Core Insights - The 8th China International Import Expo is being held in Shanghai from November 5 to November 10, with participation from 155 countries and regions, over 4,100 foreign enterprises, and an exhibition area exceeding 430,000 square meters, marking historical highs in both exhibition area and number of enterprises [1] Group 1: Samsung's Role - Samsung is leveraging its "chain master" effect to empower core suppliers and build a strong, efficient, sustainable, and socially responsible supply chain ecosystem [1] - Samsung Electro-Mechanics (SEMCO), a core subsidiary of Samsung, has become a leader in the Korean electronic components industry, focusing on world-class chip components, substrates, camera modules, and communication modules [1] Group 2: Case Study of Jie Mei Technology - Jie Mei Technology (002859) exemplifies Samsung's empowerment of core suppliers, specializing in producing thin carrier tapes and release films for integrated circuits and electronic components [2] - With Samsung's support, Jie Mei Technology has transitioned from "buying films for processing" to "integrated production," establishing an irreplaceable competitive barrier [2] Group 3: Financial Performance - In the first half of this year, Jie Mei Technology's revenue from electronic-grade film materials reached 116 million yuan, a year-on-year increase of 61.29% [3] - The company has successfully completed product transitions to self-made base films and is in the critical phase of ramping up production, with stable supply to major clients [3] Group 4: Production Expansion - Jie Mei Technology's production lines for the first phase of release films at its Guangdong base have commenced mass production [4] - The North China R&D headquarters project has entered the decoration phase, with plans for equipment installation and debugging by the end of 2025, enhancing supply capabilities for strategic clients in North China [4]
“链主”赋能核心供应商提质升级 洁美科技离型膜有望加速放量