洁美科技(002859) - 2017年5月4日投资者关系活动记录表

Company Overview - Zhejiang Jiemai Electronic Technology Co., Ltd. was established in 2001, initially importing raw paper from Japan for processing and sales [3][4]. - The company has evolved from a lack of local production capabilities to becoming a significant player in the electronic packaging materials industry [4]. Industry Environment - The transition from traditional electronic components to surface mount technology has led to rapid development in thin packaging, marking the shift to the surface mount era [3][4]. - The electronic industry is expected to grow at a rate of 5-10% annually, driving demand for the company's products [4]. Product Portfolio - Main products include paper carrier tape, packaging adhesive tape, plastic carrier tape, and transfer adhesive tape [4][5]. - The company aims to provide a "one-stop procurement" solution for electronic component manufacturers [5]. Production Capacity and Locations - Production bases include: 1. Jiangxi: Producing raw paper with an annual output of 2 lines [4]. 2. Anji: The main production base [4]. 3. Meixi: Future major base due to insufficient raw paper capacity [4]. 4. Malaysia: Acquired in 2014 to serve Southeast Asian customers [4]. Strategic Partnerships - The company collaborates with major industry players like Murata, Samsung, and Panasonic, aiming to become a leading integrated supplier in the electronic information materials sector [5][6]. Financial Performance - Recent profit growth is attributed to product structure adjustments and favorable currency exchange rates, with a notable increase in high-end product sales [9]. - The company has achieved a market share of 50% in the paper carrier tape segment [8][9]. Market Position and Competition - Key clients include major companies such as Samsung, Murata, and Panasonic, with strategic advantages in supply chain and technology [9]. - The competitive landscape includes large firms like Toray and Teijin in the transfer adhesive tape market [7][9]. Future Outlook - The company plans to enhance production capacity for paper and transfer adhesive tapes, with new lines expected to be operational by mid-2017 [6][9]. - Continuous R&D investment is aimed at maintaining competitive advantages and meeting future market demands [5][8].