Company Overview - Jiemai Technology, established on April 9, 2001, is located in the Sunshine Industrial Park of Anji Economic Development Zone, Zhejiang Province. The company was listed on April 7, 2017. Its main business involves the research, production, and sales of electronic component thin carrier tapes [1]. - The revenue composition of Jiemai Technology includes 83.94% from electronic packaging materials, 12.02% from electronic-grade film materials, and 4.04% from other sources [1]. Stock Performance - As of September 22, Jiemai Technology's stock price was 31.35 CNY per share, with a market capitalization of 13.51 billion CNY. The stock has increased by 51.96% year-to-date, but has seen a decline of 2.67% over the last five trading days [1]. - The trading volume on September 22 was 42.83 million CNY, with a turnover rate of 0.33%. The net outflow of main funds was 308,400 CNY, while large orders saw a buy of 7.62 million CNY and a sell of 8.36 million CNY [1]. Financial Performance - For the first half of 2025, Jiemai Technology reported a revenue of 962 million CNY, representing a year-on-year growth of 14.67%. However, the net profit attributable to shareholders decreased by 18.78% to 98.49 million CNY [2]. - Since its A-share listing, Jiemai Technology has distributed a total of 673 million CNY in dividends, with 274 million CNY distributed over the past three years [3]. Shareholder Information - As of September 10, the number of shareholders for Jiemai Technology was 13,100, a decrease of 2.58% from the previous period. The average number of circulating shares per person increased by 2.65% to 30,962 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 4.6083 million shares, an increase of 226,400 shares from the previous period [3].

Group 1 - The core viewpoint of the news is that Jiemai Technology has seen a stock price increase of 5.05%, reaching 29.93 yuan per share, with a total market capitalization of 12.898 billion yuan [1] - Jiemai Technology, established on April 9, 2001, specializes in the research, production, and sales of electronic component thin carrier tapes, with its main business revenue composition being 83.94% from electronic packaging materials, 12.02% from electronic-grade film materials, and 4.04% from other sources [1] - The stock trading volume for Jiemai Technology was 49.9757 million yuan, with a turnover rate of 0.42% [1] Group 2 - The Guotou Ruijin Fund has a significant holding in Jiemai Technology, with the Guotou Ruijin New Silk Road Mixed Fund (LOF) holding 147,800 shares, accounting for 3.61% of the fund's net value, ranking as the tenth largest holding [2] - The Guotou Ruijin New Silk Road Mixed Fund (LOF) has achieved a year-to-date return of 25.85% and a one-year return of 54.02%, ranking 2171 out of 8178 and 1746 out of 7978 in its category, respectively [2] - The fund manager, Wang Peng, has been in position for 10 years and 149 days, with the fund's total asset size at 587 million yuan [3]

证券之星消息，洁美科技(002859)9月4日公开信息显示，股东浙江元龙股权投资管理集团有限公司向中 国银河证券股份有限公司合计质押1010.0万股，占总股本2.34%。质押详情见下表： 截止本公告日，股东浙江元龙股权投资管理集团有限公司已累计质押股份8270.0万股，占其持股总数的 41.05%。本次质押后洁美科技十大股东的累计质押股份占持股比例(占持股比例的计算以公司最新一期 财务报表公布的十大股东的持股总数为基准)见下图： 洁美科技财务数据及主营业务： 洁美科技2025年中报显示，公司主营收入9.62亿元，同比上升14.68%；归母净利润9849.41万元，同比 下降18.78%；扣非净利润9514.22万元，同比下降19.57%；其中2025年第二季度，公司单季度主营收入 5.48亿元，同比上升15.19%；单季度归母净利润6476.69万元，同比下降4.69%；单季度扣非净利润 6359.57万元，同比下降2.99%；负债率55.15%，投资收益-92.43万元，财务费用2925.87万元，毛利率 33.4%。 | 浙江元龙股权投资 中国银河证券 | 1010.00 5.01% 2.34% 2025 ...

截至发稿，王莉累计任职时间9年228天，现任基金资产总规模276.62亿元，任职期间最佳基金回报 43.15%， 任职期间最差基金回报-0.67%。 数据显示，国海富兰克林基金旗下1只基金重仓洁美科技。国富天颐混合A（005652）二季度减持5300 股，持有股数3700股，占基金净值比例为0.93%，位居第六大重仓股。根据测算，今日浮亏损失约5735 元。 国富天颐混合A（005652）成立日期2018年3月27日，最新规模608.37万。今年以来收益3.44%，同类排 名7064/8180；近一年收益10.55%，同类排名6696/7967；成立以来收益52%。 国富天颐混合A（005652）基金经理为王莉、高燕芸。 9月3日，洁美科技跌5.09%，截至发稿，报28.89元/股，成交2.87亿元，换手率2.41%，总市值124.50亿 元。 资料显示，浙江洁美电子科技股份有限公司位于浙江省安吉经济开发区阳光工业园区浙江洁美电子科技 股份有限公司,浙江省杭州市拱墅区大关路100号绿地中央广场10幢24层，成立日期2001年4月9日，上市 日期2017年4月7日，公司主营业务涉及电子元器件薄型载带的研发、生产 ...

Core Viewpoint - The company held an earnings briefing to enhance communication with investors and provide insights into its operational performance for 2024 and Q1 2025 [1][2]. Financial Performance - In Q1 2025, the company reported a main revenue of 414 million, a year-on-year increase of 14.0%. However, the net profit attributable to shareholders decreased by 36.73% to 33.73 million, and the net profit after deducting non-recurring gains and losses fell by 40.18% to 31.55 million [20]. - The company's debt ratio stands at 53.38%, with financial expenses amounting to 12.84 million [20]. Product and Market Insights - The company’s electronic-grade film materials generated approximately 50 million in revenue in Q1 2025, with a gross margin of about 12% [6]. - The company has established deep collaborations with various battery clients, including those developing semi-solid and solid-state batteries, indicating a focus on expanding market applications for its composite aluminum and copper foils [2]. - The company’s paper carrier tape shipments in 2024 are nearing 2021 levels, although revenue is impacted by declining raw material prices [3]. Strategic Considerations - The company is considering transferring some shares to external strategic investors to reduce debt levels and improve cash flow [4][5]. - The company has plans to increase production capacity for MLCC release films, with a projected annual capacity of 1.2 billion square meters, of which 400 million square meters have already been put into production [14]. Competitive Landscape - The company has not identified any direct competitors in the domestic mid-to-high-end MLCC market [12]. - The company’s export ratio is approximately 10%, with existing factories in Malaysia and the Philippines [17]. Future Outlook - The company has set clear operational goals for the year, which have been broken down into specific targets for various business units [20]. - Recent institutional ratings indicate a positive outlook, with 7 buy ratings and 1 hold rating, and an average target price of 20.61 [21].