行业红利爆发期，高效的供需对接是企业抢占市场先机的关键。2026年深圳国际薄膜与胶带展（FILM & TAPE EXPO），深耕行业18年，始终以"精准 匹配供需"为核心，为买家打造高效、便捷的采购对接场景。作为功能性薄膜与胶粘带领域的行业风向标，洁美科技每年都会莅临展会现场参观交流，我 们预计2026年将吸引更多如洁美科技头部电子薄膜材料专业观众组团参观、交流与采购，进一步为上下游企业搭建高效对接的桥梁。 就在最近，洁美科技下游客户国巨电子、风华高科的产品都开始陆续涨价，洁美科技相关产品的出厂价格是否会同步进行上调？对此洁美科技回应称，由 于AI服务器、新能源汽车、机器人、无人机、智能可穿戴设备等新兴应用领域需求旺盛带动电子元器件需求持续增长，近期下游客户陆续对其电子元器 件产品开始涨价，公司将持续关注市场环境变化及客户涨价的信息，择机调整产品价格。 洁美科技透露，MLCC用离型膜产品已在国巨、华新科、风华高科、三环集团等主要客户稳定批量供货且基本完成了自制基膜的产品切换，并在宇阳科 技、微容电子等知名国内客户端实现批量供货。与此同时，洁美科技也顺利完成韩日系大客户（三星、村田）的验证和批量供货，其中韩系客 ...

Core Viewpoint - Jie Mei Technology (002859) emphasizes the development and production of polymer metal composite membrane materials by Rouzhen Technology, which can replace traditional aluminum and copper foils in lithium-ion batteries, enhancing energy density and safety performance [1] Group 1: Product Overview - Rouzhen Technology specializes in composite metal membranes with a "sandwich" structure (metal coating/polymer layer/metal coating) [1] - The product line includes composite aluminum foil (PET aluminum foil), composite copper foil (PET copper foil, PP copper foil, PI copper foil), high-end ultra-thin copper foil, and PCB carrier copper foil [1] Group 2: Market Applications - The primary downstream applications are in consumer lithium batteries, power batteries (covering various power applications such as new energy vehicles, drones, two-wheeled small power vehicles, and cargo ships), energy storage batteries, and copper-clad board manufacturers [1]

浙江洁美电子科技股份有限公司投资者关系活动记录表 编号：20260116 | | | ☑特定对象调研 □媒体采访 | | | | | | □分析师会议 □业绩说明会 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 投资者关系 | | | | | | | | | | | | | □新闻发布会 | | | | | | □路演活动 | | | 活动类别 | | □现场参观 | | | | | | | | | | | ☑其他（电话会议） | | | | | | | | | 参与单位名称 | | 山西证券 | | | | | | | | | 时 | 间 | 2026 年 至 17:20 | 1 | 月 | 16 | 日下午 | 16:20 | | | | 地 | 点 | 浙江省杭州市拱墅区大关路 100 | | | | | | 号绿地中央广场 | 10 幢 24 层会议室 | | 上市公司接待 | | 董事、副总经理、董事会秘书：张君刚 | | | | | | | | | 人员姓名 | | 投资者关系助理：李彦霖 | | | | | ...

Core Viewpoint - Jiemai Technology completed the acquisition of Jiangxi Hongmei New Energy Technology Co., Ltd. in less than 10 days, indicating a rapid strategic move to enhance its production capacity and avoid potential competition in the industry [1] Group 1: Acquisition Details - The acquisition involved Jiemai Technology's subsidiary, Zhejiang Rouzhen Technology Co., Ltd., purchasing 100% of Jiangxi Hongmei's shares, which were previously held by Zhejiang Yuanlong Equity Investment Management Group Co., Ltd. and Anji Hongmei Venture Capital Partnership [1] - Jiangxi Hongmei has been renamed Jiangxi Rouzhen Technology Co., Ltd. and its business scope has expanded to include high-performance fiber and composite materials manufacturing, which were not part of its previous operations [1][2] Group 2: Company Background - Jiangxi Hongmei was established in November 2022 with a registered capital of 50 million yuan, focusing on the research and production of flexible composite materials and thermal management materials [2] - The company has obtained 3 authorized invention patents and has 17 pending patent applications, indicating a strong focus on innovation in new materials for industries such as photovoltaics and 6G electronic information [2] Group 3: Strategic Implications - The acquisition is aimed at integrating quality resources to accelerate the production capacity expansion of Rouzhen Technology, particularly in composite fluid products like composite aluminum foil and high-end ultra-thin copper foil [3] - The existing production lines of Jiangxi Hongmei will be modified for immediate use, facilitating the integration of related businesses, assets, and personnel, which is expected to positively impact the overall profitability and operational performance of Rouzhen Technology [3]

Investment Rating - The investment rating for the company is "Buy" [5]. Core Views - The acquisition of 100% equity in Jiangxi Hongmei by Zhejiang Rouzhen Technology is aimed at accelerating the capacity expansion and business layout of composite flow materials [2]. - The transaction is expected to enhance the integration of quality resources, promote rapid development, and improve profitability for the subsidiary Rouzhen Technology [2]. - The company maintains its revenue and profit forecasts for 2025-2027, expecting revenues of RMB 21.86 billion, 28.90 billion, and 36.41 billion, with net profits of RMB 2.87 billion, 4.60 billion, and 7.01 billion respectively [3]. Financial Summary - The projected revenues for 2025-2027 are RMB 21.86 billion, 28.90 billion, and 36.41 billion, reflecting year-on-year growth rates of 20.3%, 32.2%, and 26.0% respectively [3][8]. - The expected net profits for the same period are RMB 2.87 billion, 4.60 billion, and 7.01 billion, with year-on-year growth rates of 42.1%, 60.1%, and 52.4% [3][8]. - The earnings per share (EPS) are projected to be RMB 0.67, 1.07, and 1.63 for 2025, 2026, and 2027 respectively [3][8]. - The company’s stock price as of August 18, 2025, is RMB 27.67, with corresponding price-to-earnings (PE) ratios of 41.51x, 25.93x, and 17.02x for the years 2025, 2026, and 2027 [3][10].

Core Viewpoint - The acquisition of a 100% stake in Jiangxi Hongmei New Energy Technology Co., Ltd. by Zhejiang Jiemai Electronic Technology Co., Ltd.'s subsidiary, Zhejiang Rouzhen Technology Co., Ltd., is aimed at enhancing resource integration and accelerating production capacity expansion in the polymer composite film materials sector, which is crucial for lithium-ion batteries [1][2][3] Group 1: Acquisition Details - Zhejiang Rouzhen Technology plans to acquire a 72% stake in Jiangxi Hongmei from Zhejiang Yuanlong and a 28% stake from Anji Hongmei for a total consideration of RMB 26.2824 million, matching the assessed book value of Jiangxi Hongmei's equity [1] - Following the acquisition, Rouzhen Technology will hold 100% of Jiangxi Hongmei, which specializes in manufacturing new film materials and electronic materials, primarily used in photovoltaic, new energy, and 6G electronic information industries [1] Group 2: Strategic Implications - The acquisition is part of Jiemai Technology's strategy to enhance the production capacity of Rouzhen Technology, focusing on composite current collector products such as composite aluminum foil and copper foil, which are essential for energy density and safety in lithium-ion batteries [2] - The integration of Jiangxi Hongmei's production lines will facilitate the deep collaboration of Rouzhen Technology's related businesses, leading to improved operational efficiency and profitability [2][3] Group 3: Expert Insights - The acquisition is viewed as a market-driven approach to optimize resource allocation, mitigate potential competition and related party transaction issues, and enhance the core competitiveness of the listed company [3]