Group 1 - The company, Jiemite, announced plans to acquire control of Siten Helix (Tianjin) Technology Co., Ltd. through a cash transaction, with the transaction price and acquisition ratio still under negotiation [2] - Upon completion of the transaction, Siten Helix will become a subsidiary of Jiemite [2] - As of the announcement date, the audit, evaluation, and due diligence processes related to the transaction are progressing in an orderly manner, with ongoing discussions on transaction details and agreement terms [2]

证券代码：300868 证券简称：杰美特 公告编号：2025-065 深圳市杰美特科技股份有限公司 关于筹划重大资产重组的进展公告 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、深圳市杰美特科技股份有限公司（以下简称"公司"）正在筹划以现金 方式购买思腾合力（天津）科技有限公司（以下简称"思腾合力"、"标的公司"） 控制权，交易价格及收购比例待进一步论证和协商。本次交易完成后，思腾合力 将成为公司控股子公司。 2、本次交易尚处于筹划阶段，交易双方尚未签署除保密协议之外的任何相 关协议，交易价格、股权收购比例、业绩承诺等交易方案核心要素仍需进一步论 证和协商，尚需履行公司、标的公司及交易对方必要的内外部相关决策、审批程 序。本次交易尚存在较大不确定性，敬请广大投资者注意投资风险。 一、本次交易概述 三、风险提示 1、本次交易尚处于筹划阶段，交易方案仍需进一步论证和沟通协商，公司 及标的公司尚需分别履行必要的内外部决策、审批程序，存在未能通过的风险。 公司将严格按照相关法律法规及《公司章程》的规定履行必要的决策审批程序和 信息披露义务。 公司正在 ...

深圳市杰美特科技股份有限公司正筹划以现金购买思腾合力（天津）科技有限公司控制权，交易完成 后，思腾合力将成其控股子公司。目前交易尚处筹划阶段，相关审计、评估及尽职调查等工作正有序推 进，各方就交易细节持续磋商，尚未签署正式交易文件。公司曾于6、7、8月披露相关进展。本次交易 方案核心要素待论证协商，需履行内外部决策、审批程序，存在未通过、终止交易等风险，公司股票不 停牌，将分阶段披露进展。 ...

证券日报网讯 9月18日晚间，杰美特发布公告称，公司于2025年7月18日分别召开了第四届董事会第二 十次会议、第四届监事会第十四次会议，审议通过了《关于调整2024年限制性股票激励计划回购价格并 回购注销部分限制性股票的议案》，鉴于公司2024年限制性股票激励计划第一类限制性股票首次授予的 激励对象中，有3名激励对象因离职不再具备激励资格，需回购注销3名激励对象已获授但尚未解除限售 的24，000股第一类限制性股票，回购价格为9.455元/股。截至本公告日，上述限制性股票回购注销事 宜已在中国证券登记结算有限责任公司深圳分公司办理完成，公司总股本由127，976，000股变更为 127，952，000股。 （文章来源：证券日报） ...

证券代码：300868 证券简称：杰美特 公告编号：2025-064 深圳市杰美特科技股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳市杰美特科技股份有限公司（以下简称"公司"或"杰美特"）于 2025 年 7 月 18 日分别召开了第四届董事会第二十次会议、第四届监事会第十四次会 议，审议通过了《关于调整 2024 年限制性股票激励计划回购价格并回购注销部 分限制性股票的议案》，鉴于公司 2024 年限制性股票激励计划第一类限制性股 票首次授予的激励对象中，有 3 名激励对象因离职不再具备激励资格，需回购注 销 3 名激励对象已获授但尚未解除限售的 24,000 股第一类限制性股票，回购价 格为 9.455 元/股。截至本公告日，上述限制性股票回购注销事宜已在中国证券 登记结算有限责任公司深圳分公司办理完成，公司总股本由 127,976,000 股变更 为 127,952,000 股。有关具体情况公告如下： 3、2024 年 8 月 12 日，公司召开 2024 年第二次临时股东大会审议并通过了 《关于公司 ...

Market Performance - The consumer electronics sector rose by 1.49% on September 12, with Jiemite leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Top Gainers - Jiemite (300868) closed at 34.12, up 7.03% with a trading volume of 58,500 shares and a turnover of 195 million [1] - Yidelong (603380) closed at 47.86, up 6.38% with a trading volume of 68,200 shares and a turnover of 324 million [1] - Deep Technology (000021) closed at 22.04, up 6.11% with a trading volume of 1,062,200 shares and a turnover of 228.5 million [1] Top Losers - Chuan Yin (688036) closed at 86.32, down 7.53% with a trading volume of 151,000 shares and a turnover of 1.326 billion [3] - Yingli Co., Ltd. (300956) closed at 20.24, down 5.60% with a trading volume of 197,400 shares and a turnover of 40 million [3] - Mengsheng Electronics (838701) closed at 21.06, down 3.44% with a trading volume of 38,300 shares and a turnover of 8.1 million [3] Capital Flow - The consumer electronics sector experienced a net outflow of 5.203 billion from institutional investors, while retail investors saw a net inflow of 4.058 billion [3][4] - The sector's overall capital flow indicates a mixed sentiment among different investor types [4] ETF Information - The Consumer Electronics ETF (product code: 159732) tracks the Guozheng Consumer Electronics Theme Index and has seen a 5-day change of 1.38% [6] - The ETF's current price-to-earnings ratio is 44.38, with a recent net inflow of 170 million [6]

Core Insights - The company, Jiemite (300868), reported a significant decline in revenue and net profit for the first half of 2025, with total revenue of 291 million yuan, down 32.46% year-on-year, and a net loss of 9.90 million yuan, a decrease of 153.15% compared to the previous year [1] Financial Performance - Total revenue for Q2 2025 was 141 million yuan, reflecting a 35.69% year-on-year decline [1] - The gross profit margin improved to 28.43%, an increase of 25.08% year-on-year, while the net profit margin fell to -4.02%, a decrease of 202.17% [1] - The total of selling, administrative, and financial expenses reached 83.24 million yuan, accounting for 28.62% of total revenue, which is a 92.3% increase year-on-year [1] - Earnings per share dropped to -0.08 yuan, a decline of 153.3% year-on-year, and operating cash flow per share was -0.01 yuan, down 109.34% [1] Debt and Cash Flow - The company’s interest-bearing debt increased by 33.42% year-on-year, reaching 351 million yuan, while cash and cash equivalents rose by 118.81% to 247.1 million yuan [1] - The average operating cash flow over the past three years has been negative, indicating potential liquidity issues [3] Business Model and Market Position - The company’s return on invested capital (ROIC) was 0.47% last year, indicating weak capital returns, with a historical median ROIC of 9.85% since its IPO [3] - The business model relies heavily on research and marketing, necessitating a deeper analysis of the underlying drivers of these areas [3] - The company has experienced two years of losses since its IPO, suggesting a fragile business model [3]

证券代码：300868 证券简称：杰美特 公告编号：2025-063 深圳市杰美特科技股份有限公司 关于 2024 年限制性股票激励计划首次授予第一类限制性股票 第一个解除限售期解除限售条件成就的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 年限制性股票激励计划（以下简称"本激励计划"）第一个解除限售期解除限 售条件已成就，符合本次限制性股票解除限售条件的激励对象共计 90 人，可解 除限售的股份数量为 628,720 股，占公司最新股本总数 127,952,000 股的 0.49%。 通公告，敬请投资者关注。 《关于 2024 年限制性股票激励计划首次授予第一类限制性股票第一个解除限售 期解除限售条件成就的议案》，公司董事会认为公司 2024 年限制性股票激励计 划首次授予第一类限制性股票第一个解除限售期解限售条件已成就，同意公司按 规定为符合解除限售条件的 90 名激励对象办理 628,720 股第一类限制性股票解 除限售相关事宜。现将有关事项说明如下： 一、2024 年限制性股票激励计划简述 （一）本激励计划的股票来源 本激励计划 ...

Core Insights - The overall revenue of the company decreased by 32.46% year-on-year to 291 million yuan, with a net profit of -9.90 million yuan, down 153.15% due to client business changes and international policy impacts [2] - Despite the overall decline, the company's proprietary brand business, "Juese," achieved a revenue of 74.03 million yuan, growing by 27.08% year-on-year, and its contribution to total revenue increased from 13.52% to 25.45% [2] - The gross margin of the proprietary brand business improved significantly, increasing by 12.74 percentage points to 64.03%, which positively impacted the overall gross margin of the company [2] Business Strategy - The company is focusing on long-term, high-quality development by enhancing its ODM/OEM business through a major client strategy and expanding into new markets and clients [3] - The core strategy for the proprietary brand business includes enhancing brand influence and optimizing sales margins, aiming for a dual integration of domestic experience and overseas localization [3] - The company plans to continue focusing on mobile smart terminal protective accessories, leveraging its industry experience and core advantages in supply chain management and market responsiveness to ensure steady business growth [3]

证券日报网讯 8月28日晚间，杰美特发布公告称，公司第四届董事会第二十一次会议审议通过了《关于 及其摘要的议案》等多项议案。 （文章来源：证券日报） ...