← Zhejiang Jiemei Electronic and Technology overview

Zhejiang Jiemei Electronic and Technology vs Axalta Coating Systems: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Zhejiang Jiemei Electronic and Technology Co Ltd (002859.CS)

Q3 2026
▲5

Jiemei expands MLCC release film capacity and buys lithography equipment maker

  • June release film shipments top 40 million sqm; high-end MLCC wins Jiemei shipped over 40 million square meters of release film in June, with stable mass supply to major Chinese, Korean and Japanese MLCC makers and breakthroughs in high-end thin-layer products. More volume sold to bigger customers supports revenue growth and strengthens its position as foreign supply is replaced.

    Shows the core business is winning real orders and customers, the main force behind earnings growth.

  • MLCC release film sales more than double; supply seen short Industry-wide MLCC demand is recovering, helped by AI servers and electric cars, and Jiemei's release film sales have more than doubled year-on-year since March. The company expects supply to fall short of demand into next year, which supports higher prices and volumes.

    Explains the demand surge that underpins Jiemei's sales and pricing power.

  • Buys Efus Technology for 915 million yuan at over 500% premium Jiemei will buy Efus Technology, which makes polishing machines used to produce key optical parts of lithography machines, for 915 million yuan. The target is profitable with high margins and promises at least 221 million yuan profit over 2026-2028, adding a new growth story beyond films.

    A major new acquisition that expands Jiemei into semiconductor equipment and drove the stock limit-up.

  • Adds 428 million yuan to lift release film capacity by 60% Jiemei will invest an extra 428 million yuan in its North China base, raising planned release film capacity from 480 million to 768 million square meters a year, starting production before end-2027. The company cites AI servers, electric vehicles and robotics, and sees domestic MLCC output rising.

    Shows management expects demand to keep growing and is spending to capture it.

  • Murata dropping some MLCC lines may shift orders to Chinese makers Murata, the global MLCC leader, will stop making some consumer and automotive part numbers from fiscal 2026 to focus on high-end AI server products. Investors bet Chinese suppliers like Jiemei will pick up that demand, lifting MLCC-related shares including Jiemei.

    A fresh competitive shift that could send more business to Jiemei's customers and its films.

August 2026
▲5

Jiemei expands MLCC release film capacity and buys lithography equipment maker

  • June release film shipments top 40 million sqm; high-end MLCC wins Jiemei shipped over 40 million square meters of release film in June, with stable mass supply to major Chinese, Korean and Japanese MLCC makers and breakthroughs in high-end thin-layer products. More volume sold to bigger customers supports revenue growth and strengthens its position as foreign supply is replaced.

    Shows the core business is winning real orders and customers, the main force behind earnings growth.

  • MLCC release film sales more than double; supply seen short Industry-wide MLCC demand is recovering, helped by AI servers and electric cars, and Jiemei's release film sales have more than doubled year-on-year since March. The company expects supply to fall short of demand into next year, which supports higher prices and volumes.

    Explains the demand surge that underpins Jiemei's sales and pricing power.

  • Buys Efus Technology for 915 million yuan at over 500% premium Jiemei will buy Efus Technology, which makes polishing machines used to produce key optical parts of lithography machines, for 915 million yuan. The target is profitable with high margins and promises at least 221 million yuan profit over 2026-2028, adding a new growth story beyond films.

    A major new acquisition that expands Jiemei into semiconductor equipment and drove the stock limit-up.

  • Adds 428 million yuan to lift release film capacity by 60% Jiemei will invest an extra 428 million yuan in its North China base, raising planned release film capacity from 480 million to 768 million square meters a year, starting production before end-2027. The company cites AI servers, electric vehicles and robotics, and sees domestic MLCC output rising.

    Shows management expects demand to keep growing and is spending to capture it.

  • Murata dropping some MLCC lines may shift orders to Chinese makers Murata, the global MLCC leader, will stop making some consumer and automotive part numbers from fiscal 2026 to focus on high-end AI server products. Investors bet Chinese suppliers like Jiemei will pick up that demand, lifting MLCC-related shares including Jiemei.

    A fresh competitive shift that could send more business to Jiemei's customers and its films.

Latest
▲5

Jiemei expands MLCC release film capacity and buys lithography equipment maker

  • June release film shipments top 40 million sqm; high-end MLCC wins Jiemei shipped over 40 million square meters of release film in June, with stable mass supply to major Chinese, Korean and Japanese MLCC makers and breakthroughs in high-end thin-layer products. More volume sold to bigger customers supports revenue growth and strengthens its position as foreign supply is replaced.

    Shows the core business is winning real orders and customers, the main force behind earnings growth.

  • MLCC release film sales more than double; supply seen short Industry-wide MLCC demand is recovering, helped by AI servers and electric cars, and Jiemei's release film sales have more than doubled year-on-year since March. The company expects supply to fall short of demand into next year, which supports higher prices and volumes.

    Explains the demand surge that underpins Jiemei's sales and pricing power.

  • Buys Efus Technology for 915 million yuan at over 500% premium Jiemei will buy Efus Technology, which makes polishing machines used to produce key optical parts of lithography machines, for 915 million yuan. The target is profitable with high margins and promises at least 221 million yuan profit over 2026-2028, adding a new growth story beyond films.

    A major new acquisition that expands Jiemei into semiconductor equipment and drove the stock limit-up.

  • Adds 428 million yuan to lift release film capacity by 60% Jiemei will invest an extra 428 million yuan in its North China base, raising planned release film capacity from 480 million to 768 million square meters a year, starting production before end-2027. The company cites AI servers, electric vehicles and robotics, and sees domestic MLCC output rising.

    Shows management expects demand to keep growing and is spending to capture it.

  • Murata dropping some MLCC lines may shift orders to Chinese makers Murata, the global MLCC leader, will stop making some consumer and automotive part numbers from fiscal 2026 to focus on high-end AI server products. Investors bet Chinese suppliers like Jiemei will pick up that demand, lifting MLCC-related shares including Jiemei.

    A fresh competitive shift that could send more business to Jiemei's customers and its films.

Axalta Coating Systems Ltd (AXTA)

Q3 2026
▲3

Axalta's Akzo merger clears EU hurdle as earnings stay strong

  • EU regulators set to clear Akzo deal with divestments AkzoNobel will sell overlapping vehicle-refinish businesses to satisfy EU regulators, who are expected to approve the $25 billion all-stock merger; the powder-coating concern was dropped. Removing this regulatory block makes the deal far more likely to close, supporting AXTA's price.

    This is the biggest new force: the merger's key regulatory hurdle is being cleared.

  • Q2 beat: record EBITDA, revenue and EPS above estimates Axalta posted record quarterly adjusted EBITDA of $305 million at a 22.7% margin, revenue up 3.1% to $1.35 billion and EPS of $0.72, both beating estimates, with Refinish and Mobility growing. Strong results and maintained guidance support the stock.

    The quarter's results are the core fundamental driver behind the shares.

  • Governance sweeteners and Akzo's own profit growth After shareholder talks, the combined company will hold annual director elections and lower a key approval threshold to two-thirds. AkzoNobel also reported higher Q2 profit and said the merger is on track, with a shareholder vote set for August 5.

    These steps reduce deal risk and show the partner is financially healthy.

  • Fairness probe and valuation debate temper the good news A law firm is investigating whether Axalta's shareholders get a fair deal, which could pressure terms. Meanwhile one valuation model calls the stock about 30% overvalued near $35.81, while a cash-flow model sees it far higher, so views on worth are split.

    This is the real counterweight: legal risk to the deal and disagreement over what the shares are worth.

August 2026
▲3

Axalta's Akzo merger clears EU hurdle as earnings stay strong

  • EU regulators set to clear Akzo deal with divestments AkzoNobel will sell overlapping vehicle-refinish businesses to satisfy EU regulators, who are expected to approve the $25 billion all-stock merger; the powder-coating concern was dropped. Removing this regulatory block makes the deal far more likely to close, supporting AXTA's price.

    This is the biggest new force: the merger's key regulatory hurdle is being cleared.

  • Q2 beat: record EBITDA, revenue and EPS above estimates Axalta posted record quarterly adjusted EBITDA of $305 million at a 22.7% margin, revenue up 3.1% to $1.35 billion and EPS of $0.72, both beating estimates, with Refinish and Mobility growing. Strong results and maintained guidance support the stock.

    The quarter's results are the core fundamental driver behind the shares.

  • Governance sweeteners and Akzo's own profit growth After shareholder talks, the combined company will hold annual director elections and lower a key approval threshold to two-thirds. AkzoNobel also reported higher Q2 profit and said the merger is on track, with a shareholder vote set for August 5.

    These steps reduce deal risk and show the partner is financially healthy.

  • Fairness probe and valuation debate temper the good news A law firm is investigating whether Axalta's shareholders get a fair deal, which could pressure terms. Meanwhile one valuation model calls the stock about 30% overvalued near $35.81, while a cash-flow model sees it far higher, so views on worth are split.

    This is the real counterweight: legal risk to the deal and disagreement over what the shares are worth.

Latest
▲3

Axalta's Akzo merger clears EU hurdle as earnings stay strong

  • EU regulators set to clear Akzo deal with divestments AkzoNobel will sell overlapping vehicle-refinish businesses to satisfy EU regulators, who are expected to approve the $25 billion all-stock merger; the powder-coating concern was dropped. Removing this regulatory block makes the deal far more likely to close, supporting AXTA's price.

    This is the biggest new force: the merger's key regulatory hurdle is being cleared.

  • Q2 beat: record EBITDA, revenue and EPS above estimates Axalta posted record quarterly adjusted EBITDA of $305 million at a 22.7% margin, revenue up 3.1% to $1.35 billion and EPS of $0.72, both beating estimates, with Refinish and Mobility growing. Strong results and maintained guidance support the stock.

    The quarter's results are the core fundamental driver behind the shares.

  • Governance sweeteners and Akzo's own profit growth After shareholder talks, the combined company will hold annual director elections and lower a key approval threshold to two-thirds. AkzoNobel also reported higher Q2 profit and said the merger is on track, with a shareholder vote set for August 5.

    These steps reduce deal risk and show the partner is financially healthy.

  • Fairness probe and valuation debate temper the good news A law firm is investigating whether Axalta's shareholders get a fair deal, which could pressure terms. Meanwhile one valuation model calls the stock about 30% overvalued near $35.81, while a cash-flow model sees it far higher, so views on worth are split.

    This is the real counterweight: legal risk to the deal and disagreement over what the shares are worth.