Market Overview - The personal care products sector increased by 1.02% on October 31, with稳健医疗 leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Stock Performance - Key stocks in the personal care products sector showed varied performance, with the following notable changes: - 稳健医疗 (300888) closed at 41.30, up 2.00% with a trading volume of 100,200 shares and a turnover of 413 million yuan [1] - 洁雅股份 (301108) closed at 32.20, up 1.61% with a trading volume of 28,700 shares [1] - 豪悦护理 (6005009) closed at 32.60, up 1.46% with a trading volume of 16,900 shares [1] - 百亚股份 (003006) closed at 23.33, down 0.30% with a trading volume of 28,400 shares [1] Capital Flow - The personal care products sector experienced a net outflow of 45.69 million yuan from institutional investors, while retail investors saw a net inflow of 48.90 million yuan [2] - The following stocks had significant capital flow: - 稳健医疗 had a net inflow of 19.47 million yuan from institutional investors, but a net outflow from retail investors [3] - 登康口腔 saw a net inflow of 41.71 million yuan from speculative funds [3] - 豪悦护理 experienced a net outflow of 8.07 million yuan from institutional investors [3]

Company Overview - Tongling Jieya Biotechnology Co., Ltd. specializes in the research, production, and sales of wet wipes, established in 1999 [1] - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 3, 2021, and is steadily advancing its fundraising projects [1] Financial Performance - For the first three quarters of 2025, the company reported a revenue of CNY 565 million and a net profit of CNY 67.90 million [2][3] - The growth in performance is attributed to an increase in orders from foreign clients, the realization of business model efficiencies, and continuous optimization of product structure [3] Strategic Initiatives - The company plans to deepen cooperation with international brand clients and is focused on the construction of a factory in the United States to explore new market opportunities [3] - The establishment of the U.S. factory is a strategic decision to optimize supply chain layout and better serve international core customers, enhancing the company's resilience against complex international trade environments [3] Competitive Advantages - The company has developed significant core competitive advantages in technology research and development, production processes, quality control, customer resources, and product variety through years of focused development in the wet wipes market [3] Operational Strategies - To address high labor costs in the U.S., the company will implement automated production lines and optimize management processes to improve operational efficiency and cost structure [3] - A pricing adjustment mechanism is in place to respond to fluctuations in raw material prices and exchange rates [4] Market Positioning - The company is accelerating its global business layout, with expectations that the proportion of foreign sales will exceed 50% this year based on current order conditions [4] - The cosmetics business primarily focuses on providing OEM services for international brand clients while actively expanding domestic customer orders [4] Future Outlook - The company is optimistic about achieving its equity incentive goals for 2025, based on the performance in the first three quarters of the year [4] - Continuous efforts are being made to ensure the smooth progress of fundraising projects, with updates available through company announcements [4]

Core Viewpoint - Jeya Co., Ltd. (301108.SZ) is currently experiencing a decline in stock price, closing at 31.87 yuan with a drop of 5.37%, indicating it is in a state of underperformance since its IPO [1] Group 1: Company Overview - Jeya Co., Ltd. was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 3, 2021, with an initial public offering (IPO) of 25 million shares, accounting for 25% of the total share capital post-IPO [1] - The IPO price was set at 57.27 yuan per share, with the highest intraday price reaching 97.58 yuan on the first trading day, marking the peak since its listing [1] - The total funds raised amounted to 1.163 billion yuan, with a net amount of 1.032 billion yuan after deducting issuance costs, exceeding the original fundraising plan by 656 million yuan [1] Group 2: Fund Utilization - According to the prospectus disclosed on November 29, 2021, the company intended to use the raised funds for three main projects: expansion of multifunctional wet wipes, upgrading of the technology research and development center, and intelligent transformation of warehousing [1] Group 3: Financial Details - The total issuance costs were 131 million yuan, with the lead underwriter, Guorong Securities Co., Ltd., receiving 108 million yuan in underwriting and sponsorship fees [1] - The company announced a stock dividend plan on July 2, 2025, proposing a bonus issue of 4 shares for every 10 shares held and a pre-tax dividend of 1 yuan, with the record date set for July 9, 2025, and the ex-dividend date for July 10, 2025 [1]

10月29日，洁雅股份跌5.14%，截至发稿，报31.95元/股，成交5574.66万元，换手率2.65%，总市值 35.96亿元。洁雅股份股价已经连续4天下跌，区间累计跌幅8.85%。 资料显示，铜陵洁雅生物科技股份有限公司位于安徽省铜陵市狮子山经济开发区铜井东路1928号，成立 日期1999年8月31日，上市日期2021年12月3日，公司主营业务涉及湿巾类产品研发、生产与销售。主营 业务收入构成为：湿巾类产品84.62%，面膜类产品11.95%，洗护类产品1.86%，其他(补充)1.58%。 数据显示，中信建投基金旗下1只基金重仓洁雅股份。中信建投价值增长混合A（025231）三季度持有 股数119.26万股，占基金净值比例为4.59%，位居第四大重仓股。根据测算，今日浮亏损失约206.32万 元。连续4天下跌期间浮亏损失389.98万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 中信建投价值增长混合A（025231）成立日期2025年9月 ...

证券代码：301108 证券简称：洁雅股份 | | 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 现场调研/线上会议 | | 参与单位名称 | 浙商证券：曹馨茗、史凡可、崔雨薇、张博文、刘青、田雨萌； | | 及人员姓名 | 新华基金：蔡春红、夏旭；银华基金：陈思远、苏静然、李爽、 | | | 洪亦秋；永赢基金：王昕妍；泰康基金：刘书琴。 | | | 年 月 日 10:00-11:00（现场调研） 2025 10 28 | | 时间 | 2025 年 10 月 28 日 13:30-14:10、15:00-15:50、16:30-17:00（线 | | | 上会议） | | 地点 | 铜陵市狮子山经济开发区铜井东路 1928 号 | | | 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 | | | 董事、财务总监：杨凡龙 | | 人员姓名 | 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 ...

Company Overview - Tongling Jieya Biotechnology Co., Ltd. was established in 1999 and specializes 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 - For the first three quarters of 2025, the company reported a revenue of 565 million yuan and a net profit of 67.9031 million yuan [3]. - The growth in performance is attributed to an increase in orders from overseas clients, the realization of business scale effects, and continuous optimization of product structure [3]. Future Business Drivers - Future growth will primarily rely on two engines: deepening cooperation with existing international brand clients and the new market opportunities and localized supply advantages brought by the upcoming U.S. factory [3]. - The company has maintained stable orders from existing clients and is actively expanding its business with international brand clients in other regional markets [3]. Client Relationships and Pricing Mechanism - The company has strong stability in its relationships with major clients, which are predominantly well-known global enterprises [3]. - A pricing adjustment mechanism is in place to respond to fluctuations in raw material prices and exchange rates [3]. Competitive Advantages - The company has developed significant core competitive advantages in technology research and development, production processes, quality control, customer resources, and product variety through years of focused development in the wet wipes market [3]. U.S. Factory Development - The U.S. factory is currently under construction and is expected to be operational in 2026, primarily serving the North American market [3]. - Key investment risks associated with the U.S. factory include client audit approvals, potential delays in production timelines, and cultural differences impacting production efficiency [3]. Capacity Utilization and Capital Expenditure - The current capacity utilization rate is maintained at over 80%, with new capacity expected to be constructed within 3 to 6 months [4]. - The company’s dividend policy balances shareholder returns with developmental support, adjusting based on actual operating conditions and future funding needs [4].

Core Points - The 9th International Carbon Materials Conference and Industry Exhibition (Carbontech2025) will be held from December 9-11, 2025, at the Shanghai New International Expo Center, inviting global leaders in the carbon materials industry to participate [12][28] - The event will feature two major exhibition halls, covering over 20,000 square meters, with expectations to attract over 50,000 professional visitors, 1,000 industry CEOs, 2,000 end-users, 1,000 research teams, 3,000 companies, and 500 government parks and investment institutions [16][28] Exhibition Overview - The exhibition will include two main thematic exhibition areas: N1 for semiconductors and N2 for energy and high-end equipment, showcasing applications, materials, production equipment, and analytical instruments relevant to the carbon materials industry [18][19] - The N1 semiconductor exhibition area will cover diamond materials, high-purity gases, and various production equipment, while the N2 energy and high-end equipment area will focus on carbon materials for automotive, aerospace, and energy storage applications [18][19] Conference Themes - The conference will address the application potential of diamond materials in ultra-precision processing, drilling, cutting, high-power heat dissipation, extreme sensing, quantum technology, and biomedicine [21] - Topics will include the expansion of diamond applications, ultra-precision manufacturing, diamond material preparation, and cultivated diamonds [21] - The carbon fiber conference will discuss market status, industry layout, and technological iterations, focusing on applications in aerospace, automotive, and green energy [21] - The new energy carbon materials and battery conference will explore technological breakthroughs in carbon materials and their applications in various battery technologies [21] Special Features - Carbontech2025 will have dedicated areas for product displays, new product launches, and research achievements, aimed at promoting collaboration between enterprises, research institutions, and universities [22][24][25] - The event aims to break down information barriers and facilitate deep cooperation among upstream and downstream enterprises in the carbon materials industry [23]

编号：2025-011 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 电话会议/现场调研 天风证券：张彤、孙海洋；光大保德信基金：唐钰蔚；西部利得 | | | 基金：林静；财通资管：杨佳睿；国联基金：陈方园；建信养老 | | | 金：官忠涛；银河基金：杨琪；农银汇理基金：仲恒；中银国际： | | | 张岩松；世纪证券：周维；敦和资产：韩立强；金元顺安基金： | | | 侯斌；上海睿郡资管：谭一苇；天风国际证券：张丽花；和谐健 | | | 康保险：毛一鹏；创金合信基金：张小郭；长江证券资管：汪中 | | 参与单位名称 | 昊；浙商证券资管：唐靓；上海万纳私募基金：杨君奕；观富资 | | 及人员姓名 | 管：唐天；国华兴益保险：韩冬伟；华富基金：聂嘉雯；中信证 | | | 券：魏巍；博远基金：杨毅；沣京资管：汤晨晨；Point72：宋 | | | 星琦；Pleiad Investment Advisors Limi ...

Market Overview - The personal care products sector experienced a decline of 0.34% on October 24, with Baiya Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Key stocks in the personal care sector showed varied performance, with the following notable changes: - Baiya Co., Ltd. (003006) closed at 22.77, down 1.94% with a trading volume of 63,800 shares and a turnover of 146 million [1] - Yanjing Co., Ltd. (300658) closed at 8.46, down 1.40% with a trading volume of 168,400 shares and a turnover of 145 million [1] - Jeya Co., Ltd. (301108) closed at 35.76, down 0.91% with a trading volume of 49,800 shares and a turnover of 185 million [1] - Other stocks like Beijia Co. (603059) and Zhongshun Jierou (002511) also saw minor declines [1] Capital Flow - The personal care products sector saw a net inflow of 2.96 million from institutional investors and a net inflow of 4.80 million from retail investors, while retail investors experienced a net outflow of 7.76 million [3] - Notable capital flows for specific stocks include: - Wanjian Medical (300888) had a net inflow of over 9.34 million from institutional investors, but a net outflow of 11.91 million from retail investors [3] - Liangmian Needle (600249) saw a net inflow of 7.46 million from institutional investors, while retail investors had a net inflow of 1.39 million [3] - Baiya Co., Ltd. (003006) had a net inflow of 5.32 million from institutional investors but a significant net outflow of 4.30 million from retail investors [3]

Core Insights - The article discusses the recent movements of social security funds in the stock market, highlighting new investments, increases, and decreases in holdings during the third quarter [1][2] Summary by Category New Investments - In the third quarter, social security funds initiated positions in 17 new stocks, with a total of 70 stocks being held by these funds [1] - The stock with the highest number of social security fund holders is Zhuoyi Information, appearing in the top ten shareholders list with two funds holding a combined 233.68 million shares, representing 1.93% of the circulating shares [1] Holdings and Proportions - The stock with the highest holding proportion among new investments is Lanke High-tech, with a holding ratio of 2.15%, followed closely by Dielian Technology at 2.12% [1] - The largest number of shares held by social security funds among new investments is in Dazhu Laser, with 11,928,500 shares, followed by Jinling Mining and Lanke High-tech with 8,810,400 shares and 7,638,700 shares, respectively [1] Performance Metrics - Among the new investments, 11 companies reported year-on-year net profit growth, with Tuowei Information showing the highest increase of 852.03% [2] - The average increase of new stocks since October is 1.29%, outperforming the Shanghai Composite Index, with Beifang Changlong leading the performance with a cumulative increase of 21.89% [2] - The stock with the largest decline is Xingwang Ruijie, which has seen a cumulative drop of 14.40% [2]