Group 1: Research Basic Information - The research object is Jujie Microfiber, belonging to the textile and apparel industry, with a reception time of January 20, 2026. The listed company's reception personnel include the board secretary Huang Yahui, the securities affairs representative Si Xianyu, and the securities specialist Wu Yujie [16] Group 2: Detailed Research Institutions - The research institutions include CITIC Securities (securities company, with relevant personnel Yao Zhengyang and Zhang Zheng), McGregor Securities (securities company, with relevant personnel Wang Ruidi), Liwo Fund (fund management company, with relevant personnel Meng Shuhao), Caitong Business Society (others, with relevant personnel Chen Si), and Securities Times (others, with relevant personnel Zhang Yihao) [17] Group 3: Main Content - The company's main business is to research, develop, produce, and sell microfiber products, artificial leather fabrics, functional fabrics, dust-free clean fabrics, and related products. The products are mainly used in sports apparel fabrics, automotive interior products, electronic product outer packaging, and dust-free clean workshop consumables [23] - The company is conducting application research on the driving fiber of Suzhou Jidong Technology Co., Ltd. with some downstream enterprises. This material can be used in the toy industry and medical and health fields that require driving functions, but it is still in the research stage without mass - produced products or relevant revenue [23] - The company attaches importance to R & D, has its own research center, and has extensive cooperation with external universities and research institutions [23] - The company has only carried out extremely small - scale sales of solid - state battery membranes, and its contribution to revenue is negligible. The product is still being improved, and downstream enterprises are still debugging the products [23] - The company does not directly supply to Apple but supplies consumer electronics fabrics to enterprises in Apple's supply chain. The revenue from consumer electronics fabrics increased significantly from 2023 to 2024, and the main competitors are Japanese enterprises [24] - The company is optimistic about the future development space of fiberglass cloth and Q - cloth (quartz electronic cloth) but has not produced or sold these products yet [24] - The company's dust - free cloth is mainly used in the cleaning process of the liquid crystal display and semiconductor manufacturing fields, with high adsorption and low dust emission. The market is growing well, and there are already a number of large - scale customers using it [24]

南财智讯1月20日电，聚杰微纤在投资者关系活动中表示，公司无尘布产品主要应用于液晶显示、半导 体制造等领域的清洁环节，具备高吸附性、低发尘量特点，目前市场增长态势良好，已拥有一批规模较 大的客户正在使用。 ...

南财智讯1月20日电，聚杰微纤在投资者关系活动中表示，公司目前没有直接向苹果公司供货，但有向 苹果公司供应链中的企业提供消费电子用面料，2023年到2024年该类面料营收实现较大比例的增长，主 要竞争对手为日本企业。 ...

Core Viewpoint - The company, 聚杰微纤, is currently engaged in minimal sales of its solid-state battery membrane, which contributes negligibly to overall revenue. The product is still undergoing continuous improvement, and downstream customers are in the adjustment phase, meaning the current product specifications may not meet final demand [1]. Group 1 - The solid-state battery membrane is only sold on a very small scale [1] - The contribution of the solid-state battery membrane to overall revenue is negligible [1] - The product is still in the process of continuous improvement [1] Group 2 - Downstream customers are still in the adjustment phase [1] - Current product specifications may not reflect final demand [1]

Group 1: Company Overview - The company primarily focuses on the research, production, and sales of ultra-fine fiber products, including synthetic leather fabrics, functional fabrics, and cleanroom materials, with applications in sportswear, automotive interiors, electronic packaging, and cleanroom consumables [1]. Group 2: Research and Development - The company emphasizes its own R&D strategies and has established a research center, collaborating extensively with external universities and research institutions [2]. - Current research on driving fiber applications is ongoing with downstream enterprises, but products are still in the research phase with no mass production or revenue generated yet [1][2]. Group 3: Product Sales and Market Trends - The company has initiated very small-scale sales of solid-state battery membranes, contributing negligible revenue, as products are still under improvement and client adjustments [2]. - Revenue from consumer electronic fabrics supplied to companies within Apple's supply chain is expected to see significant growth from 2023 to 2024, with major competition from Japanese firms [2]. - The company is optimistic about the future of fiberglass and quartz electronic fabrics but currently does not produce or sell these products [2]. Group 4: Cleanroom Fabric Sales - Sales of cleanroom fabrics are primarily used in LCD display and semiconductor manufacturing, characterized by high absorbency and low dust generation, with a positive market growth trend and a number of large-scale clients already utilizing the products [2].

资金流向数据方面，2026年1月16日纺织服装行业主力净流出2.20亿元，中单净流入1.02亿元，散户净流 入1.12亿元。 其中，涨幅前五的分别为：恒辉安防（300952）涨幅最大，报49.85元，涨20.00%；聚杰微纤 （300819）报39.90元，涨8.93%；开润股份（300577）报22.62元，涨8.28%；康隆达（603665）报35.36 元，涨7.97%；云中马（603130）报63.57元，涨5.25%。 2026年1月16日11点09分，纺织服装行业指数报14678.63点，涨幅达0.07%，成交额75.82亿元，换手率 1.24%，上涨个股34家，下跌个股61家。 ...

Group 1 - The stock price of Jujie Microfiber reached a historical high, increasing by 12.50% to 41.21 yuan, with a trading volume of 5.2671 million shares and a transaction value of 207 million yuan, resulting in a turnover rate of 3.91% [2] - The latest total market capitalization of Jujie Microfiber in A-shares is 6.149 billion yuan, with a circulating market value of 5.554 billion yuan [2] - In the textile and apparel industry, the overall increase is 0.26%, with 42 stocks rising, including Henghui Security, Jujie Microfiber, and Kanglongda, which saw increases of 20.00%, 12.50%, and 7.97% respectively [2] Group 2 - The company's Q3 report indicates a total operating revenue of 448 million yuan for the first three quarters, a year-on-year decrease of 7.11%, and a net profit of 52.4891 million yuan, down 9.30% year-on-year [2] - The basic earnings per share are 0.3500 yuan, with a weighted average return on equity of 5.94% [2]

证券日报网讯1月15日，聚杰微纤（300819）在互动平台回答投资者提问时表示，公司目前暂时还没有 产出和销售电子级玻璃纤维布。公司作为一个有着多年纺织技术积累的企业，又在向产业面料，新材料 转型的过程当中，公司会努力攻克更多的技术堡垒，去满足工业面料的市场需求。 ...

Core Viewpoint - The company, 聚杰微纤, is currently not engaged in the production or sales of electronic skin or PEEK materials [2] Group 1 - The company responded to investor inquiries on its interactive platform [2] - There is no involvement in electronic skin products [2] - There is no involvement in PEEK material-related products [2]

Core Viewpoint - The company, Jujie Microfiber (300819.SZ), is currently not engaged in the production and sales of electronic skin or PEEK materials [1] Group 1 - The company clarified its current business focus, stating that it does not involve itself in electronic skin products [1] - The company also confirmed that it is not involved in the production or sales of PEEK materials at this stage [1]