A-shares held per account increased by 3.77% [5] - Among the top ten circulating shareholders, 国泰金马稳健回报混合A (020005) ranked as the ninth largest, holding 471,900 shares, a decrease of 267,000 shares from the previous period [5]

Core Insights - The concept of "new quality productivity" is emerging as a core engine driving industrial transformation and value creation in the context of high-quality development [1] - The forum highlighted the importance of technological innovation, industrial upgrading, and international competition among various sectors, including lithium battery materials, pharmaceuticals, semiconductor equipment, medical devices, and modern agriculture [1] Group 1: Technological Innovation and Systemic Capability - Rapid technological iteration is reshaping industry landscapes, with product iteration cycles in lithium battery materials reduced to 1.5 to 2 years [2] - Effective innovation requires a systematic approach that integrates research, production, supply, and sales, transforming sporadic technological successes into sustainable organizational capabilities [2] - The semiconductor equipment sector exemplifies collaborative innovation, where breakthroughs result from the synergy of equipment, processes, and materials [2] Group 2: Focus on R&D Investment and Long-term Value - Balancing high R&D investment with short-term profit pressures is a significant challenge for companies, particularly in high-end medical devices [3] - Companies must maintain industry leadership through continuous technological investment, as demonstrated by advancements in agricultural practices that significantly increase productivity [3] - A phased and focused R&D strategy can help manage risks associated with innovation, ensuring resources are directed toward the most commercially viable areas [3] Group 3: New Growth Drivers in Transformation - Companies are transitioning from technology followers to innovators and leaders, focusing on material system innovation and resource integration to explore growth opportunities [4] - The sustainability of strategic execution and organizational culture transformation is crucial for achieving steady growth under dual-driven strategies [4] Group 4: Impact on Industry Value Distribution - The shift towards "new quality productivity" has profound implications for value distribution across the industrial chain, necessitating continuous elevation within the value chain to remain competitive globally [5] - Companies in the semiconductor industry must evolve from being mere equipment suppliers to becoming process solution partners, emphasizing deep technical expertise and platform capabilities [5]

Core Viewpoint - The company reported a decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue for the first three quarters was 448 million yuan, representing a year-on-year decrease of 7.11% [1] - The net profit attributable to shareholders of the listed company was 52.49 million yuan, down 9.30% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 51.79 million yuan, a decrease of 13.61% year-on-year [1] - The basic earnings per share were 0.35 yuan [1]

Core Viewpoint - The company reported a decline in both revenue and net profit for the first three quarters of the year, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for the first three quarters was 448 million yuan, a year-on-year decrease of 7.11% [1] - The net profit attributable to shareholders was 52.49 million yuan, down 9.3% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 51.79 million yuan, reflecting a year-on-year decline of 13.61% [1]