Group 1 - The company, Jujie Microfiber, reported that as of September 20, 2025, the number of shareholders is 12,057 [2]

Core Viewpoint - The sustainable aviation fuel (SAF) industry is experiencing significant growth driven by policy support, with a notable increase in SAF prices and demand projections for the future [1][2][3] Group 1: SAF Pricing and Demand - As of September 17, the high-end SAF FOB price in China reached $2,480 per ton, a 55% increase from $1,800 per ton at the beginning of the year [1][2][3] - The demand for SAF is primarily driven by policies, with the EU maintaining a 2% SAF blending ratio for 2025 and a long-term target of 70% [2][3] - According to IATA, the demand for SAF is projected to reach 358 million tons by 2050, indicating a vast demand space [1][2] Group 2: Supply and Production Potential - There is a supply-demand gap in the European SAF market, with an expected consumption of 1.9 million tons this year against a production capacity of only about 1 million tons [2] - Chinese SAF production potential is significant, with domestic companies expected to establish over 1 million tons of SAF capacity by the end of 2024 [2] - Currently, there are over 10 million tons per year of HVO/SAF capacity either in operation, under construction, or planned in China, suggesting rapid future capacity growth [2] Group 3: Market Dynamics and Recommendations - The high cost of SAF compared to traditional jet fuel has led to a general reluctance among airlines to adopt SAF, despite the EU's stringent blending requirements [3] - Major European airlines have increased their SAF procurement mid-year, contributing to the rapid rise in SAF prices [3] - The company recommends investing in "Zhuoyue New Energy" and related SAF enterprises, highlighting Zhuoyue New Energy as a leading domestic biodiesel producer with significant SAF production capacity [3]

Market Overview - On September 18, the textile manufacturing sector declined by 1.35%, with 聚杰微纤 leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - 江南哥纤 (Code: 600527) saw a significant increase of 10.17%, closing at 2.60 with a trading volume of 3.19 million shares and a turnover of 815 million yuan [1] - 兴业科技 (Code: 002674) also performed well, rising by 10.01% to close at 15.61, with a trading volume of 29,300 shares and a turnover of 45.79 million yuan [1] - Conversely, 景杰做纤 (Code: 300819) experienced a decline of 5.42%, closing at 24.77 with a trading volume of 81,300 shares and a turnover of 208 million yuan [2] Capital Flow - The textile manufacturing sector saw a net inflow of 42.71 million yuan from institutional investors, while retail investors contributed a net inflow of 10.68 million yuan [2] - However, there was a net outflow of 53.39 million yuan from speculative funds [2] Individual Stock Capital Flow - 江南高纤 (Code: 600527) had a net inflow of 14.72 million yuan from institutional investors, but faced significant outflows from both speculative and retail investors [3] - 兴业科技 (Code: 002674) recorded a net inflow of 17.28 million yuan from institutional investors, with outflows from speculative and retail investors [3] - 华纺股份 (Code: 600448) also saw a net inflow of 16.25 million yuan from institutional investors, while experiencing outflows from speculative and retail investors [3]

Company Overview - Jiangsu Jujie Microfiber Technology Group Co., Ltd. is located in Wujiang District, Suzhou, Jiangsu Province, and was established on May 26, 2000. The company went public on March 12, 2020. Its main business involves the research, production, and sales of ultra-fine composite fiber fabrics and products [1]. Business Composition - The revenue composition of the company's main business is as follows: ultra-fine fiber products account for 61.98%, dyeing and processing 15.96%, ultra-fine fiber synthetic leather fabrics 10.05%, ultra-fine fiber functional fabrics 5.84%, ultra-fine fiber cleanroom products 4.24%, and others 1.93% [1]. Stock Performance - On September 18, the stock price of Jujie Microfiber fell by 5.19%, closing at 24.83 yuan per share, with a trading volume of 173 million yuan and a turnover rate of 4.98%. The total market capitalization is 3.705 billion yuan [1]. Major Shareholders - Among the top ten circulating shareholders of Jujie Microfiber, a fund under Guotai Asset Management, Guotai Jinma Steady Return Mixed A (020005), entered the list in the second quarter, holding 738,900 shares, which is 0.55% of the circulating shares. The estimated floating loss today is approximately 1.0049 million yuan [2]. Fund Performance - Guotai Jinma Steady Return Mixed A (020005) was established on June 18, 2004, with a latest scale of 776 million yuan. Year-to-date returns are 44.6%, ranking 1314 out of 8172 in its category. Over the past year, returns are 61.16%, ranking 2346 out of 7980. Since inception, the fund has achieved a return of 805.27% [2].

聚杰微纤 2025 年第一次临时股东会 法律意见书 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股东 会规则》等法律、法规和规范性文件以及《公司章程》的规定，本所受公司董事 会委托，指派本所律师出席公司 2025 年第一次临时股东会，并就本次股东会的 召集、召开程序、出席会议人员资格、召集人资格、表决程序以及表决结果的合 法有效性等事项出具法律意见书。 为出具本法律意见书，本所律师对本次股东会所涉及的有关事项进行了审查， 查阅了相关会议文件，并对有关问题进行了必要的核查和验证。 本所律师同意将本法律意见书随公司本次股东会决议一并公告，并依法对本 法律意见书承担相应的责任。 本所律师根据相关法律、法规和规范性文件的要求，按照律师行业公认的业 务标准、道德规范和勤勉尽责精神，出具法律意见如下： 一、关于本次股东会的召集和召开 江苏世纪同仁律师事务所 关于江苏聚杰微纤科技集团股份有限公司 2025 年第一次临时股东会的法律意见书 江苏聚杰微纤科技集团股份有限公司： 1、本次股东会由公司董事会召集 票程序等内容。 2025 年 8 月 27 日，公司召开了第三届董事会第十一次会议，决定于 2025 ...

江苏聚杰微纤科技集团股份有限公司 2025 年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示 1、本次股东大会不存在否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 证券代码：300819 证券简称：聚杰微纤 公告编号：2025-038 一、会议召开和出席情况 （一）会议召开情况 1、召开时间：2025 年 9 月 17 日（星期三）14:30 2、召开地点：江苏省苏州市吴江区交通路 68 号聚杰微纤 5 楼会议室 3、召开方式：现场结合网络 4、召集人：董事会 5、主持人：董事长 仲鸿天先生 6、本次会议的召集、召开符合《中华人民共和国公司法》《上市公司股东 大会规则》《深圳证券交易所创业板股票上市规则》等有关法律、行政法规、部 门规章、规范性文件和《江苏聚杰微纤科技集团股份有限公司章程》的有关规定。 （二）会议出席情况 1、股东出席的总体情况 参加本次股东大会现场会议和网络投票表决的股东及股东代理人共 85 人， 代表有表决权的公司股份数合计为 104,148,900 股，占公司有表决权股份总数 ...

Group 1 - The textile manufacturing sector saw a slight increase of 0.07% on September 17, with Lianfa Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] - Key stocks in the textile manufacturing sector included Lianfa Co., Ltd. with a closing price of 11.14, up 5.09%, and Huayi Group with a closing price of 54.66, up 3.72% [1] Group 2 - The textile manufacturing sector experienced a net outflow of 108 million yuan from main funds, while retail investors saw a net inflow of approximately 90.79 million yuan [2] - Notable stocks with significant fund flows included Lianfa Co., Ltd. with a main fund net inflow of 29.73 million yuan, and Wanshili with a net outflow of 29.57 million yuan from speculative funds [3] - The overall market sentiment showed a mixed trend, with some stocks like Lianfa Co., Ltd. attracting main fund interest while others faced outflows [3]

Market Overview - The textile manufacturing sector experienced a decline of 0.48% on September 15, with Fu Chun Dyeing and Weaving leading the drop [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Notable gainers in the textile manufacturing sector included: - Yingfeng Co., Ltd. (605055) with a closing price of 9.24, up 6.45% and a trading volume of 369,000 shares, totaling 338 million yuan [1] - Hualong Co., Ltd. (600156) with a closing price of 8.87, up 3.02% and a trading volume of 223,500 shares, totaling 195 million yuan [1] - Huafang Co., Ltd. (600448) with a closing price of 3.58, up 1.99% and a trading volume of 533,600 shares, totaling 191 million yuan [1] Capital Flow - The textile manufacturing sector saw a net outflow of 122 million yuan from institutional investors, while retail investors contributed a net inflow of 100 million yuan [2] - The sector's capital flow indicated that: - Yingfeng Co., Ltd. had a net outflow of 28.43 million yuan from institutional investors [3] - Hualong Co., Ltd. experienced a net inflow of 17.89 million yuan from institutional investors [3] - Huafang Co., Ltd. had a net inflow of 15.51 million yuan from institutional investors [3]

（文章来源：证券日报） 证券日报网讯聚杰微纤9月15日在互动平台回答投资者提问时表示，截至2025年9月10日，公司股东人数 为12263户。 ...

Market Overview - The textile manufacturing sector experienced a decline of 0.17% on September 10, with 聚杰微纤 leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Notable gainers in the textile manufacturing sector included: - 迎丰股份 (Code: 605055) with a closing price of 8.63, up 4.23% and a trading volume of 230,200 shares, totaling 197 million yuan [1] - 浙文影业 (Code: 66109) closed at 3.87, up 3.48% with a trading volume of 430,100 shares, totaling 165 million yuan [1] - 华纺股份 (Code: 600448) closed at 3.59, up 3.16% with a trading volume of 600,200 shares, totaling 214 million yuan [1] Fund Flow Analysis - The textile manufacturing sector saw a net outflow of 98.2 million yuan from institutional investors, while retail investors contributed a net inflow of 91.97 million yuan [2] - The main stocks with significant fund flow included: - 南山智尚 (Code: 300918) with a net inflow of 17.97 million yuan from institutional investors [3] - 华生科技 (Code: 605180) had a net inflow of 15.12 million yuan from institutional investors but a net outflow of 23.95 million yuan from retail investors [3] - 迎丰股份 (Code: 605055) recorded a net inflow of 8.16 million yuan from institutional investors [3]