← Zhejiang Jiemei Electronic and Technology overview

Zhejiang Jiemei Electronic and Technology vs Sherwin-Williams: 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.

Sherwin-Williams Co (SHW)

Q3 2026
▲4

Sherwin-Williams beats, raises guidance, and announces 8% price hike

  • Earnings beat and raised full-year guidance Sherwin-Williams reported second-quarter adjusted earnings of $3.70 per share on $6.79 billion in revenue, beating estimates, and raised its full-year adjusted EPS guidance to a midpoint of $12. The stock jumped 7.5-8.3% as investors welcomed the strong results and outlook.

    This is the core new event that directly drove the stock's sharp move this period.

  • 8% price hike to offset raw material inflation The company announced an 8% price increase effective September 1 to counter accelerating raw material inflation, which is expected to reach high single digits in the second half. This supports margins and profitability, a key reason for the stock's rise.

    The price hike is a new, specific action that helps explain why the company can maintain profits despite cost pressures.

  • Market share gains and new account wins Sherwin-Williams attributed its strong growth to aggressive new account wins and share gains, not a broad demand recovery. Its Paint Stores Group saw momentum in Protective and Marine, especially in data centers and semiconductor infrastructure, which boosts revenue and investor confidence.

    This shows the company is growing even without a market recovery, a key driver of the raised guidance.

  • Store optimization and cost savings The company closed 57 underperforming stores and expects restructuring to yield about $17 million in annual savings, with half realized in 2026. It also plans to return to the high end of its 80-100 net new store opening target in 2027, supporting long-term profitability.

    These actions improve efficiency and future growth prospects, contributing to the positive outlook.

July 2026
▲4

Sherwin-Williams beats, raises guidance, and announces 8% price hike

  • Earnings beat and raised full-year guidance Sherwin-Williams reported second-quarter adjusted earnings of $3.70 per share on $6.79 billion in revenue, beating estimates, and raised its full-year adjusted EPS guidance to a midpoint of $12. The stock jumped 7.5-8.3% as investors welcomed the strong results and outlook.

    This is the core new event that directly drove the stock's sharp move this period.

  • 8% price hike to offset raw material inflation The company announced an 8% price increase effective September 1 to counter accelerating raw material inflation, which is expected to reach high single digits in the second half. This supports margins and profitability, a key reason for the stock's rise.

    The price hike is a new, specific action that helps explain why the company can maintain profits despite cost pressures.

  • Market share gains and new account wins Sherwin-Williams attributed its strong growth to aggressive new account wins and share gains, not a broad demand recovery. Its Paint Stores Group saw momentum in Protective and Marine, especially in data centers and semiconductor infrastructure, which boosts revenue and investor confidence.

    This shows the company is growing even without a market recovery, a key driver of the raised guidance.

  • Store optimization and cost savings The company closed 57 underperforming stores and expects restructuring to yield about $17 million in annual savings, with half realized in 2026. It also plans to return to the high end of its 80-100 net new store opening target in 2027, supporting long-term profitability.

    These actions improve efficiency and future growth prospects, contributing to the positive outlook.

Latest
▲4

Sherwin-Williams beats, raises guidance, and announces 8% price hike

  • Earnings beat and raised full-year guidance Sherwin-Williams reported second-quarter adjusted earnings of $3.70 per share on $6.79 billion in revenue, beating estimates, and raised its full-year adjusted EPS guidance to a midpoint of $12. The stock jumped 7.5-8.3% as investors welcomed the strong results and outlook.

    This is the core new event that directly drove the stock's sharp move this period.

  • 8% price hike to offset raw material inflation The company announced an 8% price increase effective September 1 to counter accelerating raw material inflation, which is expected to reach high single digits in the second half. This supports margins and profitability, a key reason for the stock's rise.

    The price hike is a new, specific action that helps explain why the company can maintain profits despite cost pressures.

  • Market share gains and new account wins Sherwin-Williams attributed its strong growth to aggressive new account wins and share gains, not a broad demand recovery. Its Paint Stores Group saw momentum in Protective and Marine, especially in data centers and semiconductor infrastructure, which boosts revenue and investor confidence.

    This shows the company is growing even without a market recovery, a key driver of the raised guidance.

  • Store optimization and cost savings The company closed 57 underperforming stores and expects restructuring to yield about $17 million in annual savings, with half realized in 2026. It also plans to return to the high end of its 80-100 net new store opening target in 2027, supporting long-term profitability.

    These actions improve efficiency and future growth prospects, contributing to the positive outlook.

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