2024年1至12月份，洁雅股份的营业收入构成为：其他日用化学产品制造业占比98.53%，其他业务占比 1.47%。 （文章来源：每日经济新闻） 洁雅股份（SZ 301108，收盘价：26.75元）发布公告称，2025年7月30日，洁雅股份接受东财证券等投 资者调研，公司副总经理、董事会秘书胡能华等人参与接待，并回答了投资者提出的问题。 ...

编号：2025-009 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | 现场参观 其他 现场会议 | | | 东财证券：赵树理；华夏基金：林瑶；华西证券：李佳妮；申万 | | 参与单位名称 | 宏源：庞盈盈、求佳峰；中信证券：马子鉴；国寿安保基金：吕 | | 及人员姓名 | 安琪；鑫巢资本：王璞；臻宜投资：徐蕾；中信保诚资管：万力； | | | 国海证券：赵兰亭；天风证券：张彤；农银汇理基金：仲恒。 | | 时间 | 年 月 日 2025 7 30 14:00-17:00 | | 地点 | 铜陵市狮子山经济开发区铜井东路 号 1928 | | | 铜陵洁雅生物科技股份有限公司会议室 | | 上市公司接待 | 副总经理、董事会秘书：胡能华 | | 人员姓名 | 董事、财务总监：杨凡龙 | | | 证券事务代表：徐文丽 | | | 一、公司简介 | | | 铜陵洁雅生物科技股份有限公司成立于 1999 年，是一家专 | | | 注于湿巾类产品研发、生产与销售的专业制造商，经过二十多年 ...

激励计划提振信心，在手订单充足 [Table_Summary] 事件：公司近期发布 3 年激励计划：公司计划授予 182 万股、占总股本 的 1.62%，首次授予部分的激励对象共计 10 人，包括董事会秘书胡总、 副总经理叶总、财务总监杨总等。公司制定 3 年考核目标，以 24 年营收 为基准，25 年营收增速目标不低于 25%；26 年不低于 50%；27 不低于 100%。 [Table_Info1] [Table_Title] 证券研究报告 / 公司动态报告 公司是湿巾类头部代工厂。经过二十多年的发展，公司在湿巾方面较为 领先，2021 年至 2023 年位列全国擦拭巾生产商和品牌（主要按销售额 综合排序）第 4 位、第 9 位、第 8 位，湿巾产品涵盖婴儿系列、成人功 能系列、抗菌消毒系列、家庭清洁系列、医用护理系列和宠物清洁系列 等六大系列。公司 20-24 年营收略有波动，主因疫情期间消毒湿巾需求 较高，此后需求逐步回落，22-24 年营收分别为 6.67 亿/6.23 亿/5.47 亿， 扣非净利润分别为 1.30 亿/0.89 亿/-0.07 亿，主因产品结构及新建产能带 来的毛利率下降，同时 ...

证券代码：301108 证券简称：洁雅股份 公告编号：2025-056 铜陵洁雅生物科技股份有限公司 关于使用部分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、完整，没有虚假 记载、误导性陈述或重大遗漏。 铜陵洁雅生物科技股份有限公司（以下简称"公司"）于 2025 年 1 月 21 日召开第五届董事会第二十四次会议和第五届监事会第二十二次会议，于 2025 年 2 月 10 日召开 2025 年第一次临时股东大会，审议通过了《关于使用部分闲置 募集资金进行现金管理的议案》，同意在确保不影响募集资金投资项目建设和公 司正常经营的前提下，使用额度不超过人民币 6 亿元的部分闲置募集资金（含超 募资金）进行现金管理，用于购买安全性高、流动性好、期限不超过 12 个月的 短期投资理财产品。使用期限自股东大会审议通过之日起 12 个月内有效。在上 述额度和期限内，资金可循环滚动使用，并授权董事长在上述额度和期限范围内 行使相关投资决策权并签署相关文件，公司财务部门具体办理相关事宜。具体内 容详见公司于 2025 年 1 月 22 日在巨潮资讯网（www.cninfo.com. ...

编号：2025-008 证券代码：301108 证券简称：洁雅股份 | | 销售区域的拓展；二是依托美国工厂。 | | | --- | --- | --- | | 投资者关系活动 | | | | 主要内容介绍 | 本次投资者交流会活动中，公司严格依照《深圳证券交易所 | | | | 上市公司自律监管指引第 2 号——创业板上市公司规范运作》等 | | | | 规定执行，未出现未公开重大信息泄露等情况。 | | | 附件清单（如有） | 无 | | | 日期 | 年 月 日 2025 29 | 7 | 铜陵洁雅生物科技股份有限公司 投资者关系活动记录表 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | 现场参观 其他 现场会议 | | 参与单位名称 | 国盛家电：鲍秋雨；牧鑫资产：汪晨曦；华福证券：汪浚哲、 | | 及人员姓名 | 李宏鹏；煜德投资：程跃；弘毅远方：王鹏程。 | | 时间 | 年 月 日 2025 7 29 10:00-11:30、14:00-16:00 | | 地点 ...

Investment Rating - The report maintains an "Overweight" rating for the industry, with a focus on new consumption sectors such as beauty care, IP derivatives, and gold jewelry [5][29]. Core Insights - The beauty care sector is highlighted with the launch of the world's first "honeycomb collagen" gel product by Jinbo Biological, which shows significant advancements in cell adhesion and collagen retention [3][23]. - The report notes a general increase in the performance of retail, social services, and beauty care sectors, with respective weekly gains of +2.65%, +2.30%, and +5.42% [14][16]. - Key companies such as Proya and Huaxi Hospital are collaborating on mitochondrial anti-aging research, indicating a trend towards scientific advancements in beauty products [3][23]. Summary by Sections Market Performance - For the week of July 21-25, 2025, the retail, social services, and beauty care sectors saw increases of +2.65%, +2.30%, and +5.42%, ranking 14th, 17th, and 6th among 31 primary industries [14][16]. - Sub-sectors such as personal care products, tourism, and cosmetics experienced notable gains of +7.74%, +3.93%, and +3.39% respectively [16][19]. Key Industry Events and News - The National Development and Reform Commission announced that the Hainan Free Trade Port will officially close on December 18, 2025, which is expected to enhance trade conditions [3][23]. - Jinbo Biological launched a new injectable collagen gel product, which is expected to significantly improve skin treatment outcomes [3][23]. - Proya and Huaxi Hospital have partnered to focus on mitochondrial anti-aging research, which may lead to innovative product developments [3][23]. Investment Recommendations - The report recommends focusing on companies within the beauty care, IP derivatives, and gold jewelry sectors, suggesting specific stocks such as Proya, Giant Biological, and Marubi [5][29]. - The report emphasizes the potential for growth in these sectors, particularly in light of recent product innovations and market trends [5][29].

Company Overview - Tongling Jeya Biotechnology Co., Ltd. was established in 1999, specializing in the research, production, and sales of wet wipes, with over 20 years of industry experience [2]. - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 3, 2021, and is steadily advancing its fundraising projects [2]. Financial Performance - In Q1 2025, the company reported a revenue of 124 million yuan and a net profit of 10.06 million yuan [2]. Business Operations - As of Q2 2025, the company has a stable order flow in its wet wipes business, with existing customers in Europe and Canada [3]. - The current production capacity utilization rate is approximately 80% [3]. - The U.S. wet wipes factory is under construction and is expected to commence production next year, primarily serving international brand clients in the North American market [3]. Clientele and Market Expansion - Key clients in the wet wipes business include international brands such as Woolworths, Kimberly-Clark, Johnson & Johnson, Procter & Gamble, as well as domestic e-commerce brands like Babycare and Dongfang Zhenxuan [3]. - The company anticipates that overseas orders will increase, with foreign sales expected to account for over 50% of total business in 2025 [3]. Risk Management - Investment risks associated with the U.S. factory include uncertainties in facility renovation and approval processes, customer audit outcomes, potential delays in production timelines, and cultural differences affecting production efficiency [3]. Future Business Strategy - The company plans to expand its cosmetics business, primarily through contract manufacturing for L'Oréal, while also exploring domestic clients [4]. - The current revenue from proprietary brands is low, with a focus on contract manufacturing [4]. - Future business drivers include expanding existing brand client relationships and leveraging the new U.S. factory [4]. Stock Performance - The company's stock price fluctuations are influenced by macroeconomic factors, industry policies, and market sentiment, with no undisclosed significant information affecting operations as of the date of the meeting [4].

Core Viewpoint - The company, Jieya Co., Ltd., faces internal dissent regarding its 2025 restricted stock incentive plan, with significant opposition from non-independent director Yu Yancheng, who argues that the plan is overly conservative and misaligned with the interests of minority shareholders [1][4]. Group 1: Incentive Plan Details - The incentive plan proposes to grant a total of 1.82 million restricted shares, with an initial grant price of 12.63 yuan per share, significantly lower than the company's net asset value of 22.86 yuan per share [1][4]. - The plan includes 10 recipients, including 4 senior executives, who collectively will receive 700,000 shares valued at over 18.8 million yuan based on the closing price of 26.92 yuan per share on July 22 [1][2]. Group 2: Performance Assessment Criteria - The performance assessment for the restricted stock grants spans from 2025 to 2027, requiring revenue growth rates of at least 25%, 50%, and 100% for the respective years [3][6]. - The company previously launched an incentive plan in 2022, which set revenue growth targets of at least 10%, 30%, and 50% for the years 2023 to 2025, but failed to meet these targets, resulting in the cancellation of unvested shares [5][7]. Group 3: Historical Context and Stakeholder Concerns - Yu Yancheng, who has been with the company in various capacities since 2012, expressed concerns that the current plan's structure and timing do not align with shareholder interests, particularly for minority shareholders [3][4]. - The company has a history of overlapping performance targets between different incentive plans, leading to confusion and potential conflicts in revenue assessment for the same fiscal year [5][7].

昨日基金共对8家公司进行调研，扎堆调研浙富控股、洁雅股份、楚天龙等。 证券时报·数据宝统计，7月21日共13家公司被机构调研，按调研机构类型看，基金参与8家公司的调研 活动。浙富控股最受关注，参与调研的基金达14家；洁雅股份、楚天龙等分别获9家、6家基金集体调 研。 数据宝统计，基金参与调研股中，近5日资金净流入的有4只，北化股份近5日净流入资金1.90亿元，主 力资金净流入最多；净流入资金较多的还有浙富控股、苏州天脉等，净流入资金分别为1.77亿元、 8884.82万元。 业绩方面，基金调研公司中，公布上半年业绩预告的共有2家，业绩预告类型来看，预增有1只。以净利 润增幅中值来看，净利润增幅最高的是北化股份，预计净利润中值为1.05亿元，同比增幅为201.48%。 （数据宝） 7月21日基金调研公司一览 | 代码 | 简称 | 基金家数 | 最新收盘价（元） | 近5日涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 002266 | 浙富控股 | 14 | 3.69 | 11.48 | 环保 | | 301108 | 洁雅股份 | 9 | 25.2 ...

Group 1 - The beauty care sector experienced a significant rise at the beginning of trading, with Jeya Co., Ltd. (301108) increasing by over 10% [1] - Yiyi Co., Ltd. (001206) approached the daily limit increase, indicating strong market interest [1] - Aimeike (300896) saw an increase of over 4%, reflecting positive sentiment in the industry [1] Group 2 - Other companies such as Shuiyang Co., Ltd. (300740) and Shanghai Jahwa United Co., Ltd. (600315) also experienced upward movement, suggesting a broader trend in the beauty care sector [1]