洁雅股份7月31日公告，公司持股5%以上股东铜陵明源循环经济产业创业投资基金中心（有限合伙）及 其一致行动人苏州工业园区中亿明源创业投资中心（有限合伙）计划自本公告披露之日起15个交易日后 的3个月内，通过集中竞价和大宗交易方式减持公司股份不超过557.15万股，即不超过公司总股本的 4.95%。其中，通过大宗交易方式减持不超过278.58万股；通过集中竞价交易方式减持不超过278.58万 股。减持价格将根据减持时的市场价格确定，减持原因为股东自身管理需要。 ...

证券代码：301108 证券简称：洁雅股份 公告编号：2025-057 铜陵洁雅生物科技股份有限公司 关于持股5%以上股东及其一致行动人减持股份计划 的预披露公告 持股 5%以上股东铜陵明源循环经济产业创业投资基金中心（有限合伙）及 其一致行动人苏州工业园区中亿明源创业投资中心（有限合伙）保证向本公司提 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： 持股5%以上股东铜陵明源循环经济产业创业投资基金中心（有限合伙）（以 下简称"明源基金"）及其一致行动人苏州工业园区中亿明源创业投资中心（有 限合伙）（以下简称"中亿明源"）计划在本公告披露之日起15个交易日后的3 个月内以集中竞价和大宗交易方式减持其持有的首次公开发行前股份总数不超 过5,571,534股，占公司总股本比例不超过4.95%。 明源基金及其一致行动人中亿明源已获得中国证券投资基金业协会备案，申 请通过了适用创业投资基金股东的减持政策。截至首次公开发行上市日，投资期 限已满六十个月的，通过集中竞价和大宗交易方式减持股份总数不受比例限制。 铜陵洁雅生物 ...

Group 1 - The company, Jieya Co., Ltd. (SZ 301108), announced that it will hold an investor research meeting on July 30, 2025, with participation from the Deputy General Manager and Board Secretary, Hu Nenghua [2] - For the year 2024, Jieya Co., Ltd.'s revenue composition indicates that the manufacturing of other daily chemical products accounts for 98.53% of total revenue, while other businesses contribute 1.47% [2]

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 ...

Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook for the stock price in the next six months [5]. Core Insights - The company has launched a three-year incentive plan, granting 1.82 million shares, which is 1.62% of the total share capital, to ten key personnel, including executives [1]. - The company is a leading manufacturer in the wet wipes sector, ranking 4th, 9th, and 8th in China from 2021 to 2023 based on sales [2]. - Revenue has shown slight fluctuations from 2020 to 2024, with figures of 667 million, 623 million, and 547 million respectively, primarily due to changing demand post-pandemic [2]. - The company has a robust order book with major clients including Woolworths, Kimberly-Clark, Johnson & Johnson, and Procter & Gamble, and is actively expanding its international client base [2]. - Domestic production capacity is ramping up, with a projected annual capacity of 18.7 billion pieces by the end of 2024, while a new North American facility is set to begin production in Q1 2026 [3]. - Revenue projections for 2025-2027 are estimated at 743 million, 937 million, and 1.151 billion respectively, with corresponding net profits of 69 million, 83 million, and 108 million [4]. Financial Summary - The company reported a revenue of 623 million in 2023, with a projected decline of 12.07% in 2024, followed by a significant recovery of 35.8% in 2025 [4]. - The net profit for 2023 was 115 million, with a drastic forecasted drop to 19 million in 2024, but expected to rebound to 69 million in 2025 [4]. - The earnings per share (EPS) is projected to increase from 0.24 in 2024 to 0.96 in 2027, reflecting a positive growth trajectory [4].

提前公布激进降息派作为未来美联储主席人选，市场对明年的降息预期将会 大幅提升，但难以影响当前鲍威尔的货币政策路径。 提前公布谨慎平衡派作为未来美联储主席人选。市场降息预期或较其他候选 人偏弱，但市场波动性也会趋于缓和。 通过法律手段罢免鲍威尔后立即提名新候选人。将引发市场对美联储独立性 的质疑，导致股市、债市、汇市剧烈波动，黄金等避险资产受益。 晨会纪要 核心结论 分析师 【海外政策】特朗普能撼动美联储的独立性吗？ 我们研判中未来可能性最大的三种情景： 【电池】固态电池系列报告（二）：锂金属负极：卡位与颠覆，技术分化下 机遇几何 锂金属兼具高比容量+低电极电势优势，有望成为负极侧长期技术演进方向。 弹性测算下锂金属负极应用侧市场空间 120~360 亿元，以 20μm 锂金属镀 层为基准，对应锂金属需求量 961 吨~2884 吨区间。负极行业大宗化时代格 局集中，未来伴随新技扩散将重塑格局：①应用测：海外电池企业路径明确， 国内头部大厂紧随其后；②产业链：锂企驱动、负极厂布局、箔材厂切入多 方竞合；③技术路径：压延法率先规模落地，蒸镀法性能领先 【美容护理】洁雅股份（301108.SZ）跟踪点评：股权激励锚 ...

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. ...

Company Overview - Tongling Jieya 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 went public 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 1,006.27 million yuan [2] Business Expansion - The company aims to increase its overseas orders to over 50% in 2025, focusing on core customer global business expansion [3] - The U.S. wet wipes factory is currently under construction and is expected to commence production next year [3] Cost Management - The U.S. factory will enhance operational efficiency and optimize cost structure through automation and improved management processes [3] Investment Risks - Key investment risks for the U.S. factory include uncertainties in facility renovation and approval processes, customer audit outcomes, potential production delays, and cultural differences affecting efficiency [3] Current Business Status - Since Q2 2025, the wet wipes business has seen stable orders from existing clients and has taken on new business from key clients in Europe and Canada [3] - The cosmetics business primarily focuses on OEM for international brands, with ongoing efforts to expand domestic client orders, albeit at a smaller scale [3] - The collagen business, established in partnership with Jiangsu Chuangjian, is currently undergoing strategic adjustments due to rapid market changes [3] Brand Development - The company's self-branded initiatives, previously funded, have not met expectations, leading to a significant reduction in investment while continuing to pursue brand development [3] Future Business Drivers - Future growth will rely on expanding existing brand client business, including product categories and sales regions, as well as leveraging the U.S. factory [4] Compliance and Governance - The investor communication event adhered to the Shenzhen Stock Exchange's regulations, ensuring no significant undisclosed information was leaked [4]

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].