Financial Performance - The company's operating revenue for 2024 reached ¥761,637,261.70, representing a 12.59% increase compared to ¥676,481,461.43 in 2023[18]. - The net profit attributable to shareholders for 2024 was ¥7,074,173.83, a significant turnaround from a loss of ¥91,622,868.58 in 2023, marking a 107.72% improvement[18]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -¥27,555,717.06, an improvement of 79.34% from -¥133,350,871.66 in the previous year[18]. - The net cash flow from operating activities for 2024 was ¥67,077,552.36, a substantial increase of 208.04% compared to -¥62,086,685.72 in 2023[18]. - Basic earnings per share for 2024 were ¥0.0566, a recovery from -¥0.7272 in 2023, reflecting a 107.78% increase[18]. - Total assets at the end of 2024 amounted to ¥2,111,338,617.62, a slight increase of 0.46% from ¥2,101,672,503.85 at the end of 2023[18]. - The company's net assets attributable to shareholders decreased by 0.33% to ¥1,529,269,255.34 at the end of 2024, down from ¥1,534,282,293.52 in 2023[18]. - The company reported a significant increase in revenue after deducting sales of materials and samples, with the adjusted revenue for 2024 at ¥743,662,029.70 compared to ¥666,416,578.81 in 2023[19]. - The overall gross margin improved due to cost control measures, with ODM/OEM gross margin increasing by 6.27% and proprietary brand gross margin increasing by 1.17% compared to the previous year[38]. - The company achieved a total revenue of 761.64 million yuan in 2024, representing a year-on-year increase of 12.59%[48]. - The gross profit margin improved to 22.93%, up by 5.15% compared to the previous year[51]. Revenue Sources - ODM/OEM business generated revenue of 641.13 million yuan, accounting for 84.18% of total revenue, with a year-on-year growth of 13.56%[48]. - The proprietary brand business generated revenue of 120.50 million yuan, making up 15.82% of total revenue, with a year-on-year increase of 7.70%[48]. - Domestic sales reached 601.59 million yuan, accounting for 78.99% of total revenue, with a year-on-year growth of 32.73%[49]. - Export sales decreased by 28.30% to 160.05 million yuan, representing 21.01% of total revenue[49]. Cash Flow and Investments - The net cash flow from operating activities increased by 208.04% to ¥67,077,552.36, compared to a net outflow of ¥62,086,685.72 in 2023[66]. - The net cash flow from investing activities rose by 101.00% to ¥187,422,079.07, up from ¥93,244,540.32 in the previous year[66]. - The company's cash and cash equivalents increased by ¥257,438,579.68, compared to a decrease of ¥3,211,658.04 in 2023[69]. - The total amount of cash inflow from operating activities was ¥846,401,215.80, reflecting a 25.76% increase from ¥673,052,783.31 in 2023[69]. - The total investment during the reporting period was approximately ¥1.27 billion, showing a decrease of 1.76% compared to the previous year's investment of approximately ¥1.29 billion[78]. Research and Development - The company has completed the development of color aramid weaving and curing technology, aiming to enhance market competitiveness and expand market share in the aramid fiber mobile phone case sector[62]. - The introduction of intelligent dimming technology is expected to significantly improve product quality and user experience, with a focus on innovation and industry upgrades[62]. - The company has successfully developed ultra-light, ultra-thin, and ultra-tough protective shell technology, which enhances user experience and extends device lifespan[62]. - The company is focusing on high-end protective accessories, which are expected to enhance brand image and market competitiveness[63]. - The company plans to strengthen its R&D efforts in new materials and high-quality innovative technologies, aiming for a virtuous cycle of innovation and cost reduction[99]. Strategic Focus and Future Plans - The company aims to enhance brand influence and optimize sales margins as part of its strategic focus for 2024[35]. - The company plans to use 226.18 million CNY of the oversubscription funds to permanently supplement working capital, pending approval from the board and shareholders[84]. - The company aims to achieve multi-dimensional development through technological innovation and the expansion of application fields in smart dimming materials[62]. - The company plans to enhance operational efficiency and reduce costs as part of its 2025 strategic focus, emphasizing customer value creation and technological innovation[97]. - Key areas of focus for 2025 include improving customer engagement through a robust product and service system, leveraging digital twin technology for flexible manufacturing, and optimizing supply chain management[98][99]. Governance and Compliance - The company maintains a complete business system, operating independently from its controlling shareholders and avoiding any unfair related transactions[113]. - The company has established a governance structure that complies with legal and regulatory requirements, ensuring transparency and accountability[111]. - The company has not reported any significant differences between its governance practices and regulatory requirements[111]. - The company has implemented a "Quality and Return Double Improvement" action plan, although details on its disclosure were not provided[104]. - The internal control system has been updated and improved according to regulatory requirements, effectively preventing operational risks and achieving internal control objectives[164]. Shareholder Matters - The company will not distribute cash dividends or issue bonus shares for the fiscal year 2023 due to unmet operational targets, ensuring sustainable development and considering future strategic planning and funding needs[152]. - The cash dividend amount for the fiscal year 2023 is set at RMB 5,702,593.50, which represents 100% of the total profit distribution amount[154]. - The company has a total of 126,724,300 shares as the basis for the cash dividend distribution, with a proposed payout of RMB 0.45 per 10 shares[154]. - The company has a restricted stock incentive plan for 2024, which includes provisions for performance assessment management[120]. - The independent director Qian Rong resigned on February 20, 2024, due to personal reasons[123]. Legal and Regulatory Matters - The company is currently involved in a lawsuit regarding overdue payments, with the court hearing scheduled for June 2025[184]. - The company has no significant litigation or arbitration matters affecting its financial position[184]. - The company has not faced any administrative penalties related to environmental issues during the reporting period[171]. - The company has not disclosed any measures taken to reduce carbon emissions during the reporting period[171]. Employee and Labor Matters - The total number of employees at the end of the reporting period is 1,048, with 454 in the parent company and 697 in major subsidiaries[148]. - The company has established a comprehensive training system to enhance employee skills and promote career development[150]. - The total hours of outsourced labor amounted to 2,210,858.7 hours, with total payments for outsourced labor reaching ¥47,826,449.28[151]. - The company has implemented a salary management system to improve internal equity and external competitiveness of salaries[149].

Core Insights - The mobile accessories industry in China has experienced rapid growth over the past few decades, with a market size of 597.17 billion yuan in 2023, reflecting a year-on-year increase of 7.01% [1][9] - The market is projected to reach approximately 639.55 billion yuan in 2024, indicating continued expansion [1] - The industry encompasses a wide range of products, including protective accessories (e.g., phone cases, screen protectors), power accessories (e.g., chargers, power banks), and functional accessories (e.g., headphones, Bluetooth devices) [1][10] Industry Definition and Classification - Mobile accessories are additional devices or components designed to enhance, extend, or protect the functionality of mobile phones, catering to diverse user needs in various scenarios [2] Industry Development History - The mobile accessories industry in China has evolved over two decades, transitioning from a rudimentary phase (2000-2007) focused on OEM/ODM production to a mature and innovative stage [7] - The industry saw explosive growth from 2008 to 2015 with the rise of smartphones, leading to the emergence of new product categories and the growth of online sales channels [7] - From 2016 to 2019, the market underwent a consolidation phase due to slowing smartphone growth, prompting companies to innovate and establish technological barriers [7] - Since 2020, the industry has been driven by 5G and AIoT technologies, leading to trends such as smart, scenario-based, high-end, and ecological accessories [7] Current Industry Analysis - The mobile accessories market in China is projected to reach 1,791.5 billion yuan in 2023, with a growth rate of 2.1% [9] - The market is expected to grow to approximately 1,854.5 billion yuan in 2024, driven by ongoing consumer demand for mobile device upgrades [10] Industry Chain Analysis - The mobile accessories industry chain includes upstream raw material suppliers, midstream manufacturers, and downstream sales channels, with a focus on quality control and brand management [4] - The industry also encompasses after-sales services, logistics, supply chain management, and financial services to enhance user experience and operational efficiency [4] Key Enterprises in the Industry - Major players include UGREEN Technology, JMOST Technology, and Baseus, each with distinct market strategies and product offerings [18][21] - UGREEN focuses on a comprehensive product line and global distribution, achieving a revenue of 4.803 billion yuan in 2023, a 25.09% increase year-on-year [19] - JMOST specializes in high-end phone cases with military-grade protection, reporting a revenue of 676 million yuan in 2023, a decrease of 5.93% [21] Future Development Trends - The market is experiencing segmentation and diversification, with varying consumer demands across different demographics [23] - Brand building and globalization are critical for enhancing competitiveness, as companies seek to expand their international presence [24] - Personalization and customization are emerging as significant trends, with consumers seeking unique products that reflect their individual styles [25]

一、使用部分闲置募集资金进行现金管理的赎回情况 二、使用部分闲置募集资金进行现金管理的买入情况 证券代码：300868 证券简称：杰美特 公告编号：2025-013 深圳市杰美特科技股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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。 深圳市杰美特科技股份有限公司（以下简称"公司"）于 2024 年 12 月 5 日 召开了第四届董事会第十六次会议、第四届监事会第十次会议，审议通过了《关 于使用闲置募集资金进行现金管理与闲置自有资金投资理财额度及有效期的议 案》，同意公司在不影响募集资金投资项目建设和公司正常运营的情况下，使用 不超过 12 亿元的闲置募集资金进行现金管理以及不超过 4.5 亿元的闲置自有资 金进行投资理财，有效期自本议案经公司 2024 年第三次临时股东大会审议通过 之日起 12 个月内有效，在前述额度内，资金可循环滚动使用。公司独立董事、 监事会、保荐机构均发表了明确同意意见。具体内容详见公司 2024 年 12 月 6 日 刊登于巨潮资讯网（www.cninfo.com.cn）上的《关于 ...

证券代码：300868 证券简称：杰美特 公告编号：2025-012 深圳市杰美特科技股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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。 深圳市杰美特科技股份有限公司（以下简称"公司"）于 2024 年 12 月 5 日 召开了第四届董事会第十六次会议、第四届监事会第十次会议，审议通过了《关 于使用闲置募集资金进行现金管理与闲置自有资金投资理财额度及有效期的议 案》，同意公司在不影响募集资金投资项目建设和公司正常运营的情况下，使用 不超过 12 亿元的闲置募集资金进行现金管理以及不超过 4.5 亿元的闲置自有资 金进行投资理财，有效期自本议案经公司 2024 年第三次临时股东大会审议通过 之日起 12 个月内有效，在前述额度内，资金可循环滚动使用。公司独立董事、 监事会、保荐机构均发表了明确同意意见。具体内容详见公司 2024 年 12 月 6 日 刊登于巨潮资讯网（www.cninfo.com.cn）上的《关于使用闲置募集资金进行现 金管理与闲置自有资金投资理财额度及有效期的公告》（公告编号：2024-0 ...

| ○ 基金经理:夏高 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 累计任职时间：10年又125天 任职起始日期：2014-12-06 现任基金公司：大成基金管理有限公司 | | 基金经理简介：夏高先生:中国国籍,清华大学工学博士。2011年1月至2012年5月就职于博时 基金管理有限公司,任股票投资部投资分析员。2012年7月加入大成基金管理有限公司,曾担任 数量与指数投资部高级数量分析师、基金经理助理、总监助理.现任指数与期货投资部副总 监。2014年12月6日至2023年3月20日任大成中证红利指数证券投资基金基金经理。2015年6 | | | | | | | 现任基金资产 在管基金最佳 总规模 任期回报 | | 月29日至2020年11月13日担任大成中证互联网金融指数分级证券投资基金基金经理。2016年 | | | | | | | 18.56亿元 155.12% | | 2月3日起任大成中证360互联网+大数据100指数型证券投资基金基金经理。2017年3月21日 | | | | | | 夏高 | | | ...

3月31日，杰美特连续7个交易日下跌，区间累计跌幅-11.26%。深圳市杰美特科技股份有限公司创建于2006年。 财报显示，大成基金旗下大成360互联网+大数据100A进入杰美特前十大股东，且为去年四季度新进。今年以来收益率8.25%，同类排名475(总3442)。 | 阶段涨幅 | 李度涨幅 年度涨幅 | | | | | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 新功能:"小天 | | 阶段涨幅 | -1.36% | -0.11% | 8.25% | 型，智能问答 | | 同类平均0 | -0.60% | 0.38% | 1.30% | 准、专业的问 | | 沪深300 | -1.21% | -0.07% | -1.21% | | | 跟踪标的� | -1.46% | 0.32% | 9.75% | | | 同类排名 3 | | 3642 3678 2189 3587 641 3426 | | | | | | | | 图片来源:天天基金网 2025/3/31 | 大成360互联网+大数据100A基金经理为夏高。 | ○ 基金经理:夏高 | | | ...

深圳市杰美特科技股份有限公司 关于股东股份减持计划实施结果的公告 公司股东熊敏、朱德颜、杨绍煦保证向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： 1、深圳市杰美特科技股份有限公司（以下简称"公司"或"杰美特"）股 东熊敏先生、朱德颜先生、杨绍煦先生均为泰安大埠企业管理咨询中心（有限合 伙）（原深圳市大埠投资合伙企业（有限合伙），以下简称"大埠"）原合伙人， 因大埠解散清算，其持有的杰美特首次公开发行前股份已通过证券非交易过户的 方式登记至合伙人名下，相关手续已办理完毕，大埠全体原合伙人均已签署《关 于继续履行泰安大埠相关承诺的承诺函》，具体情况请见《关于公司股东完成非 交易过户的公告》（公告编号：2022-065）。 证券代码：300868 证券简称：杰美特 公告编号：2025-011 2、公司已于 2025 年 1 月 9 日在巨潮资讯网 （http://www.cninfo.com.cn/）披露了《关于股东股份减持计划的预披露公 告》（公告编号：2025-006）： （1）公司股东熊敏、朱德颜、杨 ...

证券代码：300868 证券简称：杰美特 公告编号：2025-010 深圳市杰美特科技股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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。 深圳市杰美特科技股份有限公司（以下简称"公司"）于 2024 年 12 月 5 日 召开了第四届董事会第十六次会议、第四届监事会第十次会议，审议通过了《关 于使用闲置募集资金进行现金管理与闲置自有资金投资理财额度及有效期的议 案》，同意公司在不影响募集资金投资项目建设和公司正常运营的情况下，使用 不超过 12 亿元的闲置募集资金进行现金管理以及不超过 4.5 亿元的闲置自有资 金进行投资理财，有效期自本议案经公司 2024 年第三次临时股东大会审议通过 之日起 12 个月内有效，在前述额度内，资金可循环滚动使用。公司独立董事、 监事会、保荐机构均发表了明确同意意见。具体内容详见公司 2024 年 12 月 6 日 刊登于巨潮资讯网（www.cninfo.com.cn）上的《关于使用闲置募集资金进行现 金管理与闲置自有资金投资理财额度及有效期的公告》（公告编号：2024-0 ...

证券代码：300868 证券简称：杰美特 公告编号：2025-009 深圳市杰美特科技股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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。 深圳市杰美特科技股份有限公司（以下简称"公司"）于 2024 年 12 月 5 日 召开了第四届董事会第十六次会议、第四届监事会第十次会议，审议通过了《关 于使用闲置募集资金进行现金管理与闲置自有资金投资理财额度及有效期的议 案》，同意公司在不影响募集资金投资项目建设和公司正常运营的情况下，使用 不超过 12 亿元的闲置募集资金进行现金管理以及不超过 4.5 亿元的闲置自有资 金进行投资理财，有效期自本议案经公司 2024 年第三次临时股东大会审议通过 之日起 12 个月内有效，在前述额度内，资金可循环滚动使用。公司独立董事、 监事会、保荐机构均发表了明确同意意见。具体内容详见公司 2024 年 12 月 6 日 刊登于巨潮资讯网（www.cninfo.com.cn）上的《关于使用闲置募集资金进行现 金管理与闲置自有资金投资理财额度及有效期的公告》（公告编号：2024-0 ...

证券代码：300868 证券简称：杰美特 公告编号：2025-008 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预留授予登记完成的公告 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。 重要内容提示： 根据《上市公司股权激励管理办法》、深圳证券交易所及中国证券登记结 算有限责任公司深圳分公司有关规则的规定，深圳市杰美特科技股份有限公司 （以下简称"公司"或"本公司"）完成了公司 2024 年限制性股票激励计划（以 下简称"本激励计划"或"《激励计划》"）限制性股票的预留授予登记工作， 有关具体情况公告如下： 一、本次激励计划已履行的相关审批程序 1、2024 年 7 月 25 日，公司分别召开了第四届董事会第十一次会议、第四 届监事会第六次会议，审议通过了《关于公司〈2024 年限制性股票激励计划（草 案）〉及其摘要的议案》、《关于公司〈2024 年限制性股票激励计划实施考核 管理办法〉的议案》、《关于提请股东大会授权董事会办理公司 2024 年限制性 股票激励计划相关事宜的议案》。公司监事会对本激励计划的相关事项进行核实 并出具了核查意见， ...