洁美科技(002859) - 2021年12月1日-12月2日投资者关系活动记录表

Group 1: Company Overview and Recent Developments - Zhejiang Jiemai Electronic Technology Co., Ltd. maintains a leading position in the paper carrier tape industry, with a growing market share despite industry fluctuations [8] - The company has expanded its tape production capacity from 2.2 million rolls per year to 4.2 million rolls per year, nearly doubling its output [8] - The company is planning to enhance its production capacity for plastic carrier tape, with existing lines increasing from 53 to 60 [11] Group 2: Product Lines and Growth Potential - The company has seen a significant increase in demand for its tape products, with a growth target of approximately 40% for the plastic carrier tape segment [11] - The production capacity for release films is set to increase, with five domestic lines and three imported lines planned for production [11] - The CPP (Cast Polypropylene) film project is expected to yield an annual capacity of 3,000 tons, with a market focus on aluminum-plastic film applications [9] Group 3: Strategic Initiatives and Future Plans - The company aims to become a leading enterprise in the electronic consumables sector, focusing on innovation and high product value [11] - Future plans include the establishment of a production base in Zhaoqing, Guangdong, to supply nearby clients, including Fenghua High-Tech [11] - The company is also preparing to set up a production base in Tianjin to better serve Samsung Electric and surrounding customers [11] Group 4: Financial Performance and Incentives - The company has implemented an employee stock ownership plan and restricted stock incentives to motivate its core teams and enhance overall performance [9] - The performance targets for the incentive plans are based on net profit growth rates of 98%, 157%, and 234% for the years 2022-2024 [9] Group 5: Investor Relations and Communication - The company conducted investor relations activities, including remote conference calls and on-site visits, to communicate its business outlook and engage with stakeholders [12] - The management team, including the board secretary, actively participated in discussions with investors to address inquiries and provide insights into the company's strategies [12]